Energy Reps, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Energy Reps, 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, Energy Reps, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Energy Reps, Inc. under EIN 92-2747377 and plan number 001. The latest loaded filing year is 2023. The filing reports 29 participants and $4,066,207 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Energy Reps, Inc.
- EIN
- 92-2747377
- Plan number
- 001
- Plan type
- 2
- Location
- Stuart, FL
- Latest filing year
- 2023
- Participants
- 29
- End-of-year plan assets
- $4,066,207
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 29 | I | 20241003122929NAL0017663808001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $4,066,207
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,066,207
- Net assets (BOY)
- $4,293,030
Income & contributions
- Employer contributions
- $151,691
- Participant contributions
- $285,663
- Total income / additions
- $1,151,418
Expenses & distributions
- Benefits paid
- $1,355,795
- Administrative expenses
- $22,446
- Total expenses
- $1,378,241
- Net increase / (decrease)
- -$226,823
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.