Ed Staub & Sons Petroleum Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Ed Staub & Sons Petroleum 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, Ed Staub & Sons Petroleum Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Ed Staub & Sons Petroleum Inc. under EIN 94-2644690 and plan number 001. The latest loaded filing year is 2023. The filing reports 475 participants and $29,445,021 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ed Staub & Sons Petroleum Inc.
- EIN
- 94-2644690
- Plan number
- 001
- Plan type
- 2
- Location
- Klamath Falls, OR
- Latest filing year
- 2023
- Participants
- 475
- End-of-year plan assets
- $29,445,021
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 475 | H, C | 20241010160403NAL0020493137001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $29,445,021
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,445,021
- Net assets (BOY)
- $23,881,232
Income & contributions
- Employer contributions
- $1,940,845
- Participant contributions
- $1,791,800
- Total contributions
- $3,819,700
- Total income / additions
- $7,750,575
Expenses & distributions
- Benefits paid
- $2,014,086
- Administrative expenses
- $125,801
- Total expenses
- $2,139,979
- Net increase / (decrease)
- $5,610,596
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $125,801 | $0 | 2023 |
| Raymond James Insurance Group Inc | OTHER SERVICES | $0 | $7,309 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ed Staub & Sons Petroleum Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OR
- 401(k) and benefit plan filings in Klamath Falls, OR
- Principal Life Insurance Company — Schedule C compensation
- Raymond James Insurance Group Inc — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation