John W. Stone Oil Distributor, L.L.C. 401(K) Retirement Plan — Form 5500 plan (John W. Stone Oil Distributor, L.L.C.)

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, John W. Stone Oil Distributor, L.L.C. 401(K) Retirement Plan is a benefit plan reported by John W. Stone Oil Distributor, L.L.C. under EIN 72-1322067 and plan number 002. The latest loaded filing year is 2023. The filing reports 363 participants and $24,198,175 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
John W. Stone Oil Distributor, L.L.C.
EIN
72-1322067
Plan number
002
Plan type
2
Location
Terrytown, LA
Latest filing year
2023
Participants
363
End-of-year plan assets
$24,198,175

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023363H, C20241030144448NAL0000431827001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$24,198,175
Total liabilities (EOY)
$0
Net assets (EOY)
$24,198,175
Net assets (BOY)
$21,867,426

Income & contributions

Employer contributions
$100,481
Participant contributions
$1,883,329
Total contributions
$2,037,339
Total income / additions
$5,403,790

Expenses & distributions

Benefits paid
$2,993,727
Administrative expenses
$79,314
Total expenses
$3,073,041
Net increase / (decrease)
$2,330,749

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Trustmark National BankADVISOR$45,955not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$33,359$02023

Related Form 5500 pages