2023 Form 5500 filing — Affiliated Pension 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 20241011165802NAL0023283041001) for Affiliated Pension Plan, reported by Petro-Hunt, L.L.C. under EIN 75-2756884 and plan number 005. It reports 392 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011165802NAL0023283041001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Petro-Hunt, L.L.C.
- EIN
- 75-2756884
- Plan number
- 005
- Location
- Dallas, TX
- Participants
- 392
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $92,931,396
- Total liabilities (EOY)
- $70,730
- Net assets (EOY)
- $92,860,666
- Employer contributions
- $2,919,331
- Total income / additions
- $11,075,366
- Benefits paid
- $4,508,577
- Administrative expenses
- $602,854
- Total expenses
- $5,111,431
- Net increase / (decrease)
- $5,963,935
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Rtw Financial Advisors | RETAINED BY CLIENT | $152,779 | not reported in the loaded dataset |
| John Hancock Retirment Plan Srvcs | RETAINED BY EMPLOYER | $86,219 | $0 |
| Moss Adams Llp | RETAINED BY EMPLOYER | $24,845 | not reported in the loaded dataset |