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ENERGY MANAGEMENT, INC. PROFIT SHARING & 401(K) PLAN 401k Plan overview

Plan NameENERGY MANAGEMENT, INC. PROFIT SHARING & 401(K) PLAN
Plan identification number 001

ENERGY MANAGEMENT, INC. PROFIT SHARING & 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

ENERGY MANAGEMENT, INC. has sponsored the creation of one or more 401k plans.

Company Name:ENERGY MANAGEMENT, INC.
Employer identification number (EIN):042582848
NAIC Classification:541600

Additional information about ENERGY MANAGEMENT, INC.

Jurisdiction of Incorporation: Colorado Department of State
Incorporation Date: 1999-08-25
Company Identification Number: 19991159757
Legal Registered Office Address: 109 Blue Heron Circle

Greenwood Village
United States of America (USA)
80121

More information about ENERGY MANAGEMENT, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ENERGY MANAGEMENT, INC. PROFIT SHARING & 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01MITCHELL JACOBS
0012016-01-01MITCHELL JACOBS
0012015-01-01MITCHELL JACOBS
0012014-01-01MITCHELL JACOBS
0012013-01-01MITCHELL JACOBS
0012012-01-01MITCHELL JACOBS MITCHELL JACOBS2013-07-10
0012011-01-01MITCHELL JACOBS
0012010-01-01MITCHELLBS JACOBS
0012009-01-01MITCHELLBS JACOBS

Plan Statistics for ENERGY MANAGEMENT, INC. PROFIT SHARING & 401(K) PLAN

401k plan membership statisitcs for ENERGY MANAGEMENT, INC. PROFIT SHARING & 401(K) PLAN

Measure Date Value
2023: ENERGY MANAGEMENT, INC. PROFIT SHARING & 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-0127
Total number of active participants reported on line 7a of the Form 55002023-01-0119
Number of retired or separated participants receiving benefits2023-01-012
Number of other retired or separated participants entitled to future benefits2023-01-016
Total of all active and inactive participants2023-01-0127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-0127
Number of participants with account balances2023-01-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-011
2022: ENERGY MANAGEMENT, INC. PROFIT SHARING & 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0132
Total number of active participants reported on line 7a of the Form 55002022-01-0119
Number of retired or separated participants receiving benefits2022-01-012
Number of other retired or separated participants entitled to future benefits2022-01-016
Total of all active and inactive participants2022-01-0127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0127
Number of participants with account balances2022-01-0121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: ENERGY MANAGEMENT, INC. PROFIT SHARING & 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0130
Total number of active participants reported on line 7a of the Form 55002021-01-0121
Number of retired or separated participants receiving benefits2021-01-012
Number of other retired or separated participants entitled to future benefits2021-01-019
Total of all active and inactive participants2021-01-0132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0132
Number of participants with account balances2021-01-0122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-013
2020: ENERGY MANAGEMENT, INC. PROFIT SHARING & 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0134
Total number of active participants reported on line 7a of the Form 55002020-01-0120
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0110
Total of all active and inactive participants2020-01-0130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0130
Number of participants with account balances2020-01-0121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: ENERGY MANAGEMENT, INC. PROFIT SHARING & 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0130
Total number of active participants reported on line 7a of the Form 55002019-01-0122
Number of retired or separated participants receiving benefits2019-01-012
Number of other retired or separated participants entitled to future benefits2019-01-0110
Total of all active and inactive participants2019-01-0134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0134
Number of participants with account balances2019-01-0121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-012
2018: ENERGY MANAGEMENT, INC. PROFIT SHARING & 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0129
Total number of active participants reported on line 7a of the Form 55002018-01-0118
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-0111
Total of all active and inactive participants2018-01-0130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0130
Number of participants with account balances2018-01-0122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-012
2017: ENERGY MANAGEMENT, INC. PROFIT SHARING & 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0129
Total number of active participants reported on line 7a of the Form 55002017-01-0118
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-0110
Total of all active and inactive participants2017-01-0129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0129
Number of participants with account balances2017-01-0123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: ENERGY MANAGEMENT, INC. PROFIT SHARING & 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0129
Total number of active participants reported on line 7a of the Form 55002016-01-0116
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-0112
Total of all active and inactive participants2016-01-0129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0129
Number of participants with account balances2016-01-0125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-012
2015: ENERGY MANAGEMENT, INC. PROFIT SHARING & 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0132
Total number of active participants reported on line 7a of the Form 55002015-01-0115
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0114
Total of all active and inactive participants2015-01-0129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0129
Number of participants with account balances2015-01-0127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-014
2014: ENERGY MANAGEMENT, INC. PROFIT SHARING & 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0127
Total number of active participants reported on line 7a of the Form 55002014-01-0123
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-019
Total of all active and inactive participants2014-01-0132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0132
Number of participants with account balances2014-01-0130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-012
2013: ENERGY MANAGEMENT, INC. PROFIT SHARING & 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0127
Total number of active participants reported on line 7a of the Form 55002013-01-0120
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-017
Total of all active and inactive participants2013-01-0127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0127
Number of participants with account balances2013-01-0125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: ENERGY MANAGEMENT, INC. PROFIT SHARING & 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0126
Total number of active participants reported on line 7a of the Form 55002012-01-0119
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-018
Total of all active and inactive participants2012-01-0127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0127
Number of participants with account balances2012-01-0126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: ENERGY MANAGEMENT, INC. PROFIT SHARING & 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0122
Total number of active participants reported on line 7a of the Form 55002011-01-0118
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-018
Total of all active and inactive participants2011-01-0126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0126
Number of participants with account balances2011-01-0126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: ENERGY MANAGEMENT, INC. PROFIT SHARING & 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0122
Total number of active participants reported on line 7a of the Form 55002010-01-0112
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0110
Total of all active and inactive participants2010-01-0122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0122
Number of participants with account balances2010-01-0121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-011
2009: ENERGY MANAGEMENT, INC. PROFIT SHARING & 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0121
Total number of active participants reported on line 7a of the Form 55002009-01-0113
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-019
Total of all active and inactive participants2009-01-0122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0122
Number of participants with account balances2009-01-0121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on ENERGY MANAGEMENT, INC. PROFIT SHARING & 401(K) PLAN

