Solar Savings And Investment Plan — Form 5500 plan (Solar Turbines Incorporated)
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, Solar Savings And Investment Plan is a benefit plan reported by Solar Turbines Incorporated under EIN 95-3621514 and plan number 013. The latest loaded filing year is 2023. The filing reports 1,460 participants and $375,254,663 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Solar Turbines Incorporated
- EIN
- 95-3621514
- Plan number
- 013
- Plan type
- 2
- Location
- San Diego, CA
- Latest filing year
- 2023
- Participants
- 1,460
- End-of-year plan assets
- $375,254,663
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,460 | H, C | 20240730193538NAL0020845697001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $375,254,663
- Total liabilities (EOY)
- $514,929
- Net assets (EOY)
- $374,739,734
- Net assets (BOY)
- $318,055,284
Income & contributions
- Employer contributions
- $7,630,389
- Participant contributions
- $9,174,805
- Total contributions
- $17,042,270
- Total income / additions
- $78,264,598
Expenses & distributions
- Benefits paid
- $21,350,348
- Administrative expenses
- $215,560
- Total expenses
- $21,580,148
- Net increase / (decrease)
- $56,684,450
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Alight Financial Advisors, LLC | NONE | $125,113 | not reported in the loaded dataset | 2023 |
| Alight Solutions LLC | NONE | $25,650 | $0 | 2023 |
| Alight Financial Solutions, LLC | NONE | $0 | $22,745 | 2023 |
| Northern Trust Company | TRUSTEE | $19,192 | not reported in the loaded dataset | 2023 |
| Pricewaterhousecoopers Llp | NONE | $16,265 | not reported in the loaded dataset | 2023 |
| Strategic Benefit Advisors | NONE | $13,780 | not reported in the loaded dataset | 2023 |
| Pershing LLC | NONE | $0 | $10,648 | 2023 |
| Caterpillar Inc | NONE | $8,901 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Solar Turbines Incorporated
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Diego, CA
- Alight Financial Advisors, LLC — Schedule C compensation
- Alight Solutions LLC — Schedule C compensation
- Alight Financial Solutions, LLC — Schedule C compensation
- Northern Trust Company — Schedule C compensation
- Pricewaterhousecoopers Llp — Schedule C compensation
- Strategic Benefit Advisors — Schedule C compensation
- Pershing LLC — Schedule C compensation
- Caterpillar Inc — Schedule C compensation