Capstone Green Energy, LLC 401(K) Plan — Form 5500 plan (Capstone Green Energy, 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, Capstone Green Energy, LLC 401(K) Plan is a benefit plan reported by Capstone Green Energy, LLC under EIN 93-3937119 and plan number 001. The latest loaded filing year is 2023. The filing reports 182 participants and $25,221,180 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Capstone Green Energy, LLC
EIN
93-3937119
Plan number
001
Plan type
2
Location
Van Nuys, CA
Latest filing year
2023
Participants
182
End-of-year plan assets
$25,221,180

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023182H, C20241009165814NAL0018793201001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$25,221,180
Total liabilities (EOY)
$0
Net assets (EOY)
$25,221,180
Net assets (BOY)
$22,530,060

Income & contributions

Employer contributions
$243,157
Participant contributions
$831,631
Total contributions
$1,074,788
Total income / additions
$4,956,701

Expenses & distributions

Benefits paid
$2,165,985
Administrative expenses
$99,596
Total expenses
$2,265,581
Net increase / (decrease)
$2,691,120

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Brighton Jones LLCADVISOR$52,096not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$47,500$02023

Related Form 5500 pages