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XCEL ENERGY 401(K) SAVINGS PLAN 401k Plan overview

Plan NameXCEL ENERGY 401(K) SAVINGS PLAN
Plan identification number 003

XCEL ENERGY 401(K) SAVINGS 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
  • ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).
  • Plan requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.

401k Sponsoring company profile

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

Company Name:XCEL ENERGY INC
Employer identification number (EIN):410448030
NAIC Classification:221500

Form 5500 Filing Information

Submission information for form 5500 for 401k plan XCEL ENERGY 401(K) SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01RUTH K. LOWENTHAL2023-06-19 RUTH K. LOWENTHAL2023-06-19
0032021-01-01RUTH K. LOWENTHAL2022-06-26 RUTH K. LOWENTHAL2022-06-26
0032020-01-01RUTH K. LOWENTHAL2021-06-23 RUTH K. LOWENTHAL2021-06-23
0032019-01-01RUTH K. LOWENTHAL2020-06-24 RUTH K. LOWENTHAL2020-06-24
0032018-01-01
0032017-01-01
0032016-01-01JILL H. REED
0032015-01-01JILL H. REED
0032014-01-01JILL H. REED
0032013-01-01JILL H. REED
0032012-01-01JILL H. REED
0032011-01-01JILL REED
0032009-01-01MARK MCCLOSKEY MARK MCCLOSKEY2010-07-29

Plan Statistics for XCEL ENERGY 401(K) SAVINGS PLAN

401k plan membership statisitcs for XCEL ENERGY 401(K) SAVINGS PLAN

Measure Date Value
2022: XCEL ENERGY 401(K) SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0112,671
Total number of active participants reported on line 7a of the Form 55002022-01-019,334
Number of retired or separated participants receiving benefits2022-01-01641
Number of other retired or separated participants entitled to future benefits2022-01-013,605
Total of all active and inactive participants2022-01-0113,580
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-01160
Total participants2022-01-0113,740
Number of participants with account balances2022-01-0113,450
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: XCEL ENERGY 401(K) SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0112,685
Total number of active participants reported on line 7a of the Form 55002021-01-018,771
Number of retired or separated participants receiving benefits2021-01-01586
Number of other retired or separated participants entitled to future benefits2021-01-013,447
Total of all active and inactive participants2021-01-0112,804
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-01146
Total participants2021-01-0112,950
Number of participants with account balances2021-01-0112,671
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: XCEL ENERGY 401(K) SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0112,559
Total number of active participants reported on line 7a of the Form 55002020-01-018,978
Number of retired or separated participants receiving benefits2020-01-01570
Number of other retired or separated participants entitled to future benefits2020-01-013,009
Total of all active and inactive participants2020-01-0112,557
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-01128
Total participants2020-01-0112,685
Number of participants with account balances2020-01-0112,101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: XCEL ENERGY 401(K) SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0111,612
Total number of active participants reported on line 7a of the Form 55002019-01-018,896
Number of retired or separated participants receiving benefits2019-01-01603
Number of other retired or separated participants entitled to future benefits2019-01-012,935
Total of all active and inactive participants2019-01-0112,434
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-01125
Total participants2019-01-0112,559
Number of participants with account balances2019-01-0111,900
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: XCEL ENERGY 401(K) SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0112,092
Total number of active participants reported on line 7a of the Form 55002018-01-018,687
Number of retired or separated participants receiving benefits2018-01-01581
Number of other retired or separated participants entitled to future benefits2018-01-012,891
Total of all active and inactive participants2018-01-0112,159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-01122
Total participants2018-01-0112,281
Number of participants with account balances2018-01-0111,612
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: XCEL ENERGY 401(K) SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0112,059
Total number of active participants reported on line 7a of the Form 55002017-01-018,742
Number of retired or separated participants receiving benefits2017-01-01531
Number of other retired or separated participants entitled to future benefits2017-01-012,708
Total of all active and inactive participants2017-01-0111,981
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-01111
Total participants2017-01-0112,092
Number of participants with account balances2017-01-0111,448
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: XCEL ENERGY 401(K) SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0111,977
Total number of active participants reported on line 7a of the Form 55002016-01-018,946
Number of retired or separated participants receiving benefits2016-01-01471
Number of other retired or separated participants entitled to future benefits2016-01-012,538
Total of all active and inactive participants2016-01-0111,955
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-01104
Total participants2016-01-0112,059
Number of participants with account balances2016-01-0111,379
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: XCEL ENERGY 401(K) SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0111,857
Total number of active participants reported on line 7a of the Form 55002015-01-019,044
Number of retired or separated participants receiving benefits2015-01-01444
Number of other retired or separated participants entitled to future benefits2015-01-012,390
Total of all active and inactive participants2015-01-0111,878
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0199
Total participants2015-01-0111,977
Number of participants with account balances2015-01-0111,244
