Xcel Energy Inc. Master Trust — Form 5500 plan (Xcel Energy 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, Xcel Energy Inc. Master Trust is a benefit plan reported by Xcel Energy Inc. under EIN 41-0448030 and plan number 013. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $306,042,777 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Xcel Energy Inc.
- EIN
- 41-0448030
- Plan number
- 013
- Plan type
- 4
- Location
- Minneapolis, MN
- Latest filing year
- 2023
- Participants
- not reported in the loaded dataset
- End-of-year plan assets
- $306,042,777
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H | 20241003092256NAL0016746960001 |
| 2023 | not reported in the loaded dataset | H | 20241212233654NAL0008207987001 |
| 2023 | not reported in the loaded dataset | H | 20241212233859NAL0026931874001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $445,149,557
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $445,149,557
- Net assets (BOY)
- $464,278,431
Income & contributions
- Total contributions
- $0
- Total income / additions
- $34,045,415
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $0
- Total expenses
- $0
- Net increase / (decrease)
- $34,045,415
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.