2023 Form 5500 filing — R.L. Jordan Oil Company Of Nc, Inc. 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 20250715090408NAL0001184451001) for R.L. Jordan Oil Company Of Nc, Inc. 401(K) Profit Sharing Plan, reported by R.L. Jordan Oil Company Of Nc, Inc. under EIN 56-1999845 and plan number 001. It reports 551 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250715090408NAL0001184451001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- R.L. Jordan Oil Company Of Nc, Inc.
- EIN
- 56-1999845
- Plan number
- 001
- Location
- Spartanburg, SC
- Participants
- 551
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,251,983
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,251,983
- Employer contributions
- $426,400
- Participant contributions
- $590,932
- Total income / additions
- $1,855,932
- Benefits paid
- $408,016
- Administrative expenses
- $43,359
- Total expenses
- $499,576
- Net increase / (decrease)
- $1,356,356
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $32,876 | $0 |
| Raymond James Financial. | NONE | $10,483 | not reported in the loaded dataset |