Original filing (PDF)20250610130621NAL0013130627001

MARSHALL & SONS FUEL OIL, INC.

Name: MARSHALL & SONS FUEL OIL, INC. — MARSHALL AND SONS 401(K) PLAN, Form 5500 (2024)
Creator: MARSHALL & SONS FUEL OIL, INC.

Form 5500-SF

FILING_RECEIVED

MARSHALL AND SONS 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.2M

Net assets (EOY)

$4.2M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MARSHALL & SONS FUEL OIL, INC..

Plan sponsor

Name

MARSHALL & SONS FUEL OIL, INC.

EIN

11-2447298

Address

701 MONTAUK HIGHWAY PO BOX 5039 · MONTAUK, NY · 11954

Phone

(631) 668-9169

Industry

Retail Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-10

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Retail Trade plans

TASSE FUEL CORP.

TASSE FUEL CORP. 401(K) PLAN

$4.2M · 21 participants

RITCHIE LAKELAND OIL CO., INC.

RITCHIE LAKELAND OIL CO., INC. CASH BALANCE PLAN

$4.2M · 43 participants

DOMESTIC FUELS & LUBES, INC.

DOMESTIC INDUSTRIES OF VIRGINIA 401(K) PLAN

$4.3M · 51 participants

C.A. WILSON ELECTRIC SERVICE, INC.

C.A. WILSON ELECTRIC SERVICE, INC. 401(K) PLAN

$4.3M · 34 participants

EDRIS OIL SERVICE, INC.

EDRIS OIL SERVICE, INC. 401(K) PROFIT SHARING PLAN