401k Plan data: FARMERS & MERCHANTS CO-OP OIL 401(K) PLAN AND TRUST plan

FARMERS & MERCHANTS CO-OP OIL 401(K) PLAN AND TRUST 401k Plan overview

Plan Name	FARMERS & MERCHANTS CO-OP OIL 401(K) PLAN AND TRUST
Plan identification number	001

FARMERS & MERCHANTS CO-OP OIL 401(K) PLAN AND TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.

401k Sponsoring company profile

FARMERS & MERCHANTS CO-OP OIL has sponsored the creation of one or more 401k plans.

Company Name: FARMERS & MERCHANTS CO-OP OIL

Employer identification number (EIN): 460133570

NAIC Classification: 447100
NAIC Description: Gasoline Stations, Gas

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FARMERS & MERCHANTS CO-OP OIL 401(K) PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-02-01 PAUL J SCHULTZ 2024-04-26 PAUL J SCHULTZ 2024-04-26
001 2022-02-01 PAUL J SCHULTZ 2023-05-23
001 2021-02-01 PAUL J SCHULTZ 2022-06-10
001 2020-02-01 PAUL J SCHULTZ 2021-06-23
001 2019-02-01 PAUL J SCHULTZ 2020-07-24
001 2018-02-01 PAUL J SCHULTZ 2019-07-15 PAUL J SCHULTZ 2019-07-15
001 2017-02-01 PAUL J SCHULTZ 2018-08-30
001 2016-02-01 PAUL J SCHULTZ 2017-08-24 PAUL J SCHULTZ 2017-08-24
001 2015-02-01 PAUL J SCHULTZ 2016-12-15 PAUL J SCHULTZ 2016-12-15
001 2014-02-01 PAUL J SCHULTZ 2015-05-27 PAUL J SCHULTZ 2015-05-27
001 2013-02-01 PAUL J SCHULTZ 2014-08-20 PAUL J SCHULTZ 2014-08-20
001 2012-02-01 PAUL J. SCHULTZ 2013-06-21 PAUL J. SCHULTZ 2013-06-21
001 2011-02-01 PAUL J. SCHULTZ 2012-10-10
001 2010-02-01 PAUL SCHULTZ
001 2009-02-01 PAUL SCHULTZ

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-02-01	PAUL J SCHULTZ	2024-04-26	PAUL J SCHULTZ	2024-04-26
001	2022-02-01	PAUL J SCHULTZ	2023-05-23
001	2021-02-01	PAUL J SCHULTZ	2022-06-10
001	2020-02-01	PAUL J SCHULTZ	2021-06-23
001	2019-02-01	PAUL J SCHULTZ	2020-07-24
001	2018-02-01	PAUL J SCHULTZ	2019-07-15	PAUL J SCHULTZ	2019-07-15
001	2017-02-01	PAUL J SCHULTZ	2018-08-30
001	2016-02-01	PAUL J SCHULTZ	2017-08-24	PAUL J SCHULTZ	2017-08-24
001	2015-02-01	PAUL J SCHULTZ	2016-12-15	PAUL J SCHULTZ	2016-12-15
001	2014-02-01	PAUL J SCHULTZ	2015-05-27	PAUL J SCHULTZ	2015-05-27
001	2013-02-01	PAUL J SCHULTZ	2014-08-20	PAUL J SCHULTZ	2014-08-20
001	2012-02-01	PAUL J. SCHULTZ	2013-06-21	PAUL J. SCHULTZ	2013-06-21
001	2011-02-01	PAUL J. SCHULTZ	2012-10-10
001	2010-02-01	PAUL SCHULTZ
001	2009-02-01	PAUL SCHULTZ

Plan Statistics for FARMERS & MERCHANTS CO-OP OIL 401(K) PLAN AND TRUST

401k plan membership statisitcs for FARMERS & MERCHANTS CO-OP OIL 401(K) PLAN AND TRUST

Measure Date Value
2010: FARMERS & MERCHANTS CO-OP OIL 401(K) PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year 2010-02-01 26
Total number of active participants reported on line 7a of the Form 5500 2010-02-01 16
Number of retired or separated participants receiving benefits 2010-02-01 0
Number of other retired or separated participants entitled to future benefits 2010-02-01 11
Total of all active and inactive participants 2010-02-01 27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-02-01 0
Total participants 2010-02-01 27
Number of participants with account balances 2010-02-01 25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-02-01 0
2009: FARMERS & MERCHANTS CO-OP OIL 401(K) PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year 2009-02-01 23
Total number of active participants reported on line 7a of the Form 5500 2009-02-01 16
Number of retired or separated participants receiving benefits 2009-02-01 0
Number of other retired or separated participants entitled to future benefits 2009-02-01 10
Total of all active and inactive participants 2009-02-01 26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-02-01 0
Total participants 2009-02-01 26
Number of participants with account balances 2009-02-01 26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-02-01 1

