Energy Recovery, Inc. 401(K) Plan — Form 5500 plan (Energy Recovery, 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, Energy Recovery, Inc. 401(K) Plan is a benefit plan reported by Energy Recovery, Inc. under EIN 01-0616867 and plan number 001. The latest loaded filing year is 2023. The filing reports 298 participants and $22,846,994 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Energy Recovery, Inc.
- EIN
- 01-0616867
- Plan number
- 001
- Plan type
- 2
- Location
- San Leandro, CA
- Latest filing year
- 2023
- Participants
- 298
- End-of-year plan assets
- $22,846,994
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 298 | H, C | 20240805102750NAL0000627219001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $22,846,994
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,846,994
- Net assets (BOY)
- $16,795,750
Income & contributions
- Employer contributions
- $647,608
- Participant contributions
- $2,380,758
- Total contributions
- $3,821,121
- Total income / additions
- $7,130,061
Expenses & distributions
- Benefits paid
- $984,907
- Administrative expenses
- $93,910
- Total expenses
- $1,078,817
- Net increase / (decrease)
- $6,051,244
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pensionmark Financial Group LLC | INVESTMENT ADVISOR | $40,000 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $33,998 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $20,062 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Energy Recovery, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Leandro, CA
- Pensionmark Financial Group LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation