2023 Form 5500 filing — Tortoiseecofin 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 20241014195643NAL0013805523003) for Tortoiseecofin 401(K) Plan, reported by Tortoiseecofin Parent Holdco, LLC under EIN 82-4180414 and plan number 001. It reports 146 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014195643NAL0013805523003
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tortoiseecofin Parent Holdco, LLC
- EIN
- 82-4180414
- Plan number
- 001
- Location
- Overland Park, KS
- Participants
- 146
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,956,162
- Net assets (EOY)
- $20,956,162
- Employer contributions
- $442,552
- Participant contributions
- $1,698,679
- Total income / additions
- $5,399,504
- Benefits paid
- $4,030,010
- Administrative expenses
- $61,507
- Total expenses
- $4,093,816
- Net increase / (decrease)
- $1,305,688
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mariner LLC | NONE | $36,192 | not reported in the loaded dataset |
| Schwab Retirement Plan Services,Inc | NONE | $24,708 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $63 | $0 |