Holiday Oil Company 401(K) Profit Sharing Plan — Form 5500 plan (Holiday 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, Holiday Oil Company 401(K) Profit Sharing Plan is a benefit plan reported by Holiday Oil Company under EIN 87-0295888 and plan number 001. The latest loaded filing year is 2023. The filing reports 487 participants and $23,419,501 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Holiday Oil Company
- EIN
- 87-0295888
- Plan number
- 001
- Plan type
- 2
- Location
- West Valley City, UT
- Latest filing year
- 2023
- Participants
- 487
- End-of-year plan assets
- $23,419,501
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 487 | H, C | 20241011105147NAL0010837235001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $23,419,501
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,419,501
- Net assets (BOY)
- $19,265,950
Income & contributions
- Employer contributions
- $1,292,069
- Participant contributions
- $1,317,100
- Total contributions
- $2,785,596
- Total income / additions
- $6,138,261
Expenses & distributions
- Benefits paid
- $2,004,761
- Administrative expenses
- -$3,162
- Total expenses
- $1,984,710
- Net increase / (decrease)
- $4,153,551
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | ADVISOR | $0 | $48,906 | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$3,162 | $0 | 2023 |