Affiliated Thrift 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 Thrift Plan is a benefit plan reported by Petro-Hunt, L.L.C. under EIN 75-2756884 and plan number 333. The latest loaded filing year is 2023. The filing reports 688 participants and $204,599,901 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
333
Plan type
3
Location
Dallas, TX
Latest filing year
2023
Participants
688
End-of-year plan assets
$204,599,901

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023688H, C20241009154328NAL0010798595001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$204,599,901
Total liabilities (EOY)
$0
Net assets (EOY)
$204,599,901
Net assets (BOY)
$177,720,896

Income & contributions

Employer contributions
$5,511,026
Participant contributions
$7,271,284
Total contributions
$13,583,273
Total income / additions
$40,221,930

Expenses & distributions

Benefits paid
$13,111,757
Administrative expenses
$81,274
Total expenses
$13,342,925
Net increase / (decrease)
$26,879,005

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
John Hancock RetirementRETAINED BY EMPLOYER$58,124$02023
Capfinancial Partners, LLC.RETAINED BY EMPLOYER$23,150not reported in the loaded dataset2023

Related Form 5500 pages