2023 Form 5500 filing — Brunel Energy, Inc. 401(K) Retirement 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 20241015144347NAL0016655843001) for Brunel Energy, Inc. 401(K) Retirement Plan, reported by Brunel Energy, Inc. under EIN 58-2411326 and plan number 001. It reports 589 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015144347NAL0016655843001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Brunel Energy, Inc.
- EIN
- 58-2411326
- Plan number
- 001
- Location
- Houston, TX
- Participants
- 589
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $22,631,995
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,631,995
- Employer contributions
- $1,132,247
- Participant contributions
- $3,084,460
- Total income / additions
- $8,830,687
- Benefits paid
- $2,853,201
- Administrative expenses
- $98,324
- Total expenses
- $2,972,509
- Net increase / (decrease)
- $5,858,178
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $98,324 | $0 |
| Usi Securities Inc | OTHER SERVICES | $0 | $38,225 |