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: XCEL ENERGY 401(K) SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0111,565
Total number of active participants reported on line 7a of the Form 55002014-01-019,023
Number of retired or separated participants receiving benefits2014-01-01435
Number of other retired or separated participants entitled to future benefits2014-01-012,310
Total of all active and inactive participants2014-01-0111,768
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0189
Total participants2014-01-0111,857
Number of participants with account balances2014-01-0111,055
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: XCEL ENERGY 401(K) SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0111,464
Total number of active participants reported on line 7a of the Form 55002013-01-018,844
Number of retired or separated participants receiving benefits2013-01-01417
Number of other retired or separated participants entitled to future benefits2013-01-012,209
Total of all active and inactive participants2013-01-0111,470
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0195
Total participants2013-01-0111,565
Number of participants with account balances2013-01-0110,635
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: XCEL ENERGY 401(K) SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0111,419
Total number of active participants reported on line 7a of the Form 55002012-01-018,747
Number of retired or separated participants receiving benefits2012-01-01397
Number of other retired or separated participants entitled to future benefits2012-01-012,232
Total of all active and inactive participants2012-01-0111,376
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0188
Total participants2012-01-0111,464
Number of participants with account balances2012-01-0110,369
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: XCEL ENERGY 401(K) SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0111,428
Total number of active participants reported on line 7a of the Form 55002011-01-018,704
Number of retired or separated participants receiving benefits2011-01-01377
Number of other retired or separated participants entitled to future benefits2011-01-012,234
Total of all active and inactive participants2011-01-0111,315
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-01104
Total participants2011-01-0111,419
Number of participants with account balances2011-01-0110,312
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: XCEL ENERGY 401(K) SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0111,677
Total number of active participants reported on line 7a of the Form 55002009-01-018,946
Number of retired or separated participants receiving benefits2009-01-01369
Number of other retired or separated participants entitled to future benefits2009-01-012,380
Total of all active and inactive participants2009-01-0111,695
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-01144
Total participants2009-01-0111,839
Number of participants with account balances2009-01-0110,410
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on XCEL ENERGY 401(K) SAVINGS PLAN

Measure Date Value
2022 : XCEL ENERGY 401(K) SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$2,757,891
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$0
Total income from all sources (including contributions)2022-12-31$-257,248,445
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$300,061,362
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$298,354,289
Expenses. Certain deemed distributions of participant loans2022-12-31$9,903
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$160,996,455
Value of total assets at end of year2022-12-31$2,708,407,286
Value of total assets at beginning of year2022-12-31$3,262,959,202
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$1,697,170
Total interest from all sources2022-12-31$2,839,437
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$32,734,484
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$32,734,484
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$20,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$98,173,719
Participant contributions at end of year2022-12-31$16,169,828
Participant contributions at beginning of year2022-12-31$16,751,559
Participant contributions at end of year2022-12-31$978,842
Participant contributions at beginning of year2022-12-31$941,107
Assets. Other investments not covered elsewhere at end of year2022-12-31$66,081,979
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$87,011,938
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$32,053,969
Other income not declared elsewhere2022-12-31$-16,775,474
Administrative expenses (other) incurred2022-12-31$1,697,170
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-557,309,807
Value of net assets at end of year (total assets less liabilities)2022-12-31$2,708,407,286
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$3,262,959,202
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$825,815,869
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$1,031,481,281
Interest on participant loans2022-12-31$779,384
Value of interest in master investment trust accounts at end of year2022-12-31$281,657,788
Value of interest in master investment trust accounts at beginning of year2022-12-31$292,836,723
Value of interest in common/collective trusts at end of year2022-12-31$1,352,254,950
Value of interest in common/collective trusts at beginning of year2022-12-31$1,679,366,683
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$134,680,857
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$125,875,680
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$125,875,680
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$2,060,053
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-187,394,253
Net investment gain or loss from common/collective trusts2022-12-31$-268,926,280
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$30,768,767
Employer contributions (assets) at end of year2022-12-31$30,767,173
Employer contributions (assets) at beginning of year2022-12-31$28,694,231
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$298,354,289
