Coleman Oil Company 401(K) Plan — Form 5500 plan (Coleman Oil Company, 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, Coleman Oil Company 401(K) Plan is a benefit plan reported by Coleman Oil Company, LLC under EIN 82-0321932 and plan number 001. The latest loaded filing year is 2023. The filing reports 303 participants and $10,947,222 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Coleman Oil Company, LLC
EIN
82-0321932
Plan number
001
Plan type
2
Location
Lewiston, ID
Latest filing year
2023
Participants
303
End-of-year plan assets
$10,947,222

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023303H, C20240808184649NAL0005305137001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,947,222
Total liabilities (EOY)
$0
Net assets (EOY)
$10,947,222
Net assets (BOY)
$9,406,939

Income & contributions

Employer contributions
$479,743
Participant contributions
$1,069,702
Total contributions
$1,622,292
Total income / additions
$3,220,400

Expenses & distributions

Benefits paid
$1,613,882
Administrative expenses
$66,235
Total expenses
$1,680,117
Net increase / (decrease)
$1,540,283

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Commonwealth Financial NetworkNONE$34,650not reported in the loaded dataset2023
Ascensus LLCNONE$19,510$02023
Clifton Larson Allen LlpNONE$12,075not reported in the loaded dataset2023

Related Form 5500 pages