Oil Changer, Inc. 401(K) Plan — Form 5500 plan (Oil Changer, 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, Oil Changer, Inc. 401(K) Plan is a benefit plan reported by Oil Changer, Inc. under EIN 68-0031624 and plan number 001. The latest loaded filing year is 2023. The filing reports 515 participants and $7,834,584 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Oil Changer, Inc.
EIN
68-0031624
Plan number
001
Plan type
2
Location
Pleasanton, CA
Latest filing year
2023
Participants
515
End-of-year plan assets
$7,834,584

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023515H, C20241014131236NAL0014979699001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,834,584
Total liabilities (EOY)
$0
Net assets (EOY)
$7,834,584
Net assets (BOY)
$5,308,015

Income & contributions

Employer contributions
$403,024
Participant contributions
$744,075
Total contributions
$1,262,520
Total income / additions
$2,830,349

Expenses & distributions

Benefits paid
$262,538
Administrative expenses
$40,031
Total expenses
$303,780
Net increase / (decrease)
$2,526,569

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$24,139$02023
Moneta Group Investment AdvisorsADVISOR$15,892not reported in the loaded dataset2023

Related Form 5500 pages