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2022-12-31133891517
2021 : XCEL ENERGY 401(K) SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$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$557,510,029
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$306,297,510
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$304,487,881
Expenses. Certain deemed distributions of participant loans2021-12-31$-34,299
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$165,380,697
Value of total assets at end of year2021-12-31$3,262,959,202
Value of total assets at beginning of year2021-12-31$3,011,746,683
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,843,928
Total interest from all sources2021-12-31$846,132
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$38,910,711
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$38,910,711
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$20,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$93,390,327
Participant contributions at end of year2021-12-31$16,751,559
Participant contributions at beginning of year2021-12-31$17,112,983
Participant contributions at end of year2021-12-31$941,107
Participant contributions at beginning of year2021-12-31$917,233
Assets. Other investments not covered elsewhere at end of year2021-12-31$87,011,938
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$72,435,820
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$43,273,519
Other income not declared elsewhere2021-12-31$5,537,609
Administrative expenses (other) incurred2021-12-31$1,843,928
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$251,212,519
Value of net assets at end of year (total assets less liabilities)2021-12-31$3,262,959,202
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$3,011,746,683
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$1,031,481,281
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$1,092,550,310
Interest on participant loans2021-12-31$832,736
Value of interest in master investment trust accounts at end of year2021-12-31$292,836,723
Value of interest in master investment trust accounts at beginning of year2021-12-31$324,604,524
Value of interest in common/collective trusts at end of year2021-12-31$1,679,366,683
Value of interest in common/collective trusts at beginning of year2021-12-31$1,342,453,520
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$125,875,680
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$133,985,588
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$133,985,588
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$13,396
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$130,424,074
Net investment gain or loss from common/collective trusts2021-12-31$203,480,622
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$28,716,851
Employer contributions (assets) at end of year2021-12-31$28,694,231
Employer contributions (assets) at beginning of year2021-12-31$27,686,705
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$304,487,881
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2021-12-31133891517
2020 : XCEL ENERGY 401(K) SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$130,237
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$490,140,899
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$207,496,221
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$205,836,684
Expenses. Certain deemed distributions of participant loans2020-12-31$53,862
Value of total corrective distributions2020-12-31$574
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$150,312,651
Value of total assets at end of year2020-12-31$3,011,746,683
Value of total assets at beginning of year2020-12-31$2,728,971,768
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,605,101
Total interest from all sources2020-12-31$1,428,747
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$44,633,010
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$44,633,010
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$20,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$90,548,855
Participant contributions at end of year2020-12-31$17,112,983
Participant contributions at beginning of year2020-12-31$17,933,906
Participant contributions at end of year2020-12-31$917,233
Assets. Other investments not covered elsewhere at end of year2020-12-31$72,435,820
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$43,980,567
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$32,076,517
Other income not declared elsewhere2020-12-31$18,326,827
Administrative expenses (other) incurred2020-12-31$1,605,101
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$282,644,678
Value of net assets at end of year (total assets less liabilities)2020-12-31$3,011,746,683
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$2,728,971,768
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$1,092,550,310
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$1,041,759,363
Interest on participant loans2020-12-31$939,982
Value of interest in master investment trust accounts at end of year2020-12-31$324,604,524
Value of interest in master investment trust accounts at beginning of year2020-12-31$339,186,141
Value of interest in common/collective trusts at end of year2020-12-31$1,342,453,520
Value of interest in common/collective trusts at beginning of year2020-12-31$1,161,154,916
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$133,985,588
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$99,235,215
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$99,235,215
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$488,765
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$86,891,560
Net investment gain or loss from common/collective trusts2020-12-31$163,660,693
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$27,687,279
Employer contributions (assets) at end of year2020-12-31$27,686,705
Employer contributions (assets) at beginning of year2020-12-31$25,721,660
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$205,836,684
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2020-12-31133891517
2019 : XCEL ENERGY 401(K) SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$45,447
