2023 Form 5500 filing — Altivia 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 20250203163847NAL0007162881001) for Altivia 401(K) Plan, reported by Altivia Petrochemicals, LLC under EIN 47-4927987 and plan number 001. It reports 418 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)$27.9MReported net assets$27,909,779

Participants418

Provider compensation$84K2 Schedule C row(s)$83,994

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20250203163847NAL0007162881001
Plan sponsor: Altivia Petrochemicals, LLC
EIN: 47-4927987
Plan number: 001
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)$27.9M total assets

Net assets$27.9MLiabilities$0

Money in vs. money out

Total income / additions$8.2M

Total expenses$2.8M

Benefits paid / distributions$2.7M

Contributions

Employer$1.4M

Participant$2.8M

Full reported line items

Total assets (EOY): $27,909,779
Total liabilities (EOY): $0
Net assets (EOY): $27,909,779
Employer contributions: $1,355,050
Participant contributions: $2,831,596
Total income / additions: $8,248,292
Benefits paid: $2,704,800
Administrative expenses: $87,581
Total expenses: $2,796,051
Net increase / (decrease): $5,452,241

Schedule C

Reported service provider compensation

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

1
Lpl Financial LLC$46.5K
ADVISOR · Direct $46.5K
2
Fidelity Investments Institutional$37.5K
RECORDKEEPER · Direct $37.5K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250203163847NAL0007162881001 cover?: It is the 2023 Form 5500 filing for Altivia 401(K) Plan, reported by Altivia Petrochemicals, LLC (EIN 47-4927987).
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).