Daigle Oil Company 401(K) Plan — Form 5500 plan (Daigle Oil Company)
Plain-English plan 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, Daigle Oil Company 401(K) Plan is a benefit plan reported by Daigle Oil Company under EIN 01-0271871 and plan number 002. The latest loaded filing year is 2023. The filing reports 123 participants and $9,657,516 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Daigle Oil Company
- EIN
- 01-0271871
- Plan number
- 002
- Plan type
- 2
- Location
- Fort Kent, ME
- Latest filing year
- 2023
- Participants
- 123
- End-of-year plan assets
- $9,657,516
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 123 | H, C | 20240719124332NAL0004381587001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,657,516
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,657,516
- Net assets (BOY)
- $7,804,112
Income & contributions
- Employer contributions
- $111,108
- Participant contributions
- $454,571
- Total contributions
- $568,162
- Total income / additions
- $2,076,004
Expenses & distributions
- Benefits paid
- $213,011
- Administrative expenses
- $9,589
- Total expenses
- $222,600
- Net increase / (decrease)
- $1,853,404
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ameriprise Financial Services | BROKER | $0 | $21,662 | 2023 |
| Transamerica Retirement Solutions | RECORDKEEPER | $5,247 | $0 | 2023 |
| Downeast Pension Services, Inc. | TPA | $2,340 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Daigle Oil Company
- 2023 Form 5500 filing
- Form 5500 filings in ME
- 401(k) and benefit plan filings in Fort Kent, ME
- Ameriprise Financial Services — Schedule C compensation
- Transamerica Retirement Solutions — Schedule C compensation
- Downeast Pension Services, Inc. — Schedule C compensation