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 income from all sources (including contributions)2019-12-31$654,998,506
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$219,509,651
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$217,994,408
Expenses. Certain deemed distributions of participant loans2019-12-31$11,290
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$137,903,983
Value of total assets at end of year2019-12-31$2,728,971,768
Value of total assets at beginning of year2019-12-31$2,293,437,466
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,503,953
Total interest from all sources2019-12-31$3,171,030
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$37,404,705
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$37,404,705
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$20,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$84,119,653
Participant contributions at end of year2019-12-31$17,933,906
Participant contributions at beginning of year2019-12-31$17,979,585
Assets. Other investments not covered elsewhere at end of year2019-12-31$43,980,567
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$36,360,606
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$28,060,294
Other income not declared elsewhere2019-12-31$7,260,479
Administrative expenses (other) incurred2019-12-31$1,503,953
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$435,488,855
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,728,971,768
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,293,437,466
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$1,041,759,363
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$872,440,968
Interest on participant loans2019-12-31$969,702
Value of interest in master investment trust accounts at end of year2019-12-31$339,186,141
Value of interest in master investment trust accounts at beginning of year2019-12-31$281,060,522
Value of interest in common/collective trusts at end of year2019-12-31$1,161,154,916
Value of interest in common/collective trusts at beginning of year2019-12-31$954,565,004
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$99,235,215
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$106,430,987
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$106,430,987
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$2,201,328
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$178,483,196
Net investment gain or loss from common/collective trusts2019-12-31$202,965,364
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$25,724,036
Employer contributions (assets) at end of year2019-12-31$25,721,660
Employer contributions (assets) at beginning of year2019-12-31$24,599,794
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$217,994,408
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2019-12-31133891517
2018 : XCEL ENERGY 401(K) SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$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$47,750,702
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$210,931,359
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$209,534,415
Expenses. Certain deemed distributions of participant loans2018-12-31$13,084
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$138,902,911
Value of total assets at end of year2018-12-31$2,293,437,466
Value of total assets at beginning of year2018-12-31$2,456,618,123
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,383,860
Total interest from all sources2018-12-31$2,557,446
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$41,192,536
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$41,192,536
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$20,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$80,654,977
Participant contributions at end of year2018-12-31$17,979,585
Participant contributions at beginning of year2018-12-31$18,003,990
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$558
Assets. Other investments not covered elsewhere at end of year2018-12-31$36,360,606
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$35,647,297
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$33,641,902
Other income not declared elsewhere2018-12-31$-3,336,471
Administrative expenses (other) incurred2018-12-31$1,383,860
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-163,180,657
Value of net assets at end of year (total assets less liabilities)2018-12-31$2,293,437,466
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$2,456,618,123
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$872,440,968
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$985,599,414
Interest on participant loans2018-12-31$867,218
Value of interest in master investment trust accounts at end of year2018-12-31$281,060,522
Value of interest in master investment trust accounts at beginning of year2018-12-31$308,016,932
Value of interest in common/collective trusts at end of year2018-12-31$954,565,004
Value of interest in common/collective trusts at beginning of year2018-12-31$995,874,634
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$106,430,987
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$89,390,248
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$89,390,248
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$1,690,228
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-109,624,206
Net investment gain or loss from common/collective trusts2018-12-31$-36,509,650
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$24,606,032
Employer contributions (assets) at end of year2018-12-31$24,599,794
Employer contributions (assets) at beginning of year2018-12-31$24,085,050
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$209,534,415
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2018-12-31133891517
2017 : XCEL ENERGY 401(K) SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$499,388,017
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$185,693,847
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$184,303,194
Expenses. Certain deemed distributions of participant loans2017-12-31$-35,798
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$136,172,474
Value of total assets at end of year2017-12-31$2,456,618,123
