Retirement plan

885 ENERGY INVESTMENTS, LLC 401(K) PLAN

Name: 885 ENERGY INVESTMENTS, LLC - 885 ENERGY INVESTMENTS, LLC 401(K) PLAN (2017) Form 5500
Creator: 885 ENERGY INVESTMENTS, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 885 ENERGY INVESTMENTS, LLC 401(K) PLAN, 885 ENERGY INVESTMENTS, LLC

885 ENERGY INVESTMENTS, LLCEIN 81-4621866Plan #001PY 2017

3201 SEABOARD AVE. - MIDLAND, TX 79705281-794-1411

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$273K

No prior year

Total participants

No prior year

Average account balance

$68,236

No prior year

Annual return

0.00%

No prior year

Benchmarks

See 2,024 peers

Peer group

Industry21 - Mining, Quarrying, and Oil and Gas Extraction

Plan typeDefined contribution

Participants<25

Cohort2,024 peers

Snapshot2017

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$1.36M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$97K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

140.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$170K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$17K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+13.14%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$12232

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2G2J2R3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$251

$63 / participant

Other / not subdivided$251100.0%

% of EOY assets

0.092%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$68,236

$152,460-55.2%

$118,746-42.5%

$147,585-53.8%

Participation rate

100.0%

82.3%+17.7pp

78.3%+21.7pp

82.8%+17.2pp

Annual return

0.00%

17.41%-17.4pp

24.54%-24.5pp

578.57%-578.6pp

Employer contribution / active EE

$36,000

$5,046+613.4%

$4,193+758.6%

$4,876+638.3%

Participant deferral / active EE

$18,000

$6,212+189.7%

$5,332+237.6%

$5,439+231.0%

Admin fee / account holder

$63

$16,953-99.6%

$10,720-99.4%

$10,885-99.4%

885 ENERGY INVESTMENTS, LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

885 ENERGY INVESTMENTS, LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion