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TAYLOR OIL CO., INC. 401(K) PLAN 401k Plan overview

Plan NameTAYLOR OIL CO., INC. 401(K) PLAN
Plan identification number 003

TAYLOR OIL CO., INC. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

TAYLOR OIL CO., INC. has sponsored the creation of one or more 401k plans.

Company Name:TAYLOR OIL CO., INC.
Employer identification number (EIN):221739466
NAIC Classification:424700

Additional information about TAYLOR OIL CO., INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1983-05-16
Company Identification Number: G38578
Legal Registered Office Address: 900 S. VERONA AVE.

AVON PARK

33825

More information about TAYLOR OIL CO., INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAYLOR OIL CO., INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032023-01-01
0032022-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01JODI GRANDUKE
0032016-01-01JODI GRANDUKE
0032015-01-01JODI GRANDUKE
0032014-01-01JODI GRANDUKE
0032013-01-01JODI GRANDUKE
0032012-01-01JODI GRANDUKE
0032011-01-01JODI GRANDUKE
0032010-01-01FRANKIE J. SPALDING
0032009-01-01FRANKIE J. SPALDING FRANKIE J. SPALDING2010-10-07

Plan Statistics for TAYLOR OIL CO., INC. 401(K) PLAN

401k plan membership statisitcs for TAYLOR OIL CO., INC. 401(K) PLAN

Measure Date Value
2023: TAYLOR OIL CO., INC. 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01180
Total number of active participants reported on line 7a of the Form 55002023-01-01147
Number of retired or separated participants receiving benefits2023-01-011
Number of other retired or separated participants entitled to future benefits2023-01-0118
Total of all active and inactive participants2023-01-01166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-011
Total participants2023-01-01167
Number of participants with account balances2023-01-01101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: TAYLOR OIL CO., INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01174
Total number of active participants reported on line 7a of the Form 55002022-01-01155
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-0113
Total of all active and inactive participants2022-01-01169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01170
Number of participants with account balances2022-01-01100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: TAYLOR OIL CO., INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01178
Total number of active participants reported on line 7a of the Form 55002021-01-01148
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-0114
Total of all active and inactive participants2021-01-01163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01163
Number of participants with account balances2021-01-0199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: TAYLOR OIL CO., INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01182
Total number of active participants reported on line 7a of the Form 55002020-01-01159
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-018
Total of all active and inactive participants2020-01-01168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01168
Number of participants with account balances2020-01-0198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: TAYLOR OIL CO., INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01178
Total number of active participants reported on line 7a of the Form 55002019-01-01160
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0111
Total of all active and inactive participants2019-01-01171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01171
Number of participants with account balances2019-01-0194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: TAYLOR OIL CO., INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01167
Total number of active participants reported on line 7a of the Form 55002018-01-01152
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-019
Total of all active and inactive participants2018-01-01161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01161
Number of participants with account balances2018-01-0192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: TAYLOR OIL CO., INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01177
Total number of active participants reported on line 7a of the Form 55002017-01-01155
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-019
Total of all active and inactive participants2017-01-01164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01164
Number of participants with account balances2017-01-0187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: TAYLOR OIL CO., INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01164
Total number of active participants reported on line 7a of the Form 55002016-01-01153
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0110
Total of all active and inactive participants2016-01-01163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01163
Number of participants with account balances2016-01-0188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: TAYLOR OIL CO., INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01165
Total number of active participants reported on line 7a of the Form 55002015-01-01151
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-018
Total of all active and inactive participants2015-01-01159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01159
Number of participants with account balances2015-01-0185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: TAYLOR OIL CO., INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01152
Total number of active participants reported on line 7a of the Form 55002014-01-01139
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0111
Total of all active and inactive participants2014-01-01150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01150
Number of participants with account balances2014-01-0191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: TAYLOR OIL CO., INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01149
Total number of active participants reported on line 7a of the Form 55002013-01-01132
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0113
Total of all active and inactive participants2013-01-01145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01145
Number of participants with account balances2013-01-0190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: TAYLOR OIL CO., INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01148
Total number of active participants reported on line 7a of the Form 55002012-01-01127
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0111
Total of all active and inactive participants2012-01-01138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01138
Number of participants with account balances2012-01-0187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: TAYLOR OIL CO., INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01152
Total number of active participants reported on line 7a of the Form 55002011-01-01130
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0113
Total of all active and inactive participants2011-01-01143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01143
Number of participants with account balances2011-01-0192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: TAYLOR OIL CO., INC. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01151
Total number of active participants reported on line 7a of the Form 55002010-01-01133
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0115
Total of all active and inactive participants2010-01-01148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01148
Number of participants with account balances2010-01-0198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-015
2009: TAYLOR OIL CO., INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01178
Total number of active participants reported on line 7a of the Form 55002009-01-01134
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0114
Total of all active and inactive participants2009-01-01148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01148
Number of participants with account balances2009-01-01100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on TAYLOR OIL CO., INC. 401(K) PLAN

