Invenergy LLC 401(K) Plan — Form 5500 plan (Invenergy LLC)

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, Invenergy LLC 401(K) Plan is a benefit plan reported by Invenergy LLC under EIN 36-4462793 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,935 participants and $183,230,513 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Invenergy LLC
EIN
36-4462793
Plan number
001
Plan type
3
Location
Chicago, IL
Latest filing year
2023
Participants
1,935
End-of-year plan assets
$183,230,513

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,935H, C20241002094917NAL0008617969001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$183,230,513
Total liabilities (EOY)
$0
Net assets (EOY)
$183,230,513
Net assets (BOY)
$132,198,656

Income & contributions

Employer contributions
$8,406,698
Participant contributions
$18,640,866
Total contributions
$32,437,573
Total income / additions
$61,243,505

Expenses & distributions

Benefits paid
$10,024,398
Administrative expenses
$170,018
Total expenses
$10,211,648
Net increase / (decrease)
$51,031,857

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$147,314$02023
Weiss & Company LlpACCOUNTANT/AUDITOR$22,704not reported in the loaded dataset2023

Related Form 5500 pages