2023 Form 5500 filing — Jaco Oil Company 401(K) Retirement 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 20251020154557NAL0002359858001) for Jaco Oil Company 401(K) Retirement Plan, reported by Jaco Oil Company under EIN 95-2667602 and plan number 001. It reports 200 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$8.8MReported net assets$8,772,362
Participants200
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20251020154557NAL0002359858001
Plan sponsor
Jaco Oil Company
EIN
95-2667602
Plan number
001
Location
Bakersfield, CA
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 I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$8.8M total assets
Net assets$8.8MLiabilities$0
Money in vs. money out
Total income / additions$3.6M
Total expenses$698.9K
Benefits paid / distributions$671K
Contributions
Employer$330K
Participant$647K
Full reported line items
Total assets (EOY)
$8,772,362
Total liabilities (EOY)
$0
Net assets (EOY)
$8,772,362
Employer contributions
$329,954
Participant contributions
$647,021
Total income / additions
$3,636,518
Benefits paid
$671,039
Administrative expenses
$13,505
Total expenses
$698,909
Net increase / (decrease)
$2,937,609

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20251020154557NAL0002359858001 cover?
It is the 2023 Form 5500 filing for Jaco Oil Company 401(K) Retirement Plan, reported by Jaco Oil Company (EIN 95-2667602).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages