2023 Form 5500 filing — Pattern Energy Group 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 20241011120932NAL0021816001001) for Pattern Energy Group 401(K) Plan, reported by Pattern Energy Group Services Lp under EIN 84-4046110 and plan number 001. It reports 607 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011120932NAL0021816001001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pattern Energy Group Services Lp
- EIN
- 84-4046110
- Plan number
- 001
- Location
- San Francisco, CA
- Participants
- 607
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $106,441,702
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $106,441,702
- Employer contributions
- $4,664,981
- Participant contributions
- $9,788,410
- Total income / additions
- $33,712,015
- Benefits paid
- $10,171,852
- Administrative expenses
- $129,213
- Total expenses
- $10,330,384
- Net increase / (decrease)
- $23,381,631
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $79,243 | not reported in the loaded dataset |
| Newfront Retirement Services Inc | ADVISOR | $49,986 | not reported in the loaded dataset |