2023 Form 5500 filing — Oil Well Service Co. Employee Stock Ownership 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 20241011121924NAL0012474483001) for Oil Well Service Co. Employee Stock Ownership Plan, reported by Oil Well Service Co. under EIN 95-1062955 and plan number 003. It reports 263 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)$19.3MReported net assets$19,272,892
Participants263
Provider compensation$53K1 Schedule C row(s)$53,037
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241011121924NAL0012474483001
Plan sponsor
Oil Well Service Co.
EIN
95-1062955
Plan number
003
Location
Signal Hill, CA
Received date
not reported in the loaded dataset
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)$20.6M total assets
Net assets$19.3MLiabilities$1.3M
Money in vs. money out
Total income / additions-$1M
Total expenses$1.8M
Benefits paid / distributions$1.6M
Contributions
Employer$1.8M
ParticipantNot reported
Full reported line items
Total assets (EOY)
$20,597,692
Total liabilities (EOY)
$1,324,800
Net assets (EOY)
$19,272,892
Employer contributions
$1,802,380
Total income / additions
-$1,016,356
Benefits paid
$1,632,898
Administrative expenses
$53,037
Total expenses
$1,797,715
Net increase / (decrease)
-$2,814,071

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Morgan Stanley Smith Barney LLCNONE$53,037not reported in the loaded dataset

Related Form 5500 pages