Plan5500

Ameresco, Inc. 401(K) Plan — Form 5500 plan (Ameresco, 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, Ameresco, Inc. 401(K) Plan is a benefit plan reported by Ameresco, Inc. under EIN 04-3512838 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,619 participants and $218,440,112 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ameresco, Inc.
EIN
04-3512838
Plan number
001
Plan type
2
Location
Framingham, MA
Latest filing year
2023
Participants
1,619
End-of-year plan assets
$218,440,112

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,619H, C20241011052504NAL0021354353001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$218,440,112
Total liabilities (EOY)
$35
Net assets (EOY)
$218,440,077
Net assets (BOY)
$173,764,491

Income & contributions

Employer contributions
$7,679,798
Participant contributions
$13,557,267
Total contributions
$24,900,126
Total income / additions
$59,516,006

Expenses & distributions

Benefits paid
$14,550,059
Administrative expenses
$298,786
Total expenses
$14,840,420
Net increase / (decrease)
$44,675,586

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Faircourt Partners LLCCONSULTANT$156,342not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$121,571$02023
Baker Tilly Us, LlpACCOUNTANT/AUDITOR$10,250not reported in the loaded dataset2023

Related Form 5500 pages