2023 Form 5500 filing — Stored Energy Holdings 401(K) Plan
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 20240903091242NAL0010480531001) for Stored Energy Holdings 401(K) Plan, reported by Stored Energy Holdings, Inc. under EIN 47-2506272 and plan number 002. It reports 136 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240903091242NAL0010480531001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Stored Energy Holdings, Inc.
- EIN
- 47-2506272
- Plan number
- 002
- Location
- Auburn, MA
- Participants
- 136
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,569,167
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,569,167
- Employer contributions
- $130,179
- Participant contributions
- $423,947
- Total income / additions
- $1,262,170
- Benefits paid
- $1,201,567
- Administrative expenses
- $27,178
- Total expenses
- $1,230,798
- Net increase / (decrease)
- $31,372
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capital Group Ret. Plan Svc. | RECORDKEEPER | $12,149 | $0 |
| Mesirow Financila Inv. Mgmt | INV ADVISOR | $9,901 | not reported in the loaded dataset |
| Boulay Donnelly & Supovitz | TPA | $5,878 | not reported in the loaded dataset |