2023 Form 5500 filing — Basin Holdings LLC Retirement 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 20241003135051NAL0017802608001) for Basin Holdings LLC Retirement Plan, reported by Basin Holdings LLC under EIN 45-2496821 and plan number 001. It reports 434 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)$11.6MReported net assets$11,578,075
Participants434
Provider compensation$72.8K3 Schedule C row(s)$72,783
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241003135051NAL0017802608001
Plan sponsor
Basin Holdings LLC
EIN
45-2496821
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)$11.6M total assets
Net assets$11.6MLiabilities$0
Money in vs. money out
Total income / additions$3.9M
Total expenses$3M
Benefits paid / distributions$2.9M
Contributions
Employer$643.6K
Participant$1.2M
Full reported line items
Total assets (EOY)
$11,578,075
Total liabilities (EOY)
$0
Net assets (EOY)
$11,578,075
Employer contributions
$643,614
Participant contributions
$1,201,413
Total income / additions
$3,872,096
Benefits paid
$2,870,937
Administrative expenses
$72,783
Total expenses
$2,975,943
Net increase / (decrease)
$896,153
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $45.3K · Indirect $0
  2. 2
    ADVISOR · Direct $21.3K
  3. 3
    ADVISOR · Direct $6.2K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241003135051NAL0017802608001 cover?
It is the 2023 Form 5500 filing for Basin Holdings LLC Retirement Plan, reported by Basin Holdings LLC (EIN 45-2496821).
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).

Related Form 5500 pages