Powell Industries, Inc. Employees Incentive Savings Plan — Form 5500 plan (Powell Industries, Inc.)

Plain-English plan 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, Powell Industries, Inc. Employees Incentive Savings Plan is a benefit plan reported by Powell Industries, Inc. under EIN 88-0106100 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,098 participants and $227,890,566 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Powell Industries, Inc.
EIN
88-0106100
Plan number
001
Plan type
2
Location
Houston, TX
Latest filing year
2023
Participants
2,098
End-of-year plan assets
$227,890,566

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,098H, C20240711141403NAL0010491331001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$227,890,566
Total liabilities (EOY)
$0
Net assets (EOY)
$227,890,566
Net assets (BOY)
$199,619,278

Income & contributions

Employer contributions
$3,402,403
Participant contributions
$10,577,540
Total contributions
$14,542,364
Total income / additions
$50,133,819

Expenses & distributions

Benefits paid
$21,806,157
Administrative expenses
$43,901
Total expenses
$21,862,531
Net increase / (decrease)
$28,271,288

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Morgan Stanley Smith Barney LLCINVESTMENT ADVISOR$62,500not reported in the loaded dataset2023
Weinstein SpiraACCOUNTANT/AUDITOR$20,500not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER-$40,584$02023

Related Form 5500 pages