2023 Form 5500 filing — Urban Oil & Gas 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 20240927144227NAL0001349139002) for Urban Oil & Gas 401(K) Plan, reported by Urban Oil & Gas Group, LLC under EIN 27-0288119 and plan number 001. It reports 181 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240927144227NAL0001349139002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Urban Oil & Gas Group, LLC
- EIN
- 27-0288119
- Plan number
- 001
- Location
- Plano, TX
- Participants
- 181
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,181,119
- Net assets (EOY)
- $16,181,119
- Employer contributions
- $996,701
- Participant contributions
- $1,321,879
- Total income / additions
- $4,637,992
- Benefits paid
- $748,340
- Administrative expenses
- $79,537
- Total expenses
- $828,377
- Net increase / (decrease)
- $3,809,615
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $79,537 | $0 |
| Lpl Financial LLC - Rpcp | INVESTMENT ADVISORY | $0 | $39,160 |
| Nova 401k Associates | OTHER SERVICES | $0 | $6,690 |