Plan5500

2023 Form 5500 filing — Solar Savings And Investment Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240730193538NAL0020845697001) for Solar Savings And Investment Plan, reported by Solar Turbines Incorporated under EIN 95-3621514 and plan number 013. It reports 1,460 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20240730193538NAL0020845697001
Filing year
2023
Form type
2
Plan sponsor
Solar Turbines Incorporated
EIN
95-3621514
Plan number
013
Location
San Diego, CA
Participants
1,460
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$375,254,663
Total liabilities (EOY)
$514,929
Net assets (EOY)
$374,739,734
Employer contributions
$7,630,389
Participant contributions
$9,174,805
Total income / additions
$78,264,598
Benefits paid
$21,350,348
Administrative expenses
$215,560
Total expenses
$21,580,148
Net increase / (decrease)
$56,684,450
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Alight Financial Advisors, LLCNONE$125,113not reported in the loaded dataset
Alight Solutions LLCNONE$25,650$0
Alight Financial Solutions, LLCNONE$0$22,745
Northern Trust CompanyTRUSTEE$19,192not reported in the loaded dataset
Pricewaterhousecoopers LlpNONE$16,265not reported in the loaded dataset
Strategic Benefit AdvisorsNONE$13,780not reported in the loaded dataset
Pershing LLCNONE$0$10,648
Caterpillar IncNONE$8,901not reported in the loaded dataset

Related Form 5500 pages