Petro 49, Inc. Profit Sharing And 401(K) Plan — Form 5500 plan (Petro 49, 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, Petro 49, Inc. Profit Sharing And 401(K) Plan is a benefit plan reported by Petro 49, Inc. under EIN 92-0037645 and plan number 001. The latest loaded filing year is 2023. The filing reports 382 participants and $29,880,129 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Petro 49, Inc.
EIN
92-0037645
Plan number
001
Plan type
2
Location
Seward, AK
Latest filing year
2023
Participants
382
End-of-year plan assets
$29,880,129

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023382H, C20241122144628NAL0001813217001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$29,880,129
Total liabilities (EOY)
$0
Net assets (EOY)
$29,880,129
Net assets (BOY)
$25,164,340

Income & contributions

Employer contributions
$1,202,944
Participant contributions
$1,395,278
Total contributions
$2,639,834
Total income / additions
$7,095,990

Expenses & distributions

Benefits paid
$2,254,022
Administrative expenses
$98,166
Total expenses
$2,380,201
Net increase / (decrease)
$4,715,789

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$58,247$02023
Human InvestingADVISOR\INVESTMENT ADV$39,919not reported in the loaded dataset2023

Related Form 5500 pages