2023 Form 5500 filing — Waring Oil Company, LLC Retirement Savings 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 20240802134748NAL0014248883001) for Waring Oil Company, LLC Retirement Savings Plan, reported by Waring Oil Company, LLC under EIN 20-1752080 and plan number 002. It reports 190 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240802134748NAL0014248883001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Waring Oil Company, LLC
- EIN
- 20-1752080
- Plan number
- 002
- Location
- Vicksburg, MS
- Participants
- 190
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,054,323
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,054,323
- Employer contributions
- $356,169
- Participant contributions
- $718,218
- Total income / additions
- $3,383,942
- Benefits paid
- $1,342,865
- Administrative expenses
- $69,662
- Total expenses
- $1,427,298
- Net increase / (decrease)
- $1,956,644
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Raymond James | INVESTMENT ADVISOR | $33,446 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $25,972 | $0 |
| Leafhouse Financial Advisors, LLC | OTHER | $6,690 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $3,554 | not reported in the loaded dataset |