Original filing (PDF)20251204130542NAL0001176755001

YORBA OIL COMPANY, LTD

Name: YORBA OIL COMPANY, LTD — YORBA OIL COMPANY, LTD DEFINED BENEFIT PENSION PLAN, Form 5500 (2024)
Creator: YORBA OIL COMPANY, LTD

Form 5500-SF

FILING_RECEIVED

YORBA OIL COMPANY, LTD DEFINED BENEFIT PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

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 YORBA OIL COMPANY, LTD.

Plan sponsor

Name

YORBA OIL COMPANY, LTD

EIN

95-3494678

Address

P.O. BOX 1690 · OJAI, CA · 93024

Phone

(805) 640-8032

Industry

Mining, Quarrying, Oil & Gassee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-05-01

Tax period

2025-04-30

Filed

2025-12-04

Pension benefit codes

1A · Pay-related DB formula

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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