American Refining Group, Inc. 401(K) Plan — Form 5500 plan (American Refining Group, Inc.)

Plain-English plan 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, American Refining Group, Inc. 401(K) Plan is a benefit plan reported by American Refining Group, Inc. under EIN 22-2318612 and plan number 001. The latest loaded filing year is 2023. The filing reports 396 participants and $50,573,649 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
American Refining Group, Inc.
EIN
22-2318612
Plan number
001
Plan type
2
Location
Pittsburgh, PA
Latest filing year
2023
Participants
396
End-of-year plan assets
$50,573,649

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023396H, C20240805103916NAL0000631763001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$50,573,649
Total liabilities (EOY)
$0
Net assets (EOY)
$50,573,649
Net assets (BOY)
$43,145,600

Income & contributions

Employer contributions
$1,419,792
Participant contributions
$2,717,687
Total contributions
$4,712,588
Total income / additions
$11,978,287

Expenses & distributions

Benefits paid
$4,395,336
Administrative expenses
$154,902
Total expenses
$4,550,238
Net increase / (decrease)
$7,428,049

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ubs Financial Services Inc.RETAINED BY EMPLOYER$94,021not reported in the loaded dataset2023
John HancockRETAINED BY EMPLOYER$60,881$02023

Related Form 5500 pages