Enerplus Resources (Usa) Corp. 401(K) Plan — Form 5500 plan (Enerplus Resources (Usa) Corporation)
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, Enerplus Resources (Usa) Corp. 401(K) Plan is a benefit plan reported by Enerplus Resources (Usa) Corporation under EIN 75-1777291 and plan number 001. The latest loaded filing year is 2023. The filing reports 275 participants and $41,512,137 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Enerplus Resources (Usa) Corporation
- EIN
- 75-1777291
- Plan number
- 001
- Plan type
- 2
- Location
- Denver, CO
- Latest filing year
- 2023
- Participants
- 275
- End-of-year plan assets
- $41,512,137
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 275 | H, C | 20240723111047NAL0011626337001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $41,512,137
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $41,512,137
- Net assets (BOY)
- $33,305,756
Income & contributions
- Employer contributions
- $2,192,093
- Participant contributions
- $2,911,279
- Total contributions
- $5,451,033
- Total income / additions
- $11,374,970
Expenses & distributions
- Benefits paid
- $3,068,370
- Administrative expenses
- $100,219
- Total expenses
- $3,168,589
- Net increase / (decrease)
- $8,206,381
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $100,219 | $0 | 2023 |
| Truenorth, Inc. | INVESTMENT ADVISORY | $0 | $42,000 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Enerplus Resources (Usa) Corporation
- 2023 Form 5500 filing
- Form 5500 filings in CO
- 401(k) and benefit plan filings in Denver, CO
- Principal Life Insurance Company — Schedule C compensation
- Truenorth, Inc. — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation