2023 Form 5500 filing — American Refining Group, Inc. 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 20240805103916NAL0000631763001) for American Refining Group, Inc. 401(K) Plan, reported by American Refining Group, Inc. under EIN 22-2318612 and plan number 001. It reports 396 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)$50.6MReported net assets$50,573,649
Participants396
Provider compensation$154.9K2 Schedule C row(s)$154,902
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240805103916NAL0000631763001
- Plan sponsor
- American Refining Group, Inc.
- EIN
- 22-2318612
- Plan number
- 001
- Location
- Pittsburgh, PA
- Received date
- not reported in the loaded dataset
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)$50.6M total assets
Net assets$50.6MLiabilities$0
Full reported line items
- Total assets (EOY)
- $50,573,649
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $50,573,649
- Employer contributions
- $1,419,792
- Participant contributions
- $2,717,687
- Total income / additions
- $11,978,287
- Benefits paid
- $4,395,336
- Administrative expenses
- $154,902
- Total expenses
- $4,550,238
- Net increase / (decrease)
- $7,428,049
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ubs Financial Services Inc. | RETAINED BY EMPLOYER | $94,021 | not reported in the loaded dataset |
| John Hancock | RETAINED BY EMPLOYER | $60,881 | $0 |