2023 Form 5500 filing — Flow Companies 401(K) Retirement 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 20241001161645NAL0007444529001) for Flow Companies 401(K) Retirement Plan, reported by Flow Companies, LLC under EIN 56-2121218 and plan number 001. It reports 1,337 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$32.4MReported net assets$32,351,585
Participants1.3K1,337
Provider compensation$70.6K3 Schedule C row(s)$70,615
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241001161645NAL0007444529001
- Plan sponsor
- Flow Companies, LLC
- EIN
- 56-2121218
- Plan number
- 001
- Location
- Winston Salem, NC
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$32.4M total assets
Net assets$32.4MLiabilities$49
Full reported line items
- Total assets (EOY)
- $32,351,634
- Total liabilities (EOY)
- $49
- Net assets (EOY)
- $32,351,585
- Employer contributions
- $543,391
- Participant contributions
- $3,439,452
- Total income / additions
- $8,797,005
- Benefits paid
- $2,141,656
- Administrative expenses
- $70,615
- Total expenses
- $2,303,626
- Net increase / (decrease)
- $6,493,379
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| First Citizens Bank Inst Trust | ADVISOR | $35,000 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $28,190 | $0 |
| Strategic Advisors, Inc. | ADVISOR | $7,425 | not reported in the loaded dataset |