2023 Form 5500 filing — Greeneville Oil & Petroleum, Inc. 401(K) Profit Sharing 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 20241015141822NAL0029943521001) for Greeneville Oil & Petroleum, Inc. 401(K) Profit Sharing Plan, reported by Greeneville Oil & Petroleum, Inc. under EIN 62-1552776 and plan number 002. It reports 218 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015141822NAL0029943521001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Greeneville Oil & Petroleum, Inc.
- EIN
- 62-1552776
- Plan number
- 002
- Location
- Greeneville, TN
- Participants
- 218
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,936,251
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,936,251
- Employer contributions
- $112,986
- Participant contributions
- $148,177
- Total income / additions
- $766,528
- Benefits paid
- $234,350
- Administrative expenses
- $20,575
- Total expenses
- $254,925
- Net increase / (decrease)
- $511,603
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Osaic Advisory Services LLC | INVESTMENT ADVISOR | $11,455 | not reported in the loaded dataset |
| Erisa Services Inc | CONTRACT ADMIN | $8,625 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $443 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $288 | $0 |