HF SINCLAIR has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan HF SINCLAIR CORPORATION LEGACY PUGET SOUND REFINERY 401(K) PLAN
| Measure | Date | Value |
|---|
| 2023 : HF SINCLAIR CORPORATION LEGACY PUGET SOUND REFINERY 401(K) PLAN 2023 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2023-12-31 | $10,343 |
| Total unrealized appreciation/depreciation of assets | 2023-12-31 | $10,343 |
| Total transfer of assets from this plan | 2023-12-31 | $1,147,198 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total income from all sources (including contributions) | 2023-12-31 | $18,674,458 |
| Total loss/gain on sale of assets | 2023-12-31 | $-202 |
| Total of all expenses incurred | 2023-12-31 | $1,031,669 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $990,075 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $14,007,012 |
| Value of total assets at end of year | 2023-12-31 | $34,668,929 |
| Value of total assets at beginning of year | 2023-12-31 | $18,173,338 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $41,594 |
| Total interest from all sources | 2023-12-31 | $53,415 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $137,948 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-12-31 | $134,786 |
| Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
| Value of fidelity bond cover | 2023-12-31 | $10,000,000 |
| If this is an individual account plan, was there a blackout period | 2023-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
| Contributions received from participants | 2023-12-31 | $5,762,059 |
| Participant contributions at end of year | 2023-12-31 | $901,214 |
| Participant contributions at beginning of year | 2023-12-31 | $374,417 |
| Assets. Other investments not covered elsewhere at end of year | 2023-12-31 | $1,647,808 |
| Assets. Other investments not covered elsewhere at beginning of year | 2023-12-31 | $627,815 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-12-31 | $195,573 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2023-12-31 | $2,009 |
| Other income not declared elsewhere | 2023-12-31 | $220,344 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Value of net income/loss | 2023-12-31 | $17,642,789 |
| Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $34,668,929 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $18,173,338 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
| Investment advisory and management fees | 2023-12-31 | $16,251 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-12-31 | $7,375,789 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-12-31 | $3,343,044 |
| Value of interest in pooled separate accounts at end of year | 2023-12-31 | $7,847,941 |
| Value of interest in pooled separate accounts at beginning of year | 2023-12-31 | $4,482,811 |
| Interest on participant loans | 2023-12-31 | $53,415 |
| Value of interest in common/collective trusts at end of year | 2023-12-31 | $16,758,311 |
| Value of interest in common/collective trusts at beginning of year | 2023-12-31 | $9,279,271 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-12-31 | $688,147 |
| Net investment gain/loss from pooled separate accounts | 2023-12-31 | $1,246,851 |
| Net investment gain or loss from common/collective trusts | 2023-12-31 | $2,310,600 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
| Assets. Invements in employer securities at end of year | 2023-12-31 | $127,217 |
| Assets. Invements in employer securities at beginning of year | 2023-12-31 | $57,540 |
| Contributions received in cash from employer | 2023-12-31 | $8,049,380 |
| Employer contributions (assets) at end of year | 2023-12-31 | $10,649 |
| Employer contributions (assets) at beginning of year | 2023-12-31 | $8,440 |
| Income. Dividends from common stock | 2023-12-31 | $3,162 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $988,066 |
| Contract administrator fees | 2023-12-31 | $25,343 |
| Did the plan have assets held for investment | 2023-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
| Aggregate proceeds on sale of assets | 2023-12-31 | $5,888 |
| Aggregate carrying amount (costs) on sale of assets | 2023-12-31 | $6,090 |
| Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
| Accountancy firm name | 2023-12-31 | THE CJ CPA GROUP, PLLC |
| Accountancy firm EIN | 2023-12-31 | 274461251 |
| Unrealized appreciation/depreciation of other (non real estate) assets | 2023-01-01 | $10,343 |
| Total unrealized appreciation/depreciation of assets | 2023-01-01 | $10,343 |
| Total transfer of assets from this plan | 2023-01-01 | $1,147,198 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $0 |
| Total income from all sources (including contributions) | 2023-01-01 | $18,674,458 |
| Total loss/gain on sale of assets | 2023-01-01 | $-202 |
| Total of all expenses incurred | 2023-01-01 | $1,031,669 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-01-01 | $990,075 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-01-01 | $14,007,012 |
| Value of total assets at end of year | 2023-01-01 | $34,668,929 |
| Value of total assets at beginning of year | 2023-01-01 | $18,173,338 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-01-01 | $41,594 |
| Total interest from all sources | 2023-01-01 | $53,415 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-01-01 | $137,948 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-01-01 | $134,786 |
| Was this plan covered by a fidelity bond | 2023-01-01 | Yes |
| Value of fidelity bond cover | 2023-01-01 | $10,000,000 |
