Ethosenergy (West), Inc. Plan — Form 5500 plan (Ethosenergy Gts Holdings (Us), 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, Ethosenergy (West), Inc. Plan is a benefit plan reported by Ethosenergy Gts Holdings (Us), LLC under EIN 76-0466008 and plan number 003. The latest loaded filing year is 2023. The filing reports 264 participants and $37,297,884 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ethosenergy Gts Holdings (Us), LLC
EIN
76-0466008
Plan number
003
Plan type
2
Location
Houston, TX
Latest filing year
2023
Participants
264
End-of-year plan assets
$37,297,884

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023264H, C20240925131607NAL0008349155001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$37,297,884
Total liabilities (EOY)
$0
Net assets (EOY)
$37,297,884
Net assets (BOY)
$33,352,582

Income & contributions

Employer contributions
$2,033,865
Participant contributions
$2,282,412
Total contributions
$4,845,940
Total income / additions
$10,846,064

Expenses & distributions

Benefits paid
$6,707,792
Administrative expenses
$15,643
Total expenses
$6,725,834
Net increase / (decrease)
$4,120,230

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Morgan StanleyCONSULTANT$20,975not reported in the loaded dataset2023
Strategic Advisors, Inc.ADVISOR$6,560not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER-$16,787$02023

Related Form 5500 pages