Original filing (PDF)20250729141106NAL0007740210001

HARTLEY OIL COMPANY

Name: HARTLEY OIL COMPANY — HARTLEY OIL COMPANY SOCA BENEFIT PLAN, Form 5500 (2024)
Creator: HARTLEY OIL COMPANY

Form 5500-SF

FILING_RECEIVED

HARTLEY OIL COMPANY SOCA BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$6K

Net assets (EOY)

$2K

Plan health score (directional)

Limited public data — directional only

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HARTLEY OIL COMPANY.

Plan sponsor

Name

HARTLEY OIL COMPANY

EIN

31-1003476all filings

Address

907 COLUMBUS AVENUE · WASHINGTON COURTHOUSE, OH · 43160

Phone

(740) 335-0690

Industry

Wholesale Tradesee all

Plan administrator

Name

MATT APPENZELLER

EIN

47-1277622

City

CINCINNATI, OH

Phone

(513) 452-5103

Plan characteristics

Plan number

501

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-29

Welfare benefit codes

4A · Health (other than dental or vision)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Wholesale Trade plans

CARAF OIL MANAGEMENT LLC

CARAF OIL MANAGEMENT LLC 401(K)

$6K · 4 participants

A BEST BUY PREMIUM FUEL & TRUCKING LLC

A BEST BUY PREMIUM FUEL & TRUCKING LLC 401(K) PLAN

$6K · 12 participants

REGENT OIL AND CHEMICAL

REGENT OIL AND CHEMICAL SOCA BENEFIT PLAN

$6K · 2 participants

PERFECTION PETROLEUM SVC

PERFECTION PETROLEUM SVC CBS BENEFIT PLAN

$7K · 2 participants

LOCKS MILL PROPANE

LOCKS MILL PROPANE MCF BENEFIT PLAN

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.