Deep Well Services 401(K) Profit Sharing Plan — Form 5500 plan (Sun Energy Services, LLC Dba Deep Well Services)

Plain-English plan 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, Deep Well Services 401(K) Profit Sharing Plan is a benefit plan reported by Sun Energy Services, LLC Dba Deep Well Services under EIN 26-3275367 and plan number 001. The latest loaded filing year is 2023. The filing reports 516 participants and $10,957,097 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Sun Energy Services, LLC Dba Deep Well Services
EIN
26-3275367
Plan number
001
Plan type
2
Location
Zelienople, PA
Latest filing year
2023
Participants
516
End-of-year plan assets
$10,957,097

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023516H, C20240624074026NAL0008418096001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,957,097
Total liabilities (EOY)
$0
Net assets (EOY)
$10,957,097
Net assets (BOY)
$6,405,991

Income & contributions

Employer contributions
$922,552
Participant contributions
$2,486,246
Total contributions
$3,513,739
Total income / additions
$5,116,663

Expenses & distributions

Benefits paid
$496,394
Administrative expenses
$69,163
Total expenses
$565,557
Net increase / (decrease)
$4,551,106

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Nfp Retirement IncADVISOR$38,023not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$31,140$02023

Related Form 5500 pages