Warrenton Oil Company, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Warrenton Oil Company, 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, Warrenton Oil Company, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Warrenton Oil Company, Inc. under EIN 43-0793241 and plan number 002. The latest loaded filing year is 2023. The filing reports 603 participants and $16,203,294 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Warrenton Oil Company, Inc.
EIN
43-0793241
Plan number
002
Plan type
2
Location
Truesdale, MO
Latest filing year
2023
Participants
603
End-of-year plan assets
$16,203,294

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023603H, C20241007132735NAL0031867410001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$16,203,294
Total liabilities (EOY)
$0
Net assets (EOY)
$16,203,294
Net assets (BOY)
$13,800,450

Income & contributions

Employer contributions
$594,069
Participant contributions
$874,785
Total contributions
$1,506,242
Total income / additions
$3,914,542

Expenses & distributions

Benefits paid
$1,394,489
Administrative expenses
$117,209
Total expenses
$1,511,698
Net increase / (decrease)
$2,402,844

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Edward D. Jones & Co, L.P.INVESTMENT PROVIDER$73,338$02023
Marcum LlpAUDITOR$26,539not reported in the loaded dataset2023
AscensusTPA$12,574not reported in the loaded dataset2023

Related Form 5500 pages