2023 Form 5500 filing — Motiva 401(K) And Savings 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 20241015151851NAL0014945379001) for Motiva 401(K) And Savings Plan, reported by Motiva Enterprises LLC under EIN 76-0262490 and plan number 004. It reports 3,019 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)$793.4MReported net assets$793,432,113
Participants3K3,019
Provider compensation$374.2K2 Schedule C row(s)$374,240
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015151851NAL0014945379001
Plan sponsor
Motiva Enterprises LLC
EIN
76-0262490
Plan number
004
Location
Houston, TX
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)$793.4M total assets
Net assets$793.4MLiabilities$112
Money in vs. money out
Total income / additions$194.4M
Total expenses$76.9M
Benefits paid / distributions$76.4M
Contributions
Employer$30.2M
Participant$36.7M
Full reported line items
Total assets (EOY)
$793,432,225
Total liabilities (EOY)
$112
Net assets (EOY)
$793,432,113
Employer contributions
$30,203,599
Participant contributions
$36,681,086
Total income / additions
$194,419,819
Benefits paid
$76,400,988
Administrative expenses
$369,202
Total expenses
$76,875,658
Net increase / (decrease)
$117,544,161
Schedule C

Reported service provider compensation

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

  1. 1
    ADVISOR · Direct $355K
  2. 2
    RECORDKEEPER · Direct $19.3K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015151851NAL0014945379001 cover?
It is the 2023 Form 5500 filing for Motiva 401(K) And Savings Plan, reported by Motiva Enterprises LLC (EIN 76-0262490).
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