Value of total assets at beginning of year2017-12-31$2,142,923,953
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,426,451
Total interest from all sources2017-12-31$1,540,912
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$44,439,278
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$44,439,278
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$20,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$78,987,457
Participant contributions at end of year2017-12-31$18,003,990
Participant contributions at beginning of year2017-12-31$17,653,267
Participant contributions at end of year2017-12-31$558
Assets. Other investments not covered elsewhere at end of year2017-12-31$35,647,297
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$31,758,981
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$33,099,967
Other income not declared elsewhere2017-12-31$3,115,371
Administrative expenses (other) incurred2017-12-31$1,426,451
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$313,694,170
Value of net assets at end of year (total assets less liabilities)2017-12-31$2,456,618,123
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,142,923,953
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$985,599,414
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,410,898,427
Interest on participant loans2017-12-31$798,403
Value of interest in master investment trust accounts at end of year2017-12-31$308,016,932
Value of interest in master investment trust accounts at beginning of year2017-12-31$286,210,579
Value of interest in common/collective trusts at end of year2017-12-31$995,874,634
Value of interest in common/collective trusts at beginning of year2017-12-31$276,721,193
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$89,390,248
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$96,273,330
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$96,273,330
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$742,509
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$199,743,127
Net investment gain or loss from common/collective trusts2017-12-31$54,364,688
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$24,085,050
Employer contributions (assets) at end of year2017-12-31$24,085,050
Employer contributions (assets) at beginning of year2017-12-31$23,408,176
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$184,303,194
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2017-12-31133891517
2016 : XCEL ENERGY 401(K) SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets from this plan2016-12-31$63,791
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$53
Total income from all sources (including contributions)2016-12-31$317,404,576
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$150,609,147
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$149,239,798
Expenses. Certain deemed distributions of participant loans2016-12-31$19,216
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$125,892,403
Value of total assets at end of year2016-12-31$2,142,923,953
Value of total assets at beginning of year2016-12-31$1,976,192,368
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,350,133
Total interest from all sources2016-12-31$1,227,959
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$39,677,434
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$39,677,434
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$20,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$77,443,613
Participant contributions at end of year2016-12-31$17,653,267
Participant contributions at beginning of year2016-12-31$16,785,861
Assets. Other investments not covered elsewhere at end of year2016-12-31$31,758,981
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$31,002,965
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$25,040,614
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$53
Other income not declared elsewhere2016-12-31$3,189,523
Administrative expenses (other) incurred2016-12-31$1,350,133
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$166,795,429
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,142,923,953
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,976,192,315
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$1,410,898,427
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,298,984,082
Interest on participant loans2016-12-31$736,171
Value of interest in master investment trust accounts at end of year2016-12-31$286,210,579
Value of interest in master investment trust accounts at beginning of year2016-12-31$277,047,010
Value of interest in common/collective trusts at end of year2016-12-31$276,721,193
Value of interest in common/collective trusts at beginning of year2016-12-31$244,903,499
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$96,273,330
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$84,981,271
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$84,981,271
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$491,788
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$81,227,845
Net investment gain or loss from common/collective trusts2016-12-31$19,700,668
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$23,408,176
Employer contributions (assets) at end of year2016-12-31$23,408,176
Employer contributions (assets) at beginning of year2016-12-31$22,487,680
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$149,239,798
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2016-12-31133891517
2015 : XCEL ENERGY 401(K) SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$126,046
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$53
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$1,395
Total income from all sources (including contributions)2015-12-31$121,936,616
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$140,888,594
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$139,616,647
Expenses. Certain deemed distributions of participant loans2015-12-31$64,364
Value of total corrective distributions2015-12-31$53
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$116,645,413
Value of total assets at end of year2015-12-31$1,976,192,368
Value of total assets at beginning of year2015-12-31$1,995,019,642
