Midtex Oil, Lp 401(K) Profit Sharing Plan — Form 5500 plan (Midtex Oil, Lp)

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, Midtex Oil, Lp 401(K) Profit Sharing Plan is a benefit plan reported by Midtex Oil, Lp under EIN 74-1864941 and plan number 001. The latest loaded filing year is 2023. The filing reports 369 participants and $5,483,716 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Midtex Oil, Lp
EIN
74-1864941
Plan number
001
Plan type
2
Location
New Braunfels, TX
Latest filing year
2023
Participants
369
End-of-year plan assets
$5,483,716

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023369H, C20241007135759NAL0016194273001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,483,716
Total liabilities (EOY)
$0
Net assets (EOY)
$5,483,716
Net assets (BOY)
$3,884,556

Income & contributions

Employer contributions
$323,927
Participant contributions
$564,307
Total contributions
$1,246,261
Total income / additions
$1,983,454

Expenses & distributions

Benefits paid
$316,362
Administrative expenses
$31,405
Total expenses
$384,294
Net increase / (decrease)
$1,599,160

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Voya Retirement Insurance & AnnuitySERVICE PROVIDER$30,458$02023
Pensionmark Financial Group LLCSERVICE PROVIDER$0$16,3352023

Related Form 5500 pages