2023 Form 5500 filing — Energy Systems Group, 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 20241014073235NAL0014602019001) for Energy Systems Group, LLC 401(K) Plan, reported by Energy Systems Group, LLC under EIN 35-2017952 and plan number 002. It reports 294 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014073235NAL0014602019001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Energy Systems Group, LLC
- EIN
- 35-2017952
- Plan number
- 002
- Location
- Newburgh, IN
- Participants
- 294
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $56,492,777
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $56,492,777
- Employer contributions
- $1,701,288
- Participant contributions
- $1,766,899
- Total income / additions
- $8,127,448
- Benefits paid
- $1,435,243
- Administrative expenses
- $21,500
- Total expenses
- $1,456,743
- Net increase / (decrease)
- $6,670,705
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Creative Planning Hold Co, LLC | SERVICE PROVIDER | $0 | $25,380 |
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $21,500 | not reported in the loaded dataset |