Powin Energy Operating LLC 401(K) Plan — Form 5500 plan (Powin Energy Operating 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, Powin Energy Operating LLC 401(K) Plan is a benefit plan reported by Powin Energy Operating LLC under EIN 86-2256487 and plan number 001. The latest loaded filing year is 2023. The filing reports 367 participants and $14,521,295 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Powin Energy Operating LLC
- EIN
- 86-2256487
- Plan number
- 001
- Plan type
- 2
- Location
- Portland, OR
- Latest filing year
- 2023
- Participants
- 367
- End-of-year plan assets
- $14,521,295
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 367 | H, C | 20241015115703NAL0057373778001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,521,295
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,521,295
- Net assets (BOY)
- $7,462,761
Income & contributions
- Employer contributions
- $1,471,558
- Participant contributions
- $3,622,629
- Total contributions
- $6,639,819
- Total income / additions
- $8,385,314
Expenses & distributions
- Benefits paid
- $1,232,274
- Administrative expenses
- $78,388
- Total expenses
- $1,326,780
- Net increase / (decrease)
- $7,058,534
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Aldrich Wealth Limited Partnership | INVESTMENT ADVISOR | $33,154 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $31,370 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $13,561 | not reported in the loaded dataset | 2023 |
| 3 38 Investment Fiduciaries Inc | OTHER | $303 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Powin Energy Operating LLC
- 2023 Form 5500 filing
- Form 5500 filings in OR
- 401(k) and benefit plan filings in Portland, OR
- Aldrich Wealth Limited Partnership — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- 3 38 Investment Fiduciaries Inc — Schedule C compensation