Original filing (PDF)20250708155914NAL0011288034001

HEATHWOOD OIL CO., INC.

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

Form 5500-SF

FILING_RECEIVED

HEATHWOOD OIL CO., INC PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.2M

Net assets (EOY)

$6.2M

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 HEATHWOOD OIL CO., INC..

Plan sponsor

Name

HEATHWOOD OIL CO., INC.

EIN

48-0519227

Address

PO BOX 171655 · KANSAS CITY, KS · 66117

Phone

(913) 321-1764

Industry

Wholesale 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

2025-07-08

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

2S · Automatic enrollment

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 Wholesale Trade plans

MILLENNIUM BROKERAGE SERVICE, LLC

MILLENNIUM BROKERAGE SERVICE, LLC PROFIT SHARING PLAN AND TRUST

$6.2M · 2 participants

MIDTEX OIL, LP

MIDTEX OIL, LP 401(K) PROFIT SHARING PLAN

$6.2M · 498 participants

MIECO, LLC

MONEY PURCHASE PENSION PLAN FOR THE EMPLOYEES OF MIECO, LLC

$6.2M · 71 participants

LF POWERS INC

LF POWERS INC 401(K) PROFIT SHARING PLAN & TRUST

$6.2M · 31 participants

GLASSMERE FUEL SERVICE

GLASSMERE FUEL SERVICE 401(K) PROFIT SHARING PLAN