Refuel 401(K) Plan — Form 5500 plan (Refuel Operating Company, LLC)
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, Refuel 401(K) Plan is a benefit plan reported by Refuel Operating Company, LLC under EIN 83-3953394 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,223 participants and $5,790,192 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Refuel Operating Company, LLC
- EIN
- 83-3953394
- Plan number
- 001
- Plan type
- 2
- Location
- North Charleston, SC
- Latest filing year
- 2023
- Participants
- 2,223
- End-of-year plan assets
- $5,790,192
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,223 | H, C | 20260203122624NAL0002645793001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,790,192
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,790,192
- Net assets (BOY)
- $3,936,747
Income & contributions
- Employer contributions
- $603,017
- Participant contributions
- $1,131,961
- Total contributions
- $2,147,788
- Total income / additions
- $2,856,580
Expenses & distributions
- Benefits paid
- $930,539
- Administrative expenses
- $72,596
- Total expenses
- $1,003,135
- Net increase / (decrease)
- $1,853,445
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $68,790 | $0 | 2023 |
| First Citizens Investor Services, I | OTHER SERVICES | $0 | $24,881 | 2023 |
| Regions Bank | INVESTMENT ADVISORY | $3,806 | $6 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Refuel Operating Company, LLC
- 2023 Form 5500 filing
- Form 5500 filings in SC
- 401(k) and benefit plan filings in North Charleston, SC
- Principal Life Insurance Company — Schedule C compensation
- First Citizens Investor Services, I — Schedule C compensation
- Regions Bank — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation