Black Stone Natural Resources Management Company 401(K) Plan — Form 5500 plan (Black Stone Natural Resources Management 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, Black Stone Natural Resources Management Company 401(K) Plan is a benefit plan reported by Black Stone Natural Resources Management Company under EIN 76-0499297 and plan number 001. The latest loaded filing year is 2023. The filing reports 136 participants and $19,992,787 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Black Stone Natural Resources Management Company
- EIN
- 76-0499297
- Plan number
- 001
- Plan type
- 2
- Location
- Houston, TX
- Latest filing year
- 2023
- Participants
- 136
- End-of-year plan assets
- $19,992,787
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 136 | H, C | 20241010162318NAL0021432641001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,992,787
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,992,787
- Net assets (BOY)
- $18,253,367
Income & contributions
- Employer contributions
- $649,529
- Participant contributions
- $1,201,550
- Total contributions
- $2,361,224
- Total income / additions
- $5,041,708
Expenses & distributions
- Benefits paid
- $3,297,235
- Administrative expenses
- $5,053
- Total expenses
- $3,302,288
- Net increase / (decrease)
- $1,739,420
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Lampo Group LLC Dba Smartdollar | OTHER | $4,488 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $565 | not reported in the loaded dataset | 2023 |