· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
ACT EQUIPMENT SALES, INC. DBA PETROLEUM MARKETING EQUIPMENT — PETROLEUM MARKETING EQUIPMENT 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250530153303NAL0021413506001
ACT EQUIPMENT SALES, INC. DBA PETROLEUM MARKETING EQUIPMENT
Form 5500-SF
FILING_RECEIVED
PETROLEUM MARKETING EQUIPMENT 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
59
Accounts w/ balance
68
Plan assets (EOY)
$5.9M
Net assets (EOY)
$5.9M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
ACT EQUIPMENT SALES, INC. DBA PETROLEUM MARKETING EQUIPMENT
.
Find decision makers
Plan sponsor
Name
ACT EQUIPMENT SALES, INC. DBA PETROLEUM MARKETING EQUIPMENT
EIN
95-4442409
Address
740 MONROE WAY · PLACENTIA, CA · 92870
Phone
(714) 577-7878
Industry
Retail Trade
see 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
2025-05-30
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Retail Trade plans
SOUTHERN RIGGING CO. LLC
EDWARDS 401K PLAN
$5.9M · 139 participants
JMC INSTRUMENTS, INC.
JMC INSTRUMENTS, INC. SAFE HARBOR 401(K) PLAN
$5.9M · 7 participants
PROGRESSIVE LIGHTING, INC.
PROGRESSIVE LIGHTING, INC. 401(K) SALARY REDUCTION PLAN AND TRUST
$6.0M · 205 participants
NICK'S CIGAR COMPANY
NICK'S CIGAR COMPANY DEFINED BENEFIT PLAN
$6.0M · 24 participants
DOCUMENT SOLUTIONS
DOCUMENT SOLUTIONS RETIREMENT PLAN
$5.9M · 45 participants
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
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.
BOWERS IMPLEMENT CO., INC.
BOWERS IMPLEMENT CO., INC. RETIREMENT SAVINGS PLAN
$6.0M · 2 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
