2023 Form 5500 filing — Petroleum Traders Corporation 401(K) Salary Reduction 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 20241226111429NAL0019981792001) for Petroleum Traders Corporation 401(K) Salary Reduction Plan And Trust, reported by Petroleum Traders Corporation under EIN 35-1462227 and plan number 001. It reports 128 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241226111429NAL0019981792001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Petroleum Traders Corporation
- EIN
- 35-1462227
- Plan number
- 001
- Location
- Fort Wayne, IN
- Participants
- 128
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,532,703
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,532,703
- Employer contributions
- $500,838
- Participant contributions
- $603,519
- Total income / additions
- $2,580,700
- Benefits paid
- $1,994,463
- Administrative expenses
- $52,711
- Total expenses
- $2,047,174
- Net increase / (decrease)
- $533,526
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sym Financial Corporation | INVESTMENT ADVISOR | $43,611 | not reported in the loaded dataset |
| Ascensus Holdings Inc Dba Futurepla | CONTACT ADMIN | $1,085 | $10,000 |
| Empower Annuity Insurance Company | RECORD KEEPER | $7,940 | $0 |