Tortoiseecofin 401(K) Plan — Form 5500 plan (Tortoiseecofin Parent Holdco, 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, Tortoiseecofin 401(K) Plan is a benefit plan reported by Tortoiseecofin Parent Holdco, LLC under EIN 82-4180414 and plan number 001. The latest loaded filing year is 2023. The filing reports 146 participants and $20,956,162 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Tortoiseecofin Parent Holdco, LLC
- EIN
- 82-4180414
- Plan number
- 001
- Plan type
- 2
- Location
- Overland Park, KS
- Latest filing year
- 2023
- Participants
- 146
- End-of-year plan assets
- $20,956,162
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 146 | H, C | 20241014195643NAL0013805523003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,956,162
- Net assets (EOY)
- $20,956,162
- Net assets (BOY)
- $19,650,474
Income & contributions
- Employer contributions
- $442,552
- Participant contributions
- $1,698,679
- Total contributions
- $2,506,969
- Total income / additions
- $5,399,504
Expenses & distributions
- Benefits paid
- $4,030,010
- Administrative expenses
- $61,507
- Total expenses
- $4,093,816
- Net increase / (decrease)
- $1,305,688
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mariner LLC | NONE | $36,192 | not reported in the loaded dataset | 2023 |
| Schwab Retirement Plan Services,Inc | NONE | $24,708 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $63 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Tortoiseecofin Parent Holdco, LLC
- 2023 Form 5500 filing
- Form 5500 filings in KS
- 401(k) and benefit plan filings in Overland Park, KS
- Mariner LLC — Schedule C compensation
- Schwab Retirement Plan Services,Inc — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation