Warren'S 401(K) Profit Sharing Plan — Form 5500 plan (Al Warren Oil Company)
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, Warren'S 401(K) Profit Sharing Plan is a benefit plan reported by Al Warren Oil Company under EIN 36-3104190 and plan number 001. The latest loaded filing year is 2023. The filing reports 433 participants and $18,128,587 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Al Warren Oil Company
- EIN
- 36-3104190
- Plan number
- 001
- Plan type
- 2
- Location
- Hammond, IN
- Latest filing year
- 2023
- Participants
- 433
- End-of-year plan assets
- $18,128,587
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 433 | H, C | 20241011103236NAL0012373043001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,128,587
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,128,587
- Net assets (BOY)
- $14,864,308
Income & contributions
- Employer contributions
- $656,046
- Participant contributions
- $1,276,979
- Total contributions
- $2,062,232
- Total income / additions
- $4,301,068
Expenses & distributions
- Benefits paid
- $927,390
- Administrative expenses
- $100,605
- Total expenses
- $1,036,789
- Net increase / (decrease)
- $3,264,279
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $37,200 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $33,893 | not reported in the loaded dataset | 2023 |
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $29,512 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Al Warren Oil Company
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Hammond, IN
- Empower Annuity Insurance Company O — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Merrill Lynch Pierce Fenner & Smith — Schedule C compensation