2023 Form 5500 filing — Power & Energy Retirement Savings 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 20241014204527NAL0045915296001) for Power & Energy Retirement Savings Plan, reported by Flow America, LLC under EIN 83-4625627 and plan number 001. It reports 387 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)$17.5MReported net assets$17,478,559
Participants387
Provider compensation$39K1 Schedule C row(s)$38,963
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241014204527NAL0045915296001
Plan sponsor
Flow America, LLC
EIN
83-4625627
Plan number
001
Location
Charlotte, NC
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$17.5M total assets
Net assets$17.5MLiabilities$0
Money in vs. money out
Total income / additions$7.7M
Total expenses$3.4M
Benefits paid / distributions$3.3M
Contributions
Employer$1.3M
Participant$2.6M
Full reported line items
Total assets (EOY)
$17,478,559
Total liabilities (EOY)
$0
Net assets (EOY)
$17,478,559
Employer contributions
$1,303,472
Participant contributions
$2,595,533
Total income / additions
$7,653,611
Benefits paid
$3,308,163
Administrative expenses
$38,963
Total expenses
$3,351,633
Net increase / (decrease)
$4,301,978
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $39K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014204527NAL0045915296001 cover?
It is the 2023 Form 5500 filing for Power & Energy Retirement Savings Plan, reported by Flow America, LLC (EIN 83-4625627).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages