Native Energy & Technology, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Native Energy & Technology, 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, Native Energy & Technology, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Native Energy & Technology, Inc. under EIN 74-2890367 and plan number 001. The latest loaded filing year is 2023. The filing reports 213 participants and $2,977,574 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Native Energy & Technology, Inc.
- EIN
- 74-2890367
- Plan number
- 001
- Plan type
- 2
- Location
- San Antonio, TX
- Latest filing year
- 2023
- Participants
- 213
- End-of-year plan assets
- $2,977,574
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 213 | H, C | 20240924103420NAL0004618323001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,977,574
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,977,574
- Net assets (BOY)
- $2,441,317
Income & contributions
- Employer contributions
- $459,023
- Participant contributions
- $171,157
- Total contributions
- $632,645
- Total income / additions
- $1,117,331
Expenses & distributions
- Benefits paid
- $513,518
- Administrative expenses
- $49,724
- Total expenses
- $581,074
- Net increase / (decrease)
- $536,257
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nationwide | CUSTODIAN | $13,325 | $8,437 | 2023 |
| Stadion Money Management, LLC | MONEY MANAGER | $15,775 | not reported in the loaded dataset | 2023 |
| Hill Country Group | BROKER | $13,370 | not reported in the loaded dataset | 2023 |
| Inwest Retirement Solutions | TPA | $7,254 | $3,155 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Native Energy & Technology, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in San Antonio, TX
- Nationwide — Schedule C compensation
- Stadion Money Management, LLC — Schedule C compensation
- Hill Country Group — Schedule C compensation
- Inwest Retirement Solutions — Schedule C compensation