401k Plan data: ENERGY MANAGEMENT PROFESSIONALS LLC 401(K) PROFIT SHARING PLAN plan

ENERGY MANAGEMENT PROFESSIONALS LLC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	ENERGY MANAGEMENT PROFESSIONALS LLC 401(K) PROFIT SHARING PLAN
Plan identification number	001

ENERGY MANAGEMENT PROFESSIONALS LLC 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined 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.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
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 PROFESSIONALS has sponsored the creation of one or more 401k plans.

Company Name: ENERGY MANAGEMENT PROFESSIONALS

Employer identification number (EIN): 814850134

NAIC Classification: 454310
NAIC Description: Fuel Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ENERGY MANAGEMENT PROFESSIONALS LLC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2018-01-01
001 2018-01-01
001 2018-01-01 THERESA BUCHANAN 2019-11-22
001 2017-01-01 THERESA BUCHANAN 2018-06-07

Plan Statistics for ENERGY MANAGEMENT PROFESSIONALS LLC 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for ENERGY MANAGEMENT PROFESSIONALS LLC 401(K) PROFIT SHARING PLAN

Measure Date Value
2023: ENERGY MANAGEMENT PROFESSIONALS LLC 401(K) PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 268
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 144
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 111
Total of all active and inactive participants 2023-01-01 255
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 255
Number of participants with account balances 2023-01-01 237
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: ENERGY MANAGEMENT PROFESSIONALS LLC 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 213
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 163
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 95
Total of all active and inactive participants 2022-01-01 258
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 258
Number of participants with account balances 2022-01-01 234
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: ENERGY MANAGEMENT PROFESSIONALS LLC 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 172
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 116
Number of retired or separated participants receiving benefits 2021-01-01 1
Number of other retired or separated participants entitled to future benefits 2021-01-01 81
Total of all active and inactive participants 2021-01-01 198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 198
Number of participants with account balances 2021-01-01 195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: ENERGY MANAGEMENT PROFESSIONALS LLC 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 165
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 102
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 68
Total of all active and inactive participants 2020-01-01 170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 170
Number of participants with account balances 2020-01-01 168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: ENERGY MANAGEMENT PROFESSIONALS LLC 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 138
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 103
Number of retired or separated participants receiving benefits 2019-01-01 1
Number of other retired or separated participants entitled to future benefits 2019-01-01 43
Total of all active and inactive participants 2019-01-01 147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 147
Number of participants with account balances 2019-01-01 145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: ENERGY MANAGEMENT PROFESSIONALS LLC 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 129
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 99
Number of retired or separated participants receiving benefits 2018-01-01 1
Number of other retired or separated participants entitled to future benefits 2018-01-01 40
Total of all active and inactive participants 2018-01-01 140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 140
Number of participants with account balances 2018-01-01 136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0

Measure	Date	Value
2023: ENERGY MANAGEMENT PROFESSIONALS LLC 401(K) PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	268
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	144
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	111
Total of all active and inactive participants	2023-01-01	255
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	255
Number of participants with account balances	2023-01-01	237
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: ENERGY MANAGEMENT PROFESSIONALS LLC 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	213
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	163
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	95
Total of all active and inactive participants	2022-01-01	258
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	258
Number of participants with account balances	2022-01-01	234
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: ENERGY MANAGEMENT PROFESSIONALS LLC 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	172
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	116
Number of retired or separated participants receiving benefits	2021-01-01	1
Number of other retired or separated participants entitled to future benefits	2021-01-01	81
Total of all active and inactive participants	2021-01-01	198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	198
Number of participants with account balances	2021-01-01	195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: ENERGY MANAGEMENT PROFESSIONALS LLC 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	165
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	102
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	68
Total of all active and inactive participants	2020-01-01	170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	170
Number of participants with account balances	2020-01-01	168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: ENERGY MANAGEMENT PROFESSIONALS LLC 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	138
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	103
Number of retired or separated participants receiving benefits	2019-01-01	1
Number of other retired or separated participants entitled to future benefits	2019-01-01	43
Total of all active and inactive participants	2019-01-01	147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	147
Number of participants with account balances	2019-01-01	145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: ENERGY MANAGEMENT PROFESSIONALS LLC 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	129
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	99
Number of retired or separated participants receiving benefits	2018-01-01	1
Number of other retired or separated participants entitled to future benefits	2018-01-01	40
Total of all active and inactive participants	2018-01-01	140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	140
Number of participants with account balances	2018-01-01	136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0

