Atwood Distributing 401(K) Profit Sharing Plan — Form 5500 plan (Atwood Distributing, L.P.)
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, Atwood Distributing 401(K) Profit Sharing Plan is a benefit plan reported by Atwood Distributing, L.P. under EIN 73-0721603 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,373 participants and $13,333,299 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Atwood Distributing, L.P.
- EIN
- 73-0721603
- Plan number
- 002
- Plan type
- 2
- Location
- Enid, OK
- Latest filing year
- 2023
- Participants
- 1,373
- End-of-year plan assets
- $13,333,299
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,373 | H, C | 20241008160751NAL0008556419001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,333,299
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,333,299
- Net assets (BOY)
- $12,139,894
Income & contributions
- Employer contributions
- $457,356
- Participant contributions
- $715,453
- Total contributions
- $1,202,272
- Total income / additions
- $3,007,182
Expenses & distributions
- Benefits paid
- $1,732,396
- Administrative expenses
- $72,978
- Total expenses
- $1,813,777
- Net increase / (decrease)
- $1,193,405
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $38,235 | $0 | 2023 |
| Argent Retirement Plan Advisors LLC | INVESTMENT ADVISOR | $30,626 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $4,117 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Atwood Distributing, L.P.
- 2023 Form 5500 filing
- Form 5500 filings in OK
- 401(k) and benefit plan filings in Enid, OK
- Empower Annuity Insurance Company O — Schedule C compensation
- Argent Retirement Plan Advisors LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation