Refinery Terminal Fire Company 401(K) Profit Sharing Plan — Form 5500 plan (Refinery Terminal Fire 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, Refinery Terminal Fire Company 401(K) Profit Sharing Plan is a benefit plan reported by Refinery Terminal Fire Company under EIN 74-1073223 and plan number 002. The latest loaded filing year is 2023. The filing reports 117 participants and $9,327,044 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Refinery Terminal Fire Company
- EIN
- 74-1073223
- Plan number
- 002
- Plan type
- 2
- Location
- Corpus Christi, TX
- Latest filing year
- 2023
- Participants
- 117
- End-of-year plan assets
- $9,327,044
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 117 | H, C | 20241031085459NAL0002423328001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,327,044
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,327,044
- Net assets (BOY)
- $7,808,049
Income & contributions
- Employer contributions
- $230,658
- Participant contributions
- $753,127
- Total contributions
- $983,785
- Total income / additions
- $2,303,591
Expenses & distributions
- Benefits paid
- $594,918
- Administrative expenses
- $118,818
- Total expenses
- $784,596
- Net increase / (decrease)
- $1,518,995
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Securities, Inc. | RIA | $69,089 | not reported in the loaded dataset | 2023 |
| John Hancock Life Insurance Company | RECORDKEEPER | $1,082 | not reported in the loaded dataset | 2023 |