Crimson Oak Grove Resources, LLC Hourly Savings Plan — Form 5500 plan (Crimson Oak Grove Resources, 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, Crimson Oak Grove Resources, LLC Hourly Savings Plan is a benefit plan reported by Crimson Oak Grove Resources, LLC under EIN 85-1222574 and plan number 001. The latest loaded filing year is 2023. The filing reports 481 participants and $11,141,166 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$11.1MPlan net assets, end of year$11,141,166
Participants481Covered participants reported
Assets / participant$23.2KComputed: assets ÷ participants$23,163 (computed)
Provider compensation$29.2K3 Schedule C provider row(s)$29,164
Plan sponsor
Crimson Oak Grove Resources, LLC
EIN
85-1222574
Plan number
001
Plan type
2
Location
Powhatan Point, OH
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023481H, C20241014165722NAL0053255650003
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)$11.1M total assets
Net assets$11.1MLiabilities
Money in vs. money out
Total income / additions$6.4M
Total expenses$3.5M
Benefits paid / distributions$3.5M
Contributions
Employer$3.4M
Participant$1.4M
Full reported line items

Net assets

Total assets (EOY)
$11,141,166
Net assets (EOY)
$11,141,166
Net assets (BOY)
$8,280,180

Income & contributions

Employer contributions
$3,364,310
Participant contributions
$1,399,163
Total contributions
$4,772,602
Total income / additions
$6,367,897

Expenses & distributions

Benefits paid
$3,477,747
Administrative expenses
$29,164
Total expenses
$3,506,911
Net increase / (decrease)
$2,860,986
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 71%Participant 29%
Total expenses ÷ net assets31%Computed ratio
Benefits paid ÷ total income55%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Retirement SolutionsRECORD KEEPER$23,170$02023
Cbiz Investment Advisory ServicesINVESTMENT ADVISOR$5,994not reported in the loaded dataset2023
National Financial ServicesSECURITIES BROKER$0$02023

Related Form 5500 pages