Brunel Energy, Inc. 401(K) Retirement Plan — Form 5500 plan (Brunel Energy, 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, Brunel Energy, Inc. 401(K) Retirement Plan is a benefit plan reported by Brunel Energy, Inc. under EIN 58-2411326 and plan number 001. The latest loaded filing year is 2023. The filing reports 589 participants and $22,631,995 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Brunel Energy, Inc.
EIN
58-2411326
Plan number
001
Plan type
2
Location
Houston, TX
Latest filing year
2023
Participants
589
End-of-year plan assets
$22,631,995

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023589H, C20241015144347NAL0016655843001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$22,631,995
Total liabilities (EOY)
$0
Net assets (EOY)
$22,631,995
Net assets (BOY)
$16,773,817

Income & contributions

Employer contributions
$1,132,247
Participant contributions
$3,084,460
Total contributions
$5,788,914
Total income / additions
$8,830,687

Expenses & distributions

Benefits paid
$2,853,201
Administrative expenses
$98,324
Total expenses
$2,972,509
Net increase / (decrease)
$5,858,178

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$98,324$02023
Usi Securities IncOTHER SERVICES$0$38,2252023

Related Form 5500 pages