2023 Form 5500 filing — Walthall Oil Company 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 20250715104239NAL0001241667001) for Walthall Oil Company 401k Profit Sharing Plan, reported by Walthall Oil Company under EIN 58-0833472 and plan number 002. It reports 156 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250715104239NAL0001241667001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Walthall Oil Company
- EIN
- 58-0833472
- Plan number
- 002
- Location
- Macon, GA
- Participants
- 156
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,221,714
- Total liabilities (EOY)
- $133
- Net assets (EOY)
- $8,221,581
- Employer contributions
- $269,654
- Participant contributions
- $379,975
- Total income / additions
- $2,412,909
- Benefits paid
- $70,665
- Administrative expenses
- $39,159
- Total expenses
- $109,824
- Net increase / (decrease)
- $2,303,085
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch | INVESTMENT ADVISOR | $15,520 | not reported in the loaded dataset |
| Empower Annuity Ins Co Of Amer | RECORDKEEPER | $13,079 | $0 |
| Empower Advisory Group LLC | INVEST MGMT | $10,385 | not reported in the loaded dataset |
| Precision Plan Administration | TPA | $175 | not reported in the loaded dataset |