Texas Oil & Chemical Co. Ii, Inc. 401(K) Plan — Form 5500 plan (Texas Oil & Chemical Co. Ii, 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, Texas Oil & Chemical Co. Ii, Inc. 401(K) Plan is a benefit plan reported by Texas Oil & Chemical Co. Ii, Inc. under EIN 74-2001879 and plan number 001. The latest loaded filing year is 2023. The filing reports 357 participants and $31,919,806 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Texas Oil & Chemical Co. Ii, Inc.
- EIN
- 74-2001879
- Plan number
- 001
- Plan type
- 2
- Location
- Silsbee, TX
- Latest filing year
- 2023
- Participants
- 357
- End-of-year plan assets
- $31,919,806
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 357 | H, C | 20241009161620NAL0038420786001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $31,919,806
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $31,919,806
- Net assets (BOY)
- $27,085,903
Income & contributions
- Employer contributions
- $1,384,831
- Participant contributions
- $2,000,626
- Total contributions
- $3,385,457
- Total income / additions
- $7,948,479
Expenses & distributions
- Benefits paid
- $3,042,276
- Administrative expenses
- $72,300
- Total expenses
- $3,114,576
- Net increase / (decrease)
- $4,833,903
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $72,300 | $0 | 2023 |
| Raymond James Fin Svcs Advisors | INVESTMENT ADVISORY | $0 | $32,827 | 2023 |
| Concurrent Investment Advisors, LLC | INVESTMENT ADVISORY | $0 | $22,573 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Texas Oil & Chemical Co. Ii, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Silsbee, TX
- Principal Life Insurance Company — Schedule C compensation
- Raymond James Fin Svcs Advisors — Schedule C compensation
- Concurrent Investment Advisors, LLC — Schedule C compensation