Cactus Wellhead, LLC Retirement Plan — Form 5500 plan (Cactus Wellhead, 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, Cactus Wellhead, LLC Retirement Plan is a benefit plan reported by Cactus Wellhead, LLC under EIN 45-2727039 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,207 participants and $66,079,094 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cactus Wellhead, LLC
- EIN
- 45-2727039
- Plan number
- 001
- Plan type
- 2
- Location
- Houston, TX
- Latest filing year
- 2023
- Participants
- 1,207
- End-of-year plan assets
- $66,079,094
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,207 | H, C | 20241015145833NAL0030062449001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $66,079,094
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $66,079,094
- Net assets (BOY)
- $42,561,037
Income & contributions
- Employer contributions
- $4,784,256
- Participant contributions
- $8,109,130
- Total contributions
- $18,988,865
- Total income / additions
- $27,821,760
Expenses & distributions
- Benefits paid
- $4,068,602
- Administrative expenses
- $147,222
- Total expenses
- $4,303,703
- Net increase / (decrease)
- $23,518,057
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $106,608 | $0 | 2023 |
| Morgan Stanley Global Banking Opera | NONE | $35,000 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Smith Barney Holding | NONE | $15,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Cactus Wellhead, LLC
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Houston, TX
- Empower Annuity Insurance Company O — Schedule C compensation
- Morgan Stanley Global Banking Opera — Schedule C compensation
- Morgan Stanley Smith Barney Holding — Schedule C compensation