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, Society Of Petroleum Engineers (Spe), Inc. Retirement Income Plan is a benefit plan reported by Society Of Petroleum Engineers (Spe), Inc. under EIN 75-2001539 and plan number 001. The latest loaded filing year is 2023. The filing reports 210 participants and $29,057,336 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $29,057,336
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,057,336
- Net assets (BOY)
- $26,988,245
Income & contributions
- Employer contributions
- $775,177
- Participant contributions
- $1,206,435
- Total contributions
- $2,023,558
- Total income / additions
- $6,396,428
Expenses & distributions
- Benefits paid
- $4,251,456
- Administrative expenses
- $75,881
- Total expenses
- $4,327,337
- Net increase / (decrease)
- $2,069,091