G & M Oil Co., Inc. Retirement Savings Plan — Form 5500 plan (G & M Oil Co., Inc.)

Plain-English plan 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, G & M Oil Co., Inc. Retirement Savings Plan is a benefit plan reported by G & M Oil Co., Inc. under EIN 33-0259692 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,237 participants and $18,401,924 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
G & M Oil Co., Inc.
EIN
33-0259692
Plan number
001
Plan type
2
Location
Huntington Beach, CA
Latest filing year
2023
Participants
1,237
End-of-year plan assets
$18,401,924

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,237H, C20241015170331NAL0016932643001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$18,401,924
Total liabilities (EOY)
$0
Net assets (EOY)
$18,401,924
Net assets (BOY)
$15,746,228

Income & contributions

Employer contributions
$364,104
Participant contributions
$3,344,576
Total contributions
$3,814,265
Total income / additions
$6,667,688

Expenses & distributions

Benefits paid
$3,851,768
Administrative expenses
$170,386
Total expenses
$4,011,992
Net increase / (decrease)
$2,655,696

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$170,386$02023
Burnham Gibson Wealth Advisors, IncINVESTMENT ADVISORY$0$56,8612023

Related Form 5500 pages