2023 Form 5500 filing — Petroleum Marketing Group 401(K) Profit Sharing Plan And Trust
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 20241015103518NAL0029268369001) for Petroleum Marketing Group 401(K) Profit Sharing Plan And Trust, reported by Petroleum Marketing Group, Inc. under EIN 52-2297962 and plan number 001. It reports 272 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015103518NAL0029268369001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Petroleum Marketing Group, Inc.
- EIN
- 52-2297962
- Plan number
- 001
- Location
- Falls Church, VA
- Participants
- 272
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,209,178
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,209,178
- Employer contributions
- $311,176
- Participant contributions
- $565,011
- Total income / additions
- $1,351,212
- Benefits paid
- $251,628
- Administrative expenses
- $18,458
- Total expenses
- $270,086
- Net increase / (decrease)
- $1,081,126
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Paychex, Inc. | PAYROLL PROVIDER | $5,249 | not reported in the loaded dataset |
| Fiduciary Wealth Management LLC | INVESTMENT ADVISORY - PL | $4,622 | not reported in the loaded dataset |
| Transamerica Financial Life Insuran | RECORDKEEPER | $2,865 | $0 |
| Dwc-The 401(K) Experts | TPA | $912 | $0 |