2023 Form 5500 filing — Petrotal Usa Corp 401(K) Profit Sharing Plan & Trust

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 20240528181259NAL0022895970001) for Petrotal Usa Corp 401(K) Profit Sharing Plan & Trust, reported by Petrotal Usa Corp under EIN 30-1128131 and plan number 001. It reports 12 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$1.3MReported net assets$1,275,012
Participants12
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240528181259NAL0022895970001
Plan sponsor
Petrotal Usa Corp
EIN
30-1128131
Plan number
001
Location
Houston, TX
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)$1.3M total assets
Net assets$1.3MLiabilities$0
Money in vs. money out
Total income / additions$573.7K
Total expenses$2.1K
Benefits paid / distributions$0
Contributions
Employer$206.6K
Participant$205.6K
Full reported line items
Total assets (EOY)
$1,275,012
Total liabilities (EOY)
$0
Net assets (EOY)
$1,275,012
Employer contributions
$206,591
Participant contributions
$205,576
Total income / additions
$573,672
Benefits paid
$0
Administrative expenses
$2,069
Total expenses
$2,069
Net increase / (decrease)
$571,603

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240528181259NAL0022895970001 cover?
It is the 2023 Form 5500 filing for Petrotal Usa Corp 401(K) Profit Sharing Plan & Trust, reported by Petrotal Usa Corp (EIN 30-1128131).
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