2023 Form 5500 filing — Society Of Petroleum Engineers (Spe), Inc. Retirement Income 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 20241009063827NAL0009008483001) for Society Of Petroleum Engineers (Spe), Inc. Retirement Income Plan, reported by Society Of Petroleum Engineers (Spe), Inc. under EIN 75-2001539 and plan number 001. It reports 210 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009063827NAL0009008483001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Society Of Petroleum Engineers (Spe), Inc.
- EIN
- 75-2001539
- Plan number
- 001
- Location
- Richardson, TX
- Participants
- 210
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $29,057,336
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,057,336
- Employer contributions
- $775,177
- Participant contributions
- $1,206,435
- Total income / additions
- $6,396,428
- Benefits paid
- $4,251,456
- Administrative expenses
- $75,881
- Total expenses
- $4,327,337
- Net increase / (decrease)
- $2,069,091
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Apeiron | INVESTMENT ADVISOR | $45,000 | not reported in the loaded dataset |
| The Vanguard Group | RECORDKEEPER | $17,780 | not reported in the loaded dataset |
| Futureplan (Ascensus) | TPA | $15,955 | not reported in the loaded dataset |