2023 Form 5500 filing — Black Stone Natural Resources Management Company 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 20241010162318NAL0021432641001) for Black Stone Natural Resources Management Company 401(K) Plan, reported by Black Stone Natural Resources Management Company under EIN 76-0499297 and plan number 001. It reports 136 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)$20MReported net assets$19,992,787
Participants136
Provider compensation$5.1K2 Schedule C row(s)$5,053
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241010162318NAL0021432641001
- Plan sponsor
- Black Stone Natural Resources Management Company
- EIN
- 76-0499297
- Plan number
- 001
- Location
- Houston, TX
- Received date
- not reported in the loaded dataset
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)$20M total assets
Net assets$20MLiabilities$0
Full reported line items
- Total assets (EOY)
- $19,992,787
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,992,787
- Employer contributions
- $649,529
- Participant contributions
- $1,201,550
- Total income / additions
- $5,041,708
- Benefits paid
- $3,297,235
- Administrative expenses
- $5,053
- Total expenses
- $3,302,288
- Net increase / (decrease)
- $1,739,420
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Lampo Group LLC Dba Smartdollar | OTHER | $4,488 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $565 | not reported in the loaded dataset |