Maxum Petroleum 401(K) Plan — Form 5500 plan (Maxum Petroleum Operating Company)
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, Maxum Petroleum 401(K) Plan is a benefit plan reported by Maxum Petroleum Operating Company under EIN 26-3908405 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,482 participants and $60,630,230 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Maxum Petroleum Operating Company
- EIN
- 26-3908405
- Plan number
- 001
- Plan type
- 2
- Location
- Grapevine, TX
- Latest filing year
- 2023
- Participants
- 1,482
- End-of-year plan assets
- $60,630,230
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,482 | H, C | 20250220151008NAL0012413650001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $60,630,230
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $60,630,230
- Net assets (BOY)
- $51,691,971
Income & contributions
- Employer contributions
- $2,161,804
- Participant contributions
- $5,559,105
- Total contributions
- $8,056,236
- Total income / additions
- $15,881,757
Expenses & distributions
- Benefits paid
- $6,697,325
- Administrative expenses
- $246,173
- Total expenses
- $6,943,498
- Net increase / (decrease)
- $8,938,259
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $203,078 | $0 | 2023 |
| Rather & Kittrell, Inc | INVESTMENT ADVISORY | $18,750 | not reported in the loaded dataset | 2023 |
| Weaver And Tidwell,Llp | CONTRACT ADMINISTRATOR | $18,095 | not reported in the loaded dataset | 2023 |
| Rather & Kittrell, Inc | INVESTMENT ADVISORY | $6,250 | not reported in the loaded dataset | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Maxum Petroleum Operating Company
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Grapevine, TX
- Principal Life Insurance Company — Schedule C compensation
- Rather & Kittrell, Inc — Schedule C compensation
- Weaver And Tidwell,Llp — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation