2023 Form 5500 filing — New Century Energies, Inc Employee Investment Plan For Bargaining Unit Employees And Former Non-Bargaining Unit Employees
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240625044837NAL0007490161001) for New Century Energies, Inc Employee Investment Plan For Bargaining Unit Employees And Former Non-Bargaining Unit Employees, reported by Xcel Energy Inc under EIN 41-0448030 and plan number 006. It reports 1,056 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240625044837NAL0007490161001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Xcel Energy Inc
- EIN
- 41-0448030
- Plan number
- 006
- Location
- Minneapolis, MN
- Participants
- 1,056
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $159,245,842
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $159,245,842
- Employer contributions
- $2,364,810
- Participant contributions
- $6,668,754
- Total income / additions
- $24,778,191
- Benefits paid
- $11,526,920
- Administrative expenses
- $202,034
- Total expenses
- $11,728,954
- Net increase / (decrease)
- $13,049,237
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Vanguard Advisers Inc. | NONE | $155,746 | not reported in the loaded dataset |
| Vanguard Group Inc. | NONE | $46,288 | $0 |