2023 Form 5500 filing — Western Refinery Services, 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 20241014161620NAL0026687633001) for Western Refinery Services, Inc. 401(K) Plan, reported by Western Refinery Services, Inc. under EIN 91-1473401 and plan number 001. It reports 224 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014161620NAL0026687633001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Western Refinery Services, Inc.
- EIN
- 91-1473401
- Plan number
- 001
- Location
- Ferndale, WA
- Participants
- 224
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,630,563
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,630,563
- Employer contributions
- $349,501
- Participant contributions
- $818,858
- Total income / additions
- $2,702,587
- Benefits paid
- $924,195
- Administrative expenses
- $56,846
- Total expenses
- $981,041
- Net increase / (decrease)
- $1,721,546
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| American Northwest Advisory Service | NONE | $38,872 | not reported in the loaded dataset |
| American Northwest Rps | NONE | $13,258 | $0 |