2023 Form 5500 filing — Retif Oil & Fuel L.L.C. 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 20250128175116NAL0008112595001) for Retif Oil & Fuel L.L.C. 401(K) Profit Sharing Plan, reported by Retif Oil & Fuel, LLC under EIN 72-6029753 and plan number 001. It reports 263 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250128175116NAL0008112595001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Retif Oil & Fuel, LLC
- EIN
- 72-6029753
- Plan number
- 001
- Location
- Harvey, LA
- Participants
- 263
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,656,007
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,656,007
- Employer contributions
- $1,512,533
- Participant contributions
- $834,647
- Total income / additions
- $4,256,745
- Benefits paid
- $3,803,684
- Administrative expenses
- $42,541
- Total expenses
- $3,860,737
- Net increase / (decrease)
- $396,008
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide | RECORDKEEPER | $25,072 | $23,660 |
| Prospera Life & Annuity Serv Inc | ADVISOR | $0 | $17,313 |
| Raymond James | ADVISOR | $17,241 | not reported in the loaded dataset |
| Pedelahore And Co Llp | AUDITOR | $8,500 | not reported in the loaded dataset |
| Brinker Capital Investments | ADVISOR | $1,569 | not reported in the loaded dataset |