2023 Form 5500 filing — Orion Energy Systems, 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 20241014140846NAL0015073699001) for Orion Energy Systems, Inc. 401(K) Plan, reported by Orion Energy Systems, Inc. under EIN 39-1847269 and plan number 001. It reports 308 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014140846NAL0015073699001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Orion Energy Systems, Inc.
- EIN
- 39-1847269
- Plan number
- 001
- Location
- Manitowoc, WI
- Participants
- 308
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,589,417
- Total liabilities (EOY)
- $13,291
- Net assets (EOY)
- $10,576,126
- Employer contributions
- $142,856
- Participant contributions
- $1,016,797
- Total income / additions
- $2,700,469
- Benefits paid
- $1,051,471
- Administrative expenses
- $52,482
- Total expenses
- $1,103,246
- Net increase / (decrease)
- $1,597,223
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $30,830 | $0 |
| Fifth Third Bank | INVESTMENT ADVISOR | $21,652 | not reported in the loaded dataset |