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| Plan Name | CLEAN ENERGY CAPITAL SECURITIES LLC CASH BALANCE PLAN |
| Plan identification number | 002 |
| 401k Plan Type | Defined Benefit Pension |
| Plan Features/Benefits |
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| Company Name: | CLEAN ENERGY CAPITAL SECURITIES, LLC |
| Employer identification number (EIN): | 271758258 |
| NAIC Classification: | 523900 |
Additional information about CLEAN ENERGY CAPITAL SECURITIES, LLC
| Jurisdiction of Incorporation: | California Department of State |
| Incorporation Date: | |
| Company Identification Number: | 201109710046 |
More information about CLEAN ENERGY CAPITAL SECURITIES, LLC
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 002 | 2021-01-01 | SHELBY PIERCE | 2022-10-17 |
| Measure | Date | Value |
|---|---|---|
| 2025 : CLEAN ENERGY CAPITAL SECURITIES LLC CASH BALANCE PLAN 2025 401k financial data | ||
| Total liabilities as of the end of the plan year | 2025-10-12 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-10-12 | 0 |
| Total expenses incurred by plan in this plan year | 2025-10-12 | 0 |
| Net assets as of the end of the plan year | 2025-10-12 | 1883310 |
| Total assets as of the beginning of the plan year | 2025-10-12 | 1199465 |
| Participant contributions to plan in this plan year | 2025-10-12 | 0 |
| Other contributions to plan in this plan year | 2025-10-12 | 0 |
| Other income to plan in this plan year | 2025-10-12 | 428447 |
| Plan net income in this plan year | 2025-10-12 | 683845 |
| Net assets as of the end of the plan year | 2025-10-12 | 1883310 |
| Net assets as of the beginning of the plan year | 2025-10-12 | 1199465 |
| Employer contributions to plan in this plan year | 2025-10-12 | 255398 |
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