Paragon Energy Solutions LLC 401(K) Plan — Form 5500 plan (Paragon Energy Solutions, 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, Paragon Energy Solutions LLC 401(K) Plan is a benefit plan reported by Paragon Energy Solutions, LLC under EIN 82-2483099 and plan number 001. The latest loaded filing year is 2023. The filing reports 309 participants and $16,839,094 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Paragon Energy Solutions, LLC
EIN
82-2483099
Plan number
001
Plan type
2
Location
Fort Worth, TX
Latest filing year
2023
Participants
309
End-of-year plan assets
$16,839,094

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023309H, C20241001052557NAL0006423761001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$16,839,094
Total liabilities (EOY)
$0
Net assets (EOY)
$16,839,094
Net assets (BOY)
$11,928,786

Income & contributions

Employer contributions
$660,180
Participant contributions
$2,231,314
Total contributions
$3,806,798
Total income / additions
$6,310,885

Expenses & distributions

Benefits paid
$1,362,179
Administrative expenses
$38,398
Total expenses
$1,400,577
Net increase / (decrease)
$4,910,308

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Newsquare Capital, LLCINVESTMENT/FINANCIAL ADVI$32,302$02023
Adp, Inc.RECORD KEEPER$6,095$02023
Adp Broker-DealerRECORD KEEPER$0$02023

Related Form 5500 pages