2023 Form 5500 filing — Southern Counties Lubricants, 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 20241015132840NAL0016490291001) for Southern Counties Lubricants, LLC 401(K) Plan, reported by Southern Counties Lubricants, LLC under EIN 91-1874721 and plan number 001. It reports 142 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)$8.6MReported net assets$8,563,627
Participants142
Provider compensation$17.1K2 Schedule C row(s)$17,130
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015132840NAL0016490291001
Plan sponsor
Southern Counties Lubricants, LLC
EIN
91-1874721
Plan number
001
Location
Orange, 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)$8.6M total assets
Net assets$8.6MLiabilities$13.9K
Money in vs. money out
Total income / additions$2.1M
Total expenses$417.3K
Benefits paid / distributions$380.2K
Contributions
Employer$168.9K
Participant$680.1K
Full reported line items
Total assets (EOY)
$8,577,556
Total liabilities (EOY)
$13,929
Net assets (EOY)
$8,563,627
Employer contributions
$168,927
Participant contributions
$680,100
Total income / additions
$2,078,349
Benefits paid
$380,235
Administrative expenses
$15,890
Total expenses
$417,307
Net increase / (decrease)
$1,661,042
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $13.6K · Indirect $0
  2. 2
    OTHER · Direct $3.5K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015132840NAL0016490291001 cover?
It is the 2023 Form 5500 filing for Southern Counties Lubricants, LLC 401(K) Plan, reported by Southern Counties Lubricants, LLC (EIN 91-1874721).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages