2023 Form 5500 filing — Fluence 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 20241022094111NAL0002567281001) for Fluence Savings Plan, reported by Fluence Energy, LLC under EIN 82-2138818 and plan number 001. It reports 644 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241022094111NAL0002567281001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Fluence Energy, LLC
- EIN
- 82-2138818
- Plan number
- 001
- Location
- Arlington, VA
- Participants
- 644
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $57,662,570
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $57,662,570
- Employer contributions
- $4,467,103
- Participant contributions
- $7,959,006
- Total income / additions
- $22,640,718
- Benefits paid
- $3,586,103
- Administrative expenses
- $34,673
- Total expenses
- $3,620,776
- Net increase / (decrease)
- $19,019,942
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| T. Rowe Price Rps, Inc. | NONE | $35,300 | $0 |
| Fidelity | NONE | $0 | $0 |
| Prudential Jennison | NONE | $0 | $0 |
| Allianz | NONE | $0 | $0 |
| Mfs Funds | NONE | $0 | $0 |
| American Funds | NONE | $0 | $0 |
| Legg Mason | NONE | $0 | $0 |
| Invesco | NONE | $0 | $0 |
| Blackrock Funds | NONE | $0 | $0 |
| Jp Morgan Funds | NONE | $0 | $0 |
| Lord Abbett | NONE | $0 | $0 |