2023 Form 5500 filing — Suncor Energy 401(K) Savings 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 20241014095222NAL0025861953001) for Suncor Energy 401(K) Savings Plan, reported by Suncor Energy (U.S.A.) Inc. under EIN 51-0403125 and plan number 001. It reports 724 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014095222NAL0025861953001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Suncor Energy (U.S.A.) Inc.
- EIN
- 51-0403125
- Plan number
- 001
- Location
- Denver, CO
- Participants
- 724
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $174,190,309
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $174,190,309
- Employer contributions
- $6,331,494
- Participant contributions
- $8,916,196
- Total income / additions
- $43,123,642
- Benefits paid
- $18,362,010
- Administrative expenses
- $69,906
- Total expenses
- $18,431,916
- Net increase / (decrease)
- $24,691,726
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $70,295 | $0 |