2023 Form 5500 filing — Petro 49, Inc. Profit Sharing And 401(K) 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 20241122144628NAL0001813217001) for Petro 49, Inc. Profit Sharing And 401(K) Plan, reported by Petro 49, Inc. under EIN 92-0037645 and plan number 001. It reports 382 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241122144628NAL0001813217001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Petro 49, Inc.
- EIN
- 92-0037645
- Plan number
- 001
- Location
- Seward, AK
- Participants
- 382
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $29,880,129
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,880,129
- Employer contributions
- $1,202,944
- Participant contributions
- $1,395,278
- Total income / additions
- $7,095,990
- Benefits paid
- $2,254,022
- Administrative expenses
- $98,166
- Total expenses
- $2,380,201
- Net increase / (decrease)
- $4,715,789
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $58,247 | $0 |
| Human Investing | ADVISOR\INVESTMENT ADV | $39,919 | not reported in the loaded dataset |