2023 Form 5500 filing — Devaney Energy, Inc. 401(K) Retirement 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 20241015081308NAL0014232227001) for Devaney Energy, Inc. 401(K) Retirement Plan, reported by Devaney Energy, Inc. under EIN 04-2298448 and plan number 001. It reports 204 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)$22.7MReported net assets$22,656,411
Participants204
Provider compensation$32.4K2 Schedule C row(s)$32,379
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015081308NAL0014232227001
Plan sponsor
Devaney Energy, Inc.
EIN
04-2298448
Plan number
001
Location
Newton, MA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$22.7M total assets
Net assets$22.7MLiabilities$0
Money in vs. money out
Total income / additions$5.2M
Total expenses$1.7M
Benefits paid / distributions$1.6M
Contributions
Employer$700K
Participant$1.2M
Full reported line items
Total assets (EOY)
$22,656,411
Total liabilities (EOY)
$0
Net assets (EOY)
$22,656,411
Employer contributions
$699,954
Participant contributions
$1,198,412
Total income / additions
$5,233,900
Benefits paid
$1,640,537
Administrative expenses
$32,379
Total expenses
$1,671,322
Net increase / (decrease)
$3,562,578
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $25.2K · Indirect $0
  2. 2
    INVESTMENT MGMT · Direct $7.2K

Related Form 5500 pages