2023 Form 5500 filing — White Rock Oil & Gas, LLC 401(K) Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240730094526NAL0011700531001) for White Rock Oil & Gas, LLC 401(K) Plan, reported by White Rock Oil & Gas, LLC under EIN 45-5278017 and plan number 001. It reports 138 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$9.7MReported net assets$9,656,210
Participants138
Provider compensation$113.1K3 Schedule C row(s)$113,148
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240730094526NAL0011700531001
Plan sponsor
White Rock Oil & Gas, LLC
EIN
45-5278017
Plan number
001
Location
Plano, TX
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$9.7M total assets
Net assets$9.7MLiabilities
Money in vs. money out
Total income / additions$3.4M
Total expenses$502.3K
Benefits paid / distributions$426.8K
Contributions
Employer$630.4K
Participant$875.8K
Full reported line items
Total assets (EOY)
$9,656,210
Net assets (EOY)
$9,656,210
Employer contributions
$630,390
Participant contributions
$875,757
Total income / additions
$3,444,589
Benefits paid
$426,819
Administrative expenses
$73,259
Total expenses
$502,328
Net increase / (decrease)
$2,942,261
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    CONTRACT ADMINISTRATOR · Direct $69.2K · Indirect $0
  2. 2
    INVESTMENT ADVISORY · Direct $0 · Indirect $36.1K
  3. 3
    THIRD PARTY ADMINISTRATOR · Direct $4.1K · Indirect $3.7K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240730094526NAL0011700531001 cover?
It is the 2023 Form 5500 filing for White Rock Oil & Gas, LLC 401(K) Plan, reported by White Rock Oil & Gas, LLC (EIN 45-5278017).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages