Plan5500

Affiliated Pension Plan — Form 5500 plan (Petro-Hunt, L.L.C.)

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, Affiliated Pension Plan is a benefit plan reported by Petro-Hunt, L.L.C. under EIN 75-2756884 and plan number 005. The latest loaded filing year is 2023. The filing reports 392 participants and $92,931,396 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Petro-Hunt, L.L.C.
EIN
75-2756884
Plan number
005
Plan type
2
Location
Dallas, TX
Latest filing year
2023
Participants
392
End-of-year plan assets
$92,931,396

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023392H, C20241011165802NAL0023283041001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$92,931,396
Total liabilities (EOY)
$70,730
Net assets (EOY)
$92,860,666
Net assets (BOY)
$86,896,731

Income & contributions

Employer contributions
$2,919,331
Total contributions
$2,919,331
Total income / additions
$11,075,366

Expenses & distributions

Benefits paid
$4,508,577
Administrative expenses
$602,854
Total expenses
$5,111,431
Net increase / (decrease)
$5,963,935

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Rtw Financial AdvisorsRETAINED BY CLIENT$152,779not reported in the loaded dataset2023
John Hancock Retirment Plan SrvcsRETAINED BY EMPLOYER$86,219$02023
Moss Adams LlpRETAINED BY EMPLOYER$24,845not reported in the loaded dataset2023

Related Form 5500 pages