Energy Solutions 401(K) Profit Sharing Plan — Form 5500 plan (Cohen Ventures, Inc Dba Energy Solutions)
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 Solutions 401(K) Profit Sharing Plan is a benefit plan reported by Cohen Ventures, Inc Dba Energy Solutions under EIN 94-3374199 and plan number 002. The latest loaded filing year is 2023. The filing reports 460 participants and $35,075,443 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cohen Ventures, Inc Dba Energy Solutions
- EIN
- 94-3374199
- Plan number
- 002
- Plan type
- 3
- Location
- Oakland, CA
- Latest filing year
- 2023
- Participants
- 460
- End-of-year plan assets
- $35,075,443
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 460 | H, C | 20250224162540NAL0009690049001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $35,075,443
- Total liabilities (EOY)
- $1,389
- Net assets (EOY)
- $35,074,054
- Net assets (BOY)
- $24,128,642
Income & contributions
- Employer contributions
- $2,824,826
- Participant contributions
- $3,685,822
- Total contributions
- $6,841,551
- Total income / additions
- $11,924,042
Expenses & distributions
- Benefits paid
- $893,082
- Administrative expenses
- $85,548
- Total expenses
- $978,630
- Net increase / (decrease)
- $10,945,412
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Primark Benefits | THIRD PART ADMINISTRATOR | $69,758 | $0 | 2023 |
| Charles Schwab Trust Bank | BANK | $6,076 | $0 | 2023 |
| Global Retirement Partners | INVESTMENT ADVISOR | $5,480 | $0 | 2023 |
| Summit Wealth & Retirement | INVESTMENT MANAGER | $3,750 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Cohen Ventures, Inc Dba Energy Solutions
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Oakland, CA
- Primark Benefits — Schedule C compensation
- Charles Schwab Trust Bank — Schedule C compensation
- Global Retirement Partners — Schedule C compensation
- Summit Wealth & Retirement — Schedule C compensation