Scout Energy Management, LLC 401(K) P/S Plan — Form 5500 plan (Scout Energy Management, 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, Scout Energy Management, LLC 401(K) P/S Plan is a benefit plan reported by Scout Energy Management, LLC under EIN 45-3236574 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,098 participants and $71,126,688 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Scout Energy Management, LLC
- EIN
- 45-3236574
- Plan number
- 001
- Plan type
- 2
- Location
- Dallas, TX
- Latest filing year
- 2023
- Participants
- 1,098
- End-of-year plan assets
- $71,126,688
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,098 | H, C | 20241011151950NAL0023084881003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $71,126,688
- Net assets (EOY)
- $71,126,688
- Net assets (BOY)
- $52,969,402
Income & contributions
- Employer contributions
- $4,986,632
- Participant contributions
- $7,030,681
- Total contributions
- $13,306,453
- Total income / additions
- $23,198,903
Expenses & distributions
- Benefits paid
- $4,842,218
- Administrative expenses
- $199,399
- Total expenses
- $5,041,617
- Net increase / (decrease)
- $18,157,286
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $188,693 | $0 | 2023 |
| Edward Jones | INVESTMENT ADVISORY | $0 | $56,041 | 2023 |
| Nova 401k Associates | OTHER SERVICES | $0 | $24,220 | 2023 |
| Weaver And Tidwell Llp | ACCOUNTANT | $10,706 | $0 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Scout Energy Management, LLC
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Dallas, TX
- Principal Life Insurance Company — Schedule C compensation
- Edward Jones — Schedule C compensation
- Nova 401k Associates — Schedule C compensation
- Weaver And Tidwell Llp — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation