Newcomb Oil Co., LLC Profit Sharing And 401k Savings Plan — Form 5500 plan (Newcomb Oil Co., LLC)
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, Newcomb Oil Co., LLC Profit Sharing And 401k Savings Plan is a benefit plan reported by Newcomb Oil Co., LLC under EIN 61-0597969 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,018 participants and $29,855,100 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Newcomb Oil Co., LLC
- EIN
- 61-0597969
- Plan number
- 002
- Plan type
- 2
- Location
- Bardstown, KY
- Latest filing year
- 2023
- Participants
- 1,018
- End-of-year plan assets
- $29,855,100
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,018 | H, C | 20250715163106NAL0001782995001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $29,855,100
- Net assets (EOY)
- $29,855,100
- Net assets (BOY)
- $23,825,553
Income & contributions
- Employer contributions
- $730,563
- Participant contributions
- $1,238,626
- Total contributions
- $1,989,281
- Total income / additions
- $8,354,094
Expenses & distributions
- Benefits paid
- $2,177,419
- Administrative expenses
- $147,128
- Total expenses
- $2,324,547
- Net increase / (decrease)
- $6,029,547
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Kestra Advisory Services, LLC | INVESTMENT ADVISOR | $72,517 | $0 | 2023 |
| Transamerica Retirement Solutions, | RECORDKEEPER | $53,800 | $0 | 2023 |
| Envestnet Retirement Solutions LLC | AUDITOR | $5,372 | $0 | 2023 |
| Cherry Bekaert Advisory LLC | RECORDKEEPER | $1,725 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Newcomb Oil Co., LLC
- 2023 Form 5500 filing
- Form 5500 filings in KY
- 401(k) and benefit plan filings in Bardstown, KY
- Kestra Advisory Services, LLC — Schedule C compensation
- Transamerica Retirement Solutions, — Schedule C compensation
- Envestnet Retirement Solutions LLC — Schedule C compensation
- Cherry Bekaert Advisory LLC — Schedule C compensation