Eau Claire Co-Op Oil Company 401(K) Plan — Form 5500 plan (Eau Claire Co-Op Oil Company)
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, Eau Claire Co-Op Oil Company 401(K) Plan is a benefit plan reported by Eau Claire Co-Op Oil Company under EIN 39-0255640 and plan number 002. The latest loaded filing year is 2023. The filing reports 175 participants and $38,443,200 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Eau Claire Co-Op Oil Company
- EIN
- 39-0255640
- Plan number
- 002
- Plan type
- 2
- Location
- Eau Claire, WI
- Latest filing year
- 2023
- Participants
- 175
- End-of-year plan assets
- $38,443,200
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 175 | H, C | 20250408165637NAL0010155795001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $38,443,200
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $38,443,200
- Net assets (BOY)
- $33,334,196
Income & contributions
- Employer contributions
- $2,225,490
- Participant contributions
- $888,332
- Total contributions
- $3,253,947
- Total income / additions
- $7,090,093
Expenses & distributions
- Benefits paid
- $1,900,798
- Administrative expenses
- $80,291
- Total expenses
- $1,981,089
- Net increase / (decrease)
- $5,109,004
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Orgel Wealth Management, LLC | INVESTMENT ADVISOR | $68,293 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $11,998 | $0 | 2023 |