Ed Staub & Sons Petroleum Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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. (EIN 94-2644690) is a plan sponsor located in Klamath Falls, OR with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
94-2644690
Location
Klamath Falls, OR
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$29,445,021
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$29,445,021

Contributions & income

Employer contributions
$1,940,845
Participant contributions
$1,791,800
Total income / additions
$7,750,575

Expenses & distributions

Benefits paid / distributions
$2,014,086
Total expenses
$2,139,979
Net increase / (decrease)
$5,610,596

Coverage

Total reported participants
1,087
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Ed Staub & Sons Petroleum Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Ed Staub & Sons Petroleum Inc. 401(K) Profit Sharing Plan001475$29,445,0212023
Ed Staub & Sons Petroleum, Inc. 125 Cafeteria Plan501612not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Ed Staub & Sons Petroleum Inc.
YearPlanParticipantsSchedulesFiling
2023Ed Staub & Sons Petroleum, Inc. 125 Cafeteria Plan61220240428135718NAL0005915795001
2023Ed Staub & Sons Petroleum Inc. 401(K) Profit Sharing Plan475H, C20241010160403NAL0020493137001

Related Form 5500 pages