2023 Form 5500 filing — Pacific States Petroleum, Inc 401(K) Profit Sharing Plan & Tru
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 20240905075141NAL0020783169001) for Pacific States Petroleum, Inc 401(K) Profit Sharing Plan & Tru, reported by Pacific States Petroleum under EIN 38-3646048 and plan number 001. It reports 241 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240905075141NAL0020783169001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pacific States Petroleum
- EIN
- 38-3646048
- Plan number
- 001
- Location
- Pleasant Hill, CA
- Participants
- 241
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,551,559
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,551,559
- Employer contributions
- $582,646
- Participant contributions
- $865,410
- Total income / additions
- $2,925,221
- Benefits paid
- $369,228
- Administrative expenses
- $45,650
- Total expenses
- $426,218
- Net increase / (decrease)
- $2,499,003
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $35,874 | $2,696 |
| Adp, Inc. | RECORD KEEPER | $8,937 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |