Killam Oil Company Retirement Plan And Trust — Form 5500 plan (Killam Oil Co., Ltd.)

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, Killam Oil Company Retirement Plan And Trust is a benefit plan reported by Killam Oil Co., Ltd. under EIN 74-2214450 and plan number 001. The latest loaded filing year is 2023. The filing reports 225 participants and $21,677,369 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Killam Oil Co., Ltd.
EIN
74-2214450
Plan number
001
Plan type
2
Location
Laredo, TX
Latest filing year
2023
Participants
225
End-of-year plan assets
$21,677,369

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023225H, C20241015152849NAL0028934513001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$21,677,369
Total liabilities (EOY)
$61,130
Net assets (EOY)
$21,616,239
Net assets (BOY)
$17,540,612

Income & contributions

Employer contributions
$329,856
Participant contributions
$773,746
Total contributions
$1,304,591
Total income / additions
$4,633,603

Expenses & distributions

Benefits paid
$477,032
Administrative expenses
$80,944
Total expenses
$557,976
Net increase / (decrease)
$4,075,627

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Bok Financial Asset Mgmt, Inc.TPA$72,076not reported in the loaded dataset2023
Charles Schwab Trust BankCUSTODIAN$9,183$1502023

Related Form 5500 pages