City Light & Power, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (City Light & Power, 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, City Light & Power, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by City Light & Power, Inc. under EIN 33-0766650 and plan number 001. The latest loaded filing year is 2023. The filing reports 196 participants and $13,648,638 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- City Light & Power, Inc.
- EIN
- 33-0766650
- Plan number
- 001
- Plan type
- 2
- Location
- Greenwood Village, CO
- Latest filing year
- 2023
- Participants
- 196
- End-of-year plan assets
- $13,648,638
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 196 | H, C | 20240911092358NAL0015519522001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,648,638
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,648,638
- Net assets (BOY)
- $11,002,873
Income & contributions
- Employer contributions
- $756,835
- Participant contributions
- $1,036,978
- Total contributions
- $1,985,658
- Total income / additions
- $3,840,635
Expenses & distributions
- Benefits paid
- $1,127,438
- Administrative expenses
- $67,432
- Total expenses
- $1,194,870
- Net increase / (decrease)
- $2,645,765
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $37,132 | $0 | 2023 |
| Alpha Capital Management Group LLC | INVESTMENT ADVISOR | $30,110 | not reported in the loaded dataset | 2023 |
| Ascensus Holdings Inc. Dba Futurepl | CONTRACT ADMIN | $3,472 | $10,000 | 2023 |
| Alpha Capital Management Group LLC | SERVICE PROVIDER | $0 | $5,507 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $2,112 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for City Light & Power, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CO
- 401(k) and benefit plan filings in Greenwood Village, CO
- Empower Annuity Insurance Company — Schedule C compensation
- Alpha Capital Management Group LLC — Schedule C compensation
- Ascensus Holdings Inc. Dba Futurepl — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation