2023 Form 5500 filing — Ed Staub & Sons Petroleum 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 20241010160403NAL0020493137001) for Ed Staub & Sons Petroleum Inc. 401(K) Profit Sharing Plan, reported by Ed Staub & Sons Petroleum Inc. under EIN 94-2644690 and plan number 001. It reports 475 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010160403NAL0020493137001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ed Staub & Sons Petroleum Inc.
- EIN
- 94-2644690
- Plan number
- 001
- Location
- Klamath Falls, OR
- Participants
- 475
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $29,445,021
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,445,021
- Employer contributions
- $1,940,845
- Participant contributions
- $1,791,800
- Total income / additions
- $7,750,575
- Benefits paid
- $2,014,086
- Administrative expenses
- $125,801
- Total expenses
- $2,139,979
- Net increase / (decrease)
- $5,610,596
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $125,801 | $0 |
| Raymond James Insurance Group Inc | OTHER SERVICES | $0 | $7,309 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |