Jay Petroleum Inc. 401k Plan — Form 5500 plan (Jay Petroleum Inc.)
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, Jay Petroleum Inc. 401k Plan is a benefit plan reported by Jay Petroleum Inc. under EIN 35-1037456 and plan number 001. The latest loaded filing year is 2023. The filing reports 242 participants and $4,572,611 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jay Petroleum Inc.
- EIN
- 35-1037456
- Plan number
- 001
- Plan type
- 2
- Location
- Portland, IN
- Latest filing year
- 2023
- Participants
- 242
- End-of-year plan assets
- $4,572,611
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 242 | H, C | 20241003113022NAL0004834147001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,572,611
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,572,611
- Net assets (BOY)
- $3,646,964
Income & contributions
- Employer contributions
- $71,457
- Participant contributions
- $333,240
- Total contributions
- $404,697
- Total income / additions
- $1,106,054
Expenses & distributions
- Benefits paid
- $154,484
- Administrative expenses
- $25,923
- Total expenses
- $180,407
- Net increase / (decrease)
- $925,647
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| American United Life Insurance Co | NONE | $396 | $20,387 | 2023 |
| Woodbury Financial Services Inc | INVESTMENT ADVISOR | $12,614 | not reported in the loaded dataset | 2023 |
| Capital Group Retirement Plan Svcs | RECORDKEEPER | $11,940 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Jay Petroleum Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Portland, IN
- American United Life Insurance Co — Schedule C compensation
- Woodbury Financial Services Inc — Schedule C compensation
- Capital Group Retirement Plan Svcs — Schedule C compensation