Retirement plan

AMCOX OIL AND GAS, LLC 401(K) PLAN

Name: AMCOX OIL AND GAS, LLC - AMCOX OIL AND GAS, LLC 401(K) PLAN (2022) Form 5500
Creator: AMCOX OIL AND GAS, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AMCOX OIL AND GAS, LLC 401(K) PLAN, AMCOX OIL AND GAS, LLC

AMCOX OIL AND GAS, LLCEIN 83-2656856Plan #001PY 2022

P.O. BOX 555 - HAMLIN, WV 25523304-541-6854

Prospect flagsLow participant contribution

How to read this page

Total assets (EOY)

$561K

+1.2% from 2021

Total participants

0.0% from 2021

Average account balance

$51,028

+1.2% from 2021

Annual return

-6.08%

-13.73 pp from 2021

Benchmarks

See 1,674 peers

Peer group

Industry21 - Mining, Quarrying, and Oil and Gas Extraction

Plan typeDefined contribution

Participants<25

Cohort1,674 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$228K

Not enough data

1 years with asset history on file

Average account balance

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

$21K

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.

110.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$41K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+15.51%

Not enough data

1 years with return on file

Admin fee / account holder

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

$5009

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 codes2F2G2J2T3D

Plan features

2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

1 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$3K

$245 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.481%

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

$51,028

$175,646-70.9%

$129,118-60.5%

$134,532-62.1%

Participation rate

72.7%

81.6%-8.8pp

77.2%-4.5pp

81.2%-8.5pp

Annual return

-6.08%

-11.39%+5.3pp

-10.94%+4.9pp

418.27%-424.4pp

Employer contribution / active EE

$1,917

$6,355-69.8%

$5,051-62.0%

$4,741-59.6%

Participant deferral / active EE

$1,973

$7,970-75.2%

$6,539-69.8%

$6,401-69.2%

Admin fee / account holder

$245

$23,578-99.0%

$14,305-98.3%

$11,429-97.9%

AMCOX OIL AND GAS, LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

AMCOX OIL AND GAS, 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