Plan5500

Petroleum Marketers 401k Plan — Form 5500 plan (Rogers 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, Petroleum Marketers 401k Plan is a benefit plan reported by Rogers Petroleum, Inc. under EIN 62-1094778 and plan number 001. The latest loaded filing year is 2023. The filing reports 137 participants and $4,911,456 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Rogers Petroleum, Inc.
EIN
62-1094778
Plan number
001
Plan type
2
Location
Morristown, TN
Latest filing year
2023
Participants
137
End-of-year plan assets
$4,911,456

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023137H, C20241223101737NAL0014226992001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,911,456
Total liabilities (EOY)
$0
Net assets (EOY)
$4,911,456
Net assets (BOY)
$3,804,297

Income & contributions

Employer contributions
$278,969
Participant contributions
$618,460
Total contributions
$930,356
Total income / additions
$1,542,155

Expenses & distributions

Benefits paid
$416,391
Administrative expenses
$18,605
Total expenses
$434,996
Net increase / (decrease)
$1,107,159

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$18,604$02023
First Horizon Advisors IncOTHER SERVICES$0$1,1162023

Related Form 5500 pages