Jay Petroleum Inc. Employee Stock Ownership Plan — Form 5500 plan (Jay Petroleum, 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, Jay Petroleum Inc. Employee Stock Ownership Plan is a benefit plan reported by Jay Petroleum, Inc. under EIN 35-1037456 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,787 participants and $31,731,376 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jay Petroleum, Inc.
- EIN
- 35-1037456
- Plan number
- 002
- Plan type
- 2
- Location
- Portland, IN
- Latest filing year
- 2023
- Participants
- 1,787
- End-of-year plan assets
- $31,731,376
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,787 | H | 20250414152315NAL0003394080001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $31,731,376
- Total liabilities (EOY)
- $2,070,718
- Net assets (EOY)
- $29,660,658
- Net assets (BOY)
- $24,983,583
Income & contributions
- Employer contributions
- $1,515,174
- Total contributions
- $1,515,174
- Total income / additions
- $5,581,700
Expenses & distributions
- Benefits paid
- $692,340
- Total expenses
- $904,625
- Net increase / (decrease)
- $4,677,075
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.