Parent Petroleum, Inc. 401(K) Plan — Form 5500 plan (Parent 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, Parent Petroleum, Inc. 401(K) Plan is a benefit plan reported by Parent Petroleum, Inc. under EIN 36-3257313 and plan number 002. The latest loaded filing year is 2023. The filing reports 351 participants and $6,975,564 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$7MPlan net assets, end of year$6,975,564
Participants351Covered participants reported
Assets / participant$19.9KComputed: assets ÷ participants$19,873 (computed)
Provider compensation$49K2 Schedule C provider row(s)$48,978
Plan sponsor
Parent Petroleum, Inc.
EIN
36-3257313
Plan number
002
Plan type
2
Location
Saint Charles, IL
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023351H, C20240731134447NAL0014367795001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$7M total assets
Net assets$7MLiabilities$0
Money in vs. money out
Total income / additions$2.2M
Total expenses$630.1K
Benefits paid / distributions$580.7K
Contributions
Employer$374.3K
Participant$830.7K
Full reported line items

Net assets

Total assets (EOY)
$6,975,564
Total liabilities (EOY)
$0
Net assets (EOY)
$6,975,564
Net assets (BOY)
$5,363,739

Income & contributions

Employer contributions
$374,343
Participant contributions
$830,730
Total contributions
$1,294,331
Total income / additions
$2,241,905

Expenses & distributions

Benefits paid
$580,658
Administrative expenses
$49,422
Total expenses
$630,080
Net increase / (decrease)
$1,611,825
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 31%Participant 69%
Total expenses ÷ net assets9%Computed ratio
Benefits paid ÷ total income26%Computed ratio
Provider comp. ÷ net assets1%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$31,353$02023
Global Retirement Partners LLCADVISOR$17,625not reported in the loaded dataset2023

Related Form 5500 pages