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,207,530
Total interest from all sources2015-12-31$792,717
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$42,730,806
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$42,730,806
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$20,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$75,392,425
Participant contributions at end of year2015-12-31$16,785,861
Participant contributions at beginning of year2015-12-31$16,302,787
Assets. Other investments not covered elsewhere at end of year2015-12-31$31,002,965
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$28,994,986
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$18,765,308
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$53
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$1,395
Other income not declared elsewhere2015-12-31$-2,176,781
Administrative expenses (other) incurred2015-12-31$1,207,530
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-18,951,978
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,976,192,315
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,995,018,247
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$1,298,984,082
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,321,943,144
Interest on participant loans2015-12-31$704,327
Value of interest in master investment trust accounts at end of year2015-12-31$277,047,010
Value of interest in master investment trust accounts at beginning of year2015-12-31$296,765,865
Value of interest in common/collective trusts at end of year2015-12-31$244,903,499
Value of interest in common/collective trusts at beginning of year2015-12-31$229,107,872
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$84,981,271
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$80,529,780
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$80,529,780
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$88,390
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-42,884,245
Net investment gain or loss from common/collective trusts2015-12-31$-2,503,558
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Assets. Invements in employer securities at beginning of year2015-12-31$0
Contributions received in cash from employer2015-12-31$22,487,680
Employer contributions (assets) at end of year2015-12-31$22,487,680
Employer contributions (assets) at beginning of year2015-12-31$21,375,208
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$139,616,647
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2015-12-31133891517
2014 : XCEL ENERGY 401(K) SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$107,544
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$1,395
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$2,016
Total income from all sources (including contributions)2014-12-31$320,054,587
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$144,581,154
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$143,315,716
Expenses. Certain deemed distributions of participant loans2014-12-31$54,471
Value of total corrective distributions2014-12-31$1,395
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$110,614,756
Value of total assets at end of year2014-12-31$1,995,019,642
Value of total assets at beginning of year2014-12-31$1,819,439,286
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,209,572
Total interest from all sources2014-12-31$737,417
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$42,727,171
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$42,727,171
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$20,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$71,800,519
Participant contributions at end of year2014-12-31$16,302,787
Participant contributions at beginning of year2014-12-31$16,282,613
Assets. Other investments not covered elsewhere at end of year2014-12-31$28,994,986
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$24,235,449
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$17,440,384
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$1,395
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$2,016
Other income not declared elsewhere2014-12-31$191,256
Administrative expenses (other) incurred2014-12-31$1,209,572
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$175,473,433
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,995,018,247
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,819,437,270
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$1,321,943,144
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,232,034,040
Interest on participant loans2014-12-31$693,454
Value of interest in master investment trust accounts at end of year2014-12-31$296,765,865
Value of interest in master investment trust accounts at beginning of year2014-12-31$247,406,648
Value of interest in common/collective trusts at end of year2014-12-31$229,107,872
Value of interest in common/collective trusts at beginning of year2014-12-31$197,476,644
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$80,529,780
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$82,057,171
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$82,057,171
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$43,963
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$74,086,296
Net investment gain or loss from common/collective trusts2014-12-31$14,634,946
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Assets. Invements in employer securities at end of year2014-12-31$0
Assets. Invements in employer securities at beginning of year2014-12-31$0
Contributions received in cash from employer2014-12-31$21,373,853
Employer contributions (assets) at end of year2014-12-31$21,375,208
Employer contributions (assets) at beginning of year2014-12-31$19,946,721
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$143,315,716
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2014-12-31133891517
2013 : XCEL ENERGY 401(K) SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$498,290
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$2,016
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$378,332,133
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$147,270,867
