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, Emaxx Retirement Plan is a benefit plan reported by Energi Insurance Services, Inc. under EIN 30-0477159 and plan number 001. The latest loaded filing year is 2023. The filing reports 126 participants and $8,156,145 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,156,145
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,156,145
- Net assets (BOY)
- $6,549,629
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $627,320
- Total contributions
- $928,046
- Total income / additions
- $2,204,218
Expenses & distributions
- Benefits paid
- $583,459
- Administrative expenses
- $14,243
- Total expenses
- $597,702
- Net increase / (decrease)
- $1,606,516