Waring Oil Company, LLC Retirement Savings Plan — Form 5500 plan (Waring Oil Company, LLC)
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, Waring Oil Company, LLC Retirement Savings Plan is a benefit plan reported by Waring Oil Company, LLC under EIN 20-1752080 and plan number 002. The latest loaded filing year is 2023. The filing reports 190 participants and $15,054,323 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Waring Oil Company, LLC
- EIN
- 20-1752080
- Plan number
- 002
- Plan type
- 2
- Location
- Vicksburg, MS
- Latest filing year
- 2023
- Participants
- 190
- End-of-year plan assets
- $15,054,323
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 190 | H, C | 20240802134748NAL0014248883001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,054,323
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,054,323
- Net assets (BOY)
- $13,097,679
Income & contributions
- Employer contributions
- $356,169
- Participant contributions
- $718,218
- Total contributions
- $1,089,115
- Total income / additions
- $3,383,942
Expenses & distributions
- Benefits paid
- $1,342,865
- Administrative expenses
- $69,662
- Total expenses
- $1,427,298
- Net increase / (decrease)
- $1,956,644
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Raymond James | INVESTMENT ADVISOR | $33,446 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $25,972 | $0 | 2023 |
| Leafhouse Financial Advisors, LLC | OTHER | $6,690 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $3,554 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Waring Oil Company, LLC
- 2023 Form 5500 filing
- Form 5500 filings in MS
- 401(k) and benefit plan filings in Vicksburg, MS
- Raymond James — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Leafhouse Financial Advisors, LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation