2023 Form 5500 filing — White Energy, LLC Employees Savings Trust

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240913082139NAL0015811312001) for White Energy, LLC Employees Savings Trust, reported by White Energy, Holding Company, LLC under EIN 20-4853034 and plan number 001. It reports 176 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$8.5MReported net assets$8,481,045
Participants176
Provider compensation$32.2K2 Schedule C row(s)$32,188
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240913082139NAL0015811312001
Plan sponsor
White Energy, Holding Company, LLC
EIN
20-4853034
Plan number
001
Location
Frisco, TX
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$8.5M total assets
Net assets$8.5MLiabilities$0
Money in vs. money out
Total income / additions$2.2M
Total expenses$875.4K
Benefits paid / distributions$843.2K
Contributions
Employer$349.3K
Participant$547.6K
Full reported line items
Total assets (EOY)
$8,481,045
Total liabilities (EOY)
$0
Net assets (EOY)
$8,481,045
Employer contributions
$349,263
Participant contributions
$547,601
Total income / additions
$2,200,460
Benefits paid
$843,212
Administrative expenses
$32,188
Total expenses
$875,400
Net increase / (decrease)
$1,325,060
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $21K · Indirect $0
  2. 2
    ADVISOR · Direct $11.2K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240913082139NAL0015811312001 cover?
It is the 2023 Form 5500 filing for White Energy, LLC Employees Savings Trust, reported by White Energy, Holding Company, LLC (EIN 20-4853034).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages