2023 Form 5500 filing — Lima Refining Company And Superior Refining Company LLC 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 20241014143842NAL0053998002001) for Lima Refining Company And Superior Refining Company LLC 401(K) Plan, reported by Lima Refining Company under EIN 22-3948622 and plan number 002. It reports 510 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241014143842NAL0053998002001
Filing year
2023
Form type
2
Plan sponsor
Lima Refining Company
EIN
22-3948622
Plan number
002
Location
Lima, OH
Participants
510
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$120,829,745
Total liabilities (EOY)
$0
Net assets (EOY)
$120,829,745
Employer contributions
$10,978,991
Participant contributions
$9,645,276
Total income / additions
$40,511,165
Benefits paid
$8,890,415
Administrative expenses
$7,600
Total expenses
$8,912,978
Net increase / (decrease)
$31,598,187
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
The Vanguard Group, Inc.NONE$11,910$0

Related Form 5500 pages