Flow Companies 401(K) Retirement Plan — Form 5500 plan (Flow Companies, 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, Flow Companies 401(K) Retirement Plan is a benefit plan reported by Flow Companies, LLC under EIN 56-2121218 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,337 participants and $32,351,634 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Flow Companies, LLC
- EIN
- 56-2121218
- Plan number
- 001
- Plan type
- 2
- Location
- Winston Salem, NC
- Latest filing year
- 2023
- Participants
- 1,337
- End-of-year plan assets
- $32,351,634
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,337 | H, C | 20241001161645NAL0007444529001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $32,351,634
- Total liabilities (EOY)
- $49
- Net assets (EOY)
- $32,351,585
- Net assets (BOY)
- $25,858,206
Income & contributions
- Employer contributions
- $543,391
- Participant contributions
- $3,439,452
- Total contributions
- $4,101,240
- Total income / additions
- $8,797,005
Expenses & distributions
- Benefits paid
- $2,141,656
- Administrative expenses
- $70,615
- Total expenses
- $2,303,626
- Net increase / (decrease)
- $6,493,379
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| First Citizens Bank Inst Trust | ADVISOR | $35,000 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $28,190 | $0 | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $7,425 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Flow Companies, LLC
- 2023 Form 5500 filing
- Form 5500 filings in NC
- 401(k) and benefit plan filings in Winston Salem, NC
- First Citizens Bank Inst Trust — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation