2023 Form 5500 filing — American Refining Group Employee Stock Ownership Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240805143357NAL0001393185001) for American Refining Group Employee Stock Ownership Plan, reported by American Refining Group, Inc. under EIN 22-2318612 and plan number 002. It reports 458 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240805143357NAL0001393185001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- American Refining Group, Inc.
- EIN
- 22-2318612
- Plan number
- 002
- Location
- Pittsburgh, PA
- Participants
- 458
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $48,716,172
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $48,716,172
- Employer contributions
- $1,100,000
- Total income / additions
- $9,794,943
- Benefits paid
- $1,678,386
- Administrative expenses
- $199,860
- Total expenses
- $1,878,246
- Net increase / (decrease)
- $7,916,697
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ubs Financial Services, Inc | INVESTMENT ADVISORS | $153,926 | not reported in the loaded dataset |
| Ti Trust Services | INSTITUTIONAL TRUSTEE | $43,659 | not reported in the loaded dataset |