Plan5500

Energy Management Collaborative LLC — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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 Management Collaborative LLC (EIN 20-0029039) is a plan sponsor located in Plymouth, MN with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
20-0029039
Location
Plymouth, MN
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Energy Management Collaborative LLC

  • 2 loaded plans hold $12.6M in reported assets.
  • The largest, Energy Management Collaborative 401 (K) Plan, holds 100% of this company's reported plan assets.
  • Plans cover 460 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$12.6MSummed across loaded plans$12,634,875
Total reported assets$12.6M$12,634,995
Total reported participants460
Total reported liabilities$120

Reported net position

Reported assets = net assets + liabilities (summed)$12.6M total assets
Net assets$12.6MLiabilities$120
Contributions & income
Employer contributions$807.8K
Participant contributions$1.7M
Total income / additions$4.6M
Expenses & distributions
Benefits paid / distributions$1M
Total expenses$1.1M
Net increase / (decrease)$3.5M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Energy Management Collaborative 401 (K) Plan
Participants per plan230Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Energy Management Collaborative 401 (K) Plan$12.6M
    Plan #001 · 273 participants · 2023
  2. 2
    Energy Management Collaborative LLC Employee Benefits Plannot reported in the loaded dataset
    Plan #502 · 187 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Energy Management Collaborative LLC. Open one for its full reported snapshot.

  1. 2023
    Energy Management Collaborative LLC Employee Benefits Plan187 participants · 2No schedules
    View filing →
  2. 2023
    Energy Management Collaborative 401 (K) Plan273 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Energy Management Collaborative LLC report on Form 5500?
Energy Management Collaborative LLC (EIN 20-0029039) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Energy Management Collaborative LLC?
The Employer Identification Number (EIN) reported for Energy Management Collaborative LLC is 20-0029039.
What is the latest Form 5500 filing year for Energy Management Collaborative LLC?
The latest loaded Form 5500 filing year for Energy Management Collaborative LLC is 2023.

Related Form 5500 pages