R.L. Jordan Oil Company Of Nc, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (R.L. Jordan Oil Company Of Nc, 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, R.L. Jordan Oil Company Of Nc, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by R.L. Jordan Oil Company Of Nc, Inc. under EIN 56-1999845 and plan number 001. The latest loaded filing year is 2023. The filing reports 551 participants and $4,251,983 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
R.L. Jordan Oil Company Of Nc, Inc.
EIN
56-1999845
Plan number
001
Plan type
2
Location
Spartanburg, SC
Latest filing year
2023
Participants
551
End-of-year plan assets
$4,251,983

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023551H, C20250715090408NAL0001184451001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,251,983
Total liabilities (EOY)
$0
Net assets (EOY)
$4,251,983
Net assets (BOY)
$2,895,627

Income & contributions

Employer contributions
$426,400
Participant contributions
$590,932
Total contributions
$1,017,332
Total income / additions
$1,855,932

Expenses & distributions

Benefits paid
$408,016
Administrative expenses
$43,359
Total expenses
$499,576
Net increase / (decrease)
$1,356,356

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
The Vanguard Group, Inc.NONE$32,876$02023
Raymond James Financial.NONE$10,483not reported in the loaded dataset2023

Related Form 5500 pages