2023 Form 5500 filing — San Joaquin Refining Company 401k 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 20241010163831NAL0010272883001) for San Joaquin Refining Company 401k Plan, reported by San Joaquin Refining Company, Inc. under EIN 95-3341023 and plan number 003. It reports 147 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010163831NAL0010272883001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- San Joaquin Refining Company, Inc.
- EIN
- 95-3341023
- Plan number
- 003
- Location
- Bakersfield, CA
- Participants
- 147
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $32,577,782
- Net assets (EOY)
- $32,577,782
- Employer contributions
- $439,484
- Participant contributions
- $858,293
- Total income / additions
- $5,564,038
- Benefits paid
- $2,567,045
- Administrative expenses
- $39,228
- Total expenses
- $2,624,621
- Net increase / (decrease)
- $2,939,417
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Voya Retirement Insurance And Annui | SERVICE PROVIDER | $0 | $15,349 |
| Morningstar | SERVICE PROVIDER | $0 | $15,349 |
| Qualified Services Inc Dba Hicks Pe | TPA | $0 | $15,124 |
| Morningstar Investment Mgmt LLC | SERVICE PROVIDER | $14,649 | $0 |