Texas Petroleum Investment Company 401(K) Plan — Form 5500 plan (Texas Petroleum Investment Company)
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, Texas Petroleum Investment Company 401(K) Plan is a benefit plan reported by Texas Petroleum Investment Company under EIN 76-0289681 and plan number 001. The latest loaded filing year is 2023. The filing reports 161 participants and $31,217,983 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Texas Petroleum Investment Company
- EIN
- 76-0289681
- Plan number
- 001
- Plan type
- 2
- Location
- Houston, TX
- Latest filing year
- 2023
- Participants
- 161
- End-of-year plan assets
- $31,217,983
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 161 | H, C | 20240918071717NAL0003994113001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $31,217,983
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $31,217,983
- Net assets (BOY)
- $28,229,317
Income & contributions
- Employer contributions
- $731,386
- Participant contributions
- $1,207,704
- Total contributions
- $1,989,547
- Total income / additions
- $6,421,155
Expenses & distributions
- Benefits paid
- $3,416,955
- Administrative expenses
- $15,534
- Total expenses
- $3,432,489
- Net increase / (decrease)
- $2,988,666
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $8,197 | $0 | 2023 |
| The Noble Group | CONSULTANT | $7,337 | not reported in the loaded dataset | 2023 |