2023 Form 5500 filing — Elliott Oil Company 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 20250131083553NAL0003362496001) for Elliott Oil Company 401(K) Profit Sharing Plan, reported by Elliott Oil Company under EIN 42-0932748 and plan number 001. It reports 147 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250131083553NAL0003362496001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Elliott Oil Company
- EIN
- 42-0932748
- Plan number
- 001
- Location
- Ottumwa, IA
- Participants
- 147
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,902,980
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,902,980
- Employer contributions
- $470,883
- Participant contributions
- $265,500
- Total income / additions
- $1,662,031
- Benefits paid
- $489,801
- Administrative expenses
- $37,729
- Total expenses
- $527,620
- Net increase / (decrease)
- $1,134,411
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Edward Jones | INVESTMENT ADVISORY | $20,355 | $5 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $13,319 | $0 |
| Paco Inc | CONTRACT ADMINISTRATOR | $4,054 | $3,254 |