Johnson Oil Co. 401(K) Plan — Form 5500 plan (Carey Johnson Oil Co., 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, Johnson Oil Co. 401(K) Plan is a benefit plan reported by Carey Johnson Oil Co., Inc. under EIN 73-0777706 and plan number 002. The latest loaded filing year is 2023. The filing reports 286 participants and $3,251,563 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Carey Johnson Oil Co., Inc.
- EIN
- 73-0777706
- Plan number
- 002
- Plan type
- 2
- Location
- Duncan, OK
- Latest filing year
- 2023
- Participants
- 286
- End-of-year plan assets
- $3,251,563
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 286 | H, C | 20240424093049NAL0003689696001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,251,563
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,251,563
- Net assets (BOY)
- $5,461,299
Income & contributions
- Employer contributions
- $60,811
- Participant contributions
- $142,332
- Total contributions
- $242,648
- Total income / additions
- $761,028
Expenses & distributions
- Benefits paid
- $2,870,258
- Administrative expenses
- $48,107
- Total expenses
- $2,970,764
- Net increase / (decrease)
- -$2,209,736
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Co. | RECORDKEEPER | $20,540 | $0 | 2023 |
| Bancfirst | OTHER | $13,669 | not reported in the loaded dataset | 2023 |
| Eide Bailly, Llp | AUDITOR | $12,800 | not reported in the loaded dataset | 2023 |
| Employee Benefits Group,LLC | CONTRACT ADMIN. | $3,622 | $4,556 | 2023 |
| Empower Advisory Group | INVESTMENT MGMT | $2,325 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Carey Johnson Oil Co., Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OK
- 401(k) and benefit plan filings in Duncan, OK
- Empower Annuity Insurance Co. — Schedule C compensation
- Bancfirst — Schedule C compensation
- Eide Bailly, Llp — Schedule C compensation
- Employee Benefits Group,LLC — Schedule C compensation
- Empower Advisory Group — Schedule C compensation