2023 Form 5500 filing — Ethosenergy 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 20240926094345NAL0000309187001) for Ethosenergy 401(K) Plan, reported by Ethosenergy Gts Holdings (Us) LLC under EIN 76-0466008 and plan number 001. It reports 2,119 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240926094345NAL0000309187001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ethosenergy Gts Holdings (Us) LLC
- EIN
- 76-0466008
- Plan number
- 001
- Location
- Houston, TX
- Participants
- 2,119
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $306,279,764
- Total liabilities (EOY)
- $1
- Net assets (EOY)
- $306,279,763
- Employer contributions
- $7,708,905
- Participant contributions
- $12,632,451
- Total income / additions
- $69,455,253
- Benefits paid
- $32,136,227
- Administrative expenses
- -$34,709
- Total expenses
- $32,122,230
- Net increase / (decrease)
- $37,333,023
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley | CONSULTANT | $89,773 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $30,748 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$155,130 | $0 |