Pacific States Petroleum, Inc 401(K) Profit Sharing Plan & Tru — Form 5500 plan (Pacific States Petroleum)

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, Pacific States Petroleum, Inc 401(K) Profit Sharing Plan & Tru is a benefit plan reported by Pacific States Petroleum under EIN 38-3646048 and plan number 001. The latest loaded filing year is 2023. The filing reports 241 participants and $9,551,559 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Pacific States Petroleum
EIN
38-3646048
Plan number
001
Plan type
2
Location
Pleasant Hill, CA
Latest filing year
2023
Participants
241
End-of-year plan assets
$9,551,559

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023241H, C20240905075141NAL0020783169001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,551,559
Total liabilities (EOY)
$0
Net assets (EOY)
$9,551,559
Net assets (BOY)
$7,052,556

Income & contributions

Employer contributions
$582,646
Participant contributions
$865,410
Total contributions
$1,546,075
Total income / additions
$2,925,221

Expenses & distributions

Benefits paid
$369,228
Administrative expenses
$45,650
Total expenses
$426,218
Net increase / (decrease)
$2,499,003

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Merrill Lynch Pierce Fenner & SmithINVESTMENT ADVISOR$35,874$2,6962023
Adp, Inc.RECORD KEEPER$8,937$02023
Adp Broker-DealerRECORD KEEPER$0$02023

Related Form 5500 pages