Measure Date Value
2023 : TAYLOR OIL CO., INC. 401(K) PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total transfer of assets to this plan2023-12-31$0
Total transfer of assets from this plan2023-12-31$0
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$1,966,457
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$1,267,857
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$1,214,190
Expenses. Certain deemed distributions of participant loans2023-12-31$24,696
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$603,453
Value of total assets at end of year2023-12-31$10,520,658
Value of total assets at beginning of year2023-12-31$9,822,058
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$28,971
Total interest from all sources2023-12-31$9,829
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$35,722
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$35,722
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$602,937
Participant contributions at end of year2023-12-31$127,274
Participant contributions at beginning of year2023-12-31$193,510
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$516
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$698,600
Value of net assets at end of year (total assets less liabilities)2023-12-31$10,520,658
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$9,822,058
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$20,087
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$992,789
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$841,098
Interest on participant loans2023-12-31$9,829
Value of interest in common/collective trusts at end of year2023-12-31$9,400,595
Value of interest in common/collective trusts at beginning of year2023-12-31$8,787,450
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$147,375
Net investment gain or loss from common/collective trusts2023-12-31$1,170,078
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$1,214,190
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31CLIFTONLARSONALLEN
Accountancy firm EIN2023-12-31410746749
2022 : TAYLOR OIL CO., INC. 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$0
Total transfer of assets from this plan2022-12-31$0
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$0
Total income from all sources (including contributions)2022-12-31$-1,241,476
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$982,313
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$949,541
Expenses. Certain deemed distributions of participant loans2022-12-31$1,667
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$668,446
Value of total assets at end of year2022-12-31$9,822,058
Value of total assets at beginning of year2022-12-31$12,045,847
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$31,105
Total interest from all sources2022-12-31$9,953
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$39,203
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$39,203
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$577,510
Participant contributions at end of year2022-12-31$193,510
Participant contributions at beginning of year2022-12-31$221,116
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$90,936
Administrative expenses (other) incurred2022-12-31$31,105
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,223,789
Value of net assets at end of year (total assets less liabilities)2022-12-31$9,822,058
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$12,045,847
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$841,098
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$989,001
Interest on participant loans2022-12-31$9,953
Value of interest in common/collective trusts at end of year2022-12-31$8,787,450
Value of interest in common/collective trusts at beginning of year2022-12-31$10,835,730
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-281,382
Net investment gain or loss from common/collective trusts2022-12-31$-1,677,696
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$949,541
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2022-12-31410746749
2021 : TAYLOR OIL CO., INC. 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$0
Total transfer of assets from this plan2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$1,798,160
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$940,855
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$907,785
Expenses. Certain deemed distributions of participant loans2021-12-31$863
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$559,862
Value of total assets at end of year2021-12-31$12,045,847
Value of total assets at beginning of year2021-12-31$11,188,542
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$32,207
Total interest from all sources2021-12-31$12,376
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$55,344
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$55,344
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$559,862
Participant contributions at end of year2021-12-31$221,116
Participant contributions at beginning of year2021-12-31$230,848
Other income not declared elsewhere2021-12-31$2,995
Administrative expenses (other) incurred2021-12-31$32,207
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$857,305
Value of net assets at end of year (total assets less liabilities)2021-12-31$12,045,847
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$11,188,542
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$989,001
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$775,387
Interest on participant loans2021-12-31$12,376
Value of interest in common/collective trusts at end of year2021-12-31$10,835,730
Value of interest in common/collective trusts at beginning of year2021-12-31$10,182,307
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$87,781
Net investment gain or loss from common/collective trusts2021-12-31$1,079,802
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$907,785
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31SOBEL & CO. LLC
Accountancy firm EIN2021-12-31221430039
2020 : TAYLOR OIL CO., INC. 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
Total transfer of assets from this plan2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$2,101
Total income from all sources (including contributions)2020-12-31$1,787,231
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,390,612
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,360,903
Expenses. Certain deemed distributions of participant loans2020-12-31$830
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$518,667
Value of total assets at end of year2020-12-31$11,188,542
Value of total assets at beginning of year2020-12-31$10,794,024
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$28,879
Total interest from all sources2020-12-31$12,140
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$13,888
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$13,888
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$509,105
