2023 Form 5500 filing — Pacific States Petroleum Employee Stock Ownership 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 20241015120212NAL0029516417001) for Pacific States Petroleum Employee Stock Ownership Plan, reported by Pacific States Petroleum under EIN 38-3646048 and plan number 003. It reports 162 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)-$46.5MReported net assets-$46,491,784
Participants162
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20241015120212NAL0029516417001
Plan sponsor
Pacific States Petroleum
EIN
38-3646048
Plan number
003
Location
Concord, CA
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)$16.2M total assets
Net assets-$46.5MLiabilities$62.7M
Money in vs. money out
Total income / additions$513K
Total expenses$901.1K
Benefits paid / distributions$57.9K
Contributions
Employer$2.5M
ParticipantNot reported
Full reported line items
Total assets (EOY)
$16,240,000
Total liabilities (EOY)
$62,731,784
Net assets (EOY)
-$46,491,784
Employer contributions
$2,533,024
Total income / additions
$513,024
Benefits paid
$57,948
Administrative expenses
$0
Total expenses
$901,112
Net increase / (decrease)
-$388,088

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015120212NAL0029516417001 cover?
It is the 2023 Form 5500 filing for Pacific States Petroleum Employee Stock Ownership Plan, reported by Pacific States Petroleum (EIN 38-3646048).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials).

Related Form 5500 pages