2023 Form 5500 filing — Ethosenergy Pension Plan For Union Employees
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 20241014183815NAL0026951953001) for Ethosenergy Pension Plan For Union Employees, reported by Ethosenergy, Gts Holdings (Us), LLC under EIN 76-0466008 and plan number 002. It reports 122 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014183815NAL0026951953001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ethosenergy, Gts Holdings (Us), LLC
- EIN
- 76-0466008
- Plan number
- 002
- Location
- Houston, TX
- Participants
- 122
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,107,379
- Total liabilities (EOY)
- $50,700
- Net assets (EOY)
- $7,056,679
- Employer contributions
- $170,179
- Total income / additions
- $1,250,212
- Benefits paid
- $336,452
- Administrative expenses
- $119,817
- Total expenses
- $466,005
- Net increase / (decrease)
- $784,207
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Definiti LLC | NONE | $65,300 | not reported in the loaded dataset |
| Burgess Chambers & Assoc Inc | NONE | $32,227 | not reported in the loaded dataset |
| Whittlesey Pc | NONE | $10,000 | not reported in the loaded dataset |
| Richmond Capital Management Inc | NONE | $8,100 | not reported in the loaded dataset |