Gaubert Oil Co., Inc. 401k Profit Sharing Plan — Form 5500 plan (Gaubert 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, Gaubert Oil Co., Inc. 401k Profit Sharing Plan is a benefit plan reported by Gaubert Oil Company, Inc. under EIN 72-0488123 and plan number 001. The latest loaded filing year is 2023. The filing reports 377 participants and $9,792,543 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Gaubert Oil Company, Inc.
EIN
72-0488123
Plan number
001
Plan type
2
Location
Thibodaux, LA
Latest filing year
2023
Participants
377
End-of-year plan assets
$9,792,543

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023377H, C20250714143738NAL0000949635001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,792,543
Net assets (EOY)
$9,792,543
Net assets (BOY)
$8,216,065

Income & contributions

Employer contributions
$458,339
Participant contributions
$356,860
Total contributions
$815,199
Total income / additions
$2,782,953

Expenses & distributions

Benefits paid
$1,189,127
Administrative expenses
$17,348
Total expenses
$1,206,475
Net increase / (decrease)
$1,576,478

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Hancock Whitney BankNONE$17,348$02023
Charles Schwab & Co., Inc.NONE$0$02023

Related Form 5500 pages