Jonah Energy 401(K) Plan — Form 5500 plan (Jonah Energy, LLC)
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, Jonah Energy 401(K) Plan is a benefit plan reported by Jonah Energy, LLC under EIN 46-5193792 and plan number 001. The latest loaded filing year is 2023. The filing reports 161 participants and $40,905,758 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jonah Energy, LLC
- EIN
- 46-5193792
- Plan number
- 001
- Plan type
- 2
- Location
- Denver, CO
- Latest filing year
- 2023
- Participants
- 161
- End-of-year plan assets
- $40,905,758
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 161 | H, C | 20241011112825NAL0021760001004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $40,905,758
- Net assets (EOY)
- $40,905,758
- Net assets (BOY)
- $36,378,033
Income & contributions
- Employer contributions
- $1,590,526
- Participant contributions
- $1,585,016
- Total contributions
- $3,274,069
- Total income / additions
- $9,803,647
Expenses & distributions
- Benefits paid
- $5,239,822
- Administrative expenses
- $20,759
- Total expenses
- $5,275,922
- Net increase / (decrease)
- $4,527,725
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $28,405 | $0 | 2023 |
| Hunter Benefits Consulting Group | OTHER SERVICES | $0 | $17,858 | 2023 |
| Morningstar Investment Management | INV ADVISORY, PARTICIPANT | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Jonah Energy, LLC
- 2023 Form 5500 filing
- Form 5500 filings in CO
- 401(k) and benefit plan filings in Denver, CO
- Principal Life Insurance Company — Schedule C compensation
- Hunter Benefits Consulting Group — Schedule C compensation
- Morningstar Investment Management — Schedule C compensation