Plan5500

Pivot Energy, Inc. 401(K) Plan — Form 5500 plan (Pivot Energy, Inc.)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Pivot Energy, Inc. 401(K) Plan is a benefit plan reported by Pivot Energy, Inc. under EIN 86-3586840 and plan number 001. The latest loaded filing year is 2023. The filing reports 146 participants and $6,120,661 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Pivot Energy, Inc.
EIN
86-3586840
Plan number
001
Plan type
2
Location
Denver, CO
Latest filing year
2023
Participants
146
End-of-year plan assets
$6,120,661

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023146H, C20241025112828NAL0000082083001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,120,661
Total liabilities (EOY)
$0
Net assets (EOY)
$6,120,661
Net assets (BOY)
$0

Income & contributions

Employer contributions
$811,798
Participant contributions
$1,399,521
Total contributions
$3,414,524
Total income / additions
$4,090,604

Expenses & distributions

Benefits paid
$349,336
Administrative expenses
$16,312
Total expenses
$365,648
Net increase / (decrease)
$3,724,956

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Usi SecuritiesINVESTMENT ADVISOR$30,403not reported in the loaded dataset2023
Usi Consulting Group, Inc.THIRD PARTY ADMIN$12,865not reported in the loaded dataset2023

Related Form 5500 pages