2023 Form 5500 filing — 401(K) Plan For Umwa Represented Employees Of Iron Senergy

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 20241011164407NAL0022361377001) for 401(K) Plan For Umwa Represented Employees Of Iron Senergy, reported by Iron Senergy, LLC under EIN 85-2328662 and plan number 002. It reports 603 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)$36.9MReported net assets$36,948,363
Participants603
Provider compensation$18.3K1 Schedule C row(s)$18,295
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241011164407NAL0022361377001
Plan sponsor
Iron Senergy, LLC
EIN
85-2328662
Plan number
002
Location
Louisville, KY
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)$36.9M total assets
Net assets$36.9MLiabilities$0
Money in vs. money out
Total income / additions$10.9M
Total expenses$1.9M
Benefits paid / distributions$1.9M
Contributions
Employer$2.8M
Participant$2.8M
Full reported line items
Total assets (EOY)
$36,948,363
Total liabilities (EOY)
$0
Net assets (EOY)
$36,948,363
Employer contributions
$2,789,602
Participant contributions
$2,759,633
Total income / additions
$10,872,830
Benefits paid
$1,917,836
Administrative expenses
$18,295
Total expenses
$1,940,148
Net increase / (decrease)
$8,932,682
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $18.3K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241011164407NAL0022361377001 cover?
It is the 2023 Form 5500 filing for 401(K) Plan For Umwa Represented Employees Of Iron Senergy, reported by Iron Senergy, LLC (EIN 85-2328662).
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