Folk Oil Company, Inc. 401k Profit Sharing Plan — Form 5500 plan (Folk Oil Company, 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, Folk Oil Company, Inc. 401k Profit Sharing Plan is a benefit plan reported by Folk Oil Company, Inc. under EIN 38-1966492 and plan number 001. The latest loaded filing year is 2023. The filing reports 357 participants and $10,141,890 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Folk Oil Company, Inc.
EIN
38-1966492
Plan number
001
Plan type
3
Location
Homer, MI
Latest filing year
2023
Participants
357
End-of-year plan assets
$10,141,890

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023357H, C20250714102641NAL0000787859001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,141,890
Total liabilities (EOY)
$0
Net assets (EOY)
$10,141,890
Net assets (BOY)
$7,471,815

Income & contributions

Employer contributions
$201,592
Participant contributions
$443,471
Total contributions
$645,063
Total income / additions
$2,952,132

Expenses & distributions

Benefits paid
$277,282
Administrative expenses
$4,775
Total expenses
$282,057
Net increase / (decrease)
$2,670,075

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Kdp Retirement Plan ServicesTPA$2,475$02023
Capital Research And Management CoRECORDKEEPER$2,300$02023

Related Form 5500 pages