2023 Form 5500 filing — Palmdale Oil Company 401k
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 20240827050613NAL0018987952001) for Palmdale Oil Company 401k, reported by Palmdale Oil Company, LLC under EIN 59-2358666 and plan number 001. It reports 178 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240827050613NAL0018987952001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Palmdale Oil Company, LLC
- EIN
- 59-2358666
- Plan number
- 001
- Location
- Fort Pierce, FL
- Participants
- 178
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,545,018
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,545,018
- Employer contributions
- $353,680
- Participant contributions
- $663,112
- Total income / additions
- $1,862,449
- Benefits paid
- $643,329
- Administrative expenses
- $17,601
- Total expenses
- $661,087
- Net increase / (decrease)
- $1,201,362
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bergin Roberts & Co, LLC | INVESTMENT/FINANCIAL ADVI | $14,001 | $0 |
| Adp, Inc. | RECORD KEEPER | $3,600 | $0 |