2023 Form 5500 filing — Jonah Energy 401(K) 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 20241011112825NAL0021760001004) for Jonah Energy 401(K) Plan, reported by Jonah Energy, LLC under EIN 46-5193792 and plan number 001. It reports 161 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011112825NAL0021760001004
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Jonah Energy, LLC
- EIN
- 46-5193792
- Plan number
- 001
- Location
- Denver, CO
- Participants
- 161
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $40,905,758
- Net assets (EOY)
- $40,905,758
- Employer contributions
- $1,590,526
- Participant contributions
- $1,585,016
- Total income / additions
- $9,803,647
- Benefits paid
- $5,239,822
- Administrative expenses
- $20,759
- Total expenses
- $5,275,922
- Net increase / (decrease)
- $4,527,725
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $28,405 | $0 |
| Hunter Benefits Consulting Group | OTHER SERVICES | $0 | $17,858 |
| Morningstar Investment Management | INV ADVISORY, PARTICIPANT | $0 | $0 |