Gravity Retirement Plan — Form 5500 plan (Gravity Oilfield Services, 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, Gravity Retirement Plan is a benefit plan reported by Gravity Oilfield Services, LLC under EIN 81-1267443 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,022 participants and $34,313,748 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Gravity Oilfield Services, LLC
- EIN
- 81-1267443
- Plan number
- 002
- Plan type
- 2
- Location
- Snyder, TX
- Latest filing year
- 2023
- Participants
- 1,022
- End-of-year plan assets
- $34,313,748
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,022 | H, C | 20250303151207NAL0002881331001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $34,313,748
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $34,313,748
- Net assets (BOY)
- $30,615,472
Income & contributions
- Employer contributions
- $1,295,782
- Participant contributions
- $1,905,300
- Total contributions
- $3,256,639
- Total income / additions
- $8,634,960
Expenses & distributions
- Benefits paid
- $4,765,826
- Administrative expenses
- $167,089
- Total expenses
- $4,936,684
- Net increase / (decrease)
- $3,698,276
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $100,303 | $0 | 2023 |
| Prime Capital Investment Advisors | ADVISOR | $31,500 | not reported in the loaded dataset | 2023 |
| Bdo Usa P.C. | ACCOUNTANT/AUDITOR | $26,000 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $9,286 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Gravity Oilfield Services, LLC
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Snyder, TX
- Fidelity Investments Institutional — Schedule C compensation
- Prime Capital Investment Advisors — Schedule C compensation
- Bdo Usa P.C. — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation