2023 Form 5500 filing — Warrenton Oil Company, Inc. 401(K) Profit Sharing 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 20241007132735NAL0031867410001) for Warrenton Oil Company, Inc. 401(K) Profit Sharing Plan, reported by Warrenton Oil Company, Inc. under EIN 43-0793241 and plan number 002. It reports 603 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007132735NAL0031867410001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Warrenton Oil Company, Inc.
- EIN
- 43-0793241
- Plan number
- 002
- Location
- Truesdale, MO
- Participants
- 603
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,203,294
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,203,294
- Employer contributions
- $594,069
- Participant contributions
- $874,785
- Total income / additions
- $3,914,542
- Benefits paid
- $1,394,489
- Administrative expenses
- $117,209
- Total expenses
- $1,511,698
- Net increase / (decrease)
- $2,402,844
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Edward D. Jones & Co, L.P. | INVESTMENT PROVIDER | $73,338 | $0 |
| Marcum Llp | AUDITOR | $26,539 | not reported in the loaded dataset |
| Ascensus | TPA | $12,574 | not reported in the loaded dataset |