Pattern Energy Group 401(K) Plan — Form 5500 plan (Pattern Energy Group Services Lp)
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, Pattern Energy Group 401(K) Plan is a benefit plan reported by Pattern Energy Group Services Lp under EIN 84-4046110 and plan number 001. The latest loaded filing year is 2023. The filing reports 607 participants and $106,441,702 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pattern Energy Group Services Lp
- EIN
- 84-4046110
- Plan number
- 001
- Plan type
- 2
- Location
- San Francisco, CA
- Latest filing year
- 2023
- Participants
- 607
- End-of-year plan assets
- $106,441,702
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 607 | H, C | 20241011120932NAL0021816001001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $106,441,702
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $106,441,702
- Net assets (BOY)
- $80,576,423
Income & contributions
- Employer contributions
- $4,664,981
- Participant contributions
- $9,788,410
- Total contributions
- $16,968,413
- Total income / additions
- $33,712,015
Expenses & distributions
- Benefits paid
- $10,171,852
- Administrative expenses
- $129,213
- Total expenses
- $10,330,384
- Net increase / (decrease)
- $23,381,631
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $79,243 | not reported in the loaded dataset | 2023 |
| Newfront Retirement Services Inc | ADVISOR | $49,986 | not reported in the loaded dataset | 2023 |