Open Loop Energy, Inc. Retirement Savings Plan — Form 5500 plan (Open Loop Energy, 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, Open Loop Energy, Inc. Retirement Savings Plan is a benefit plan reported by Open Loop Energy, Inc. under EIN 86-0701324 and plan number 001. The latest loaded filing year is 2023. The filing reports 213 participants and $7,142,441 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Open Loop Energy, Inc.
EIN
86-0701324
Plan number
001
Plan type
2
Location
Safford, AZ
Latest filing year
2023
Participants
213
End-of-year plan assets
$7,142,441

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023213H, C20241008055620NAL0016221217001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,142,441
Total liabilities (EOY)
$0
Net assets (EOY)
$7,142,441
Net assets (BOY)
$6,016,515

Income & contributions

Employer contributions
$445,852
Participant contributions
$884,891
Total contributions
$1,591,609
Total income / additions
$2,690,014

Expenses & distributions

Benefits paid
$1,489,783
Administrative expenses
$55,960
Total expenses
$1,564,088
Net increase / (decrease)
$1,125,926

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Adp, Inc.RECORD KEEPER$33,871$02023
Pfg Advisors, LLCINVESTMENT/FINANCIAL ADVI$20,326$02023
Adp Broker-DealerRECORD KEEPER$0$02023

Related Form 5500 pages