E & B Natural Resources Management Corp. 401(K) Plan — Form 5500 plan (E & B Natural Resources Management Corp.)
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, E & B Natural Resources Management Corp. 401(K) Plan is a benefit plan reported by E & B Natural Resources Management Corp. under EIN 95-2797484 and plan number 001. The latest loaded filing year is 2023. The filing reports 368 participants and $19,521,636 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- E & B Natural Resources Management Corp.
- EIN
- 95-2797484
- Plan number
- 001
- Plan type
- 2
- Location
- Bakersfield, CA
- Latest filing year
- 2023
- Participants
- 368
- End-of-year plan assets
- $19,521,636
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 368 | H, C | 20241011160455NAL0012735411001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,521,636
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,521,636
- Net assets (BOY)
- $17,089,823
Income & contributions
- Employer contributions
- $686,622
- Participant contributions
- $1,201,250
- Total contributions
- $1,893,561
- Total income / additions
- $4,590,320
Expenses & distributions
- Benefits paid
- $2,028,933
- Administrative expenses
- $95,135
- Total expenses
- $2,158,507
- Net increase / (decrease)
- $2,431,813
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wespac Advisors, LLC | NONE | $49,765 | not reported in the loaded dataset | 2023 |
| Wespac Plan Services, LLC | NONE | $39,391 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Bank | NONE | $8,617 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for E & B Natural Resources Management Corp.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Bakersfield, CA
- Wespac Advisors, LLC — Schedule C compensation
- Wespac Plan Services, LLC — Schedule C compensation
- Charles Schwab Trust Bank — Schedule C compensation