| If this is an individual account plan, was there a blackout period | 2023-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-01-01 | No |
| Contributions received from participants | 2023-01-01 | $5,762,059 |
| Participant contributions at end of year | 2023-01-01 | $901,214 |
| Participant contributions at beginning of year | 2023-01-01 | $374,417 |
| Assets. Other investments not covered elsewhere at end of year | 2023-01-01 | $1,647,808 |
| Assets. Other investments not covered elsewhere at beginning of year | 2023-01-01 | $627,815 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-01-01 | $195,573 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2023-01-01 | $2,009 |
| Other income not declared elsewhere | 2023-01-01 | $220,344 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Value of net income/loss | 2023-01-01 | $17,642,789 |
| Value of net assets at end of year (total assets less liabilities) | 2023-01-01 | $34,668,929 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-01-01 | $18,173,338 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-01-01 | No |
| Investment advisory and management fees | 2023-01-01 | $16,251 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-01-01 | $7,375,789 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-01-01 | $3,343,044 |
| Value of interest in pooled separate accounts at end of year | 2023-01-01 | $7,847,941 |
| Value of interest in pooled separate accounts at beginning of year | 2023-01-01 | $4,482,811 |
| Interest on participant loans | 2023-01-01 | $53,415 |
| Value of interest in common/collective trusts at end of year | 2023-01-01 | $16,758,311 |
| Value of interest in common/collective trusts at beginning of year | 2023-01-01 | $9,279,271 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-01-01 | $688,147 |
| Net investment gain/loss from pooled separate accounts | 2023-01-01 | $1,246,851 |
| Net investment gain or loss from common/collective trusts | 2023-01-01 | $2,310,600 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-01-01 | No |
| Assets. Invements in employer securities at end of year | 2023-01-01 | $127,217 |
| Assets. Invements in employer securities at beginning of year | 2023-01-01 | $57,540 |
| Contributions received in cash from employer | 2023-01-01 | $8,049,380 |
| Employer contributions (assets) at end of year | 2023-01-01 | $10,649 |
| Employer contributions (assets) at beginning of year | 2023-01-01 | $8,440 |
| Income. Dividends from common stock | 2023-01-01 | $3,162 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-01-01 | $988,066 |
| Contract administrator fees | 2023-01-01 | $25,343 |
| Did the plan have assets held for investment | 2023-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-01-01 | No |
| Aggregate proceeds on sale of assets | 2023-01-01 | $5,888 |
| Aggregate carrying amount (costs) on sale of assets | 2023-01-01 | $6,090 |
| Opinion of an independent qualified public accountant for this plan | 2023-01-01 | 1 |
| Accountancy firm name | 2023-01-01 | THE CJ CPA GROUP, PLLC |
| Accountancy firm EIN | 2023-01-01 | 274461251 |
| 2022 : HF SINCLAIR CORPORATION LEGACY PUGET SOUND REFINERY 401(K) PLAN 2022 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2022-12-31 | $3,092 |
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $3,092 |
| Total transfer of assets to this plan | 2022-12-31 | $3,302 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total income from all sources (including contributions) | 2022-12-31 | $15,559,786 |
| Total loss/gain on sale of assets | 2022-12-31 | $4,308 |
| Total of all expenses incurred | 2022-12-31 | $402,689 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $327,180 |
| Value of total corrective distributions | 2022-12-31 | $45,452 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $16,984,180 |
| Value of total assets at end of year | 2022-12-31 | $18,173,338 |
| Value of total assets at beginning of year | 2022-12-31 | $3,012,939 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $30,057 |
| Total interest from all sources | 2022-12-31 | $9,003 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $60,269 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $59,415 |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $10,000,000 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Contributions received from participants | 2022-12-31 | $5,788,192 |
| Participant contributions at end of year | 2022-12-31 | $374,417 |
| Participant contributions at beginning of year | 2022-12-31 | $444 |
| Assets. Other investments not covered elsewhere at end of year | 2022-12-31 | $627,815 |
| Assets. Other investments not covered elsewhere at beginning of year | 2022-12-31 | $27,188 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $3,194,081 |
| Other income not declared elsewhere | 2022-12-31 | $-79,372 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $15,157,097 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $18,173,338 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $3,012,939 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Investment advisory and management fees | 2022-12-31 | $6,257 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $3,343,044 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $610,688 |
| Value of interest in pooled separate accounts at end of year | 2022-12-31 | $4,482,811 |
| Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $802,142 |
| Interest on participant loans | 2022-12-31 | $9,003 |
