2023 Form 5500 filing — G & M Oil Co., Inc. Retirement Savings 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 20241015170331NAL0016932643001) for G & M Oil Co., Inc. Retirement Savings Plan, reported by G & M Oil Co., Inc. under EIN 33-0259692 and plan number 001. It reports 1,237 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)$18.4MReported net assets$18,401,924
Participants1.2K1,237
Provider compensation$227.2K2 Schedule C row(s)$227,247
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015170331NAL0016932643001
- Plan sponsor
- G & M Oil Co., Inc.
- EIN
- 33-0259692
- Plan number
- 001
- Location
- Huntington Beach, 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)$18.4M total assets
Net assets$18.4MLiabilities$0
Full reported line items
- Total assets (EOY)
- $18,401,924
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,401,924
- Employer contributions
- $364,104
- Participant contributions
- $3,344,576
- Total income / additions
- $6,667,688
- Benefits paid
- $3,851,768
- Administrative expenses
- $170,386
- Total expenses
- $4,011,992
- Net increase / (decrease)
- $2,655,696
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $170,386 | $0 |
| Burnham Gibson Wealth Advisors, Inc | INVESTMENT ADVISORY | $0 | $56,861 |