Reliance Energy 401k Plan — Form 5500 plan (Reliance 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, Reliance Energy 401k Plan is a benefit plan reported by Reliance Energy Inc under EIN 75-2399207 and plan number 001. The latest loaded filing year is 2023. The filing reports 375 participants and $9,699,457 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Reliance Energy Inc
EIN
75-2399207
Plan number
001
Plan type
2
Location
Midland, TX
Latest filing year
2023
Participants
375
End-of-year plan assets
$9,699,457

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023375H, C20250225135429NAL0010898529001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,699,457
Total liabilities (EOY)
$0
Net assets (EOY)
$9,699,457
Net assets (BOY)
$9,687,895

Income & contributions

Employer contributions
$410,789
Participant contributions
$570,638
Total contributions
$996,724
Total income / additions
$2,090,236

Expenses & distributions

Benefits paid
$2,036,887
Administrative expenses
$41,787
Total expenses
$2,078,674
Net increase / (decrease)
$11,562

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Ins CoNONE$42,932$02023
Pentec Pension Management Group IncNONE$660$4,9352023

Related Form 5500 pages