Plan Snapshot
- Plan Sponsor: Jim Hinton Oil Company, INC.
- Sponsor EIN: 591275843
- Sponsor Address: P.O. BOX 39, LIVE OAK, FL, 32064
- Plan Type: 401(k)
- Total Participants: 97
- Total Assets: $1.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 97 | $1.5M | $59,761 | $184,075 |
| 2023 | 129 | $1.7M | $82,158 | $195,247 |
| 2022 | 106 | $1.4M | $61,437 | $158,093 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| DAME, WALKER, HARDEMAN & CO., LLC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $24,588 | $24,588 | — | — | — |
| 2023 | $16,960 | $16,960 | — | — | — |
| 2022 | $350 | — | — | — | — |