Measure Date Value
2023 : ENERGY MANAGEMENT, INC. PROFIT SHARING & 401(K) PLAN 2023 401k financial data
Transfers to/from the plan2023-12-31$0
Total plan liabilities at end of year2023-12-31$0
Total plan liabilities at beginning of year2023-12-31$0
Total income from all sources2023-12-31$1,385,341
Expenses. Total of all expenses incurred2023-12-31$1,248,868
Benefits paid (including direct rollovers)2023-12-31$1,248,793
Total plan assets at end of year2023-12-31$5,284,814
Total plan assets at beginning of year2023-12-31$5,148,341
Value of fidelity bond covering the plan2023-12-31$500,000
Assets. Value of tangible personal property2023-12-31$0
Total contributions received or receivable from participants2023-12-31$163,405
Assets. Value of loans (other than to participants)2023-12-31$0
Expenses. Other expenses not covered elsewhere2023-12-31$0
Contributions received from other sources (not participants or employers)2023-12-31$7,374
Other income received2023-12-31$1,143,095
Noncash contributions received2023-12-31$0
Net income (gross income less expenses)2023-12-31$136,473
Net plan assets at end of year (total assets less liabilities)2023-12-31$5,284,814
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$5,148,341
Assets. Value of participant loans2023-12-31$0
Assets. Value of assets in partnership/joint-venture interests2023-12-31$0
Assets. Value of real-estate (other than employer real property)2023-12-31$0
Assets. Value of employer securities2023-12-31$0
Assets. Value of employer real property2023-12-31$0
Total contributions received or receivable from employer(s)2023-12-31$71,467
Value of certain deemed distributions of participant loans2023-12-31$0
Value of corrective distributions2023-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$75
2022 : ENERGY MANAGEMENT, INC. PROFIT SHARING & 401(K) PLAN 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-1,180,734
Expenses. Total of all expenses incurred2022-12-31$302,301
Benefits paid (including direct rollovers)2022-12-31$302,251
Total plan assets at end of year2022-12-31$5,148,341
Total plan assets at beginning of year2022-12-31$6,631,376
Value of fidelity bond covering the plan2022-12-31$500,000
Assets. Value of tangible personal property2022-12-31$0
Total contributions received or receivable from participants2022-12-31$164,841
Assets. Value of loans (other than to participants)2022-12-31$0
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$-1,374,213
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-1,483,035
Net plan assets at end of year (total assets less liabilities)2022-12-31$5,148,341
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$6,631,376
Assets. Value of participant loans2022-12-31$0
Assets. Value of assets in partnership/joint-venture interests2022-12-31$0
Assets. Value of real-estate (other than employer real property)2022-12-31$0
Assets. Value of employer securities2022-12-31$0
Assets. Value of employer real property2022-12-31$0
Total contributions received or receivable from employer(s)2022-12-31$28,638
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$50
2021 : ENERGY MANAGEMENT, INC. PROFIT SHARING & 401(K) PLAN 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$1,304,566
Expenses. Total of all expenses incurred2021-12-31$225,540
Benefits paid (including direct rollovers)2021-12-31$225,540
Total plan assets at end of year2021-12-31$6,631,376
Total plan assets at beginning of year2021-12-31$5,552,350
Value of fidelity bond covering the plan2021-12-31$500,000
Assets. Value of tangible personal property2021-12-31$0
Total contributions received or receivable from participants2021-12-31$151,890
Assets. Value of loans (other than to participants)2021-12-31$0
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$1,069,449
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$1,079,026
Net plan assets at end of year (total assets less liabilities)2021-12-31$6,631,376
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$5,552,350
Assets. Value of participant loans2021-12-31$0
Assets. Value of assets in partnership/joint-venture interests2021-12-31$0
Assets. Value of real-estate (other than employer real property)2021-12-31$0
Assets. Value of employer securities2021-12-31$0
Assets. Value of employer real property2021-12-31$0
Total contributions received or receivable from employer(s)2021-12-31$83,227
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$0