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$146,510,042
Expenses. Certain deemed distributions of participant loans2013-12-31$36,636
Value of total corrective distributions2013-12-31$2,016
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$104,274,434
Value of total assets at end of year2013-12-31$1,819,439,286
Value of total assets at beginning of year2013-12-31$1,587,877,714
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$722,173
Total interest from all sources2013-12-31$731,463
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$35,126,047
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$35,126,047
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$20,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$68,486,946
Participant contributions at end of year2013-12-31$16,282,613
Participant contributions at beginning of year2013-12-31$16,708,119
Assets. Other investments not covered elsewhere at end of year2013-12-31$24,235,449
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$22,412,475
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$15,886,162
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$2,683,017
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$2,016
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Other income not declared elsewhere2013-12-31$1,420,337
Administrative expenses (other) incurred2013-12-31$722,173
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$231,061,266
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,819,437,270
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,587,877,714
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$1,232,034,040
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,193,697,159
Interest on participant loans2013-12-31$705,917
Value of interest in master investment trust accounts at end of year2013-12-31$247,406,648
Value of interest in master investment trust accounts at beginning of year2013-12-31$0
Value of interest in common/collective trusts at end of year2013-12-31$197,476,644
Value of interest in common/collective trusts at beginning of year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$82,057,171
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$82,273,686
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$82,273,686
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$25,546
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$204,532,039
Net investment gain or loss from common/collective trusts2013-12-31$10,130,438
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Assets. Invements in employer securities at end of year2013-12-31$0
Assets. Invements in employer securities at beginning of year2013-12-31$250,757,838
Contributions received in cash from employer2013-12-31$19,901,326
Employer contributions (assets) at end of year2013-12-31$19,946,721
Employer contributions (assets) at beginning of year2013-12-31$19,345,420
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$146,510,042
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2013-12-31133891517
2012 : XCEL ENERGY 401(K) SAVINGS PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$-8,230,426
Total unrealized appreciation/depreciation of assets2012-12-31$-8,230,426
Total transfer of assets to this plan2012-12-31$102,198
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$237,705,091
Total loss/gain on sale of assets2012-12-31$-53,911
Total of all expenses incurred2012-12-31$108,700,703
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$108,280,604
Expenses. Certain deemed distributions of participant loans2012-12-31$2,788
Value of total corrective distributions2012-12-31$1,237
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$96,245,165
Value of total assets at end of year2012-12-31$1,587,877,714
Value of total assets at beginning of year2012-12-31$1,458,771,128
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$416,074
Total interest from all sources2012-12-31$748,833
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$49,507,611
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$49,507,611
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$20,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$76,899,259
Participant contributions at end of year2012-12-31$16,708,119
Participant contributions at beginning of year2012-12-31$15,771,947
Assets. Other investments not covered elsewhere at end of year2012-12-31$22,412,475
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$17,211,298
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$2,683,017
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$2,482,271
Other income not declared elsewhere2012-12-31$1,358,940
Administrative expenses (other) incurred2012-12-31$416,074
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$129,004,388
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,587,877,714
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,458,771,128
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$1,193,697,159
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,053,616,310
Interest on participant loans2012-12-31$719,739
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$82,273,686
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$78,999,719
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$78,999,719
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$29,094
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$98,128,879
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Assets. Invements in employer securities at end of year2012-12-31$250,757,838
Assets. Invements in employer securities at beginning of year2012-12-31$271,484,217
Contributions received in cash from employer2012-12-31$19,345,906
Employer contributions (assets) at end of year2012-12-31$19,345,420
Employer contributions (assets) at beginning of year2012-12-31$19,205,366
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$108,280,604
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$-53,911
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2012-12-31133891517
2011 : XCEL ENERGY 401(K) SAVINGS PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$39,119,619
