Lard Oil Company, Inc 401(K) Plan — Form 5500 plan (Lard Oil Co.)

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, Lard Oil Company, Inc 401(K) Plan is a benefit plan reported by Lard Oil Co. under EIN 72-0521835 and plan number 001. The latest loaded filing year is 2023. The filing reports 402 participants and $13,030,216 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Lard Oil Co.
EIN
72-0521835
Plan number
001
Plan type
2
Location
Denham Springs, LA
Latest filing year
2023
Participants
402
End-of-year plan assets
$13,030,216

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023402H, C20241013110814NAL0014021139001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$13,030,216
Total liabilities (EOY)
$0
Net assets (EOY)
$13,030,216
Net assets (BOY)
$11,284,195

Income & contributions

Employer contributions
$444,295
Participant contributions
$883,112
Total contributions
$1,327,407
Total income / additions
$3,072,806

Expenses & distributions

Benefits paid
$1,254,997
Administrative expenses
$61,267
Total expenses
$1,326,785
Net increase / (decrease)
$1,746,021

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Morgan Stanley Smith BarneyINVESTMENT/FINANCIAL ADVI$41,809$02023
Adp, Inc.RECORD KEEPER$19,457$02023

Related Form 5500 pages