2023 Form 5500 filing — Scout Energy Management, LLC 401(K) P/S 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 20241011151950NAL0023084881003) for Scout Energy Management, LLC 401(K) P/S Plan, reported by Scout Energy Management, LLC under EIN 45-3236574 and plan number 001. It reports 1,098 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011151950NAL0023084881003
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Scout Energy Management, LLC
- EIN
- 45-3236574
- Plan number
- 001
- Location
- Dallas, TX
- Participants
- 1,098
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $71,126,688
- Net assets (EOY)
- $71,126,688
- Employer contributions
- $4,986,632
- Participant contributions
- $7,030,681
- Total income / additions
- $23,198,903
- Benefits paid
- $4,842,218
- Administrative expenses
- $199,399
- Total expenses
- $5,041,617
- Net increase / (decrease)
- $18,157,286
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $188,693 | $0 |
| Edward Jones | INVESTMENT ADVISORY | $0 | $56,041 |
| Nova 401k Associates | OTHER SERVICES | $0 | $24,220 |
| Weaver And Tidwell Llp | ACCOUNTANT | $10,706 | $0 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |