2023 Form 5500 filing — James River Petroleum, Inc. Employees' 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 20241010095755NAL0020789921001) for James River Petroleum, Inc. Employees' 401(K) Plan, reported by James River Petroleum, Inc. under EIN 54-1331068 and plan number 001. It reports 255 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010095755NAL0020789921001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- James River Petroleum, Inc.
- EIN
- 54-1331068
- Plan number
- 001
- Location
- Ashland, VA
- Participants
- 255
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,276,407
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,276,407
- Employer contributions
- $166,767
- Participant contributions
- $283,043
- Total income / additions
- $1,222,015
- Benefits paid
- $211,673
- Administrative expenses
- $9,349
- Total expenses
- $221,022
- Net increase / (decrease)
- $1,000,993
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide | RECORDKEEPER | $30,573 | $4,160 |
| Rbs Capital Markets LLC | CONSULTANT | $0 | $18,510 |
| Futureplan By Ascensus | THIRD PARTY ADMIN | $5,462 | not reported in the loaded dataset |