2023 Form 5500 filing — Kaiser-Francis Oil Company Employee Benefits 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 20240919091452NAL0010068864001) for Kaiser-Francis Oil Company Employee Benefits Plan, reported by Kaiser-Francis Oil Company under EIN 73-1006655 and plan number 501. It reports 380 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)$732.4KReported net assets$732,359
Participants380
Provider compensation$70.5K1 Schedule C row(s)$70,476
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240919091452NAL0010068864001
Plan sponsor
Kaiser-Francis Oil Company
EIN
73-1006655
Plan number
501
Location
Tulsa, OK
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)$1.6M total assets
Net assets$732.4KLiabilities$875.9K
Money in vs. money out
Total income / additions$7.7M
Total expenses$7.8M
Benefits paid / distributions$7.7M
Contributions
Employer$5.6M
Participant$2.1M
Full reported line items
Total assets (EOY)
$1,608,270
Total liabilities (EOY)
$875,911
Net assets (EOY)
$732,359
Employer contributions
$5,624,088
Participant contributions
$2,113,623
Total income / additions
$7,737,711
Benefits paid
$7,707,946
Administrative expenses
$70,476
Total expenses
$7,778,422
Net increase / (decrease)
-$40,711
Schedule C

Reported service provider compensation

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

  1. 1
    Umr, Inc.$70.5K
    NONE · Direct $70.5K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240919091452NAL0010068864001 cover?
It is the 2023 Form 5500 filing for Kaiser-Francis Oil Company Employee Benefits Plan, reported by Kaiser-Francis Oil Company (EIN 73-1006655).
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