2023 Form 5500 filing — Howard Energy Tax Deferred Savings 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 20241022151446NAL0002774913001) for Howard Energy Tax Deferred Savings Plan, reported by Howard Energy Co., Inc. under EIN 91-1218779 and plan number 020. It reports 119 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)$14.1MReported net assets$14,131,859
Participants119
Provider compensation$1.5K1 Schedule C row(s)$1,511
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241022151446NAL0002774913001
Plan sponsor
Howard Energy Co., Inc.
EIN
91-1218779
Plan number
020
Location
San Diego Ca, CA
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)$14.1M total assets
Net assets$14.1MLiabilities$0
Money in vs. money out
Total income / additions$2.7M
Total expenses$2.1M
Benefits paid / distributions$2.1M
Contributions
Employer$84.2K
Participant$404.9K
Full reported line items
Total assets (EOY)
$14,131,859
Total liabilities (EOY)
$0
Net assets (EOY)
$14,131,859
Employer contributions
$84,238
Participant contributions
$404,904
Total income / additions
$2,672,860
Benefits paid
$2,127,433
Administrative expenses
$1,512
Total expenses
$2,128,945
Net increase / (decrease)
$543,915
Schedule C

Reported service provider compensation

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

  1. 1
    CONTRACT ADMINISTRATOR · Direct $1.5K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241022151446NAL0002774913001 cover?
It is the 2023 Form 5500 filing for Howard Energy Tax Deferred Savings Plan, reported by Howard Energy Co., Inc. (EIN 91-1218779).
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