2020 : ENERGY MANAGEMENT, INC. PROFIT SHARING & 401(K) PLAN 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$1,204,853
Expenses. Total of all expenses incurred2020-12-31$367,073
Benefits paid (including direct rollovers)2020-12-31$367,023
Total plan assets at end of year2020-12-31$5,552,350
Total plan assets at beginning of year2020-12-31$4,714,570
Value of fidelity bond covering the plan2020-12-31$500,000
Assets. Value of tangible personal property2020-12-31$0
Total contributions received or receivable from participants2020-12-31$155,163
Assets. Value of loans (other than to participants)2020-12-31$0
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$999,202
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$837,780
Net plan assets at end of year (total assets less liabilities)2020-12-31$5,552,350
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$4,714,570
Assets. Value of participant loans2020-12-31$0
Assets. Value of assets in partnership/joint-venture interests2020-12-31$0
Assets. Value of real-estate (other than employer real property)2020-12-31$0
Assets. Value of employer securities2020-12-31$0
Assets. Value of employer real property2020-12-31$0
Total contributions received or receivable from employer(s)2020-12-31$50,488
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$50
2019 : ENERGY MANAGEMENT, INC. PROFIT SHARING & 401(K) PLAN 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$1,125,630
Expenses. Total of all expenses incurred2019-12-31$284,971
Benefits paid (including direct rollovers)2019-12-31$284,746
Total plan assets at end of year2019-12-31$4,714,570
Total plan assets at beginning of year2019-12-31$3,873,911
Value of fidelity bond covering the plan2019-12-31$500,000
Total contributions received or receivable from participants2019-12-31$138,831
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$933,172
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$840,659
Net plan assets at end of year (total assets less liabilities)2019-12-31$4,714,570
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$3,873,911
Assets. Value of participant loans2019-12-31$0
Total contributions received or receivable from employer(s)2019-12-31$53,627
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$225
2018 : ENERGY MANAGEMENT, INC. PROFIT SHARING & 401(K) PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$47,371
Expenses. Total of all expenses incurred2018-12-31$184,180
Benefits paid (including direct rollovers)2018-12-31$183,980
Total plan assets at end of year2018-12-31$3,873,911
Total plan assets at beginning of year2018-12-31$4,010,720
Value of fidelity bond covering the plan2018-12-31$500,000
Total contributions received or receivable from participants2018-12-31$180,025
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$6,742
Other income received2018-12-31$-261,176
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-136,809
Net plan assets at end of year (total assets less liabilities)2018-12-31$3,873,911
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$4,010,720
Assets. Value of participant loans2018-12-31$1,434
Total contributions received or receivable from employer(s)2018-12-31$121,780
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$200
2017 : ENERGY MANAGEMENT, INC. PROFIT SHARING & 401(K) PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$1,545,693
Expenses. Total of all expenses incurred2017-12-31$3,175,392
Benefits paid (including direct rollovers)2017-12-31$3,175,164
Total plan assets at end of year2017-12-31$4,010,720
Total plan assets at beginning of year2017-12-31$5,640,419
Value of fidelity bond covering the plan2017-12-31$500,000
Assets. Value of tangible personal property2017-12-31$0
Total contributions received or receivable from participants2017-12-31$212,640
Assets. Value of loans (other than to participants)2017-12-31$0
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$1,231,984
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$-1,629,699
Net plan assets at end of year (total assets less liabilities)2017-12-31$4,010,720
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$5,640,419
Assets. Value of participant loans2017-12-31$1,804
Assets. Value of assets in partnership/joint-venture interests2017-12-31$0
Assets. Value of real-estate (other than employer real property)2017-12-31$0
