2023 Form 5500 filing — Cactus Wellhead, LLC 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 20241015145833NAL0030062449001) for Cactus Wellhead, LLC Retirement Plan, reported by Cactus Wellhead, LLC under EIN 45-2727039 and plan number 001. It reports 1,207 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015145833NAL0030062449001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cactus Wellhead, LLC
- EIN
- 45-2727039
- Plan number
- 001
- Location
- Houston, TX
- Participants
- 1,207
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $66,079,094
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $66,079,094
- Employer contributions
- $4,784,256
- Participant contributions
- $8,109,130
- Total income / additions
- $27,821,760
- Benefits paid
- $4,068,602
- Administrative expenses
- $147,222
- Total expenses
- $4,303,703
- Net increase / (decrease)
- $23,518,057
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $106,608 | $0 |
| Morgan Stanley Global Banking Opera | NONE | $35,000 | not reported in the loaded dataset |
| Morgan Stanley Smith Barney Holding | NONE | $15,000 | not reported in the loaded dataset |