Original filing (PDF)20241219084932NAL0007287040001

SPEICH OIL, INC.

Name: SPEICH OIL, INC. — SPEICH OIL, INC. CASH BALANCE PLAN, Form 5500 (2023)
Creator: SPEICH OIL, INC.

Form 5500-SF

FILING_RECEIVED

SPEICH OIL, INC. CASH BALANCE PLAN

Defined-benefit pension 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 SPEICH OIL, INC..

Plan sponsor

Name

SPEICH OIL, INC.

EIN

39-2041804

Address

N3461 HWY 104 · P.O. BOX 28 · BRODHEAD, WI · 53520

Phone

(608) 897-3366

Industry

Wholesale Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2024-01-01

Tax period

2024-08-31

Filed

2024-12-19

Pension benefit codes

1C · Cash balance or similar hybrid DB

1H · PBGC-terminated and closed out

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

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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