Concentric Energy Advisors, Inc. 401(K) Plan — Form 5500 plan (Concentric Energy Advisors, Inc.)
Plain-English plan 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, Concentric Energy Advisors, Inc. 401(K) Plan is a benefit plan reported by Concentric Energy Advisors, Inc. under EIN 01-0568063 and plan number 001. The latest loaded filing year is 2023. The filing reports 76 participants and $22,900,444 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Concentric Energy Advisors, Inc.
- EIN
- 01-0568063
- Plan number
- 001
- Plan type
- 2
- Location
- Marlborough, MA
- Latest filing year
- 2023
- Participants
- 76
- End-of-year plan assets
- $22,900,444
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 76 | I | 20240615073436NAL0015837859001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $22,900,444
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,900,444
- Net assets (BOY)
- $19,488,754
Income & contributions
- Employer contributions
- $483,967
- Participant contributions
- $1,189,827
- Total income / additions
- $5,522,086
Expenses & distributions
- Benefits paid
- $2,104,196
- Administrative expenses
- $6,200
- Total expenses
- $2,110,396
- Net increase / (decrease)
- $3,411,690
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.