Purewest 401(K) Plan — Form 5500 plan (Purewest Resources, Inc.)
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, Purewest 401(K) Plan is a benefit plan reported by Purewest Resources, Inc. under EIN 83-0320643 and plan number 001. The latest loaded filing year is 2023. The filing reports 227 participants and $39,460,123 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Purewest Resources, Inc.
- EIN
- 83-0320643
- Plan number
- 001
- Plan type
- 2
- Location
- Denver, CO
- Latest filing year
- 2023
- Participants
- 227
- End-of-year plan assets
- $39,460,123
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 227 | H, C | 20241013164733NAL0044010512001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $39,460,123
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $39,460,123
- Net assets (BOY)
- $29,738,950
Income & contributions
- Employer contributions
- $3,359,916
- Participant contributions
- $2,240,833
- Total contributions
- $6,651,939
- Total income / additions
- $12,469,727
Expenses & distributions
- Benefits paid
- $2,602,365
- Administrative expenses
- $146,189
- Total expenses
- $2,748,554
- Net increase / (decrease)
- $9,721,173
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $46,523 | $0 | 2023 |
| Cook Street Consulting, Inc. | INVESTMENT ADVISOR | $44,275 | not reported in the loaded dataset | 2023 |
| Acm Llp | ACCOUNTANT/AUDITOR | $25,750 | not reported in the loaded dataset | 2023 |
| Bdo | ACCOUNTANT/AUDITOR | $20,750 | not reported in the loaded dataset | 2023 |
| Cook Street Consulting | INVESTMENT ADVISOR | $8,750 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Purewest Resources, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CO
- 401(k) and benefit plan filings in Denver, CO
- Fidelity Investments Institutional — Schedule C compensation
- Cook Street Consulting, Inc. — Schedule C compensation
- Acm Llp — Schedule C compensation
- Bdo — Schedule C compensation
- Cook Street Consulting — Schedule C compensation