Original filing (PDF)20251104091554NAL0006992177001

SWETZ OIL COMPANY, INC.

Name: SWETZ OIL COMPANY, INC. — SWETZ OIL COMPANY, INC. PROFIT SHARING PLAN, Form 5500 (2024)
Creator: SWETZ OIL COMPANY, INC.

Form 5500-SF

FILING_RECEIVED

SWETZ OIL COMPANY, INC. PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan health score

Top-tier plan health

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

SWETZ OIL COMPANY, INC.

EIN

39-1166788

Address

3884 COUNTY ROAD P · PO BOX 74 · BLENKER, WI · 54415

Phone

(715) 652-2380

Industry

Wholesale Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-07-01

Tax period

2025-06-30

Filed

2025-11-04

Pension benefit codes

2E · Profit-sharing

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

3H · Sponsor in controlled / affiliated group

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

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