Centrica Business Solutions Us, Inc. 401(K) Plan — Form 5500 plan (Centrica Business Solutions Us , 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, Centrica Business Solutions Us, Inc. 401(K) Plan is a benefit plan reported by Centrica Business Solutions Us , Inc. under EIN 05-0533278 and plan number 001. The latest loaded filing year is 2023. The filing reports 322 participants and $18,694,833 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Centrica Business Solutions Us , Inc.
- EIN
- 05-0533278
- Plan number
- 001
- Plan type
- 2
- Location
- Ballston, NY
- Latest filing year
- 2023
- Participants
- 322
- End-of-year plan assets
- $18,694,833
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 322 | H, C | 20241007123706NAL0008868659001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,694,833
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,694,833
- Net assets (BOY)
- $15,351,819
Income & contributions
- Employer contributions
- $901,760
- Participant contributions
- $1,518,493
- Total contributions
- $2,692,665
- Total income / additions
- $5,562,362
Expenses & distributions
- Benefits paid
- $2,155,951
- Administrative expenses
- $63,397
- Total expenses
- $2,219,348
- Net increase / (decrease)
- $3,343,014
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Greenbush Financial Group LLC | INVESTMENT ADVISOR | $40,201 | not reported in the loaded dataset | 2023 |
| First Great West Life & Annuity | RECORDKEEPER | $12,004 | $0 | 2023 |
| Side By Side Financials Inc. | CONTRACT ADMINISTRATOR | $11,897 | not reported in the loaded dataset | 2023 |
| Gwfs Equities Inc | ADVISORY | $20 | not reported in the loaded dataset | 2023 |
| Gwfs Equities Inc. | ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Centrica Business Solutions Us , Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Ballston, NY
- Greenbush Financial Group LLC — Schedule C compensation
- First Great West Life & Annuity — Schedule C compensation
- Side By Side Financials Inc. — Schedule C compensation
- Gwfs Equities Inc — Schedule C compensation