How big is Energy IQ Group, LLC's plan?

Energy IQ Group, LLC's plan reported $710K in assets and 12 participants for 2023.

Original filing (PDF)20240611092301NAL0013050627001

Energy IQ Group, LLC

Name: Energy IQ Group, LLC — Energy IQ Group, LLC, Form 5500 (2023)
Creator: Energy IQ Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Energy IQ Group, LLC Retirement Trust

401(k) retirement plan · Energy IQ Group, LLC's Energy IQ Group, LLC Retirement Trust held $710K in plan assets for 12 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$710K

Net assets (EOY)

$710K

People on this filing

Karl Zimmerman signed Energy IQ Group, LLC's 2023 Form 5500 as plan administrator.

Karl Zimmerman — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Energy IQ Group, LLC's EIN is 20-8224800.

EIN 20-8224800

Plan number 001

Plan year 2023

ACK ID 20240611092301NAL0013050627001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Energy IQ Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Energy IQ Group, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ENERGY IQ GROUP, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score