Plan5500

E Source Companies 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, E Source Companies LLC (EIN 20-4402870) is a plan sponsor located in Boulder, CO with 7 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
20-4402870
Location
Boulder, CO
Loaded plans
8
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 E Source Companies LLC

  • 8 loaded plans hold $19.1M in reported assets.
  • The largest, E Source 401(K) Plan, holds 100% of this company's reported plan assets.
  • Plans cover 1,604 reported participants.
  • 1 of 8 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$19.1MSummed across loaded plans$19,079,775
Total reported assets$19.1M$19,079,775
Total reported participants1.6K1,604
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$19.1M total assets
Net assets$19.1MLiabilities$0
Contributions & income
Employer contributions$791.3K
Participant contributions$2.3M
Total income / additions$7.9M
Expenses & distributions
Benefits paid / distributions$3.9M
Total expenses$4M
Net increase / (decrease)$3.9M

Data coverage

Plans with financial statements1 / 8 (13%)
Plans with provider compensation1 / 8 (13%)

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%E Source 401(K) Plan
Participants per plan201Average across loaded plans
Loaded plans8
Ranked by reported assets

Largest loaded plans

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

  1. 1
    E Source 401(K) Plan$19.1M
    Plan #001 · 302 participants · 2023
  2. 2
    E Source Companies LLC Ltd Plannot reported in the loaded dataset
    Plan #507 · 220 participants · 2023
  3. 3
    E Source Companies LLC Life Plannot reported in the loaded dataset
    Plan #504 · 220 participants · 2023
  4. 4
    E Source Companies LLC Ad&D Plannot reported in the loaded dataset
    Plan #505 · 220 participants · 2023
  5. 5
    E Source Companies LLC Std Plannot reported in the loaded dataset
    Plan #506 · 220 participants · 2023
  6. 6
    E Source Companies LLC Medical Plannot reported in the loaded dataset
    Plan #501 · 154 participants · 2023
  7. 7
    E Source Companies LLC Dental Plannot reported in the loaded dataset
    Plan #502 · 150 participants · 2023
  8. 8
    E Source Companies LLC Vision Plannot reported in the loaded dataset
    Plan #503 · 118 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 E Source Companies LLC. Open one for its full reported snapshot.

  1. 2023
    E Source Companies LLC Ad&D Plan220 participants · 2No schedules
    View filing →
  2. 2023
    E Source Companies LLC Dental Plan150 participants · 2No schedules
    View filing →
  3. 2023
    E Source Companies LLC Life Plan220 participants · 2No schedules
    View filing →
  4. 2023
    E Source Companies LLC Ltd Plan220 participants · 2No schedules
    View filing →
  5. 2023
    E Source Companies LLC Medical Plan154 participants · 2No schedules
    View filing →
  6. 2023
    E Source Companies LLC Std Plan220 participants · 2No schedules
    View filing →
  7. 2023
    E Source Companies LLC Vision Plan118 participants · 2No schedules
    View filing →
  8. 2023
    E Source 401(K) Plan302 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does E Source Companies LLC report on Form 5500?
E Source Companies LLC (EIN 20-4402870) reports 7 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for E Source Companies LLC?
The Employer Identification Number (EIN) reported for E Source Companies LLC is 20-4402870.
What is the latest Form 5500 filing year for E Source Companies LLC?
The latest loaded Form 5500 filing year for E Source Companies LLC is 2023.

Related Form 5500 pages