2023 Form 5500 filing — G & M Oil Co., Inc. Retirement Savings 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 20241015170331NAL0016932643001) for G & M Oil Co., Inc. Retirement Savings Plan, reported by G & M Oil Co., Inc. under EIN 33-0259692 and plan number 001. It reports 1,237 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015170331NAL0016932643001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- G & M Oil Co., Inc.
- EIN
- 33-0259692
- Plan number
- 001
- Location
- Huntington Beach, CA
- Participants
- 1,237
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,401,924
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,401,924
- Employer contributions
- $364,104
- Participant contributions
- $3,344,576
- Total income / additions
- $6,667,688
- Benefits paid
- $3,851,768
- Administrative expenses
- $170,386
- Total expenses
- $4,011,992
- Net increase / (decrease)
- $2,655,696
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $170,386 | $0 |
| Burnham Gibson Wealth Advisors, Inc | INVESTMENT ADVISORY | $0 | $56,861 |