Participant contributions at end of year2020-12-31$230,848
Participant contributions at beginning of year2020-12-31$231,987
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$9,562
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$122
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$2,101
Administrative expenses (other) incurred2020-12-31$28,879
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$396,619
Value of net assets at end of year (total assets less liabilities)2020-12-31$11,188,542
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$10,791,923
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$775,387
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$133,227
Interest on participant loans2020-12-31$12,140
Value of interest in common/collective trusts at end of year2020-12-31$10,182,307
Value of interest in common/collective trusts at beginning of year2020-12-31$10,428,810
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$70,664
Net investment gain or loss from common/collective trusts2020-12-31$1,171,872
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,360,781
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31SOBEL & CO. LLC
Accountancy firm EIN2020-12-31221430039
2019 : TAYLOR OIL CO., INC. 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets from this plan2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$2,101
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$2,316,131
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,664,643
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,655,256
Expenses. Certain deemed distributions of participant loans2019-12-31$6,104
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$617,805
Value of total assets at end of year2019-12-31$10,794,024
Value of total assets at beginning of year2019-12-31$10,140,435
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$3,283
Total interest from all sources2019-12-31$11,718
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,953
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,953
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31Yes
If this is an individual account plan, was there a blackout period2019-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$479,057
Participant contributions at end of year2019-12-31$231,987
Participant contributions at beginning of year2019-12-31$212,751
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$138,748
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$2,101
Administrative expenses (other) incurred2019-12-31$3,283
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$651,488
Value of net assets at end of year (total assets less liabilities)2019-12-31$10,791,923
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$10,140,435
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$133,227
Value of interest in pooled separate accounts at beginning of year2019-12-31$8,670,131
Interest on participant loans2019-12-31$11,718
Value of interest in common/collective trusts at end of year2019-12-31$10,428,810
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,257,553
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,219,886
Net investment gain/loss from pooled separate accounts2019-12-31$49,264
Net investment gain or loss from common/collective trusts2019-12-31$415,505
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,655,256
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31SOBEL & CO. LLC
Accountancy firm EIN2019-12-31221430039
2018 : TAYLOR OIL CO., INC. 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$81,701
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,271,445
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,249,457
Expenses. Certain deemed distributions of participant loans2018-12-31$19,660
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$461,362
Value of total assets at end of year2018-12-31$10,140,435
Value of total assets at beginning of year2018-12-31$11,330,179
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$2,328
Total interest from all sources2018-12-31$11,687
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$2,328
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$461,362
Participant contributions at end of year2018-12-31$212,751
Participant contributions at beginning of year2018-12-31$273,740
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,189,744
Value of net assets at end of year (total assets less liabilities)2018-12-31$10,140,435
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$11,330,179
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in pooled separate accounts at end of year2018-12-31$8,670,131
Value of interest in pooled separate accounts at beginning of year2018-12-31$9,535,079
Interest on participant loans2018-12-31$11,687
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,257,553
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,521,360
Net investment gain/loss from pooled separate accounts2018-12-31$-391,348
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,249,457
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31SOBEL & CO., LLC
Accountancy firm EIN2018-12-31221430039
2017 : TAYLOR OIL CO., INC. 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$76
Total income from all sources (including contributions)2017-12-31$2,119,490
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$658,977
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$655,361
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$530,788
Value of total assets at end of year2017-12-31$11,330,179
Value of total assets at beginning of year2017-12-31$9,869,742
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$3,616
Total interest from all sources2017-12-31$14,177
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$3,616
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$470,252
Participant contributions at end of year2017-12-31$273,740
Participant contributions at beginning of year2017-12-31$341,206
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$60,536
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$76
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,460,513
Value of net assets at end of year (total assets less liabilities)2017-12-31$11,330,179
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$9,869,666
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$9,535,079
Value of interest in pooled separate accounts at beginning of year2017-12-31$7,852,365
Interest on participant loans2017-12-31$14,177
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,521,360
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,676,171
Net investment gain/loss from pooled separate accounts2017-12-31$1,574,525
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$655,361
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31SOBEL & CO., LLC
Accountancy firm EIN2017-12-31221430039
2016 : TAYLOR OIL CO., INC. 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$76
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,186,957
