2023 Form 5500 filing — Herdrich Petroleum Corporation 401(K) Profit Sharing 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 20250320102647NAL0003413379001) for Herdrich Petroleum Corporation 401(K) Profit Sharing Plan And Trust, reported by Herdrich Petroleum Corporation under EIN 35-1348760 and plan number 001. It reports 228 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250320102647NAL0003413379001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Herdrich Petroleum Corporation
- EIN
- 35-1348760
- Plan number
- 001
- Location
- Rushville, IN
- Participants
- 228
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,836,638
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,836,638
- Employer contributions
- $402,013
- Participant contributions
- $180,106
- Total income / additions
- $1,081,263
- Benefits paid
- $237,570
- Administrative expenses
- $48,978
- Total expenses
- $286,548
- Net increase / (decrease)
- $794,715
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $23,332 | $0 |
| Kemper Cpa Group Llp | AUDITOR | $16,145 | not reported in the loaded dataset |
| Gallagher Benefit Services Inc Dba | INVESTMENT ADVISOR | $8,650 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $428 | not reported in the loaded dataset |