K & G Petroleum, LLC 401(K) Plan — Form 5500 plan (K & G Petroleum, 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, K & G Petroleum, LLC 401(K) Plan is a benefit plan reported by K & G Petroleum, LLC under EIN 36-4513700 and plan number 002. The latest loaded filing year is 2023. The filing reports 735 participants and $1,749,902 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
K & G Petroleum, LLC
EIN
36-4513700
Plan number
002
Plan type
2
Location
Littleton, CO
Latest filing year
2023
Participants
735
End-of-year plan assets
$1,749,902

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023735H, C20241015114815NAL0014522931001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,749,902
Total liabilities (EOY)
$0
Net assets (EOY)
$1,749,902
Net assets (BOY)
$1,008,175

Income & contributions

Employer contributions
$154,400
Participant contributions
$265,031
Total contributions
$697,912
Total income / additions
$899,080

Expenses & distributions

Benefits paid
$139,150
Administrative expenses
$18,203
Total expenses
$157,353
Net increase / (decrease)
$741,727

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Life Ins CoRECORDKEEPER$6,664$02023
Cetera Advisor NetworksADVISOR$6,448not reported in the loaded dataset2023

Related Form 5500 pages