2023 Form 5500 filing — Mercuria Energy America, 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 20240923133526NAL0011414561001) for Mercuria Energy America, LLC 401(K) Plan, reported by Mercuria Energy America, LLC under EIN 61-1600209 and plan number 001. It reports 356 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)$52MReported net assets$52,036,365

Participants356

Provider compensation$32.8K5 Schedule C row(s)$32,802

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20240923133526NAL0011414561001
Plan sponsor: Mercuria Energy America, LLC
EIN: 61-1600209
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)$52M total assets

Net assets$52MLiabilities$0

Money in vs. money out

Total income / additions$17.5M

Total expenses$4M

Benefits paid / distributions$4M

Contributions

Employer$3.5M

Participant$4M

Full reported line items

Total assets (EOY): $52,036,365
Total liabilities (EOY): $0
Net assets (EOY): $52,036,365
Employer contributions: $3,452,334
Participant contributions: $4,010,948
Total income / additions: $17,502,395
Benefits paid: $4,034,023
Administrative expenses: $2,803
Total expenses: $4,036,826
Net increase / (decrease): $13,465,569

Schedule C

Reported service provider compensation

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

1
Creative Planning Inc.$20K
BROKER · Direct $20K · Indirect $0
2
Creative Planning Holdco, LLC$10K
INVESTMENT/FINANCIAL ADVI · Direct $10K · Indirect $0
3
Adp, Inc.$2.8K
RECORD KEEPER · Direct $2.8K · Indirect $0
4
Adp Broker-Dealer$0
RECORD KEEPER · Direct $0 · Indirect $0
5
Td Ameritrade, Inc.$0
SECURITES BROKER · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240923133526NAL0011414561001 cover?: It is the 2023 Form 5500 filing for Mercuria Energy America, LLC 401(K) Plan, reported by Mercuria Energy America, LLC (EIN 61-1600209).
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).