Walthall Oil Company 401k Profit Sharing Plan — Form 5500 plan (Walthall 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, Walthall Oil Company 401k Profit Sharing Plan is a benefit plan reported by Walthall Oil Company under EIN 58-0833472 and plan number 002. The latest loaded filing year is 2023. The filing reports 156 participants and $8,221,714 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Walthall Oil Company
- EIN
- 58-0833472
- Plan number
- 002
- Plan type
- 2
- Location
- Macon, GA
- Latest filing year
- 2023
- Participants
- 156
- End-of-year plan assets
- $8,221,714
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 156 | H, C | 20250715104239NAL0001241667001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,221,714
- Total liabilities (EOY)
- $133
- Net assets (EOY)
- $8,221,581
- Net assets (BOY)
- $5,918,496
Income & contributions
- Employer contributions
- $269,654
- Participant contributions
- $379,975
- Total contributions
- $671,518
- Total income / additions
- $2,412,909
Expenses & distributions
- Benefits paid
- $70,665
- Administrative expenses
- $39,159
- Total expenses
- $109,824
- Net increase / (decrease)
- $2,303,085
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch | INVESTMENT ADVISOR | $15,520 | not reported in the loaded dataset | 2023 |
| Empower Annuity Ins Co Of Amer | RECORDKEEPER | $13,079 | $0 | 2023 |
| Empower Advisory Group LLC | INVEST MGMT | $10,385 | not reported in the loaded dataset | 2023 |
| Precision Plan Administration | TPA | $175 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Walthall Oil Company
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Macon, GA
- Merrill Lynch — Schedule C compensation
- Empower Annuity Ins Co Of Amer — Schedule C compensation
- Empower Advisory Group LLC — Schedule C compensation
- Precision Plan Administration — Schedule C compensation