Urban Oil & Gas 401(K) Plan — Form 5500 plan (Urban Oil & Gas Group, LLC)

Plain-English plan 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, Urban Oil & Gas 401(K) Plan is a benefit plan reported by Urban Oil & Gas Group, LLC under EIN 27-0288119 and plan number 001. The latest loaded filing year is 2023. The filing reports 181 participants and $16,181,119 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Urban Oil & Gas Group, LLC
EIN
27-0288119
Plan number
001
Plan type
2
Location
Plano, TX
Latest filing year
2023
Participants
181
End-of-year plan assets
$16,181,119

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023181H, C20240927144227NAL0001349139002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$16,181,119
Net assets (EOY)
$16,181,119
Net assets (BOY)
$12,371,504

Income & contributions

Employer contributions
$996,701
Participant contributions
$1,321,879
Total contributions
$2,487,675
Total income / additions
$4,637,992

Expenses & distributions

Benefits paid
$748,340
Administrative expenses
$79,537
Total expenses
$828,377
Net increase / (decrease)
$3,809,615

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$79,537$02023
Lpl Financial LLC - RpcpINVESTMENT ADVISORY$0$39,1602023
Nova 401k AssociatesOTHER SERVICES$0$6,6902023

Related Form 5500 pages