Cadence Petroleum Group Employees' Supplemental Retirement 401(K) Plan — Form 5500 plan (Pugh Lubricants LLC)
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, Cadence Petroleum Group Employees' Supplemental Retirement 401(K) Plan is a benefit plan reported by Pugh Lubricants LLC under EIN 81-4084872 and plan number 001. The latest loaded filing year is 2023. The filing reports 803 participants and $26,581,770 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pugh Lubricants LLC
- EIN
- 81-4084872
- Plan number
- 001
- Plan type
- 2
- Location
- Asheboro, NC
- Latest filing year
- 2023
- Participants
- 803
- End-of-year plan assets
- $26,581,770
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 803 | H, C | 20250113133238NAL0030171392001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $26,581,770
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,581,770
- Net assets (BOY)
- $18,710,238
Income & contributions
- Employer contributions
- $1,228,694
- Participant contributions
- $2,173,842
- Total contributions
- $3,560,182
- Total income / additions
- $7,019,331
Expenses & distributions
- Benefits paid
- $2,952,358
- Administrative expenses
- $28,257
- Total expenses
- $2,980,615
- Net increase / (decrease)
- $4,038,716
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| T. Rowe Price Rps, Inc. | NONE | $28,257 | $0 | 2023 |
| Eagle Asset | NONE | $0 | $0 | 2023 |
| Pimco Funds | NONE | $0 | $0 | 2023 |
| American Funds | NONE | $0 | $0 | 2023 |
| Fidelity | NONE | $0 | $0 | 2023 |
| Prudential Jennison | NONE | $0 | $0 | 2023 |
| Mfs Funds | NONE | $0 | $0 | 2023 |
| Jp Morgan Funds | NONE | $0 | $0 | 2023 |
| Cohen & Steers Funds | NONE | $0 | $0 | 2023 |
| American Century Investment Managem | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Pugh Lubricants LLC
- 2023 Form 5500 filing
- Form 5500 filings in NC
- 401(k) and benefit plan filings in Asheboro, NC
- T. Rowe Price Rps, Inc. — Schedule C compensation
- Eagle Asset — Schedule C compensation
- Pimco Funds — Schedule C compensation
- American Funds — Schedule C compensation
- Fidelity — Schedule C compensation
- Prudential Jennison — Schedule C compensation
- Mfs Funds — Schedule C compensation
- Jp Morgan Funds — Schedule C compensation
- Cohen & Steers Funds — Schedule C compensation
- American Century Investment Managem — Schedule C compensation