2023 Form 5500 filing — Mineral, Inc. 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 20240816173211NAL0025067248001) for Mineral, Inc. 401(K) Plan, reported by Mineral, Inc. under EIN 03-0404198 and plan number 001. It reports 340 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)$19.6MReported net assets$19,564,802

Participants340

Provider compensation$56.5K2 Schedule C row(s)$56,482

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20240816173211NAL0025067248001
Plan sponsor: Mineral, Inc.
EIN: 03-0404198
Plan number: 001
Location: Pleasanton, CA
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)$19.6M total assets

Net assets$19.6MLiabilities$0

Money in vs. money out

Total income / additions$7.3M

Total expenses$1.6M

Benefits paid / distributions$1.6M

Contributions

Employer$1.3M

Participant$2.7M

Full reported line items

Total assets (EOY): $19,564,802
Total liabilities (EOY): $0
Net assets (EOY): $19,564,802
Employer contributions: $1,296,725
Participant contributions: $2,733,521
Total income / additions: $7,337,724
Benefits paid: $1,632,835
Administrative expenses: $1,956
Total expenses: $1,634,791
Net increase / (decrease): $5,702,933

Schedule C

Reported service provider compensation

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

1
Lpl Financial LLC$54.5K
ADVISOR · Direct $0 · Indirect $54.5K
2
Fidelity Investments Institutional$2K
RECORDKEEPER · Direct $2K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240816173211NAL0025067248001 cover?: It is the 2023 Form 5500 filing for Mineral, Inc. 401(K) Plan, reported by Mineral, Inc. (EIN 03-0404198).
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).