Xinergy 401(K) Plan — Form 5500 plan (Xinergy Corp.)
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, Xinergy 401(K) Plan is a benefit plan reported by Xinergy Corp. under EIN 26-1153865 and plan number 001. The latest loaded filing year is 2023. The filing reports 204 participants and $4,047,344 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Xinergy Corp.
- EIN
- 26-1153865
- Plan number
- 001
- Plan type
- 2
- Location
- Ashford, WV
- Latest filing year
- 2023
- Participants
- 204
- End-of-year plan assets
- $4,047,344
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 204 | H, C | 20241015105528NAL0014437283001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,047,344
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,047,344
- Net assets (BOY)
- $3,632,695
Income & contributions
- Employer contributions
- $367,223
- Participant contributions
- $496,384
- Total contributions
- $863,607
- Total income / additions
- $1,446,353
Expenses & distributions
- Benefits paid
- $1,016,071
- Administrative expenses
- $15,633
- Total expenses
- $1,031,704
- Net increase / (decrease)
- $414,649
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cbiz Benefits & Ins Services | TPA | $0 | $13,218 | 2023 |
| Transamerica Life Ins. Co. | RECORDKEEPER | $8,706 | $0 | 2023 |
| Cbiz Investment Advisory | ADVISOR | $0 | $6,280 | 2023 |