Original filing (PDF)20250805145652NAL0001892289001

OATES ENERGY, INC.

Name: OATES ENERGY, INC. — OATES ENERGY, INC. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: OATES ENERGY, INC.

Form 5500-SF

FILING_RECEIVED

OATES ENERGY, INC. 401(K) PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 OATES ENERGY, INC..

Plan sponsor

Name

OATES ENERGY, INC.

EIN

20-2933558

Address

14286 BEACH BLVD. STE. 12 · JACKSONVILLE, FL · 32250

Phone

(904) 242-0075

Industry

Utilitiessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2025-01-01

Tax period

2025-04-10

Filed

2025-08-05

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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