2023 Form 5500 filing — Gaubert Oil Co., Inc. 401k 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 20250714143738NAL0000949635001) for Gaubert Oil Co., Inc. 401k Profit Sharing Plan, reported by Gaubert Oil Company, Inc. under EIN 72-0488123 and plan number 001. It reports 377 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20250714143738NAL0000949635001
Filing year
2023
Form type
2
Plan sponsor
Gaubert Oil Company, Inc.
EIN
72-0488123
Plan number
001
Location
Thibodaux, LA
Participants
377
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$9,792,543
Net assets (EOY)
$9,792,543
Employer contributions
$458,339
Participant contributions
$356,860
Total income / additions
$2,782,953
Benefits paid
$1,189,127
Administrative expenses
$17,348
Total expenses
$1,206,475
Net increase / (decrease)
$1,576,478
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Hancock Whitney BankNONE$17,348$0
Charles Schwab & Co., Inc.NONE$0$0

Related Form 5500 pages