Energy North Retirement Plan — Form 5500 plan (Energy North, 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, Energy North Retirement Plan is a benefit plan reported by Energy North, Inc. under EIN 04-2748522 and plan number 001. The latest loaded filing year is 2023. The filing reports 838 participants and $17,635,260 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Energy North, Inc.
- EIN
- 04-2748522
- Plan number
- 001
- Plan type
- 3
- Location
- Lawrence, MA
- Latest filing year
- 2023
- Participants
- 838
- End-of-year plan assets
- $17,635,260
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 838 | H, C | 20240807162034NAL0002211331001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,635,260
- Net assets (EOY)
- $17,635,260
- Net assets (BOY)
- $13,676,512
Income & contributions
- Employer contributions
- $902,429
- Participant contributions
- $1,762,147
- Total contributions
- $3,378,971
- Total income / additions
- $5,648,980
Expenses & distributions
- Benefits paid
- $1,624,784
- Administrative expenses
- $65,448
- Total expenses
- $1,690,232
- Net increase / (decrease)
- $3,958,748
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $26,522 | $0 | 2023 |
| Summit Financial Corporation | FIDUCIARY ADVISOR AND TPA | $15,511 | $0 | 2023 |
| Global Retirement Partners LLC | ADVISORS BROKER DEALER | $14,606 | $0 | 2023 |
| Rpw Solutions LLC | FIDUCIARY ADVISOR AND TPA | $5,788 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Energy North, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Lawrence, MA
- Empower Annuity Insurance Company — Schedule C compensation
- Summit Financial Corporation — Schedule C compensation
- Global Retirement Partners LLC — Schedule C compensation
- Rpw Solutions LLC — Schedule C compensation