2023 Form 5500 filing — Newcomb Oil Co., LLC Profit Sharing And 401k 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 20250715163106NAL0001782995001) for Newcomb Oil Co., LLC Profit Sharing And 401k Savings Plan, reported by Newcomb Oil Co., LLC under EIN 61-0597969 and plan number 002. It reports 1,018 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250715163106NAL0001782995001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Newcomb Oil Co., LLC
- EIN
- 61-0597969
- Plan number
- 002
- Location
- Bardstown, KY
- Participants
- 1,018
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $29,855,100
- Net assets (EOY)
- $29,855,100
- Employer contributions
- $730,563
- Participant contributions
- $1,238,626
- Total income / additions
- $8,354,094
- Benefits paid
- $2,177,419
- Administrative expenses
- $147,128
- Total expenses
- $2,324,547
- Net increase / (decrease)
- $6,029,547
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Kestra Advisory Services, LLC | INVESTMENT ADVISOR | $72,517 | $0 |
| Transamerica Retirement Solutions, | RECORDKEEPER | $53,800 | $0 |
| Envestnet Retirement Solutions LLC | AUDITOR | $5,372 | $0 |
| Cherry Bekaert Advisory LLC | RECORDKEEPER | $1,725 | $0 |