2023 Form 5500 filing — Delaware Resource Group Of Oklahoma, 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 20240927092013NAL0000947539001) for Delaware Resource Group Of Oklahoma, LLC 401(K) Plan, reported by Delaware Resource Group Of Oklahoma, LLC under EIN 20-0458298 and plan number 001. It reports 1,193 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)$71.2MReported net assets$71,204,447
Participants1.2K1,193
Provider compensation$202.4K3 Schedule C row(s)$202,414
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240927092013NAL0000947539001
- Plan sponsor
- Delaware Resource Group Of Oklahoma, LLC
- EIN
- 20-0458298
- Plan number
- 001
- Location
- Oklahoma City, OK
- Received date
- not reported in the loaded dataset
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)$71.2M total assets
Net assets$71.2MLiabilities$0
Full reported line items
- Total assets (EOY)
- $71,204,447
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $71,204,447
- Employer contributions
- $2,286,543
- Participant contributions
- $6,825,372
- Total income / additions
- $20,999,720
- Benefits paid
- $11,531,223
- Administrative expenses
- $202,414
- Total expenses
- $11,778,058
- Net increase / (decrease)
- $9,221,662
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Intrust Bank Na | ADVISOR | $99,821 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $83,993 | $0 |
| Hogan Taylor Cpa And Advisors | ACCOUNTANT/AUDITOR | $18,600 | not reported in the loaded dataset |