Plan5500

Stream-Flo 401(K)Plan — Form 5500 plan (Stream-Flo Usa, 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, Stream-Flo 401(K)Plan is a benefit plan reported by Stream-Flo Usa, Inc. under EIN 98-0412571 and plan number 001. The latest loaded filing year is 2023. The filing reports 250 participants and $9,046,702 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$9MPlan net assets, end of year$9,046,702
Participants250Covered participants reported
Assets / participant$36.2KComputed: assets ÷ participants$36,187 (computed)
Provider compensation$50.7K3 Schedule C provider row(s)$50,668
Plan sponsor
Stream-Flo Usa, Inc.
EIN
98-0412571
Plan number
001
Plan type
2
Location
Houston, TX
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    250 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$9M total assets
Net assets$9MLiabilities$0
Money in vs. money out
Total income / additions$2.4M
Total expenses$1.3M
Benefits paid / distributions$1.3M
Contributions
Employer$451.5K
Participant$823.6K
Full reported line items

Net assets

Total assets (EOY)
$9,046,702
Total liabilities (EOY)
$0
Net assets (EOY)
$9,046,702
Net assets (BOY)
$7,912,993

Income & contributions

Employer contributions
$451,503
Participant contributions
$823,646
Total contributions
$1,301,677
Total income / additions
$2,429,200

Expenses & distributions

Benefits paid
$1,290,114
Administrative expenses
$5,377
Total expenses
$1,295,491
Net increase / (decrease)
$1,133,709
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 35%Participant 65%
Total expenses ÷ net assets14%Computed ratio
Benefits paid ÷ total income53%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Lpl Financial LLC - Rpcp$39.3K
    INVESTMENT ADVISORY · Direct $0 · Indirect $39.3K
  2. 2
    Alliance Benefit Group Of Houston$6K
    CONTRACT ADMINISTRATOR · Direct $0 · Indirect $6K
  3. 3
    Principal Life Insurance Company$5.4K
    CONTRACT ADMINISTRATOR · Direct $5.4K · Indirect $0

What to inspect next

Frequently asked questions

Who sponsors the Stream-Flo 401(K)Plan?
Stream-Flo 401(K)Plan is reported as sponsored by Stream-Flo Usa, Inc. (EIN 98-0412571, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Stream-Flo 401(K)Plan?
The latest Form 5500 filing year loaded for Stream-Flo 401(K)Plan is 2023.
How many participants does Stream-Flo 401(K)Plan report?
Stream-Flo 401(K)Plan reports 250 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Stream-Flo 401(K)Plan?
Stream-Flo 401(K)Plan reports $9,046,702 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages