San Joaquin Refining Company 401k Plan — Form 5500 plan (San Joaquin Refining Company, 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, San Joaquin Refining Company 401k Plan is a benefit plan reported by San Joaquin Refining Company, Inc. under EIN 95-3341023 and plan number 003. The latest loaded filing year is 2023. The filing reports 147 participants and $32,577,782 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- San Joaquin Refining Company, Inc.
- EIN
- 95-3341023
- Plan number
- 003
- Plan type
- 2
- Location
- Bakersfield, CA
- Latest filing year
- 2023
- Participants
- 147
- End-of-year plan assets
- $32,577,782
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 147 | H, C | 20241010163831NAL0010272883001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $32,577,782
- Net assets (EOY)
- $32,577,782
- Net assets (BOY)
- $29,638,365
Income & contributions
- Employer contributions
- $439,484
- Participant contributions
- $858,293
- Total contributions
- $1,346,668
- Total income / additions
- $5,564,038
Expenses & distributions
- Benefits paid
- $2,567,045
- Administrative expenses
- $39,228
- Total expenses
- $2,624,621
- Net increase / (decrease)
- $2,939,417
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Voya Retirement Insurance And Annui | SERVICE PROVIDER | $0 | $15,349 | 2023 |
| Morningstar | SERVICE PROVIDER | $0 | $15,349 | 2023 |
| Qualified Services Inc Dba Hicks Pe | TPA | $0 | $15,124 | 2023 |
| Morningstar Investment Mgmt LLC | SERVICE PROVIDER | $14,649 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for San Joaquin Refining Company, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Bakersfield, CA
- Voya Retirement Insurance And Annui — Schedule C compensation
- Morningstar — Schedule C compensation
- Qualified Services Inc Dba Hicks Pe — Schedule C compensation
- Morningstar Investment Mgmt LLC — Schedule C compensation