Justiss Oil Company, Inc. Savings And Retirement Plan — Form 5500 plan (Justiss 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, Justiss Oil Company, Inc. Savings And Retirement Plan is a benefit plan reported by Justiss Oil Company, Inc. under EIN 72-0407480 and plan number 003. The latest loaded filing year is 2023. The filing reports 159 participants and $9,403,326 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Justiss Oil Company, Inc.
- EIN
- 72-0407480
- Plan number
- 003
- Plan type
- 2
- Location
- Jena, LA
- Latest filing year
- 2023
- Participants
- 159
- End-of-year plan assets
- $9,403,326
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 159 | H, C | 20241015113404NAL0049049056001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,403,326
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,403,326
- Net assets (BOY)
- $9,134,163
Income & contributions
- Employer contributions
- $97,482
- Participant contributions
- $321,467
- Total contributions
- $418,949
- Total income / additions
- $1,397,788
Expenses & distributions
- Benefits paid
- $1,058,346
- Administrative expenses
- $55,660
- Total expenses
- $1,128,625
- Net increase / (decrease)
- $269,163
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Gallagher Benefit Services Inc Dba | INVESTMENT ADVISOR | $43,500 | not reported in the loaded dataset | 2023 |
| Silas Simmons Llp | AUDITOR | $11,500 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $660 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Justiss Oil Company, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in LA
- 401(k) and benefit plan filings in Jena, LA
- Gallagher Benefit Services Inc Dba — Schedule C compensation
- Silas Simmons Llp — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation