2023 Form 5500 filing — Flow-Rite Employees' 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 20241002120746NAL0004773987001) for Flow-Rite Employees' Retirement Plan, reported by Flow-Rite Controls, Ltd. under EIN 36-3107221 and plan number 001. It reports 159 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241002120746NAL0004773987001
Filing year
2023
Form type
2
Plan sponsor
Flow-Rite Controls, Ltd.
EIN
36-3107221
Plan number
001
Location
Byron Center, MI
Participants
159
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$6,049,191
Total liabilities (EOY)
$0
Net assets (EOY)
$6,049,191
Employer contributions
$276,296
Participant contributions
$521,868
Total income / additions
$2,153,771
Benefits paid
$752,833
Administrative expenses
$32,751
Total expenses
$786,417
Net increase / (decrease)
$1,367,354
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Empower Annuity Insurance Company ORECORDKEEPER$23,001$0
Plante And MoranAUDITOR$12,750not reported in the loaded dataset

Related Form 5500 pages