2023 Form 5500 filing — Johnson Oil Co. 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240424093049NAL0003689696001) for Johnson Oil Co. 401(K) Plan, reported by Carey Johnson Oil Co., Inc. under EIN 73-0777706 and plan number 002. It reports 286 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240424093049NAL0003689696001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Carey Johnson Oil Co., Inc.
- EIN
- 73-0777706
- Plan number
- 002
- Location
- Duncan, OK
- Participants
- 286
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,251,563
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,251,563
- Employer contributions
- $60,811
- Participant contributions
- $142,332
- Total income / additions
- $761,028
- Benefits paid
- $2,870,258
- Administrative expenses
- $48,107
- Total expenses
- $2,970,764
- Net increase / (decrease)
- -$2,209,736
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Co. | RECORDKEEPER | $20,540 | $0 |
| Bancfirst | OTHER | $13,669 | not reported in the loaded dataset |
| Eide Bailly, Llp | AUDITOR | $12,800 | not reported in the loaded dataset |
| Employee Benefits Group,LLC | CONTRACT ADMIN. | $3,622 | $4,556 |
| Empower Advisory Group | INVESTMENT MGMT | $2,325 | not reported in the loaded dataset |