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$133,141
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$130,584
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$530,265
Value of total assets at end of year2016-12-31$9,869,742
Value of total assets at beginning of year2016-12-31$8,815,850
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$2,557
Total interest from all sources2016-12-31$11,955
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$2,557
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$465,674
Participant contributions at end of year2016-12-31$341,206
Participant contributions at beginning of year2016-12-31$326,182
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$64,591
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$76
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,053,816
Value of net assets at end of year (total assets less liabilities)2016-12-31$9,869,666
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$8,815,850
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$7,852,365
Value of interest in pooled separate accounts at beginning of year2016-12-31$6,943,945
Interest on participant loans2016-12-31$11,955
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,676,171
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,545,723
Net investment gain/loss from pooled separate accounts2016-12-31$644,737
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$130,584
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31SOBEL & CO., LLC
Accountancy firm EIN2016-12-31221430039
2015 : TAYLOR OIL CO., INC. 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$516,370
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$824,102
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$788,907
Expenses. Certain deemed distributions of participant loans2015-12-31$32,881
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$447,571
Value of total assets at end of year2015-12-31$8,815,850
Value of total assets at beginning of year2015-12-31$9,123,582
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$2,314
Total interest from all sources2015-12-31$14,916
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$2,314
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$447,571
Participant contributions at end of year2015-12-31$326,182
Participant contributions at beginning of year2015-12-31$415,762
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-307,732
Value of net assets at end of year (total assets less liabilities)2015-12-31$8,815,850
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$9,123,582
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$6,943,945
Value of interest in pooled separate accounts at beginning of year2015-12-31$7,271,545
Interest on participant loans2015-12-31$14,916
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,545,723
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,436,275
Net investment gain/loss from pooled separate accounts2015-12-31$53,883
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$788,907
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31SOBEL & CO., LLC
Accountancy firm EIN2015-12-31221430039
2014 : TAYLOR OIL CO., INC. 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$981,496
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$532,429
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$525,914
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$472,064
Value of total assets at end of year2014-12-31$9,123,582
Value of total assets at beginning of year2014-12-31$8,674,515
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$6,515
Total interest from all sources2014-12-31$17,356
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$6,515
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$472,064
Participant contributions at end of year2014-12-31$415,762
Participant contributions at beginning of year2014-12-31$426,287
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$13,036
Total non interest bearing cash at end of year2014-12-31$0
Total non interest bearing cash at beginning of year2014-12-31$3,113
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$449,067
Value of net assets at end of year (total assets less liabilities)2014-12-31$9,123,582
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$8,674,515
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$7,271,545
Value of interest in pooled separate accounts at beginning of year2014-12-31$6,654,448
Interest on participant loans2014-12-31$17,356
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,436,275
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,577,631
Net investment gain/loss from pooled separate accounts2014-12-31$492,076
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$525,914
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31SOBEL & CO., LLC
Accountancy firm EIN2014-12-31221430039
2013 : TAYLOR OIL CO., INC. 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,812,292
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$298,356
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$287,439
Expenses. Certain deemed distributions of participant loans2013-12-31$3,361
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$447,751
Value of total assets at end of year2013-12-31$8,674,515
Value of total assets at beginning of year2013-12-31$7,160,579
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$7,556
Total interest from all sources2013-12-31$34,984
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$447,751
Participant contributions at end of year2013-12-31$426,287
Participant contributions at beginning of year2013-12-31$284,825
Participant contributions at end of year2013-12-31$13,036
Participant contributions at beginning of year2013-12-31$326
Assets. Other investments not covered elsewhere at end of year2013-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$9,270
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$9,377
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Other income not declared elsewhere2013-12-31$189
Total non interest bearing cash at end of year2013-12-31$3,113
Total non interest bearing cash at beginning of year2013-12-31$3,113
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,513,936
Value of net assets at end of year (total assets less liabilities)2013-12-31$8,674,515
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$7,160,579
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$5,981
Value of interest in pooled separate accounts at end of year2013-12-31$6,654,448
Value of interest in pooled separate accounts at beginning of year2013-12-31$5,308,293
Interest on participant loans2013-12-31$13,842
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$21,142
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,577,631
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,554,752
Net investment gain/loss from pooled separate accounts2013-12-31$1,329,368
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$278,062
Contract administrator fees2013-12-31$1,575
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31SOBEL & CO., LLC
Accountancy firm EIN2013-12-31221430039
2012 : TAYLOR OIL CO., INC. 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,265,809
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$248,776
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$225,787
Expenses. Certain deemed distributions of participant loans2012-12-31$16,108
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$477,627
Value of total assets at end of year2012-12-31$7,160,579
Value of total assets at beginning of year2012-12-31$6,143,546
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$6,881
Total interest from all sources2012-12-31$38,015
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$400,394
Participant contributions at end of year2012-12-31$284,825
Participant contributions at beginning of year2012-12-31$311,107
Participant contributions at end of year2012-12-31$326
Participant contributions at beginning of year2012-12-31$0
Assets. Other investments not covered elsewhere at end of year2012-12-31$9,270
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$19,641
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$77,233
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$10,054
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$0
Other income not declared elsewhere2012-12-31$-316
Total non interest bearing cash at end of year2012-12-31$3,113
Total non interest bearing cash at beginning of year2012-12-31$10,460
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,017,033
Value of net assets at end of year (total assets less liabilities)2012-12-31$7,160,579
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$6,143,546
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$5,981
Value of interest in pooled separate accounts at end of year2012-12-31$5,308,293
Value of interest in pooled separate accounts at beginning of year2012-12-31$4,367,027
Interest on participant loans2012-12-31$11,525
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$26,490
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,554,752
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,435,311
Net investment gain/loss from pooled separate accounts2012-12-31$750,483
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$215,733
Contract administrator fees2012-12-31$900
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31SOBEL & CO., LLC
Accountancy firm EIN2012-12-31221430039
2011 : TAYLOR OIL CO., INC. 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$500
Total income from all sources (including contributions)2011-12-31$300,338
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$484,756
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$449,091
Value of total corrective distributions2011-12-31$21,623
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$415,319
Value of total assets at end of year2011-12-31$6,143,546
Value of total assets at beginning of year2011-12-31$6,328,464
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$14,042
Total interest from all sources2011-12-31$44,571
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$415,319
Participant contributions at end of year2011-12-31$311,107
Participant contributions at beginning of year2011-12-31$307,078
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$779
Assets. Other investments not covered elsewhere at end of year2011-12-31$19,641
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$19,552
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$500
Other income not declared elsewhere2011-12-31$392
Administrative expenses (other) incurred2011-12-31$1,744
Total non interest bearing cash at end of year2011-12-31$10,460
Total non interest bearing cash at beginning of year2011-12-31$9,599
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-184,418
Value of net assets at end of year (total assets less liabilities)2011-12-31$6,143,546
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$6,327,964
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$10,423
Value of interest in pooled separate accounts at end of year2011-12-31$4,367,027
Value of interest in pooled separate accounts at beginning of year2011-12-31$4,702,180
Interest on participant loans2011-12-31$12,664
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$31,907
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,435,311
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,289,276
Net investment gain/loss from pooled separate accounts2011-12-31$-159,944
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$449,091
Contract administrator fees2011-12-31$1,875
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31GOLDSMITH & PLATTER, PA
Accountancy firm EIN2011-12-31222553113
2010 : TAYLOR OIL CO., INC. 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$500
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,014,398
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$409,371
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$392,806
Expenses. Certain deemed distributions of participant loans2010-12-31$1,864
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$402,583
Value of total assets at end of year2010-12-31$6,328,464
Value of total assets at beginning of year2010-12-31$5,722,937
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$14,701
Total interest from all sources2010-12-31$47,555
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$402,583
Participant contributions at end of year2010-12-31$307,078
Participant contributions at beginning of year2010-12-31$282,976
Participant contributions at end of year2010-12-31$779
Participant contributions at beginning of year2010-12-31$785
Assets. Other investments not covered elsewhere at end of year2010-12-31$19,552
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$19,269
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$500
Total non interest bearing cash at end of year2010-12-31$9,599
Total non interest bearing cash at beginning of year2010-12-31$8,803
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$605,027
Value of net assets at end of year (total assets less liabilities)2010-12-31$6,327,964
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$5,722,937
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$4,702,180
Value of interest in pooled separate accounts at beginning of year2010-12-31$4,131,364
Interest on participant loans2010-12-31$13,656
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$33,899
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$1,289,276
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$1,279,740
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$283
Net investment gain/loss from pooled separate accounts2010-12-31$563,977
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$392,806
Contract administrator fees2010-12-31$14,701
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31GOLDSMITH & PLATTER, PA
Accountancy firm EIN2010-12-31222553113

Form 5500 Responses for TAYLOR OIL CO., INC. 401(K) PLAN

2023: TAYLOR OIL CO., INC. 401(K) PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: TAYLOR OIL CO., INC. 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: TAYLOR OIL CO., INC. 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: TAYLOR OIL CO., INC. 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: TAYLOR OIL CO., INC. 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: TAYLOR OIL CO., INC. 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: TAYLOR OIL CO., INC. 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: TAYLOR OIL CO., INC. 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: TAYLOR OIL CO., INC. 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: TAYLOR OIL CO., INC. 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: TAYLOR OIL CO., INC. 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: TAYLOR OIL CO., INC. 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: TAYLOR OIL CO., INC. 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: TAYLOR OIL CO., INC. 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: TAYLOR OIL CO., INC. 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number811636
Policy instance 1
Insurance contract or identification number811636
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-10-16
Total amount of commissions paid to insurance brokerUSD $15,430
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $15,430
Insurance broker organization code?3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number811636
Policy instance 1
Insurance contract or identification number811636
Number of Individuals Covered93
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $27,830
Total amount of fees paid to insurance companyUSD $5,603
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $27,830
Insurance broker organization code?3
Amount paid for insurance broker fees5603
Additional information about fees paid to insurance brokerTPA PARTNERSHIP PROGRAM
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number811636
Policy instance 1
Insurance contract or identification number811636
Number of Individuals Covered87
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $25,755
Total amount of fees paid to insurance companyUSD $5,018
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $25,755
Insurance broker organization code?3
Amount paid for insurance broker fees5018
Additional information about fees paid to insurance brokerTPA PARTNERSHIP PROGRAM
Insurance broker nameASSOCIATED PENSION CONSULTANTS INC
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number811636
Policy instance 1
Insurance contract or identification number811636
Number of Individuals Covered87
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $12,907
Total amount of fees paid to insurance companyUSD $5,555
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $12,907
Insurance broker organization code?3
Amount paid for insurance broker fees4373
Additional information about fees paid to insurance brokerTPA PARTNERSHIP PROGRAM
Insurance broker nameASSOCIATED PENSION CONSULTANTS INC
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number987201-000
Policy instance 1
Insurance contract or identification number987201-000
Number of Individuals Covered0
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $10,501
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,501
Insurance broker organization code?3
Insurance broker nameWELLS FARGO ADVISORS INS AGEMCY
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number811636
Policy instance 2
Insurance contract or identification number811636
Number of Individuals Covered91
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $90,485
Total amount of fees paid to insurance companyUSD $32,737
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $90,485
Insurance broker organization code?3
Amount paid for insurance broker fees31275
Additional information about fees paid to insurance brokerTPA ALLIANCE PROGRAM
Insurance broker nameASSOCIATED PENSION CONSULTANTS INC
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number987201-000
Policy instance 1
Insurance contract or identification number987201-000
Number of Individuals Covered132
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $18,462
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $18,462
Insurance broker organization code?3
Insurance broker nameWELLS FARGO ADVISORS INS AGEMCY
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number987201-000
Policy instance 1
Insurance contract or identification number987201-000
Number of Individuals Covered127
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $15,930
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $15,930
Insurance broker organization code?3
Insurance broker nameWELLS FARGO ADVISORS INS AGEMCY
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number987201-000
Policy instance 1
Insurance contract or identification number987201-000
Number of Individuals Covered130
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $14,812
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number987201-000
Policy instance 1
Insurance contract or identification number987201-000
Number of Individuals Covered98
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $13,860
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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