Energy Process Technologies, Inc. Savings Plan — Form 5500 plan (Energy Process Technologies 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 Process Technologies, Inc. Savings Plan is a benefit plan reported by Energy Process Technologies Inc. under EIN 73-1563954 and plan number 001. The latest loaded filing year is 2023. The filing reports 123 participants and $10,371,251 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Energy Process Technologies Inc.
EIN
73-1563954
Plan number
001
Plan type
2
Location
Tulsa, OK
Latest filing year
2023
Participants
123
End-of-year plan assets
$10,371,251

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023123H, C20241015163742NAL0029130225001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,371,251
Total liabilities (EOY)
$0
Net assets (EOY)
$10,371,251
Net assets (BOY)
$10,319,645

Income & contributions

Employer contributions
$281,364
Participant contributions
$584,833
Total contributions
$870,626
Total income / additions
$1,728,102

Expenses & distributions

Benefits paid
$1,653,126
Administrative expenses
$4,149
Total expenses
$1,676,496
Net increase / (decrease)
$51,606

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Raymond James Insurance Group IncBROKER/ADVISER$0$8,4022023
Empower Annuity Insurance CompanyRECORDKEEPER$4,149$02023

Related Form 5500 pages