Shay Oil Company, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Shay Oil Company, 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, Shay Oil Company, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Shay Oil Company, Inc. under EIN 86-0250950 and plan number 003. The latest loaded filing year is 2023. The filing reports 253 participants and $4,947,571 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Shay Oil Company, Inc.
EIN
86-0250950
Plan number
003
Plan type
2
Location
Yuma, AZ
Latest filing year
2023
Participants
253
End-of-year plan assets
$4,947,571

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023253H, C20240819122334NAL0000812499001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,947,571
Total liabilities (EOY)
$0
Net assets (EOY)
$4,947,571
Net assets (BOY)
$4,446,621

Income & contributions

Employer contributions
$103,631
Participant contributions
$138,532
Total contributions
$245,416
Total income / additions
$663,095

Expenses & distributions

Benefits paid
$156,929
Administrative expenses
$1,887
Total expenses
$162,145
Net increase / (decrease)
$500,950

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
John Hancock Life Insurance CompanyRECORDKEEPER$0not reported in the loaded dataset2023

Related Form 5500 pages