Oil Well Service Co. Employee Stock Ownership Plan — Form 5500 plan (Oil Well Service Co.)
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, Oil Well Service Co. Employee Stock Ownership Plan is a benefit plan reported by Oil Well Service Co. under EIN 95-1062955 and plan number 003. The latest loaded filing year is 2023. The filing reports 263 participants and $20,597,692 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Oil Well Service Co.
- EIN
- 95-1062955
- Plan number
- 003
- Plan type
- 2
- Location
- Signal Hill, CA
- Latest filing year
- 2023
- Participants
- 263
- End-of-year plan assets
- $20,597,692
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 263 | H, C | 20241011121924NAL0012474483001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,597,692
- Total liabilities (EOY)
- $1,324,800
- Net assets (EOY)
- $19,272,892
- Net assets (BOY)
- $22,086,963
Income & contributions
- Employer contributions
- $1,802,380
- Total contributions
- $1,802,380
- Total income / additions
- -$1,016,356
Expenses & distributions
- Benefits paid
- $1,632,898
- Administrative expenses
- $53,037
- Total expenses
- $1,797,715
- Net increase / (decrease)
- -$2,814,071
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley Smith Barney LLC | NONE | $53,037 | not reported in the loaded dataset | 2023 |