Calfrac Well Services Corp. 401k Plan And Trust — Form 5500 plan (Calfrac Well Services Corp.)
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, Calfrac Well Services Corp. 401k Plan And Trust is a benefit plan reported by Calfrac Well Services Corp. under EIN 84-1591738 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,575 participants and $43,874,571 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Calfrac Well Services Corp.
- EIN
- 84-1591738
- Plan number
- 001
- Plan type
- 2
- Location
- Denver, CO
- Latest filing year
- 2023
- Participants
- 1,575
- End-of-year plan assets
- $43,874,571
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,575 | H, C | 20241014125832NAL0052330930002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $43,874,571
- Net assets (EOY)
- $43,874,571
- Net assets (BOY)
- $32,561,494
Income & contributions
- Employer contributions
- $3,764,875
- Participant contributions
- $5,670,126
- Total contributions
- $9,746,956
- Total income / additions
- $16,291,680
Expenses & distributions
- Benefits paid
- $4,781,945
- Administrative expenses
- $188,445
- Total expenses
- $4,978,603
- Net increase / (decrease)
- $11,313,077
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $103,104 | $0 | 2023 |
| Lockton Investment Advisors, LLC | INVESTMENT ADVISORY | $51,591 | not reported in the loaded dataset | 2023 |
| Bdo Usa, Llp | AUDITOR | $33,750 | not reported in the loaded dataset | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Calfrac Well Services Corp.
- 2023 Form 5500 filing
- Form 5500 filings in CO
- 401(k) and benefit plan filings in Denver, CO
- Transamerica Retirement Solutions — Schedule C compensation
- Lockton Investment Advisors, LLC — Schedule C compensation
- Bdo Usa, Llp — Schedule C compensation
- National Financial Services — Schedule C compensation