2023 Form 5500 filing — Terra Energy Partners 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 20240801100947NAL0015091667001) for Terra Energy Partners 401(K) Plan, reported by Terra Energy Partners Management, LLC under EIN 47-3797277 and plan number 001. It reports 289 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)$41.5MReported net assets$41,524,675
Participants289
Provider compensation$94.2K3 Schedule C row(s)$94,157
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240801100947NAL0015091667001
Plan sponsor
Terra Energy Partners Management, LLC
EIN
47-3797277
Plan number
001
Location
Houston, 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)$41.5M total assets
Net assets$41.5MLiabilities$0
Money in vs. money out
Total income / additions$12M
Total expenses$5.5M
Benefits paid / distributions$5.4M
Contributions
Employer$2.8M
Participant$2.7M
Full reported line items
Total assets (EOY)
$41,524,675
Total liabilities (EOY)
$0
Net assets (EOY)
$41,524,675
Employer contributions
$2,824,850
Participant contributions
$2,656,134
Total income / additions
$12,029,363
Benefits paid
$5,428,436
Administrative expenses
$94,157
Total expenses
$5,522,593
Net increase / (decrease)
$6,506,770
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $60.4K · Indirect $0
  2. 2
    INVESTMENT MGMT · Direct $33.3K
  3. 3
    CONSULTING · Direct $400

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240801100947NAL0015091667001 cover?
It is the 2023 Form 5500 filing for Terra Energy Partners 401(K) Plan, reported by Terra Energy Partners Management, LLC (EIN 47-3797277).
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