| Value of interest in common/collective trusts at end of year | 2022-12-31 | $9,279,271 |
| Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $1,569,148 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-328,148 |
| Net investment gain/loss from pooled separate accounts | 2022-12-31 | $-326,108 |
| Net investment gain or loss from common/collective trusts | 2022-12-31 | $-767,438 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Assets. Invements in employer securities at end of year | 2022-12-31 | $57,540 |
| Assets. Invements in employer securities at beginning of year | 2022-12-31 | $2,963 |
| Contributions received in cash from employer | 2022-12-31 | $8,001,907 |
| Employer contributions (assets) at end of year | 2022-12-31 | $8,440 |
| Employer contributions (assets) at beginning of year | 2022-12-31 | $366 |
| Income. Dividends from common stock | 2022-12-31 | $854 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $327,180 |
| Contract administrator fees | 2022-12-31 | $23,800 |
| Did the plan have assets held for investment | 2022-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Aggregate proceeds on sale of assets | 2022-12-31 | $11,754 |
| Aggregate carrying amount (costs) on sale of assets | 2022-12-31 | $7,446 |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | THE CJ CPA GROUP, PLLC |
| Accountancy firm EIN | 2022-12-31 | 274461251 |
| Unrealized appreciation/depreciation of other (non real estate) assets | 2022-01-01 | $3,092 |
| Total unrealized appreciation/depreciation of assets | 2022-01-01 | $3,092 |
| Total transfer of assets to this plan | 2022-01-01 | $3,302 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total income from all sources (including contributions) | 2022-01-01 | $15,559,786 |
| Total loss/gain on sale of assets | 2022-01-01 | $4,308 |
| Total of all expenses incurred | 2022-01-01 | $402,689 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $327,180 |
| Value of total corrective distributions | 2022-01-01 | $45,452 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $16,984,180 |
| Value of total assets at end of year | 2022-01-01 | $18,173,338 |
| Value of total assets at beginning of year | 2022-01-01 | $3,012,939 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $30,057 |
| Total interest from all sources | 2022-01-01 | $9,003 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-01-01 | $60,269 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-01-01 | $59,415 |
| Was this plan covered by a fidelity bond | 2022-01-01 | Yes |
| Value of fidelity bond cover | 2022-01-01 | $10,000,000 |
| If this is an individual account plan, was there a blackout period | 2022-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-01-01 | No |
| Contributions received from participants | 2022-01-01 | $5,788,192 |
| Participant contributions at end of year | 2022-01-01 | $374,417 |
| Participant contributions at beginning of year | 2022-01-01 | $444 |
| Assets. Other investments not covered elsewhere at end of year | 2022-01-01 | $627,815 |
| Assets. Other investments not covered elsewhere at beginning of year | 2022-01-01 | $27,188 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-01-01 | $3,194,081 |
| Other income not declared elsewhere | 2022-01-01 | $-79,372 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Value of net income/loss | 2022-01-01 | $15,157,097 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $18,173,338 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $3,012,939 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-01-01 | No |
| Investment advisory and management fees | 2022-01-01 | $6,257 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-01-01 | $3,343,044 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-01-01 | $610,688 |
| Value of interest in pooled separate accounts at end of year | 2022-01-01 | $4,482,811 |
| Value of interest in pooled separate accounts at beginning of year | 2022-01-01 | $802,142 |
| Interest on participant loans | 2022-01-01 | $9,003 |
| Value of interest in common/collective trusts at end of year | 2022-01-01 | $9,279,271 |
| Value of interest in common/collective trusts at beginning of year | 2022-01-01 | $1,569,148 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-01-01 | $-328,148 |
| Net investment gain/loss from pooled separate accounts | 2022-01-01 | $-326,108 |
| Net investment gain or loss from common/collective trusts | 2022-01-01 | $-767,438 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-01-01 | No |
| Assets. Invements in employer securities at end of year | 2022-01-01 | $57,540 |
| Assets. Invements in employer securities at beginning of year | 2022-01-01 | $2,963 |
| Contributions received in cash from employer | 2022-01-01 | $8,001,907 |
| Employer contributions (assets) at end of year | 2022-01-01 | $8,440 |
| Employer contributions (assets) at beginning of year | 2022-01-01 | $366 |
| Income. Dividends from common stock | 2022-01-01 | $854 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $327,180 |
| Contract administrator fees | 2022-01-01 | $23,800 |
| Did the plan have assets held for investment | 2022-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-01-01 | No |
| Aggregate proceeds on sale of assets | 2022-01-01 | $11,754 |
| Aggregate carrying amount (costs) on sale of assets | 2022-01-01 | $7,446 |
| Opinion of an independent qualified public accountant for this plan | 2022-01-01 | 1 |
| Accountancy firm name | 2022-01-01 | THE CJ CPA GROUP, PLLC |
| Accountancy firm EIN | 2022-01-01 | 274461251 |
