2023 Form 5500 filing — Petro Services, Inc. 401(K) Profit Sharing Plan & Trust

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 20241015113529NAL0014499459001) for Petro Services, Inc. 401(K) Profit Sharing Plan & Trust, reported by Petro Services, Inc. under EIN 59-3415240 and plan number 001. It reports 803 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)$9.5MReported net assets$9,534,631
Participants803
Provider compensation$45.9K2 Schedule C row(s)$45,946
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015113529NAL0014499459001
Plan sponsor
Petro Services, Inc.
EIN
59-3415240
Plan number
001
Location
Jacksonville, FL
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)$9.5M total assets
Net assets$9.5MLiabilities$0
Money in vs. money out
Total income / additions$2.2M
Total expenses$434.7K
Benefits paid / distributions$368.8K
Contributions
Employer$213.6K
Participant$632.2K
Full reported line items
Total assets (EOY)
$9,534,631
Total liabilities (EOY)
$0
Net assets (EOY)
$9,534,631
Employer contributions
$213,631
Participant contributions
$632,172
Total income / additions
$2,154,066
Benefits paid
$368,843
Administrative expenses
$45,946
Total expenses
$434,675
Net increase / (decrease)
$1,719,391
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $34K · Indirect $0
  2. 2
    INVESTMENT ADVISOR · Direct $11.9K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015113529NAL0014499459001 cover?
It is the 2023 Form 5500 filing for Petro Services, Inc. 401(K) Profit Sharing Plan & Trust, reported by Petro Services, Inc. (EIN 59-3415240).
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