Total unrealized appreciation/depreciation of assets2011-12-31$39,119,619
Total transfer of assets to this plan2011-12-31$38,142
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$153,993,485
Total loss/gain on sale of assets2011-12-31$1,753,257
Total of all expenses incurred2011-12-31$98,917,630
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$98,558,410
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$94,199,592
Value of total assets at end of year2011-12-31$1,458,771,128
Value of total assets at beginning of year2011-12-31$1,403,657,131
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$359,220
Total interest from all sources2011-12-31$767,322
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$39,972,855
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$29,516,756
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$20,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$74,991,113
Participant contributions at end of year2011-12-31$15,771,947
Participant contributions at beginning of year2011-12-31$14,845,959
Assets. Other investments not covered elsewhere at end of year2011-12-31$17,211,298
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$15,420,288
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$2,482,271
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$2,547,124
Other income not declared elsewhere2011-12-31$-1,044,980
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$55,075,855
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,458,771,128
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,403,657,131
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$359,220
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$1,053,616,310
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,039,427,377
Interest on participant loans2011-12-31$734,938
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$78,999,719
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$70,000,710
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$70,000,710
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$32,384
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-20,774,180
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Assets. Invements in employer securities at end of year2011-12-31$271,484,217
Assets. Invements in employer securities at beginning of year2011-12-31$243,124,676
Contributions received in cash from employer2011-12-31$19,208,479
Employer contributions (assets) at end of year2011-12-31$19,205,366
Employer contributions (assets) at beginning of year2011-12-31$18,290,997
Income. Dividends from common stock2011-12-31$10,456,099
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$98,558,410
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$1,753,257
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2011-12-31133891517
2010 : XCEL ENERGY 401(K) SAVINGS PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$23,356,887
Total unrealized appreciation/depreciation of assets2010-12-31$23,356,887
Total transfer of assets to this plan2010-12-31$776,879
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$253,400,555
Total loss/gain on sale of assets2010-12-31$1,342,349
Total of all expenses incurred2010-12-31$96,585,854
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$96,119,489
Expenses. Certain deemed distributions of participant loans2010-12-31$43,578
Value of total corrective distributions2010-12-31$195,948
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$91,579,923
Value of total assets at end of year2010-12-31$1,403,657,131
Value of total assets at beginning of year2010-12-31$1,246,065,551
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$226,839
Total interest from all sources2010-12-31$822,774
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$37,032,925
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$26,315,723
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2010-12-31$0
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$20,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$73,288,926
Participant contributions at end of year2010-12-31$14,845,959
Participant contributions at beginning of year2010-12-31$12,649,365
Assets. Other investments not covered elsewhere at end of year2010-12-31$15,420,288
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$9,567,416
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$2,547,124
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$2,615,609
Other income not declared elsewhere2010-12-31$1,925,300
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$156,814,701
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,403,657,131
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,246,065,551
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$226,839
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$1,039,427,377
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$895,165,307
Interest on participant loans2010-12-31$778,093
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$70,000,710
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$76,080,687
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$76,080,687
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$44,681
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$97,340,397
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Assets. Invements in employer securities at end of year2010-12-31$243,124,676
Assets. Invements in employer securities at beginning of year2010-12-31$232,234,298
Contributions received in cash from employer2010-12-31$18,290,997
Employer contributions (assets) at end of year2010-12-31$18,290,997
Employer contributions (assets) at beginning of year2010-12-31$17,752,869
Income. Dividends from common stock2010-12-31$10,717,202
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$96,119,489
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$0
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$1,342,349
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31DELOITTE AND TOUCHE LLP
Accountancy firm EIN2010-12-31133891517
2009 : XCEL ENERGY 401(K) SAVINGS 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 XCEL ENERGY 401(K) SAVINGS PLAN

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