2023 Form 5500 filing — Native Energy & Technology, Inc. 401(K) Profit Sharing Plan
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 20240924103420NAL0004618323001) for Native Energy & Technology, Inc. 401(K) Profit Sharing Plan, reported by Native Energy & Technology, Inc. under EIN 74-2890367 and plan number 001. It reports 213 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240924103420NAL0004618323001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Native Energy & Technology, Inc.
- EIN
- 74-2890367
- Plan number
- 001
- Location
- San Antonio, TX
- Participants
- 213
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,977,574
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,977,574
- Employer contributions
- $459,023
- Participant contributions
- $171,157
- Total income / additions
- $1,117,331
- Benefits paid
- $513,518
- Administrative expenses
- $49,724
- Total expenses
- $581,074
- Net increase / (decrease)
- $536,257
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide | CUSTODIAN | $13,325 | $8,437 |
| Stadion Money Management, LLC | MONEY MANAGER | $15,775 | not reported in the loaded dataset |
| Hill Country Group | BROKER | $13,370 | not reported in the loaded dataset |
| Inwest Retirement Solutions | TPA | $7,254 | $3,155 |