2023 Form 5500 filing — Crimson Oak Grove Resources, LLC Hourly 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 20241014165722NAL0053255650003) for Crimson Oak Grove Resources, LLC Hourly Savings Plan, reported by Crimson Oak Grove Resources, LLC under EIN 85-1222574 and plan number 001. It reports 481 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$11.1MReported net assets$11,141,166
Participants481
Provider compensation$29.2K3 Schedule C row(s)$29,164
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241014165722NAL0053255650003
Plan sponsor
Crimson Oak Grove Resources, LLC
EIN
85-1222574
Plan number
001
Location
Powhatan Point, OH
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$11.1M total assets
Net assets$11.1MLiabilities
Money in vs. money out
Total income / additions$6.4M
Total expenses$3.5M
Benefits paid / distributions$3.5M
Contributions
Employer$3.4M
Participant$1.4M
Full reported line items
Total assets (EOY)
$11,141,166
Net assets (EOY)
$11,141,166
Employer contributions
$3,364,310
Participant contributions
$1,399,163
Total income / additions
$6,367,897
Benefits paid
$3,477,747
Administrative expenses
$29,164
Total expenses
$3,506,911
Net increase / (decrease)
$2,860,986

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Transamerica Retirement SolutionsRECORD KEEPER$23,170$0
Cbiz Investment Advisory ServicesINVESTMENT ADVISOR$5,994not reported in the loaded dataset
National Financial ServicesSECURITIES BROKER$0$0

Related Form 5500 pages