Flywheel Energy Retirement Plan — Form 5500 plan (Flywheel Energy Management, LLC)

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, Flywheel Energy Retirement Plan is a benefit plan reported by Flywheel Energy Management, LLC under EIN 36-4863019 and plan number 001. The latest loaded filing year is 2023. The filing reports 358 participants and $24,537,210 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Flywheel Energy Management, LLC
EIN
36-4863019
Plan number
001
Plan type
2
Location
Oklahoma, OK
Latest filing year
2023
Participants
358
End-of-year plan assets
$24,537,210

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023358H, C20241011131206NAL0010948915001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$24,537,210
Total liabilities (EOY)
$0
Net assets (EOY)
$24,537,210
Net assets (BOY)
$17,795,523

Income & contributions

Employer contributions
$1,690,847
Participant contributions
$2,320,982
Total contributions
$4,274,855
Total income / additions
$8,205,513

Expenses & distributions

Benefits paid
$1,459,751
Administrative expenses
$4,075
Total expenses
$1,463,826
Net increase / (decrease)
$6,741,687

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$4,075$02023

Related Form 5500 pages