2023 Form 5500 filing — Energy Harbor 401(K) & Retirement Contribution 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 20241015140756NAL0016582787001) for Energy Harbor 401(K) & Retirement Contribution Plan, reported by Energy Harbor Corp. under EIN 84-3992199 and plan number 001. It reports 2,646 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015140756NAL0016582787001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Energy Harbor Corp.
- EIN
- 84-3992199
- Plan number
- 001
- Location
- Akron, OH
- Participants
- 2,646
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $681,628,282
- Total liabilities (EOY)
- $207,171
- Net assets (EOY)
- $681,421,111
- Employer contributions
- $33,221,038
- Participant contributions
- $32,233,720
- Total income / additions
- $159,714,466
- Benefits paid
- $107,588,160
- Administrative expenses
- $504,065
- Total expenses
- $108,088,344
- Net increase / (decrease)
- $51,626,122
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $228,092 | not reported in the loaded dataset |
| Capfinancial Partners, LLC | INVESTMENT ADVISOR | $118,271 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $89,995 | $0 |