2023 Form 5500 filing — Purewest 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 20241013164733NAL0044010512001) for Purewest 401(K) Plan, reported by Purewest Resources, Inc. under EIN 83-0320643 and plan number 001. It reports 227 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241013164733NAL0044010512001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Purewest Resources, Inc.
- EIN
- 83-0320643
- Plan number
- 001
- Location
- Denver, CO
- Participants
- 227
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $39,460,123
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $39,460,123
- Employer contributions
- $3,359,916
- Participant contributions
- $2,240,833
- Total income / additions
- $12,469,727
- Benefits paid
- $2,602,365
- Administrative expenses
- $146,189
- Total expenses
- $2,748,554
- Net increase / (decrease)
- $9,721,173
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $46,523 | $0 |
| Cook Street Consulting, Inc. | INVESTMENT ADVISOR | $44,275 | not reported in the loaded dataset |
| Acm Llp | ACCOUNTANT/AUDITOR | $25,750 | not reported in the loaded dataset |
| Bdo | ACCOUNTANT/AUDITOR | $20,750 | not reported in the loaded dataset |
| Cook Street Consulting | INVESTMENT ADVISOR | $8,750 | not reported in the loaded dataset |