Original filing (PDF)20251015080535NAL0008605458001

ENERGY 2001, INC

Name: ENERGY 2001, INC — ENERGY 2001 INC 401K PROFIT SHARING PLAN, Form 5500 (2024)
Creator: ENERGY 2001, INC

Form 5500-SF

FILING_RECEIVED

ENERGY 2001 INC 401K PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$725K

Net assets (EOY)

$725K

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

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ENERGY 2001, INC.

Plan sponsor

Name

ENERGY 2001, INC

EIN

88-0345912

Address

PO BOX 686 · ROCKLIN, CA · 95677

Phone

(650) 269-2698

Industry

Utilitiessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Utilities plans

PROMINENT WIRE AND CABLE LLC

$726K · 2 participants

SOLAR HOLLER LLC

SOLAR HOLLER LLC 401(K) PROFIT SHARING PLAN & TRUST

$723K · 79 participants

INDIAN HILL ELECTRIC

TRUWEALTH RETIREMENT SOLUTIONS AS ADOPTED BY INDIAN HILL ELECTRIC

$723K · 3 participants

REVOLUTION ENERGY HOLDINGS LLC

REVOLUTION ENERGY HOLDINGS 401(K) PLAN

$727K · 8 participants

TOWN OF LYNDON ELECTRIC DEPARTMENT

LYNDON ELECTRIC DEPARTMENT MONEY PURCHASE PENSION PLAN