2023 Form 5500 filing — Maxum Petroleum 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 20250220151008NAL0012413650001) for Maxum Petroleum 401(K) Plan, reported by Maxum Petroleum Operating Company under EIN 26-3908405 and plan number 001. It reports 1,482 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20250220151008NAL0012413650001
Filing year
2023
Form type
2
Plan sponsor
Maxum Petroleum Operating Company
EIN
26-3908405
Plan number
001
Location
Grapevine, TX
Participants
1,482
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$60,630,230
Total liabilities (EOY)
$0
Net assets (EOY)
$60,630,230
Employer contributions
$2,161,804
Participant contributions
$5,559,105
Total income / additions
$15,881,757
Benefits paid
$6,697,325
Administrative expenses
$246,173
Total expenses
$6,943,498
Net increase / (decrease)
$8,938,259
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$203,078$0
Rather & Kittrell, IncINVESTMENT ADVISORY$18,750not reported in the loaded dataset
Weaver And Tidwell,LlpCONTRACT ADMINISTRATOR$18,095not reported in the loaded dataset
Rather & Kittrell, IncINVESTMENT ADVISORY$6,250not reported in the loaded dataset
Morningstar Investment Management LINV ADV, PARTICIPANTS$0$0

Related Form 5500 pages