2023 Form 5500 filing — Maxum Petroleum 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 20250220151008NAL0012413650001) for Maxum Petroleum 401(K) Plan, reported by Maxum Petroleum Operating Company under EIN 26-3908405 and plan number 001. It reports 1,482 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250220151008NAL0012413650001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Maxum Petroleum Operating Company
- EIN
- 26-3908405
- Plan number
- 001
- Location
- Grapevine, TX
- Participants
- 1,482
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $60,630,230
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $60,630,230
- Employer contributions
- $2,161,804
- Participant contributions
- $5,559,105
- Total income / additions
- $15,881,757
- Benefits paid
- $6,697,325
- Administrative expenses
- $246,173
- Total expenses
- $6,943,498
- Net increase / (decrease)
- $8,938,259
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $203,078 | $0 |
| Rather & Kittrell, Inc | INVESTMENT ADVISORY | $18,750 | not reported in the loaded dataset |
| Weaver And Tidwell,Llp | CONTRACT ADMINISTRATOR | $18,095 | not reported in the loaded dataset |
| Rather & Kittrell, Inc | INVESTMENT ADVISORY | $6,250 | not reported in the loaded dataset |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 |