Original filing (PDF)20251015162227NAL0002743315001

PACIFIC STATES PETROLEUM

Name: PACIFIC STATES PETROLEUM — PACIFIC STATES PETROLEUM EMPLOYEE STOCK OWNERSHIP PLAN, Form 5500 (2024)
Creator: PACIFIC STATES PETROLEUM

Form 5500

FILING_RECEIVED

PACIFIC STATES PETROLEUM EMPLOYEE STOCK OWNERSHIP PLAN

Defined-contribution retirement plan

Signals · 3

100% in single holding100% employer stockNo recordkeeper disclosed

Active participants

157

Accounts w/ balance

161

Plan assets (EOY)

$19.5M

Net assets (EOY)

-$41.6M

How this plan invests

This plan

1 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PACIFIC STATES PETROLEUM.

Plan sponsor

Name

PACIFIC STATES PETROLEUM

EIN

38-3646048

Address

2278 PIKE COURT · CONCORD, CA · 94520

Phone

(800) 679-1700

Industry

Wholesale Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2P · Leveraged ESOP

3I · Requires investment in employer securities

Audit & trust (Schedule H)

Auditor

BPM LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 direct security· $19.5M(100% of reported assets)

PI	Investment	Type	Shares / units	Cost	Current value	% of plan
	Pacific States Petroleum, Inc. 2,000,000 Common Stock	—	—	$70.0M	$19.5M	100.0%

Related plans

Similar-size Wholesale Trade plans

NOURIA ENERGY CORPORATION

NOURIA 401(K) RETIREMENT PLAN

$19.3M · 2,140 participants

MVP HOLDINGS, LLC

MVP HOLDINGS RETIREMENT PLAN

$19.3M · 150 participants

PETROCHINA INTERNATIONAL (AMERICA), INC.

PCIA 401(K) PLAN

$19.9M · 89 participants

REIMER BROS INC

REIMER BROS., INC. EMPLOYEE PROFIT SHARING & RETIREMENT TRUST

$19.0M · 15 participants

THE MCPHERSON COMPANIES, INC.

THE MCPHERSON COMPANIES, INC. 401K RETIREMENT PLAN

$20.0M · 265 participants