Herdrich Petroleum Corporation 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Herdrich Petroleum Corporation)
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, Herdrich Petroleum Corporation 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Herdrich Petroleum Corporation under EIN 35-1348760 and plan number 001. The latest loaded filing year is 2023. The filing reports 228 participants and $3,836,638 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Herdrich Petroleum Corporation
- EIN
- 35-1348760
- Plan number
- 001
- Plan type
- 2
- Location
- Rushville, IN
- Latest filing year
- 2023
- Participants
- 228
- End-of-year plan assets
- $3,836,638
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 228 | H, C | 20250320102647NAL0003413379001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,836,638
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,836,638
- Net assets (BOY)
- $3,041,923
Income & contributions
- Employer contributions
- $402,013
- Participant contributions
- $180,106
- Total contributions
- $603,013
- Total income / additions
- $1,081,263
Expenses & distributions
- Benefits paid
- $237,570
- Administrative expenses
- $48,978
- Total expenses
- $286,548
- Net increase / (decrease)
- $794,715
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $23,332 | $0 | 2023 |
| Kemper Cpa Group Llp | AUDITOR | $16,145 | not reported in the loaded dataset | 2023 |
| Gallagher Benefit Services Inc Dba | INVESTMENT ADVISOR | $8,650 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $428 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Herdrich Petroleum Corporation
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Rushville, IN
- Empower Annuity Insurance Company O — Schedule C compensation
- Kemper Cpa Group Llp — Schedule C compensation
- Gallagher Benefit Services Inc Dba — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation