Original filing (PDF)20240122120622NAL0018482754001

POWERSHIFT, INC.

Name: POWERSHIFT, INC. — POWERSHIFT, INC. CASH BALANCE PLAN, Form 5500 (2023)
Creator: POWERSHIFT, INC.

Form 5500-SF

FILING_RECEIVED

POWERSHIFT, INC. CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for POWERSHIFT, INC..

Plan sponsor

Name

POWERSHIFT, INC.

EIN

84-1144705

Address

8910 EAST 89TH AVENUE · HENDERSON, CO · 80640

Phone

(303) 286-1889

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-29

Filed

2024-01-22

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

1H · PBGC-terminated and closed out

1I · Frozen plan — no new benefit accrual

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

Small plans don't disclose service providers

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