Sef Energy, LLC 401(K) Profit Sharing Plan — Form 5500 plan (Sef 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, Sef Energy, LLC 401(K) Profit Sharing Plan is a benefit plan reported by Sef Energy, LLC under EIN 81-3424201 and plan number 001. The latest loaded filing year is 2023. The filing reports 441 participants and $15,955,753 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Sef Energy, LLC
EIN
81-3424201
Plan number
001
Plan type
2
Location
Oklahoma City, OK
Latest filing year
2023
Participants
441
End-of-year plan assets
$15,955,753

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023441H, C20241011084812NAL0012299955003

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$15,955,753
Total liabilities (EOY)
$1,377
Net assets (EOY)
$15,954,376
Net assets (BOY)
$12,652,822

Income & contributions

Employer contributions
$808,716
Participant contributions
$1,491,616
Total contributions
$2,332,715
Total income / additions
$4,700,952

Expenses & distributions

Benefits paid
$1,335,756
Administrative expenses
$63,642
Total expenses
$1,399,398
Net increase / (decrease)
$3,301,554

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mai Capital Management LLCSERVICE PROVIDERnot reported in the loaded dataset$21,1142023
Pension Solutions IncTHIRD PARTY ADMINISTRATOR$0$6,7462023

Related Form 5500 pages