2023 Form 5500 filing — Citation Oil & Gas Corp. Retirement Savings 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 20241008162918NAL0017979905001) for Citation Oil & Gas Corp. Retirement Savings Plan, reported by Citation Oil & Gas Corp. under EIN 74-2163444 and plan number 001. It reports 602 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008162918NAL0017979905001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Citation Oil & Gas Corp.
- EIN
- 74-2163444
- Plan number
- 001
- Location
- Houston, TX
- Participants
- 602
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $88,647,528
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $88,647,528
- Employer contributions
- $2,593,582
- Participant contributions
- $3,986,417
- Total income / additions
- $18,069,986
- Benefits paid
- $7,046,456
- Administrative expenses
- $220,770
- Total expenses
- $7,267,226
- Net increase / (decrease)
- $10,802,760
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $119,712 | $0 |
| Creative Planning, LLC | INVESTMENT ADVISORY | $79,058 | not reported in the loaded dataset |
| Melton & Melton | ACCOUNTING | $22,000 | not reported in the loaded dataset |