2023 Form 5500 filing — American Consolidated Natural Resources, Inc. Savings And Security 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 20241008154032NAL0029119568001) for American Consolidated Natural Resources, Inc. Savings And Security Plan, reported by American Consolidated Natural Resources, Inc. under EIN 85-1621594 and plan number 001. It reports 2,387 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008154032NAL0029119568001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- American Consolidated Natural Resources, Inc.
- EIN
- 85-1621594
- Plan number
- 001
- Location
- St. Clairsville, OH
- Participants
- 2,387
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $255,751,258
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $255,751,258
- Employer contributions
- $11,115,493
- Participant contributions
- $15,681,680
- Total income / additions
- $63,282,851
- Benefits paid
- $17,731,989
- Administrative expenses
- $517,033
- Total expenses
- $18,252,495
- Net increase / (decrease)
- $45,030,356
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $274,535 | $0 |
| Cbiz Financial Services | INVESTMENT ADVISOR | $159,489 | not reported in the loaded dataset |
| Castleview Partners LLC | SECURITIES BROKER | $67,097 | not reported in the loaded dataset |
| Dynamic Wealth Advisors | SECURITIES BROKER | $12,709 | not reported in the loaded dataset |
| Charles Schwab & Co, Inc. | SECURITIES BROKER | $1,565 | $0 |
| Steel Peak Wealth Mgmt LLC | SECURITIES BROKER | $1,196 | not reported in the loaded dataset |
| Summit Global Investments LLC | SECURITIES BROKER | $442 | not reported in the loaded dataset |
| National Financial Services | SECURITIES BROKER | $0 | $0 |
| Ciuni & Panichi Inc | AUDITOR | $0 | not reported in the loaded dataset |