Downey Oil/Kenjo 401(K) Plan — Form 5500 plan (Downey 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, Downey Oil/Kenjo 401(K) Plan is a benefit plan reported by Downey Oil Company, Inc. under EIN 62-1073887 and plan number 001. The latest loaded filing year is 2023. The filing reports 294 participants and $7,719,416 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Downey Oil Company, Inc.
EIN
62-1073887
Plan number
001
Plan type
2
Location
Maryville, TN
Latest filing year
2023
Participants
294
End-of-year plan assets
$7,719,416

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023294H, C20240730143029NAL0011925523001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,719,416
Total liabilities (EOY)
$1,195
Net assets (EOY)
$7,718,221
Net assets (BOY)
$7,337,554

Income & contributions

Employer contributions
$292,893
Participant contributions
$341,439
Total contributions
$634,332
Total income / additions
$1,319,275

Expenses & distributions

Benefits paid
$837,369
Administrative expenses
$50,438
Total expenses
$938,608
Net increase / (decrease)
$380,667

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Erisa Services, Inc.CONTRACT ADMIN$7,557$3,6402023
Vance Cpa LLCAUDITOR$8,000not reported in the loaded dataset2023
Empower Annuity Ins. Co Of AmericaRECORDKEEPER$1,886$02023

Related Form 5500 pages