Petroleum Marketing Group 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Petroleum Marketing 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, Petroleum Marketing Group 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Petroleum Marketing Group, Inc. under EIN 52-2297962 and plan number 001. The latest loaded filing year is 2023. The filing reports 272 participants and $3,209,178 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Petroleum Marketing Group, Inc.
- EIN
- 52-2297962
- Plan number
- 001
- Plan type
- 2
- Location
- Falls Church, VA
- Latest filing year
- 2023
- Participants
- 272
- End-of-year plan assets
- $3,209,178
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 272 | H, C | 20241015103518NAL0029268369001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,209,178
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,209,178
- Net assets (BOY)
- $2,128,052
Income & contributions
- Employer contributions
- $311,176
- Participant contributions
- $565,011
- Total contributions
- $904,916
- Total income / additions
- $1,351,212
Expenses & distributions
- Benefits paid
- $251,628
- Administrative expenses
- $18,458
- Total expenses
- $270,086
- Net increase / (decrease)
- $1,081,126
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Paychex, Inc. | PAYROLL PROVIDER | $5,249 | not reported in the loaded dataset | 2023 |
| Fiduciary Wealth Management LLC | INVESTMENT ADVISORY - PL | $4,622 | not reported in the loaded dataset | 2023 |
| Transamerica Financial Life Insuran | RECORDKEEPER | $2,865 | $0 | 2023 |
| Dwc-The 401(K) Experts | TPA | $912 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Petroleum Marketing Group, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Falls Church, VA
- Paychex, Inc. — Schedule C compensation
- Fiduciary Wealth Management LLC — Schedule C compensation
- Transamerica Financial Life Insuran — Schedule C compensation
- Dwc-The 401(K) Experts — Schedule C compensation