Plan5500

Black Stone Natural Resources Management Company 401(K) Plan — Form 5500 plan (Black Stone Natural Resources Management Company)

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, Black Stone Natural Resources Management Company 401(K) Plan is a benefit plan reported by Black Stone Natural Resources Management Company under EIN 76-0499297 and plan number 001. The latest loaded filing year is 2023. The filing reports 136 participants and $19,992,787 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$20MPlan net assets, end of year$19,992,787
Participants136Covered participants reported
Assets / participant$147KComputed: assets ÷ participants$147,006 (computed)
Provider compensation$5.1K2 Schedule C provider row(s)$5,053
Plan sponsor
Black Stone Natural Resources Management Company
EIN
76-0499297
Plan number
001
Plan type
2
Location
Houston, TX
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023136H, C20241010162318NAL0021432641001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$20M total assets
Net assets$20MLiabilities$0
Money in vs. money out
Total income / additions$5M
Total expenses$3.3M
Benefits paid / distributions$3.3M
Contributions
Employer$649.5K
Participant$1.2M
Full reported line items

Net assets

Total assets (EOY)
$19,992,787
Total liabilities (EOY)
$0
Net assets (EOY)
$19,992,787
Net assets (BOY)
$18,253,367

Income & contributions

Employer contributions
$649,529
Participant contributions
$1,201,550
Total contributions
$2,361,224
Total income / additions
$5,041,708

Expenses & distributions

Benefits paid
$3,297,235
Administrative expenses
$5,053
Total expenses
$3,302,288
Net increase / (decrease)
$1,739,420
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 35%Participant 65%
Total expenses ÷ net assets17%Computed ratio
Benefits paid ÷ total income65%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
The Lampo Group LLC Dba SmartdollarOTHER$4,488not reported in the loaded dataset2023
Empower Annuity Insurance CompanyRECORDKEEPER$565not reported in the loaded dataset2023

Related Form 5500 pages