Retif Oil & Fuel L.L.C. 401(K) Profit Sharing Plan — Form 5500 plan (Retif Oil & Fuel, LLC)
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, Retif Oil & Fuel L.L.C. 401(K) Profit Sharing Plan is a benefit plan reported by Retif Oil & Fuel, LLC under EIN 72-6029753 and plan number 001. The latest loaded filing year is 2023. The filing reports 263 participants and $18,656,007 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Retif Oil & Fuel, LLC
- EIN
- 72-6029753
- Plan number
- 001
- Plan type
- 2
- Location
- Harvey, LA
- Latest filing year
- 2023
- Participants
- 263
- End-of-year plan assets
- $18,656,007
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 263 | H, C | 20250128175116NAL0008112595001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,656,007
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,656,007
- Net assets (BOY)
- $18,259,999
Income & contributions
- Employer contributions
- $1,512,533
- Participant contributions
- $834,647
- Total contributions
- $2,401,660
- Total income / additions
- $4,256,745
Expenses & distributions
- Benefits paid
- $3,803,684
- Administrative expenses
- $42,541
- Total expenses
- $3,860,737
- Net increase / (decrease)
- $396,008
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nationwide | RECORDKEEPER | $25,072 | $23,660 | 2023 |
| Prospera Life & Annuity Serv Inc | ADVISOR | $0 | $17,313 | 2023 |
| Raymond James | ADVISOR | $17,241 | not reported in the loaded dataset | 2023 |
| Pedelahore And Co Llp | AUDITOR | $8,500 | not reported in the loaded dataset | 2023 |
| Brinker Capital Investments | ADVISOR | $1,569 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Retif Oil & Fuel, LLC
- 2023 Form 5500 filing
- Form 5500 filings in LA
- 401(k) and benefit plan filings in Harvey, LA
- Nationwide — Schedule C compensation
- Prospera Life & Annuity Serv Inc — Schedule C compensation
- Raymond James — Schedule C compensation
- Pedelahore And Co Llp — Schedule C compensation
- Brinker Capital Investments — Schedule C compensation