2023 Form 5500 filing — Energy Process Technologies, Inc. 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 20241015163742NAL0029130225001) for Energy Process Technologies, Inc. Savings Plan, reported by Energy Process Technologies Inc. under EIN 73-1563954 and plan number 001. It reports 123 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015163742NAL0029130225001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Energy Process Technologies Inc.
- EIN
- 73-1563954
- Plan number
- 001
- Location
- Tulsa, OK
- Participants
- 123
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,371,251
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,371,251
- Employer contributions
- $281,364
- Participant contributions
- $584,833
- Total income / additions
- $1,728,102
- Benefits paid
- $1,653,126
- Administrative expenses
- $4,149
- Total expenses
- $1,676,496
- Net increase / (decrease)
- $51,606
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Raymond James Insurance Group Inc | BROKER/ADVISER | $0 | $8,402 |
| Empower Annuity Insurance Company | RECORDKEEPER | $4,149 | $0 |