Stored Energy Holdings 401(K) Plan — Form 5500 plan (Stored Energy Holdings, 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, Stored Energy Holdings 401(K) Plan is a benefit plan reported by Stored Energy Holdings, Inc. under EIN 47-2506272 and plan number 002. The latest loaded filing year is 2023. The filing reports 136 participants and $4,569,167 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Stored Energy Holdings, Inc.
- EIN
- 47-2506272
- Plan number
- 002
- Plan type
- 2
- Location
- Auburn, MA
- Latest filing year
- 2023
- Participants
- 136
- End-of-year plan assets
- $4,569,167
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 136 | H, C | 20240903091242NAL0010480531001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,569,167
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,569,167
- Net assets (BOY)
- $4,537,795
Income & contributions
- Employer contributions
- $130,179
- Participant contributions
- $423,947
- Total contributions
- $571,904
- Total income / additions
- $1,262,170
Expenses & distributions
- Benefits paid
- $1,201,567
- Administrative expenses
- $27,178
- Total expenses
- $1,230,798
- Net increase / (decrease)
- $31,372
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Capital Group Ret. Plan Svc. | RECORDKEEPER | $12,149 | $0 | 2023 |
| Mesirow Financila Inv. Mgmt | INV ADVISOR | $9,901 | not reported in the loaded dataset | 2023 |
| Boulay Donnelly & Supovitz | TPA | $5,878 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Stored Energy Holdings, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Auburn, MA
- Capital Group Ret. Plan Svc. — Schedule C compensation
- Mesirow Financila Inv. Mgmt — Schedule C compensation
- Boulay Donnelly & Supovitz — Schedule C compensation