Orion Energy Systems, Inc. 401(K) Plan — Form 5500 plan (Orion Energy Systems, 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, Orion Energy Systems, Inc. 401(K) Plan is a benefit plan reported by Orion Energy Systems, Inc. under EIN 39-1847269 and plan number 001. The latest loaded filing year is 2023. The filing reports 308 participants and $10,589,417 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Orion Energy Systems, Inc.
EIN
39-1847269
Plan number
001
Plan type
2
Location
Manitowoc, WI
Latest filing year
2023
Participants
308
End-of-year plan assets
$10,589,417

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023308H, C20241014140846NAL0015073699001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,589,417
Total liabilities (EOY)
$13,291
Net assets (EOY)
$10,576,126
Net assets (BOY)
$7,218,368

Income & contributions

Employer contributions
$142,856
Participant contributions
$1,016,797
Total contributions
$1,296,869
Total income / additions
$2,700,469

Expenses & distributions

Benefits paid
$1,051,471
Administrative expenses
$52,482
Total expenses
$1,103,246
Net increase / (decrease)
$1,597,223

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ORECORDKEEPER$30,830$02023
Fifth Third BankINVESTMENT ADVISOR$21,652not reported in the loaded dataset2023

Related Form 5500 pages