Jay Petroleum 401(k) match, vesting and fees
What Jay Petroleum's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | American United Life Insurance Co | Schedule C ↗ |
| Independent auditor | Baker Tilly US LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 3,139 defined-contribution plans in retail trade with 100 to 499 participants.
| Jay Petroleum: employer contribution per participant | $569 | |
| Peer median | $1,216 |
| Jay Petroleum: average balance | $30,148 | |
| Peer median | $50,600 |
| Jay Petroleum: admin expenses ÷ assets | 0.15% | |
| Peer median | 0.43% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $4.6M at the end of plan year 2023 to $4.9M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 368 | $4.9M | $92K | $569 | 0.15% | Not published | Form 5500 ↗ |
| 2023 | 319 | $4.6M | $71K | $500 | 0.63% | Not published | Form 5500 ↗ |
Other Jay Petroleum plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Jay Petroleum Inc. Employee Stock Ownership Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Independent auditor | Blankenship Cpa Group, PLLC (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
Common questions
Does Jay Petroleum match 401(k) contributions?
The match terms for the Jay Petroleum Inc. 401k Plan have not been published from its filing yet. The plan year 2024 filing reports $92K in employer contributions, about $569 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Jay Petroleum 401(k) match vested?
The vesting schedule for the Jay Petroleum Inc. 401k Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Jay Petroleum 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is American United Life Insurance Co. The plan administrator is Jay Petroleum Inc..
I left Jay Petroleum. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Jay Petroleum Inc., (260) 766-2052) or the recordkeeper, American United Life Insurance Co. The Jay Petroleum old 401(k) page lists the contacts from every plan filing. Find an old Jay Petroleum 401(k)
Data from the public Form 5500 annual reports Jay Petroleum filed with the U.S. Department of Labor (plan years 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Jay Petroleum. Not financial advice. Report a correction · Methodology