2023 Form 5500 filing — Meritum Energy Gp, LLC 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 20241013225745NAL0014365715001) for Meritum Energy Gp, LLC 401(K) Plan, reported by Meritum Energy Gp, LLC under EIN 47-3186665 and plan number 001. It reports 383 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241013225745NAL0014365715001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Meritum Energy Gp, LLC
- EIN
- 47-3186665
- Plan number
- 001
- Location
- San Antonio, TX
- Participants
- 383
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,573,027
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,573,027
- Employer contributions
- $809,792
- Participant contributions
- $920,724
- Total income / additions
- $2,980,985
- Benefits paid
- $1,946,149
- Administrative expenses
- $100,867
- Total expenses
- $2,047,016
- Net increase / (decrease)
- $933,969
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch - Eps | REGISTERED INVESTMENT AD | $15,699 | not reported in the loaded dataset |
| Merrill Lynch - Fas | REGISTERED INVESTMENT AD | $7,002 | not reported in the loaded dataset |
| John Hancock Life Insurance Company | RECORDKEEPER | $0 | $3,939 |