Plan5500

Energy Harbor 401(K) & Retirement Contribution Plan — Form 5500 plan (Energy Harbor Corp.)

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, Energy Harbor 401(K) & Retirement Contribution Plan is a benefit plan reported by Energy Harbor Corp. under EIN 84-3992199 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,646 participants and $681,628,282 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Energy Harbor Corp.
EIN
84-3992199
Plan number
001
Plan type
2
Location
Akron, OH
Latest filing year
2023
Participants
2,646
End-of-year plan assets
$681,628,282

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,646H, C20241015140756NAL0016582787001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$681,628,282
Total liabilities (EOY)
$207,171
Net assets (EOY)
$681,421,111
Net assets (BOY)
$629,794,989

Income & contributions

Employer contributions
$33,221,038
Participant contributions
$32,233,720
Total contributions
$68,459,576
Total income / additions
$159,714,466

Expenses & distributions

Benefits paid
$107,588,160
Administrative expenses
$504,065
Total expenses
$108,088,344
Net increase / (decrease)
$51,626,122

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Strategic Advisors, Inc.ADVISOR$228,092not reported in the loaded dataset2023
Capfinancial Partners, LLCINVESTMENT ADVISOR$118,271not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$89,995$02023

Related Form 5500 pages