American Refining Group, Inc. 401(K) Plan — Form 5500 plan (American Refining Group, Inc.)
Plain-English plan 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, American Refining Group, Inc. 401(K) Plan is a benefit plan reported by American Refining Group, Inc. under EIN 22-2318612 and plan number 001. The latest loaded filing year is 2023. The filing reports 396 participants and $50,573,649 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$50.6MPlan net assets, end of year$50,573,649
Participants396Covered participants reported
Assets / participant$127.7KComputed: assets ÷ participants$127,711 (computed)
Provider compensation$154.9K2 Schedule C provider row(s)$154,902
- Plan sponsor
- American Refining Group, Inc.
- EIN
- 22-2318612
- Plan number
- 001
- Plan type
- 2
- Location
- Pittsburgh, PA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 396 | H, C | 20240805103916NAL0000631763001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$50.6M total assets
Net assets$50.6MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $50,573,649
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $50,573,649
- Net assets (BOY)
- $43,145,600
Income & contributions
- Employer contributions
- $1,419,792
- Participant contributions
- $2,717,687
- Total contributions
- $4,712,588
- Total income / additions
- $11,978,287
Expenses & distributions
- Benefits paid
- $4,395,336
- Administrative expenses
- $154,902
- Total expenses
- $4,550,238
- Net increase / (decrease)
- $7,428,049
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ubs Financial Services Inc. | RETAINED BY EMPLOYER | $94,021 | not reported in the loaded dataset | 2023 |
| John Hancock | RETAINED BY EMPLOYER | $60,881 | $0 | 2023 |