2023 Form 5500 filing — Texas Oil & Chemical Co. Ii, Inc. 401(K) 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 20241009161620NAL0038420786001) for Texas Oil & Chemical Co. Ii, Inc. 401(K) Plan, reported by Texas Oil & Chemical Co. Ii, Inc. under EIN 74-2001879 and plan number 001. It reports 357 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009161620NAL0038420786001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Texas Oil & Chemical Co. Ii, Inc.
- EIN
- 74-2001879
- Plan number
- 001
- Location
- Silsbee, TX
- Participants
- 357
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $31,919,806
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $31,919,806
- Employer contributions
- $1,384,831
- Participant contributions
- $2,000,626
- Total income / additions
- $7,948,479
- Benefits paid
- $3,042,276
- Administrative expenses
- $72,300
- Total expenses
- $3,114,576
- Net increase / (decrease)
- $4,833,903
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $72,300 | $0 |
| Raymond James Fin Svcs Advisors | INVESTMENT ADVISORY | $0 | $32,827 |
| Concurrent Investment Advisors, LLC | INVESTMENT ADVISORY | $0 | $22,573 |