2023 Form 5500 filing — Capstone Green Energy, LLC 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 20241009165814NAL0018793201001) for Capstone Green Energy, LLC 401(K) Plan, reported by Capstone Green Energy, LLC under EIN 93-3937119 and plan number 001. It reports 182 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009165814NAL0018793201001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Capstone Green Energy, LLC
- EIN
- 93-3937119
- Plan number
- 001
- Location
- Van Nuys, CA
- Participants
- 182
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $25,221,180
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,221,180
- Employer contributions
- $243,157
- Participant contributions
- $831,631
- Total income / additions
- $4,956,701
- Benefits paid
- $2,165,985
- Administrative expenses
- $99,596
- Total expenses
- $2,265,581
- Net increase / (decrease)
- $2,691,120
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Brighton Jones LLC | ADVISOR | $52,096 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $47,500 | $0 |