Plan5500

Luke Oil 401(K) Profit Sharing Plan — Form 5500 plan (Luke Oil Co., 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, Luke Oil 401(K) Profit Sharing Plan is a benefit plan reported by Luke Oil Co., Inc. under EIN 35-1329072 and plan number 001. The latest loaded filing year is 2023. The filing reports 444 participants and $1,601,649 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Luke Oil Co., Inc.
EIN
35-1329072
Plan number
001
Plan type
3
Location
Hobart, IN
Latest filing year
2023
Participants
444
End-of-year plan assets
$1,601,649

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023444H, C20241118100030NAL0000772083001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,601,649
Total liabilities (EOY)
$423
Net assets (EOY)
$1,601,226
Net assets (BOY)
$1,831,142

Income & contributions

Employer contributions
$184,939
Participant contributions
$294,690
Total contributions
$495,721
Total income / additions
$722,621

Expenses & distributions

Benefits paid
$105,738
Administrative expenses
$23,950
Total expenses
$129,688
Net increase / (decrease)
$592,933

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cetera Investment Advisers LLCSERVICE PROVIDER$0$11,6792023
Voya Retirement Insurance And AnnuiSERVICE PROVIDER$0$02023

Related Form 5500 pages