American Consolidated Natural Resources, Inc. Savings And Security Plan — Form 5500 plan (American Consolidated Natural 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, American Consolidated Natural Resources, Inc. Savings And Security Plan is a benefit plan reported by American Consolidated Natural Resources, Inc. under EIN 85-1621594 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,387 participants and $255,751,258 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- American Consolidated Natural Resources, Inc.
- EIN
- 85-1621594
- Plan number
- 001
- Plan type
- 2
- Location
- St. Clairsville, OH
- Latest filing year
- 2023
- Participants
- 2,387
- End-of-year plan assets
- $255,751,258
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,387 | H, C | 20241008154032NAL0029119568001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $255,751,258
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $255,751,258
- Net assets (BOY)
- $210,720,902
Income & contributions
- Employer contributions
- $11,115,493
- Participant contributions
- $15,681,680
- Total contributions
- $27,166,669
- Total income / additions
- $63,282,851
Expenses & distributions
- Benefits paid
- $17,731,989
- Administrative expenses
- $517,033
- Total expenses
- $18,252,495
- Net increase / (decrease)
- $45,030,356
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $274,535 | $0 | 2023 |
| Cbiz Financial Services | INVESTMENT ADVISOR | $159,489 | not reported in the loaded dataset | 2023 |
| Castleview Partners LLC | SECURITIES BROKER | $67,097 | not reported in the loaded dataset | 2023 |
| Dynamic Wealth Advisors | SECURITIES BROKER | $12,709 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co, Inc. | SECURITIES BROKER | $1,565 | $0 | 2023 |
| Steel Peak Wealth Mgmt LLC | SECURITIES BROKER | $1,196 | not reported in the loaded dataset | 2023 |
| Summit Global Investments LLC | SECURITIES BROKER | $442 | not reported in the loaded dataset | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
| Ciuni & Panichi Inc | AUDITOR | $0 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for American Consolidated Natural Resources, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in St. Clairsville, OH
- Transamerica Retirement Solutions — Schedule C compensation
- Cbiz Financial Services — Schedule C compensation
- Castleview Partners LLC — Schedule C compensation
- Dynamic Wealth Advisors — Schedule C compensation
- Charles Schwab & Co, Inc. — Schedule C compensation
- Steel Peak Wealth Mgmt LLC — Schedule C compensation
- Summit Global Investments LLC — Schedule C compensation
- National Financial Services — Schedule C compensation
- Ciuni & Panichi Inc — Schedule C compensation