Financial Data on ENERGY MANAGEMENT PROFESSIONALS LLC 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2023 : ENERGY MANAGEMENT PROFESSIONALS LLC 401(K) PROFIT SHARING PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-12-31	$0
Total transfer of assets to this plan	2023-12-31	$0
Total transfer of assets from this plan	2023-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total income from all sources (including contributions)	2023-12-31	$2,435,316
Total loss/gain on sale of assets	2023-12-31	$0
Total of all expenses incurred	2023-12-31	$884,685
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$843,085
Expenses. Certain deemed distributions of participant loans	2023-12-31	$13,539
Value of total corrective distributions	2023-12-31	$4,943
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$1,236,717
Value of total assets at end of year	2023-12-31	$8,767,989
Value of total assets at beginning of year	2023-12-31	$7,217,358
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$23,118
Total interest from all sources	2023-12-31	$6,619
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$373,379
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-12-31	$373,379
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$500,000
If this is an individual account plan, was there a blackout period	2023-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Contributions received from participants	2023-12-31	$672,232
Participant contributions at end of year	2023-12-31	$90,703
Participant contributions at beginning of year	2023-12-31	$139,031
Income. Received or receivable in cash from other sources (including rollovers)	2023-12-31	$288,469
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Value of net income/loss	2023-12-31	$1,550,631
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$8,767,989
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$7,217,358
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Investment advisory and management fees	2023-12-31	$18,834
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-12-31	$8,334,303
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$6,753,644
Interest on participant loans	2023-12-31	$6,619
Value of interest in common/collective trusts at end of year	2023-12-31	$342,983
Value of interest in common/collective trusts at beginning of year	2023-12-31	$324,683
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-12-31	$807,264
Net investment gain or loss from common/collective trusts	2023-12-31	$11,337
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	No
Was there a failure to transmit to the plan any participant contributions	2023-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Contributions received in cash from employer	2023-12-31	$276,016
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$843,085
Did the plan have assets held for investment	2023-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Opinion of an independent qualified public accountant for this plan	2023-12-31	Unqualified
Accountancy firm name	2023-12-31	GRAY GRAY & GRAY
Accountancy firm EIN	2023-12-31	042088368
2022 : ENERGY MANAGEMENT PROFESSIONALS LLC 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total transfer of assets to this plan	2022-12-31	$0
Total transfer of assets from this plan	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-440,486
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$1,170,672
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,048,352
Expenses. Certain deemed distributions of participant loans	2022-12-31	$16,449
Value of total corrective distributions	2022-12-31	$82,232
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,043,711
Value of total assets at end of year	2022-12-31	$7,217,358
Value of total assets at beginning of year	2022-12-31	$8,828,516
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$23,639
Total interest from all sources	2022-12-31	$5,139
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$258,971
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$258,971
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$714,673
Participant contributions at end of year	2022-12-31	$139,031
Participant contributions at beginning of year	2022-12-31	$77,991
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$43,183
Administrative expenses (other) incurred	2022-12-31	$23,639
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-1,611,158
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$7,217,358
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$8,828,516
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$6,753,644
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$8,397,783
Interest on participant loans	2022-12-31	$5,139
Value of interest in common/collective trusts at end of year	2022-12-31	$324,683
Value of interest in common/collective trusts at beginning of year	2022-12-31	$352,742
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-1,754,042
Net investment gain or loss from common/collective trusts	2022-12-31	$5,735
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$285,855
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,048,352
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	GRAY GRAY & GRAY
Accountancy firm EIN	2022-12-31	042088368
2021 : ENERGY MANAGEMENT PROFESSIONALS LLC 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total transfer of assets to this plan	2021-12-31	$0
Total transfer of assets from this plan	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$1,990,348
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$557,138
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$533,949
Expenses. Certain deemed distributions of participant loans	2021-12-31	$1,995
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,047,987
Value of total assets at end of year	2021-12-31	$8,828,516
Value of total assets at beginning of year	2021-12-31	$7,395,306
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$21,194
Total interest from all sources	2021-12-31	$2,905
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$480,718
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$480,718
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$665,056
Participant contributions at end of year	2021-12-31	$77,991
Participant contributions at beginning of year	2021-12-31	$52,259
Other income not declared elsewhere	2021-12-31	$7,941
Administrative expenses (other) incurred	2021-12-31	$21,194
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$1,433,210
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$8,828,516
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$7,395,306
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$8,397,783
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$6,996,749
Interest on participant loans	2021-12-31	$2,905
Value of interest in common/collective trusts at end of year	2021-12-31	$352,742
Value of interest in common/collective trusts at beginning of year	2021-12-31	$346,298
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$445,523
Net investment gain or loss from common/collective trusts	2021-12-31	$5,274
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$382,931
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$533,949
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	GRAY GRAY & GRAY
Accountancy firm EIN	2021-12-31	042088368
2020 : ENERGY MANAGEMENT PROFESSIONALS LLC 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total transfer of assets to this plan	2020-12-31	$0
Total transfer of assets from this plan	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$1,753,052
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$2,242,949
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$2,219,829
Expenses. Certain deemed distributions of participant loans	2020-12-31	$2,645
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$652,339
Value of total assets at end of year	2020-12-31	$7,395,306
Value of total assets at beginning of year	2020-12-31	$7,885,203
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$20,475
Total interest from all sources	2020-12-31	$1,552
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$269,739
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$269,739
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$478,442
Participant contributions at end of year	2020-12-31	$52,259
Participant contributions at beginning of year	2020-12-31	$28,349
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$8,020
Administrative expenses (other) incurred	2020-12-31	$20,475
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$-489,897
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$7,395,306
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$7,885,203
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$6,996,749
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$7,507,325
Interest on participant loans	2020-12-31	$1,552
Value of interest in common/collective trusts at end of year	2020-12-31	$346,298
Value of interest in common/collective trusts at beginning of year	2020-12-31	$349,529
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$823,065
Net investment gain or loss from common/collective trusts	2020-12-31	$6,357
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$165,877
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$2,219,829
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	GRAY, GRAY & GRAY
Accountancy firm EIN	2020-12-31	042088368
2019 : ENERGY MANAGEMENT PROFESSIONALS LLC 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total transfer of assets to this plan	2019-12-31	$0
Total transfer of assets to this plan	2019-12-31	$0
Total transfer of assets from this plan	2019-12-31	$0
Total transfer of assets from this plan	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$2,011,037
Total income from all sources (including contributions)	2019-12-31	$2,011,037
Total loss/gain on sale of assets	2019-12-31	$0
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$725,808
Total of all expenses incurred	2019-12-31	$725,808
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$706,857
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$706,857
Expenses. Certain deemed distributions of participant loans	2019-12-31	$34
Expenses. Certain deemed distributions of participant loans	2019-12-31	$34
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$658,635
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$658,635
Value of total assets at end of year	2019-12-31	$7,885,203
Value of total assets at end of year	2019-12-31	$7,885,203
Value of total assets at beginning of year	2019-12-31	$6,599,974
Value of total assets at beginning of year	2019-12-31	$6,599,974
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$18,917
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$18,917
Total interest from all sources	2019-12-31	$2,692
Total interest from all sources	2019-12-31	$2,692
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$263,824
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$263,824
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$263,824
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$263,824
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$469,756
Contributions received from participants	2019-12-31	$469,756
Participant contributions at end of year	2019-12-31	$28,349
Participant contributions at end of year	2019-12-31	$28,349
Participant contributions at beginning of year	2019-12-31	$107,580
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$7,007
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$7,007
Administrative expenses (other) incurred	2019-12-31	$18,917
Administrative expenses (other) incurred	2019-12-31	$18,917
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$1,285,229
Value of net income/loss	2019-12-31	$1,285,229
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$7,885,203
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$7,885,203
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$6,599,974
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$6,599,974
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$7,507,325
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$7,507,325
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$5,903,708
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$5,903,708
Interest on participant loans	2019-12-31	$2,692
Interest on participant loans	2019-12-31	$2,692
Value of interest in common/collective trusts at end of year	2019-12-31	$349,529
Value of interest in common/collective trusts at end of year	2019-12-31	$349,529
Value of interest in common/collective trusts at beginning of year	2019-12-31	$588,686
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,075,698
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,075,698
Net investment gain or loss from common/collective trusts	2019-12-31	$10,188
Net investment gain or loss from common/collective trusts	2019-12-31	$10,188
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$181,872
Contributions received in cash from employer	2019-12-31	$181,872
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$706,857
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$706,857
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	GRAY, GRAY & GRAY
Accountancy firm name	2019-12-31	GRAY, GRAY & GRAY
Accountancy firm EIN	2019-12-31	042088368
Accountancy firm EIN	2019-12-31	042088368
2018 : ENERGY MANAGEMENT PROFESSIONALS LLC 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total transfer of assets to this plan	2018-12-31	$0
Total transfer of assets from this plan	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$585,100
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$1,228,668
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$1,191,944
Expenses. Certain deemed distributions of participant loans	2018-12-31	$267
Value of total corrective distributions	2018-12-31	$17,657
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$808,263
Value of total assets at end of year	2018-12-31	$6,599,974
Value of total assets at beginning of year	2018-12-31	$7,243,542
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$18,800
Total interest from all sources	2018-12-31	$2,885
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$305,467
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$305,467
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$402,560
Participant contributions at end of year	2018-12-31	$107,580
Participant contributions at beginning of year	2018-12-31	$80,213
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$238,723
Administrative expenses (other) incurred	2018-12-31	$18,800
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-643,568
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$6,599,974
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$7,243,542
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$5,903,708
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$6,567,832
Interest on participant loans	2018-12-31	$2,885
Value of interest in common/collective trusts at end of year	2018-12-31	$588,686
Value of interest in common/collective trusts at beginning of year	2018-12-31	$595,497
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-541,882
Net investment gain or loss from common/collective trusts	2018-12-31	$10,367
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$166,980
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$1,191,944
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	GRAY, GRAY & GRAY
Accountancy firm EIN	2018-12-31	042088368

Form 5500 Responses for ENERGY MANAGEMENT PROFESSIONALS LLC 401(K) PROFIT SHARING PLAN

2023: ENERGY MANAGEMENT PROFESSIONALS LLC 401(K) PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: ENERGY MANAGEMENT PROFESSIONALS LLC 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: ENERGY MANAGEMENT PROFESSIONALS LLC 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: ENERGY MANAGEMENT PROFESSIONALS LLC 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: ENERGY MANAGEMENT PROFESSIONALS LLC 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: ENERGY MANAGEMENT PROFESSIONALS LLC 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	ENERGY MANAGEMENT PROFESSIONALS
Employer identification number (EIN):	814850134
NAIC Classification:	454310
NAIC Description:	Fuel Dealers