Plan5500

Lott Oil Company, Inc. 401k Plan — Form 5500 plan (Lott 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, Lott Oil Company, Inc. 401k Plan is a benefit plan reported by Lott Oil Company, Inc. under EIN 72-0877791 and plan number 001. The latest loaded filing year is 2023. The filing reports 277 participants and $5,974,812 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Lott Oil Company, Inc.
EIN
72-0877791
Plan number
001
Plan type
2
Location
Natchitoches, LA
Latest filing year
2023
Participants
277
End-of-year plan assets
$5,974,812

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023277H, C20250203134820NAL0006755153001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,974,812
Total liabilities (EOY)
$0
Net assets (EOY)
$5,974,812
Net assets (BOY)
$4,682,327

Income & contributions

Employer contributions
$184,994
Participant contributions
$377,415
Total contributions
$562,409
Total income / additions
$1,449,144

Expenses & distributions

Benefits paid
$126,653
Administrative expenses
$27,057
Total expenses
$156,659
Net increase / (decrease)
$1,292,485

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Werntz & AssociatesTHIRD PARTY ADMINISTRATO$4,792not reported in the loaded dataset2023

Related Form 5500 pages