2023 Form 5500 filing — Refined Technologies 401(K) Plan

Plain-English filing summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240724165137NAL0008443843002) for Refined Technologies 401(K) Plan, reported by Refined Technologies, Inc. under EIN 48-1245119 and plan number 001. It reports 317 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$30.3MReported net assets$30,337,701

Participants317

Provider compensation$80.6K4 Schedule C row(s)$80,564

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20240724165137NAL0008443843002
Plan sponsor: Refined Technologies, Inc.
EIN: 48-1245119
Plan number: 001
Location: Spring, TX
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$30.3M total assets

Net assets$30.3MLiabilities—

Money in vs. money out

Total income / additions$10.6M

Total expenses$3.1M

Benefits paid / distributions$3M

Contributions

Employer$2.2M

Participant$3.2M

Full reported line items

Total assets (EOY): $30,337,701
Net assets (EOY): $30,337,701
Employer contributions: $2,216,651
Participant contributions: $3,175,338
Total income / additions: $10,561,004
Benefits paid: $3,012,697
Administrative expenses: $60,544
Total expenses: $3,096,467
Net increase / (decrease): $7,464,537

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Empower Annuity Insurance Company$26.3K
RECORDKEEPER · Direct $26.3K · Indirect $0
2
Gallagher Benefit Services, Inc.$20K
INVESTMENT BROKER · Direct $20K · Indirect $0
3
Empower Advisory Group, LLC$17.6K
INVESTMENT MANAGEMENT · Direct $17.6K · Indirect $0
4
Nova 401(K) Associates$16.7K
THIRD PARTY ADMINISTRATOR · Direct $6.7K · Indirect $10K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240724165137NAL0008443843002 cover?: It is the 2023 Form 5500 filing for Refined Technologies 401(K) Plan, reported by Refined Technologies, Inc. (EIN 48-1245119).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).