Meritum Energy Gp, LLC 401(K) Plan — Form 5500 plan (Meritum Energy Gp, 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, Meritum Energy Gp, LLC 401(K) Plan is a benefit plan reported by Meritum Energy Gp, LLC under EIN 47-3186665 and plan number 001. The latest loaded filing year is 2023. The filing reports 383 participants and $6,573,027 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Meritum Energy Gp, LLC
EIN
47-3186665
Plan number
001
Plan type
2
Location
San Antonio, TX
Latest filing year
2023
Participants
383
End-of-year plan assets
$6,573,027

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023383H, C20241013225745NAL0014365715001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,573,027
Total liabilities (EOY)
$0
Net assets (EOY)
$6,573,027
Net assets (BOY)
$5,639,058

Income & contributions

Employer contributions
$809,792
Participant contributions
$920,724
Total contributions
$2,034,687
Total income / additions
$2,980,985

Expenses & distributions

Benefits paid
$1,946,149
Administrative expenses
$100,867
Total expenses
$2,047,016
Net increase / (decrease)
$933,969

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Merrill Lynch - EpsREGISTERED INVESTMENT AD$15,699not reported in the loaded dataset2023
Merrill Lynch - FasREGISTERED INVESTMENT AD$7,002not reported in the loaded dataset2023
John Hancock Life Insurance CompanyRECORDKEEPER$0$3,9392023

Related Form 5500 pages