2023 Form 5500 filing — Energy Recovery, Inc. 401(K) 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 20240805102750NAL0000627219001) for Energy Recovery, Inc. 401(K) Plan, reported by Energy Recovery, Inc. under EIN 01-0616867 and plan number 001. It reports 298 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240805102750NAL0000627219001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Energy Recovery, Inc.
- EIN
- 01-0616867
- Plan number
- 001
- Location
- San Leandro, CA
- Participants
- 298
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $22,846,994
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,846,994
- Employer contributions
- $647,608
- Participant contributions
- $2,380,758
- Total income / additions
- $7,130,061
- Benefits paid
- $984,907
- Administrative expenses
- $93,910
- Total expenses
- $1,078,817
- Net increase / (decrease)
- $6,051,244
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pensionmark Financial Group LLC | INVESTMENT ADVISOR | $40,000 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $33,998 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $20,062 | $0 |