Plan5500

Jaco Oil Company — 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, Jaco Oil Company (EIN 95-2667602) is a plan sponsor located in Bakersfield, CA with 2 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
95-2667602
Location
Bakersfield, CA
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Jaco Oil Company

  • 2 loaded plans hold $8.8M in reported assets.
  • The largest, Jaco Oil Company 401(K) Retirement Plan, holds 100% of this company's reported plan assets.
  • Plans cover 312 reported participants.
  • 1 of 2 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$8.8MSummed across loaded plans$8,772,362
Total reported assets$8.8M$8,772,362
Total reported participants312
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$8.8M total assets
Net assets$8.8MLiabilities$0
Contributions & income
Employer contributions$330K
Participant contributions$647K
Total income / additions$3.6M
Expenses & distributions
Benefits paid / distributions$671K
Total expenses$698.9K
Net increase / (decrease)$2.9M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation0 / 2 ()

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.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Jaco Oil Company 401(K) Retirement Plan
Participants per plan156Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Jaco Oil Company 401(K) Retirement Plan$8.8M
    Plan #001 · 200 participants · 2023
  2. 2
    Jaco Oil Company Health Plannot reported in the loaded dataset
    Plan #501 · 112 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Jaco Oil Company. Open one for its full reported snapshot.

  1. 2023
    Jaco Oil Company Health Plan112 participants · 2No schedules
    View filing →
  2. 2023
    Jaco Oil Company 401(K) Retirement Plan200 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Jaco Oil Company report on Form 5500?
Jaco Oil Company (EIN 95-2667602) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Jaco Oil Company?
The Employer Identification Number (EIN) reported for Jaco Oil Company is 95-2667602.
What is the latest Form 5500 filing year for Jaco Oil Company?
The latest loaded Form 5500 filing year for Jaco Oil Company is 2023.

Related Form 5500 pages