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

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023396H, C20240805103916NAL0000631763001
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
Money in vs. money out
Total income / additions$12M
Total expenses$4.6M
Benefits paid / distributions$4.4M
Contributions
Employer$1.4M
Participant$2.7M
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)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ubs Financial Services Inc.RETAINED BY EMPLOYER$94,021not reported in the loaded dataset2023
John HancockRETAINED BY EMPLOYER$60,881$02023

Related Form 5500 pages