Suncor Energy 401(K) Savings Plan — Form 5500 plan (Suncor Energy (U.S.A.) Inc.)
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, Suncor Energy 401(K) Savings Plan is a benefit plan reported by Suncor Energy (U.S.A.) Inc. under EIN 51-0403125 and plan number 001. The latest loaded filing year is 2023. The filing reports 724 participants and $174,190,309 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Suncor Energy (U.S.A.) Inc.
- EIN
- 51-0403125
- Plan number
- 001
- Plan type
- 2
- Location
- Denver, CO
- Latest filing year
- 2023
- Participants
- 724
- End-of-year plan assets
- $174,190,309
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 724 | H, C | 20241014095222NAL0025861953001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $174,190,309
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $174,190,309
- Net assets (BOY)
- $149,498,583
Income & contributions
- Employer contributions
- $6,331,494
- Participant contributions
- $8,916,196
- Total contributions
- $15,557,073
- Total income / additions
- $43,123,642
Expenses & distributions
- Benefits paid
- $18,362,010
- Administrative expenses
- $69,906
- Total expenses
- $18,431,916
- Net increase / (decrease)
- $24,691,726
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $70,295 | $0 | 2023 |