Open Loop Energy, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Open Loop Energy, Inc. (EIN 86-0701324) is a plan sponsor located in Safford, AZ with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
86-0701324
Location
Safford, AZ
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$7,142,441
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$7,142,441

Contributions & income

Employer contributions
$445,852
Participant contributions
$884,891
Total income / additions
$2,690,014

Expenses & distributions

Benefits paid / distributions
$1,489,783
Total expenses
$1,564,088
Net increase / (decrease)
$1,125,926

Coverage

Total reported participants
350
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Open Loop Energy, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Open Loop Energy, Inc. Retirement Savings Plan001213$7,142,4412023
Open Loop Energy, Inc. Wrap Benefit Plan502137not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Open Loop Energy, Inc.
YearPlanParticipantsSchedulesFiling
2023Open Loop Energy, Inc. Wrap Benefit Plan13720240328061549NAL0001922211001
2023Open Loop Energy, Inc. Retirement Savings Plan213H, C20241008055620NAL0016221217001

Related Form 5500 pages