Citation Oil & Gas Corp. Retirement Savings Plan — Form 5500 plan (Citation Oil & Gas Corp.)
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, Citation Oil & Gas Corp. Retirement Savings Plan is a benefit plan reported by Citation Oil & Gas Corp. under EIN 74-2163444 and plan number 001. The latest loaded filing year is 2023. The filing reports 602 participants and $88,647,528 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Citation Oil & Gas Corp.
- EIN
- 74-2163444
- Plan number
- 001
- Plan type
- 2
- Location
- Houston, TX
- Latest filing year
- 2023
- Participants
- 602
- End-of-year plan assets
- $88,647,528
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 602 | H, C | 20241008162918NAL0017979905001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $88,647,528
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $88,647,528
- Net assets (BOY)
- $77,844,768
Income & contributions
- Employer contributions
- $2,593,582
- Participant contributions
- $3,986,417
- Total contributions
- $7,155,831
- Total income / additions
- $18,069,986
Expenses & distributions
- Benefits paid
- $7,046,456
- Administrative expenses
- $220,770
- Total expenses
- $7,267,226
- Net increase / (decrease)
- $10,802,760
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $119,712 | $0 | 2023 |
| Creative Planning, LLC | INVESTMENT ADVISORY | $79,058 | not reported in the loaded dataset | 2023 |
| Melton & Melton | ACCOUNTING | $22,000 | not reported in the loaded dataset | 2023 |