Fluence Savings Plan — Form 5500 plan (Fluence Energy, 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, Fluence Savings Plan is a benefit plan reported by Fluence Energy, LLC under EIN 82-2138818 and plan number 001. The latest loaded filing year is 2023. The filing reports 644 participants and $57,662,570 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Fluence Energy, LLC
- EIN
- 82-2138818
- Plan number
- 001
- Plan type
- 2
- Location
- Arlington, VA
- Latest filing year
- 2023
- Participants
- 644
- End-of-year plan assets
- $57,662,570
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 644 | H, C | 20241022094111NAL0002567281001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $57,662,570
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $57,662,570
- Net assets (BOY)
- $38,642,628
Income & contributions
- Employer contributions
- $4,467,103
- Participant contributions
- $7,959,006
- Total contributions
- $14,269,173
- Total income / additions
- $22,640,718
Expenses & distributions
- Benefits paid
- $3,586,103
- Administrative expenses
- $34,673
- Total expenses
- $3,620,776
- Net increase / (decrease)
- $19,019,942
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| T. Rowe Price Rps, Inc. | NONE | $35,300 | $0 | 2023 |
| Fidelity | NONE | $0 | $0 | 2023 |
| Prudential Jennison | NONE | $0 | $0 | 2023 |
| Allianz | NONE | $0 | $0 | 2023 |
| Mfs Funds | NONE | $0 | $0 | 2023 |
| American Funds | NONE | $0 | $0 | 2023 |
| Legg Mason | NONE | $0 | $0 | 2023 |
| Invesco | NONE | $0 | $0 | 2023 |
| Blackrock Funds | NONE | $0 | $0 | 2023 |
| Jp Morgan Funds | NONE | $0 | $0 | 2023 |
| Lord Abbett | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Fluence Energy, LLC
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Arlington, VA
- T. Rowe Price Rps, Inc. — Schedule C compensation
- Fidelity — Schedule C compensation
- Prudential Jennison — Schedule C compensation
- Allianz — Schedule C compensation
- Mfs Funds — Schedule C compensation
- American Funds — Schedule C compensation
- Legg Mason — Schedule C compensation
- Invesco — Schedule C compensation
- Blackrock Funds — Schedule C compensation
- Jp Morgan Funds — Schedule C compensation
- Lord Abbett — Schedule C compensation