Greeneville Oil & Petroleum, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Greeneville Oil & Petroleum, 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, Greeneville Oil & Petroleum, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Greeneville Oil & Petroleum, Inc. under EIN 62-1552776 and plan number 002. The latest loaded filing year is 2023. The filing reports 218 participants and $3,936,251 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Greeneville Oil & Petroleum, Inc.
- EIN
- 62-1552776
- Plan number
- 002
- Plan type
- 2
- Location
- Greeneville, TN
- Latest filing year
- 2023
- Participants
- 218
- End-of-year plan assets
- $3,936,251
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 218 | H, C | 20241015141822NAL0029943521001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,936,251
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,936,251
- Net assets (BOY)
- $3,424,648
Income & contributions
- Employer contributions
- $112,986
- Participant contributions
- $148,177
- Total contributions
- $261,163
- Total income / additions
- $766,528
Expenses & distributions
- Benefits paid
- $234,350
- Administrative expenses
- $20,575
- Total expenses
- $254,925
- Net increase / (decrease)
- $511,603
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Osaic Advisory Services LLC | INVESTMENT ADVISOR | $11,455 | not reported in the loaded dataset | 2023 |
| Erisa Services Inc | CONTRACT ADMIN | $8,625 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $443 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $288 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Greeneville Oil & Petroleum, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Greeneville, TN
- Osaic Advisory Services LLC — Schedule C compensation
- Erisa Services Inc — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation