2023 Form 5500 filing — Cadence Petroleum Group Employees' Supplemental Retirement 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 20250113133238NAL0030171392001) for Cadence Petroleum Group Employees' Supplemental Retirement 401(K) Plan, reported by Pugh Lubricants LLC under EIN 81-4084872 and plan number 001. It reports 803 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250113133238NAL0030171392001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pugh Lubricants LLC
- EIN
- 81-4084872
- Plan number
- 001
- Location
- Asheboro, NC
- Participants
- 803
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $26,581,770
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,581,770
- Employer contributions
- $1,228,694
- Participant contributions
- $2,173,842
- Total income / additions
- $7,019,331
- Benefits paid
- $2,952,358
- Administrative expenses
- $28,257
- Total expenses
- $2,980,615
- Net increase / (decrease)
- $4,038,716
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| T. Rowe Price Rps, Inc. | NONE | $28,257 | $0 |
| Eagle Asset | NONE | $0 | $0 |
| Pimco Funds | NONE | $0 | $0 |
| American Funds | NONE | $0 | $0 |
| Fidelity | NONE | $0 | $0 |
| Prudential Jennison | NONE | $0 | $0 |
| Mfs Funds | NONE | $0 | $0 |
| Jp Morgan Funds | NONE | $0 | $0 |
| Cohen & Steers Funds | NONE | $0 | $0 |
| American Century Investment Managem | NONE | $0 | $0 |