La Plata Electric Association, Inc. Retirement Savings Plan — Form 5500 plan (La Plata Electric Association, 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, La Plata Electric Association, Inc. Retirement Savings Plan is a benefit plan reported by La Plata Electric Association, Inc. under EIN 84-0248168 and plan number 002. The latest loaded filing year is 2023. The filing reports 158 participants and $35,300,131 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
La Plata Electric Association, Inc.
EIN
84-0248168
Plan number
002
Plan type
2
Location
Durango, CO
Latest filing year
2023
Participants
158
End-of-year plan assets
$35,300,131

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023158H, C20240829140800NAL0013609953001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$35,300,131
Net assets (EOY)
$35,300,131
Net assets (BOY)
$29,583,964

Income & contributions

Employer contributions
$1,401,312
Participant contributions
$1,447,609
Total contributions
$2,961,449
Total income / additions
$7,324,121

Expenses & distributions

Benefits paid
$1,519,499
Administrative expenses
$88,455
Total expenses
$1,607,954
Net increase / (decrease)
$5,716,167

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Schwab Retirement Plan Services,IncNONE$88,505not reported in the loaded dataset2023
Charles Schwab & Co., Inc.NONE$344$02023

Related Form 5500 pages