2023 Form 5500 filing — Just Energy 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 20250203083508NAL0011955728001) for Just Energy 401(K) Plan, reported by Just Energy (U.S.) Corp. under EIN 98-0404753 and plan number 001. It reports 616 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250203083508NAL0011955728001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Just Energy (U.S.) Corp.
- EIN
- 98-0404753
- Plan number
- 001
- Location
- Houston, TX
- Participants
- 616
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $26,094,211
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,094,211
- Employer contributions
- $1,066,932
- Participant contributions
- $2,440,931
- Total income / additions
- $8,205,045
- Benefits paid
- $2,630,306
- Administrative expenses
- $85,714
- Total expenses
- $2,736,922
- Net increase / (decrease)
- $5,468,123
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $58,875 | not reported in the loaded dataset |
| Smith & Howard | ACCOUNTANT/AUDITOR | $20,000 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $6,839 | not reported in the loaded dataset |