Petra Industries, LLC. 401k Profit Sharing Plan — Form 5500 plan (Petra Industries, 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, Petra Industries, LLC. 401k Profit Sharing Plan is a benefit plan reported by Petra Industries, LLC under EIN 73-1267123 and plan number 001. The latest loaded filing year is 2023. The filing reports 231 participants and $6,514,904 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Petra Industries, LLC
EIN
73-1267123
Plan number
001
Plan type
2
Location
Edmond, OK
Latest filing year
2023
Participants
231
End-of-year plan assets
$6,514,904

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023231H, C20241015123852NAL0028447601001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,514,904
Total liabilities (EOY)
$18,301
Net assets (EOY)
$6,496,603
Net assets (BOY)
$6,788,247

Income & contributions

Employer contributions
$108,739
Participant contributions
$345,774
Total contributions
$476,088
Total income / additions
$1,489,104

Expenses & distributions

Benefits paid
$1,748,405
Administrative expenses
$7,509
Total expenses
$1,780,748
Net increase / (decrease)
-$291,644

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Bokf, NaTRUSTEE$7,734$02023

Related Form 5500 pages