2023 Form 5500 filing — Jay Petroleum Inc. 401k Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241003113022NAL0004834147001) for Jay Petroleum Inc. 401k Plan, reported by Jay Petroleum Inc. under EIN 35-1037456 and plan number 001. It reports 242 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003113022NAL0004834147001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Jay Petroleum Inc.
- EIN
- 35-1037456
- Plan number
- 001
- Location
- Portland, IN
- Participants
- 242
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,572,611
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,572,611
- Employer contributions
- $71,457
- Participant contributions
- $333,240
- Total income / additions
- $1,106,054
- Benefits paid
- $154,484
- Administrative expenses
- $25,923
- Total expenses
- $180,407
- Net increase / (decrease)
- $925,647
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| American United Life Insurance Co | NONE | $396 | $20,387 |
| Woodbury Financial Services Inc | INVESTMENT ADVISOR | $12,614 | not reported in the loaded dataset |
| Capital Group Retirement Plan Svcs | RECORDKEEPER | $11,940 | $0 |