2023 Form 5500 filing — Peterson'S Oil Service, Inc.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 20250415133614NAL0006339618001) for Peterson'S Oil Service, Inc.Profit Sharing Plan, reported by Peterson'S Oil Service,Inc under EIN 04-2268850 and plan number 001. It reports 174 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)$3.4MReported net assets$3,350,196
Participants174
Provider compensation$23K1 Schedule C row(s)$22,993
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250415133614NAL0006339618001
Plan sponsor
Peterson'S Oil Service,Inc
EIN
04-2268850
Plan number
001
Location
Worcester, MA
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)$3.4M total assets
Net assets$3.4MLiabilities$0
Money in vs. money out
Total income / additions$472.3K
Total expenses$1.5M
Benefits paid / distributions$1.5M
Full reported line items
Total assets (EOY)
$3,350,196
Total liabilities (EOY)
$0
Net assets (EOY)
$3,350,196
Total income / additions
$472,331
Benefits paid
$1,508,067
Administrative expenses
$22,993
Total expenses
$1,531,060
Net increase / (decrease)
-$1,058,729
Schedule C

Reported service provider compensation

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

  1. 1
    ADVISOR · Direct $23K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250415133614NAL0006339618001 cover?
It is the 2023 Form 5500 filing for Peterson'S Oil Service, Inc.Profit Sharing Plan, reported by Peterson'S Oil Service,Inc (EIN 04-2268850).
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