2023 Form 5500 filing — Meenan Oil Savings Plan For Employees Who Are Members Of Local #469

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 20240517091123NAL0088605746001) for Meenan Oil Savings Plan For Employees Who Are Members Of Local #469, reported by Petroleum Heat And Power Co., Inc. under EIN 11-3083408 and plan number 004. It reports 30 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$2.5MReported net assets$2,538,805
Participants30
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240517091123NAL0088605746001
Plan sponsor
Petroleum Heat And Power Co., Inc.
EIN
11-3083408
Plan number
004
Location
Stamford, CT
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$2.5M total assets
Net assets$2.5MLiabilities$0
Money in vs. money out
Total income / additions$559.1K
Total expenses$719.8K
Benefits paid / distributions$717.7K
Contributions
Employer$193.5K
Participant$0
Full reported line items
Total assets (EOY)
$2,538,805
Total liabilities (EOY)
$0
Net assets (EOY)
$2,538,805
Employer contributions
$193,454
Participant contributions
$0
Total income / additions
$559,052
Benefits paid
$717,711
Administrative expenses
$2,104
Total expenses
$719,815
Net increase / (decrease)
-$160,763

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240517091123NAL0088605746001 cover?
It is the 2023 Form 5500 filing for Meenan Oil Savings Plan For Employees Who Are Members Of Local #469, reported by Petroleum Heat And Power Co., Inc. (EIN 11-3083408).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages