Flow-Rite Employees' Retirement Plan — Form 5500 plan (Flow-Rite Controls, Ltd.)

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, Flow-Rite Employees' Retirement Plan is a benefit plan reported by Flow-Rite Controls, Ltd. under EIN 36-3107221 and plan number 001. The latest loaded filing year is 2023. The filing reports 159 participants and $6,049,191 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Flow-Rite Controls, Ltd.
EIN
36-3107221
Plan number
001
Plan type
2
Location
Byron Center, MI
Latest filing year
2023
Participants
159
End-of-year plan assets
$6,049,191

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023159H, C20241002120746NAL0004773987001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,049,191
Total liabilities (EOY)
$0
Net assets (EOY)
$6,049,191
Net assets (BOY)
$4,681,837

Income & contributions

Employer contributions
$276,296
Participant contributions
$521,868
Total contributions
$1,365,296
Total income / additions
$2,153,771

Expenses & distributions

Benefits paid
$752,833
Administrative expenses
$32,751
Total expenses
$786,417
Net increase / (decrease)
$1,367,354

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ORECORDKEEPER$23,001$02023
Plante And MoranAUDITOR$12,750not reported in the loaded dataset2023

Related Form 5500 pages