Impact Energy Trust — Form 5500 plan (Impact Energy Trust)
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, Impact Energy Trust is a benefit plan reported by Impact Energy Trust under EIN 61-6156163 and plan number 575. The latest loaded filing year is 2023. The filing reports 1,220 participants and $3,003,352 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Impact Energy Trust
- EIN
- 61-6156163
- Plan number
- 575
- Plan type
- 4
- Location
- Lexington, KY
- Latest filing year
- 2023
- Participants
- 1,220
- End-of-year plan assets
- $3,003,352
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,220 | H, C | 20250225143232NAL0010918849003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,003,352
- Total liabilities (EOY)
- $416,739
- Net assets (EOY)
- $2,586,613
- Net assets (BOY)
- $2,757,569
Income & contributions
- Employer contributions
- $12,373,464
- Total contributions
- $12,373,464
- Total income / additions
- $12,698,829
Expenses & distributions
- Benefits paid
- $12,509,836
- Administrative expenses
- $359,949
- Total expenses
- $12,869,785
- Net increase / (decrease)
- -$170,956
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fiserv Health/Asgi | NONE | $210,223 | not reported in the loaded dataset | 2023 |
| Coal Operators & Associates | PLAN SPONSOR | $90,000 | not reported in the loaded dataset | 2023 |
| Dean Dorton Allen Ford, Pllc | NONE | $26,625 | not reported in the loaded dataset | 2023 |
| Community Trust And Investment Co | NONE | $26,543 | not reported in the loaded dataset | 2023 |
| Usi Insurance Services | NONE | $6,559 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Impact Energy Trust
- 2023 Form 5500 filing
- Form 5500 filings in KY
- 401(k) and benefit plan filings in Lexington, KY
- Fiserv Health/Asgi — Schedule C compensation
- Coal Operators & Associates — Schedule C compensation
- Dean Dorton Allen Ford, Pllc — Schedule C compensation
- Community Trust And Investment Co — Schedule C compensation
- Usi Insurance Services — Schedule C compensation