2023 Form 5500 filing — Interstate Oil Co. Savings & Retirement 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 20240906123022NAL0001773520001) for Interstate Oil Co. Savings & Retirement Plan, reported by Interstate Oil Co. under EIN 94-2154633 and plan number 001. It reports 222 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$9.4MReported net assets$9,395,668
Participants222
Provider compensation$48.2K2 Schedule C row(s)$48,192
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240906123022NAL0001773520001
Plan sponsor
Interstate Oil Co.
EIN
94-2154633
Plan number
001
Location
Sacramento, CA
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 H · 2023

Reported financial snapshot

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

Reported balance (end of year)$9.4M total assets
Net assets$9.4MLiabilities$0
Money in vs. money out
Total income / additions$2.6M
Total expenses$1.7M
Benefits paid / distributions$1.7M
Contributions
Employer$137.2K
Participant$846.6K
Full reported line items
Total assets (EOY)
$9,395,668
Total liabilities (EOY)
$0
Net assets (EOY)
$9,395,668
Employer contributions
$137,207
Participant contributions
$846,599
Total income / additions
$2,568,529
Benefits paid
$1,666,638
Administrative expenses
$48,191
Total expenses
$1,721,881
Net increase / (decrease)
$846,648
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    INVESTMENT ADVISOR · Direct $26.3K
  2. 2
    RECORDKEEPER · Direct $21.9K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240906123022NAL0001773520001 cover?
It is the 2023 Form 5500 filing for Interstate Oil Co. Savings & Retirement Plan, reported by Interstate Oil Co. (EIN 94-2154633).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages