Davidson Oil Company 401(K) Plan — Form 5500 plan (Davidson Oil Company)
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, Davidson Oil Company 401(K) Plan is a benefit plan reported by Davidson Oil Company under EIN 75-1569759 and plan number 001. The latest loaded filing year is 2023. The filing reports 151 participants and $3,164,650 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Davidson Oil Company
- EIN
- 75-1569759
- Plan number
- 001
- Plan type
- 2
- Location
- Amarillo, TX
- Latest filing year
- 2023
- Participants
- 151
- End-of-year plan assets
- $3,164,650
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 151 | H, C | 20241011161054NAL0022294353001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,164,650
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,164,650
- Net assets (BOY)
- $2,503,189
Income & contributions
- Employer contributions
- $47,700
- Participant contributions
- $409,520
- Total contributions
- $463,811
- Total income / additions
- $910,600
Expenses & distributions
- Benefits paid
- $203,997
- Administrative expenses
- $33,346
- Total expenses
- $249,139
- Net increase / (decrease)
- $661,461
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $19,487 | $0 | 2023 |
| Amarillo National Bank | INVESTMENT ADVISOR | $12,152 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,707 | not reported in the loaded dataset | 2023 |