SZ ENTERPRISES, D/B/A EAGLE POINT SOLAR, LLC has sponsored the creation of one or more 401k plans.
| Measure | Date | Value |
|---|
| 2025 : EAGLE POINT SOLAR 401(K) PLAN 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-07-02 | 0 |
| Total liabilities as of the end of the plan year | 2025-07-02 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-07-02 | 0 |
| Total expenses incurred by plan in this plan year | 2025-07-02 | 164948 |
| Net assets as of the end of the plan year | 2025-07-02 | 3538173 |
| Total assets as of the beginning of the plan year | 2025-07-02 | 2564655 |
| Value of plan covered by a fidelity bond | 2025-07-02 | 350000 |
| Participant contributions to plan in this plan year | 2025-07-02 | 542914 |
| Other expenses paid from plan in this plan year | 2025-07-02 | 0 |
| Other contributions to plan in this plan year | 2025-07-02 | 0 |
| Other income to plan in this plan year | 2025-07-02 | 449948 |
| Plan net income in this plan year | 2025-07-02 | 973518 |
| Net assets as of the end of the plan year | 2025-07-02 | 3538173 |
| Net assets as of the beginning of the plan year | 2025-07-02 | 2564655 |
| Employer contributions to plan in this plan year | 2025-07-02 | 145604 |
| Fees paid to broker by Benefit Provider | 2025-07-02 | 53 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-02 | 41406 |
| 2024 : EAGLE POINT SOLAR 401(K) PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-07-11 | 0 |
| Total liabilities as of the end of the plan year | 2024-07-11 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-07-11 | 0 |
| Total expenses incurred by plan in this plan year | 2024-07-11 | 113125 |
| Net assets as of the end of the plan year | 2024-07-11 | 2564655 |
| Total assets as of the beginning of the plan year | 2024-07-11 | 1654486 |
| Value of plan covered by a fidelity bond | 2024-07-11 | 200000 |
| Participant contributions to plan in this plan year | 2024-07-11 | 495279 |
| Other expenses paid from plan in this plan year | 2024-07-11 | 0 |
| Other contributions to plan in this plan year | 2024-07-11 | 0 |
| Other income to plan in this plan year | 2024-07-11 | 381614 |
| Plan net income in this plan year | 2024-07-11 | 910169 |
| Net assets as of the end of the plan year | 2024-07-11 | 2564655 |
| Net assets as of the beginning of the plan year | 2024-07-11 | 1654486 |
| Employer contributions to plan in this plan year | 2024-07-11 | 146401 |
| Fees paid to broker by Benefit Provider | 2024-07-11 | 18 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-11 | 28931 |
| 2022 : EAGLE POINT SOLAR 401(K) PLAN 2022 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2022-07-18 | 0 |
| Total liabilities as of the end of the plan year | 2022-07-18 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-07-18 | 0 |
| Total expenses incurred by plan in this plan year | 2022-07-18 | 39712 |
| Net assets as of the end of the plan year | 2022-07-18 | 1305715 |
| Total assets as of the beginning of the plan year | 2022-07-18 | 651203 |
| Value of plan covered by a fidelity bond | 2022-07-18 | 200000 |
| Participant contributions to plan in this plan year | 2022-07-18 | 321890 |
| Other expenses paid from plan in this plan year | 2022-07-18 | 0 |
| Other contributions to plan in this plan year | 2022-07-18 | 150808 |
| Other income to plan in this plan year | 2022-07-18 | 127782 |
| Plan net income in this plan year | 2022-07-18 | 654512 |
| Net assets as of the end of the plan year | 2022-07-18 | 1305715 |
| Net assets as of the beginning of the plan year | 2022-07-18 | 651203 |
| Employer contributions to plan in this plan year | 2022-07-18 | 93744 |
| Fees paid to broker by Benefit Provider | 2022-07-18 | 7 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-07-18 | 10335 |
