Plan Ledger DOL Form 5500 · updated monthly

Coulson Oil Company, Inc.401(k)

COULSON OIL COMPANY, INC. PROFIT SHARING PLAN AND TRUST · NORTH LITTLE ROCK, AR · plan year 2023

Reported admin expense ratio · 2023
0.02%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

Coulson Oil Company, Inc. reported $1,874 in plan administrative expenses for 2023: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $151 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 3 years on file its reported administrative ratio has held roughly steady near 0.57%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other wholesale trade employers. By assets it is the 217th-largest of 456 plans among Arkansas employers on file, and 2,808th of 4,246 in wholesale trade. In 2023, employees put in $4.76 for every $1.00 the employer contributed; active participation has grown from 116 to 134 since 2022.

Plan summary
Net assets, end of year$10,802,677
Participants with balances141
Active participants134
Employer contributions$20,222
Employee contributions$96,351
Employer contribution per active participant$151
Average account balance$76,615
Benefits paid to participants$151,721
Plan history3
Yearassets · accounts · employer contribution
2024$10.4M · 129 accts · $85K emplr
2023$10.8M · 141 accts · $20K emplr
2022$9.6M · 121 accts · $107K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$1,874
Total administrative$1,874
The Coulson Oil Company, Inc. 401(k) match · 2023
Employer contribution per active participant$151
Median for plans this size$2,440
2024$805 per active participant
2023$151 per active participant
2022$920 per active participant

Coulson Oil Company, Inc.'s 2023 employer contribution ran below the $2,440 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
SIMMONS FIRST TRUST COMPANY · Investment advisory (plan)$1,874

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$60,249 · 0.57%
2023$1,874 · 0.02%
2022$53,274 · 0.56%
Same employer
Similar plansWholesale Trade · Arkansas
Legacy Equipment, LLC AR$11.7M · 0.69%
Timber Automation, LLC AR$11.5M · 0.53%
Sanders Supply AR$11.3M · 0.60%
S & H Systems, Inc. AR$9.9M · 0.76%
Welsco, Inc. AR$9.8M · 0.35%

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Source: U.S. Department of Labor, Form 5500 series, EIN 710406572 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.