2023 Form 5500 filing — Luke Oil 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 20241118100030NAL0000772083001) for Luke Oil 401(K) Profit Sharing Plan, reported by Luke Oil Co., Inc. under EIN 35-1329072 and plan number 001. It reports 444 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241118100030NAL0000772083001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Luke Oil Co., Inc.
- EIN
- 35-1329072
- Plan number
- 001
- Location
- Hobart, IN
- Participants
- 444
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,601,649
- Total liabilities (EOY)
- $423
- Net assets (EOY)
- $1,601,226
- Employer contributions
- $184,939
- Participant contributions
- $294,690
- Total income / additions
- $722,621
- Benefits paid
- $105,738
- Administrative expenses
- $23,950
- Total expenses
- $129,688
- Net increase / (decrease)
- $592,933
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cetera Investment Advisers LLC | SERVICE PROVIDER | $0 | $11,679 |
| Voya Retirement Insurance And Annui | SERVICE PROVIDER | $0 | $0 |