Assets. Value of employer securities2017-12-31$0
Assets. Value of employer real property2017-12-31$0
Total contributions received or receivable from employer(s)2017-12-31$101,069
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$228
2016 : ENERGY MANAGEMENT, INC. PROFIT SHARING & 401(K) PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$830,902
Expenses. Total of all expenses incurred2016-12-31$356,055
Benefits paid (including direct rollovers)2016-12-31$356,030
Total plan assets at end of year2016-12-31$5,640,419
Total plan assets at beginning of year2016-12-31$5,165,572
Value of fidelity bond covering the plan2016-12-31$500,000
Total contributions received or receivable from participants2016-12-31$215,958
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$33
Other income received2016-12-31$480,366
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$474,847
Net plan assets at end of year (total assets less liabilities)2016-12-31$5,640,419
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$5,165,572
Total contributions received or receivable from employer(s)2016-12-31$134,545
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$25
2015 : ENERGY MANAGEMENT, INC. PROFIT SHARING & 401(K) PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$508,191
Expenses. Total of all expenses incurred2015-12-31$605,300
Benefits paid (including direct rollovers)2015-12-31$605,300
Total plan assets at end of year2015-12-31$5,165,572
Total plan assets at beginning of year2015-12-31$5,262,681
Value of fidelity bond covering the plan2015-12-31$500,000
Total contributions received or receivable from participants2015-12-31$257,093
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$65,370
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$-97,109
Net plan assets at end of year (total assets less liabilities)2015-12-31$5,165,572
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$5,262,681
Assets. Value of participant loans2015-12-31$0
Total contributions received or receivable from employer(s)2015-12-31$185,728
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$0
2014 : ENERGY MANAGEMENT, INC. PROFIT SHARING & 401(K) PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$872,083
Expenses. Total of all expenses incurred2014-12-31$5
Benefits paid (including direct rollovers)2014-12-31$0
Total plan assets at end of year2014-12-31$5,262,681
Total plan assets at beginning of year2014-12-31$4,390,603
Value of fidelity bond covering the plan2014-12-31$500,000
Total contributions received or receivable from participants2014-12-31$268,935
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$402,375
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$872,078
Net plan assets at end of year (total assets less liabilities)2014-12-31$5,262,681
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$4,390,603
Assets. Value of participant loans2014-12-31$23,809
Total contributions received or receivable from employer(s)2014-12-31$200,773
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$5
2013 : ENERGY MANAGEMENT, INC. PROFIT SHARING & 401(K) PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total income from all sources2013-12-31$1,426,504
Expenses. Total of all expenses incurred2013-12-31$635,022
Benefits paid (including direct rollovers)2013-12-31$635,022
Total plan assets at end of year2013-12-31$4,390,603
Total plan assets at beginning of year2013-12-31$3,599,121
Value of fidelity bond covering the plan2013-12-31$500,000
Total contributions received or receivable from participants2013-12-31$256,400
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$1,009,733
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$791,482
Net plan assets at end of year (total assets less liabilities)2013-12-31$4,390,603
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$3,599,121
Assets. Value of participant loans2013-12-31$34,312
Total contributions received or receivable from employer(s)2013-12-31$160,371
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$0
2012 : ENERGY MANAGEMENT, INC. PROFIT SHARING & 401(K) PLAN 2012 401k financial data
Total income from all sources2012-12-31$811,554
Expenses. Total of all expenses incurred2012-12-31$91,123
Benefits paid (including direct rollovers)2012-12-31$90,923
Total plan assets at end of year2012-12-31$3,599,121
Total plan assets at beginning of year2012-12-31$2,878,690
