Western Refinery Services, Inc. 401(K) Plan — Form 5500 plan (Western Refinery Services, 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, Western Refinery Services, Inc. 401(K) Plan is a benefit plan reported by Western Refinery Services, Inc. under EIN 91-1473401 and plan number 001. The latest loaded filing year is 2023. The filing reports 224 participants and $10,630,563 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Western Refinery Services, Inc.
EIN
91-1473401
Plan number
001
Plan type
2
Location
Ferndale, WA
Latest filing year
2023
Participants
224
End-of-year plan assets
$10,630,563

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023224H, C20241014161620NAL0026687633001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,630,563
Total liabilities (EOY)
$0
Net assets (EOY)
$10,630,563
Net assets (BOY)
$8,909,017

Income & contributions

Employer contributions
$349,501
Participant contributions
$818,858
Total contributions
$1,168,359
Total income / additions
$2,702,587

Expenses & distributions

Benefits paid
$924,195
Administrative expenses
$56,846
Total expenses
$981,041
Net increase / (decrease)
$1,721,546

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
American Northwest Advisory ServiceNONE$38,872not reported in the loaded dataset2023
American Northwest RpsNONE$13,258$02023

Related Form 5500 pages