Measure	Date	Value
2010: FARMERS & MERCHANTS CO-OP OIL 401(K) PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year	2010-02-01	26
Total number of active participants reported on line 7a of the Form 5500	2010-02-01	16
Number of retired or separated participants receiving benefits	2010-02-01	0
Number of other retired or separated participants entitled to future benefits	2010-02-01	11
Total of all active and inactive participants	2010-02-01	27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-02-01	0
Total participants	2010-02-01	27
Number of participants with account balances	2010-02-01	25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-02-01	0
2009: FARMERS & MERCHANTS CO-OP OIL 401(K) PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year	2009-02-01	23
Total number of active participants reported on line 7a of the Form 5500	2009-02-01	16
Number of retired or separated participants receiving benefits	2009-02-01	0
Number of other retired or separated participants entitled to future benefits	2009-02-01	10
Total of all active and inactive participants	2009-02-01	26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-02-01	0
Total participants	2009-02-01	26
Number of participants with account balances	2009-02-01	26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-02-01	1

Financial Data on FARMERS & MERCHANTS CO-OP OIL 401(K) PLAN AND TRUST

Measure	Date	Value
2011 : FARMERS & MERCHANTS CO-OP OIL 401(K) PLAN AND TRUST 2011 401k financial data
Total plan liabilities at beginning of year	2011-01-31	$0
Total income from all sources	2011-01-31	$378,666
Expenses. Total of all expenses incurred	2011-01-31	$10,633
Benefits paid (including direct rollovers)	2011-01-31	$2,128
Total plan assets at end of year	2011-01-31	$1,688,460
Total plan assets at beginning of year	2011-01-31	$1,320,427
Value of fidelity bond covering the plan	2011-01-31	$250,000
Total contributions received or receivable from participants	2011-01-31	$76,348
Expenses. Other expenses not covered elsewhere	2011-01-31	$8,505
Other income received	2011-01-31	$177,770
Net income (gross income less expenses)	2011-01-31	$368,033
Net plan assets at end of year (total assets less liabilities)	2011-01-31	$1,688,460
Net plan assets at beginning of year (total assets less liabilities)	2011-01-31	$1,320,427
Assets. Value of participant loans	2011-01-31	$27,595
Total contributions received or receivable from employer(s)	2011-01-31	$124,548

Form 5500 Responses for FARMERS & MERCHANTS CO-OP OIL 401(K) PLAN AND TRUST

2010: FARMERS & MERCHANTS CO-OP OIL 401(K) PLAN AND TRUST 2010 form 5500 responses
2010-02-01	Type of plan entity	Single employer plan
2010-02-01	Submission has been amended	No
2010-02-01	This submission is the final filing	No
2010-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-02-01	Plan is a collectively bargained plan	No
2010-02-01	Plan funding arrangement – Insurance	Yes
2010-02-01	Plan funding arrangement – Trust	Yes
2010-02-01	Plan benefit arrangement – Insurance	Yes
2010-02-01	Plan benefit arrangement - Trust	Yes
2009: FARMERS & MERCHANTS CO-OP OIL 401(K) PLAN AND TRUST 2009 form 5500 responses
2009-02-01	Type of plan entity	Single employer plan
2009-02-01	Submission has been amended	No
2009-02-01	This submission is the final filing	No
2009-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-02-01	Plan is a collectively bargained plan	No
2009-02-01	Plan funding arrangement – Insurance	Yes
2009-02-01	Plan funding arrangement – Trust	Yes
2009-02-01	Plan benefit arrangement – Insurance	Yes
2009-02-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

COUNTRY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66419 )

Policy contract number

30026

Policy instance

Insurance contract or identification number	30026
Number of Individuals Covered	25
Insurance policy start date	2010-02-01
Insurance policy end date	2011-01-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

Potentially related plans

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Company Name:	FARMERS & MERCHANTS CO-OP OIL
Employer identification number (EIN):	460133570
NAIC Classification:	447100
NAIC Description:	Gasoline Stations, Gas