Plan5500

American Refining Group Employee Stock Ownership 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 Employee Stock Ownership Plan is a benefit plan reported by American Refining Group, Inc. under EIN 22-2318612 and plan number 002. The latest loaded filing year is 2023. The filing reports 458 participants and $48,716,172 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
002
Plan type
2
Location
Pittsburgh, PA
Latest filing year
2023
Participants
458
End-of-year plan assets
$48,716,172

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023458H, C20240805143357NAL0001393185001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$48,716,172
Total liabilities (EOY)
$0
Net assets (EOY)
$48,716,172
Net assets (BOY)
$40,799,475

Income & contributions

Employer contributions
$1,100,000
Total contributions
$1,100,000
Total income / additions
$9,794,943

Expenses & distributions

Benefits paid
$1,678,386
Administrative expenses
$199,860
Total expenses
$1,878,246
Net increase / (decrease)
$7,916,697

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ubs Financial Services, IncINVESTMENT ADVISORS$153,926not reported in the loaded dataset2023
Ti Trust ServicesINSTITUTIONAL TRUSTEE$43,659not reported in the loaded dataset2023

Related Form 5500 pages