Value of fidelity bond covering the plan2012-12-31$500,000
Total contributions received or receivable from participants2012-12-31$229,917
Other income received2012-12-31$465,174
Net income (gross income less expenses)2012-12-31$720,431
Net plan assets at end of year (total assets less liabilities)2012-12-31$3,599,121
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$2,878,690
Assets. Value of participant loans2012-12-31$44,203
Total contributions received or receivable from employer(s)2012-12-31$116,463
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$200
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : ENERGY MANAGEMENT, INC. PROFIT SHARING & 401(K) PLAN 2011 401k financial data
Total income from all sources2011-12-31$532,180
Expenses. Total of all expenses incurred2011-12-31$32,015
Benefits paid (including direct rollovers)2011-12-31$32,015
Total plan assets at end of year2011-12-31$2,878,690
Total plan assets at beginning of year2011-12-31$2,378,525
Value of fidelity bond covering the plan2011-12-31$350,000
Total contributions received or receivable from participants2011-12-31$180,564
Contributions received from other sources (not participants or employers)2011-12-31$295,202
Other income received2011-12-31$-50,685
Net income (gross income less expenses)2011-12-31$500,165
Net plan assets at end of year (total assets less liabilities)2011-12-31$2,878,690
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$2,378,525
Assets. Value of participant loans2011-12-31$8,958
Total contributions received or receivable from employer(s)2011-12-31$107,099
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : ENERGY MANAGEMENT, INC. PROFIT SHARING & 401(K) PLAN 2010 401k financial data
Total income from all sources2010-12-31$666,681
Expenses. Total of all expenses incurred2010-12-31$910,524
Benefits paid (including direct rollovers)2010-12-31$910,422
Total plan assets at end of year2010-12-31$2,378,525
Total plan assets at beginning of year2010-12-31$2,622,368
Value of fidelity bond covering the plan2010-12-31$250,000
Total contributions received or receivable from participants2010-12-31$156,779
Other income received2010-12-31$402,672
Net income (gross income less expenses)2010-12-31$-243,843
Net plan assets at end of year (total assets less liabilities)2010-12-31$2,378,525
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$2,622,368
Total contributions received or receivable from employer(s)2010-12-31$107,230
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$102
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : ENERGY MANAGEMENT, INC. PROFIT SHARING & 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for ENERGY MANAGEMENT, INC. PROFIT SHARING & 401(K) PLAN

2023: ENERGY MANAGEMENT, INC. PROFIT SHARING & 401(K) PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01This submission is the final filingNo
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: ENERGY MANAGEMENT, INC. PROFIT SHARING & 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ENERGY MANAGEMENT, INC. PROFIT SHARING & 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingNo
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ENERGY MANAGEMENT, INC. PROFIT SHARING & 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingNo
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ENERGY MANAGEMENT, INC. PROFIT SHARING & 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ENERGY MANAGEMENT, INC. PROFIT SHARING & 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ENERGY MANAGEMENT, INC. PROFIT SHARING & 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ENERGY MANAGEMENT, INC. PROFIT SHARING & 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ENERGY MANAGEMENT, INC. PROFIT SHARING & 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ENERGY MANAGEMENT, INC. PROFIT SHARING & 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ENERGY MANAGEMENT, INC. PROFIT SHARING & 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ENERGY MANAGEMENT, INC. PROFIT SHARING & 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ENERGY MANAGEMENT, INC. PROFIT SHARING & 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: ENERGY MANAGEMENT, INC. PROFIT SHARING & 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: ENERGY MANAGEMENT, INC. PROFIT SHARING & 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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