2023 Form 5500 filing — Refuel 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 20260203122624NAL0002645793001) for Refuel 401(K) Plan, reported by Refuel Operating Company, LLC under EIN 83-3953394 and plan number 001. It reports 2,223 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)$5.8MReported net assets$5,790,192
Participants2.2K2,223
Provider compensation$97.5K4 Schedule C row(s)$97,483
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20260203122624NAL0002645793001
- Plan sponsor
- Refuel Operating Company, LLC
- EIN
- 83-3953394
- Plan number
- 001
- Location
- North Charleston, SC
- Received date
- not reported in the loaded dataset
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)$5.8M total assets
Net assets$5.8MLiabilities$0
Full reported line items
- Total assets (EOY)
- $5,790,192
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,790,192
- Employer contributions
- $603,017
- Participant contributions
- $1,131,961
- Total income / additions
- $2,856,580
- Benefits paid
- $930,539
- Administrative expenses
- $72,596
- Total expenses
- $1,003,135
- Net increase / (decrease)
- $1,853,445
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $68,790 | $0 |
| First Citizens Investor Services, I | OTHER SERVICES | $0 | $24,881 |
| Regions Bank | INVESTMENT ADVISORY | $3,806 | $6 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |