J & H Oil Company Employees' Retirement Plan — Form 5500 plan (J & H 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, J & H Oil Company Employees' Retirement Plan is a benefit plan reported by J & H Oil Company under EIN 38-2055132 and plan number 001. The latest loaded filing year is 2023. The filing reports 763 participants and $10,750,137 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- J & H Oil Company
- EIN
- 38-2055132
- Plan number
- 001
- Plan type
- 2
- Location
- Wyoming, MI
- Latest filing year
- 2023
- Participants
- 763
- End-of-year plan assets
- $10,750,137
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 763 | H, C | 20241015100739NAL0016115091001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,750,137
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,750,137
- Net assets (BOY)
- $8,906,223
Income & contributions
- Employer contributions
- $249,503
- Participant contributions
- $747,453
- Total contributions
- $1,233,882
- Total income / additions
- $2,468,331
Expenses & distributions
- Benefits paid
- $554,319
- Administrative expenses
- $35,579
- Total expenses
- $624,417
- Net increase / (decrease)
- $1,843,914
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $31,271 | $0 | 2023 |