2023 Form 5500 filing — Empower Securefoundation Balanced Trust
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 20250307115759NAL0018485872001) for Empower Securefoundation Balanced Trust, reported by Empower Trust Company, LLC under EIN 84-1455663 and plan number 025. It reports not reported in the loaded dataset participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).
- EFAST2 acknowledgement
- 20250307115759NAL0018485872001
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- Empower Trust Company, LLC
- EIN
- 84-1455663
- Plan number
- 025
- Location
- Greenwood Village, CO
- Participants
- not reported in the loaded dataset
- Schedules available
- Schedule H
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $78,059,960
- Total liabilities (EOY)
- $12,016
- Net assets (EOY)
- $78,047,944
- Total income / additions
- $11,140,833
- Benefits paid
- $0
- Administrative expenses
- $115,563
- Total expenses
- $115,563
- Net increase / (decrease)
- $11,025,270
- Schedule source
- Schedule H