2023 Form 5500 filing — Birch Resources, LLC 401k 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 20240930091804NAL0010826210001) for Birch Resources, LLC 401k Plan, reported by Birch Resources, LLC under EIN 46-5134048 and plan number 001. It reports 115 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$18.5MReported net assets$18,525,298
Participants115
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240930091804NAL0010826210001
Plan sponsor
Birch Resources, LLC
EIN
46-5134048
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 I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$18.5M total assets
Net assets$18.5MLiabilities$0
Money in vs. money out
Total income / additions$6.1M
Total expenses$774K
Benefits paid / distributions$722.2K
Contributions
Employer$1.3M
Participant$1.5M
Full reported line items
Total assets (EOY)
$18,525,298
Total liabilities (EOY)
$0
Net assets (EOY)
$18,525,298
Employer contributions
$1,292,296
Participant contributions
$1,507,208
Total income / additions
$6,092,834
Benefits paid
$722,217
Administrative expenses
$51,811
Total expenses
$774,028
Net increase / (decrease)
$5,318,806

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240930091804NAL0010826210001 cover?
It is the 2023 Form 5500 filing for Birch Resources, LLC 401k Plan, reported by Birch Resources, LLC (EIN 46-5134048).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages