Lima Refining Company And Superior Refining Company LLC 401(K) Plan — Form 5500 plan (Lima Refining Company)
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, Lima Refining Company And Superior Refining Company LLC 401(K) Plan is a benefit plan reported by Lima Refining Company under EIN 22-3948622 and plan number 002. The latest loaded filing year is 2023. The filing reports 510 participants and $120,829,745 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lima Refining Company
- EIN
- 22-3948622
- Plan number
- 002
- Plan type
- 2
- Location
- Lima, OH
- Latest filing year
- 2023
- Participants
- 510
- End-of-year plan assets
- $120,829,745
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 510 | H, C | 20241014143842NAL0053998002001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $120,829,745
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $120,829,745
- Net assets (BOY)
- $92,597,674
Income & contributions
- Employer contributions
- $10,978,991
- Participant contributions
- $9,645,276
- Total contributions
- $22,425,098
- Total income / additions
- $40,511,165
Expenses & distributions
- Benefits paid
- $8,890,415
- Administrative expenses
- $7,600
- Total expenses
- $8,912,978
- Net increase / (decrease)
- $31,598,187
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $11,910 | $0 | 2023 |