Symmetry Energy Solutions, LLC 401(K) Plan — Form 5500 plan (Symmetry Energy Solutions, 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, Symmetry Energy Solutions, LLC 401(K) Plan is a benefit plan reported by Symmetry Energy Solutions, LLC under EIN 72-1309319 and plan number 001. The latest loaded filing year is 2023. The filing reports 317 participants and $33,670,681 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Symmetry Energy Solutions, LLC
EIN
72-1309319
Plan number
001
Plan type
2
Location
Houston, TX
Latest filing year
2023
Participants
317
End-of-year plan assets
$33,670,681

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023317H, C20241008141828NAL0017768369001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$33,670,681
Total liabilities (EOY)
$0
Net assets (EOY)
$33,670,681
Net assets (BOY)
$23,867,789

Income & contributions

Employer contributions
$3,890,658
Participant contributions
$3,371,100
Total contributions
$7,856,601
Total income / additions
$12,298,101

Expenses & distributions

Benefits paid
$2,407,116
Administrative expenses
$88,093
Total expenses
$2,495,209
Net increase / (decrease)
$9,802,892

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Usi AdvisorsADVISORS$79,948$02023
Usi Consulting GroupRECORDKEEPER$8,145$02023

Related Form 5500 pages