Original filing (PDF)20240731111455NAL0022126721001

PETROLEGACY ENERGY III, LLC.

Name: PETROLEGACY ENERGY III, LLC. — PETROLEGACY ENERGY HOLDINGS 401(K) PLAN, Form 5500 (2023)
Creator: PETROLEGACY ENERGY III, LLC.

Form 5500-SF

FILING_RECEIVED

PETROLEGACY ENERGY HOLDINGS 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.3M

Net assets (EOY)

$3.3M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PETROLEGACY ENERGY III, LLC..

Plan sponsor

Name

PETROLEGACY ENERGY III, LLC.

EIN

92-3242060

Address

6101 W COURTYARD DR BLDG 2 STE 125 · AUSTIN, TX · 78730

Phone

(512) 375-9000

Industry

Mining, Quarrying, Oil & Gassee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-07-31

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Mining, Quarrying, Oil & Gas plans

REBEL OIL COMPANY

REBEL OIL COMPANY PROFIT SHARING/401(K) PLAN

$3.3M · 8 participants

EBR ENERGY, LP

EBR ENERGY, LP 401(K) PLAN

$3.3M · 2 participants

BEASLEY OIL COMPANY, INC.

BEASLEY OIL COMPANY, INC. PROFIT SHARING PLAN

$3.3M · 7 participants

MASTER CORPORATION

MASTER CORPORATION 401(K) PLAN

$3.3M · 19 participants

MUNTA, LLC

NEMINIS, INC. 401K PROFIT SHARING PLAN & TRUST

$3.3M · 7 participants