2023 Form 5500 filing — Calfrac Well Services Corp. 401k Plan And Trust
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 20241014125832NAL0052330930002) for Calfrac Well Services Corp. 401k Plan And Trust, reported by Calfrac Well Services Corp. under EIN 84-1591738 and plan number 001. It reports 1,575 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014125832NAL0052330930002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Calfrac Well Services Corp.
- EIN
- 84-1591738
- Plan number
- 001
- Location
- Denver, CO
- Participants
- 1,575
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $43,874,571
- Net assets (EOY)
- $43,874,571
- Employer contributions
- $3,764,875
- Participant contributions
- $5,670,126
- Total income / additions
- $16,291,680
- Benefits paid
- $4,781,945
- Administrative expenses
- $188,445
- Total expenses
- $4,978,603
- Net increase / (decrease)
- $11,313,077
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $103,104 | $0 |
| Lockton Investment Advisors, LLC | INVESTMENT ADVISORY | $51,591 | not reported in the loaded dataset |
| Bdo Usa, Llp | AUDITOR | $33,750 | not reported in the loaded dataset |
| National Financial Services | SECURITIES BROKER | $0 | $0 |