Who sponsors the 401(K) Plan For Umwa Represented Employees Of Iron Senergy?

401(K) Plan For Umwa Represented Employees Of Iron Senergy is reported as sponsored by Iron Senergy, LLC (EIN 85-2328662, plan number 002) in public Form 5500 filings.

What is the most recent Form 5500 filing year for 401(K) Plan For Umwa Represented Employees Of Iron Senergy?

The latest Form 5500 filing year loaded for 401(K) Plan For Umwa Represented Employees Of Iron Senergy is 2023.

How many participants does 401(K) Plan For Umwa Represented Employees Of Iron Senergy report?

401(K) Plan For Umwa Represented Employees Of Iron Senergy reports 603 participants in its latest loaded Form 5500 filing.

What are the reported plan assets for 401(K) Plan For Umwa Represented Employees Of Iron Senergy?

401(K) Plan For Umwa Represented Employees Of Iron Senergy reports $36,948,363 in end-of-year plan assets in its latest loaded Form 5500 filing.

401(K) Plan For Umwa Represented Employees Of Iron Senergy — Form 5500 plan (Iron Senergy, 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, 401(K) Plan For Umwa Represented Employees Of Iron Senergy is a benefit plan reported by Iron Senergy, LLC under EIN 85-2328662 and plan number 002. The latest loaded filing year is 2023. The filing reports 603 participants and $36,948,363 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$36.9MPlan net assets, end of year$36,948,363

Participants603Covered participants reported

Assets / participant$61.3KComputed: assets ÷ participants$61,274 (computed)

Provider compensation$18.3K1 Schedule C provider row(s)$18,295

Plan sponsor: Iron Senergy, LLC
EIN: 85-2328662
Plan number: 002
Plan type: 2
Location: Louisville, KY
Latest filing year: 2023

How to read this plan profile

Net assets = total assets minus total liabilities, end of year (Schedule H/I).
Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
Schedule chips (Sch H / I / C) show which schedules each filing includes.
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.

EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

2023
603 participants · 2Sch HSch C
View filing →

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)$36.9M total assets

Net assets$36.9MLiabilities$0

Money in vs. money out

Total income / additions$10.9M

Total expenses$1.9M

Benefits paid / distributions$1.9M

Contributions

Employer$2.8M

Participant$2.8M

Full reported line items

Net assets

Total assets (EOY): $36,948,363
Total liabilities (EOY): $0
Net assets (EOY): $36,948,363
Net assets (BOY): $28,015,681

Income & contributions

Employer contributions: $2,789,602
Participant contributions: $2,759,633
Total contributions: $5,549,235
Total income / additions: $10,872,830

Expenses & distributions

Benefits paid: $1,917,836
Administrative expenses: $18,295
Total expenses: $1,940,148
Net increase / (decrease): $8,932,682

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)

50%50%

Employer 50%Participant 50%

Total expenses ÷ net assets5%Computed ratio

Benefits paid ÷ total income18%Computed ratio

Provider comp. ÷ net assets0%Computed ratio

Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

1
Merrill Lynch, Pierce, Fenner And S$18.3K
RECORDKEEPER · Direct $18.3K · Indirect $0

What to inspect next

Frequently asked questions

Who sponsors the 401(K) Plan For Umwa Represented Employees Of Iron Senergy?: 401(K) Plan For Umwa Represented Employees Of Iron Senergy is reported as sponsored by Iron Senergy, LLC (EIN 85-2328662, plan number 002) in public Form 5500 filings.
What is the most recent Form 5500 filing year for 401(K) Plan For Umwa Represented Employees Of Iron Senergy?: The latest Form 5500 filing year loaded for 401(K) Plan For Umwa Represented Employees Of Iron Senergy is 2023.
How many participants does 401(K) Plan For Umwa Represented Employees Of Iron Senergy report?: 401(K) Plan For Umwa Represented Employees Of Iron Senergy reports 603 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for 401(K) Plan For Umwa Represented Employees Of Iron Senergy?: 401(K) Plan For Umwa Represented Employees Of Iron Senergy reports $36,948,363 in end-of-year plan assets in its latest loaded Form 5500 filing.

Form 5500 terms, in plain English

Form 5500: The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H: The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I: The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C: Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets: Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions: Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.