T.R. LEE OIL COMPANY INC. PENSION PLAN & TRUST has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan T R LEE OIL CO INC PROFIT SHARING PLAN & AGREEMENT
401k plan membership statisitcs for T R LEE OIL CO INC PROFIT SHARING PLAN & AGREEMENT
| Measure | Date | Value |
|---|
| 2014: T R LEE OIL CO INC PROFIT SHARING PLAN & AGREEMENT 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-09-01 | 10 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-09-01 | 0 |
| Total of all active and inactive participants | 2014-09-01 | 0 |
| Total participants | 2014-09-01 | 0 |
| Number of participants with account balances | 2014-09-01 | 0 |
| 2013: T R LEE OIL CO INC PROFIT SHARING PLAN & AGREEMENT 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-09-01 | 12 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-09-01 | 10 |
| Total of all active and inactive participants | 2013-09-01 | 10 |
| Total participants | 2013-09-01 | 10 |
| Number of participants with account balances | 2013-09-01 | 10 |
| 2012: T R LEE OIL CO INC PROFIT SHARING PLAN & AGREEMENT 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-09-01 | 14 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-09-01 | 12 |
| Number of retired or separated participants receiving benefits | 2012-09-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-09-01 | 0 |
| Total of all active and inactive participants | 2012-09-01 | 12 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-09-01 | 0 |
| Total participants | 2012-09-01 | 12 |
| Number of participants with account balances | 2012-09-01 | 12 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-09-01 | 0 |
| 2011: T R LEE OIL CO INC PROFIT SHARING PLAN & AGREEMENT 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-09-01 | 13 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-09-01 | 14 |
| Total of all active and inactive participants | 2011-09-01 | 14 |
| Total participants | 2011-09-01 | 14 |
| Measure | Date | Value |
|---|
| 2015 : T R LEE OIL CO INC PROFIT SHARING PLAN & AGREEMENT 2015 401k financial data |
|---|
| Total income from all sources | 2015-08-31 | $-12,840 |
| Expenses. Total of all expenses incurred | 2015-08-31 | $3,251,501 |
| Benefits paid (including direct rollovers) | 2015-08-31 | $3,251,501 |
| Total plan assets at beginning of year | 2015-08-31 | $3,264,341 |
| Other income received | 2015-08-31 | $-12,840 |
| Net income (gross income less expenses) | 2015-08-31 | $-3,264,341 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-08-31 | $3,264,341 |
| 2014 : T R LEE OIL CO INC PROFIT SHARING PLAN & AGREEMENT 2014 401k financial data |
|---|
| Total income from all sources | 2014-08-31 | $382,298 |
| Expenses. Total of all expenses incurred | 2014-08-31 | $43,226 |
| Benefits paid (including direct rollovers) | 2014-08-31 | $43,226 |
| Total plan assets at end of year | 2014-08-31 | $3,264,341 |
| Total plan assets at beginning of year | 2014-08-31 | $2,925,269 |
| Other income received | 2014-08-31 | $382,298 |
| Net income (gross income less expenses) | 2014-08-31 | $339,072 |
| Net plan assets at end of year (total assets less liabilities) | 2014-08-31 | $3,264,341 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-08-31 | $2,925,269 |
| 2013 : T R LEE OIL CO INC PROFIT SHARING PLAN & AGREEMENT 2013 401k financial data |
|---|
| Total income from all sources | 2013-08-31 | $192,491 |
| Expenses. Total of all expenses incurred | 2013-08-31 | $4,017 |
| Benefits paid (including direct rollovers) | 2013-08-31 | $4,017 |
| Total plan assets at end of year | 2013-08-31 | $2,925,269 |
| Total plan assets at beginning of year | 2013-08-31 | $2,736,795 |
| Other income received | 2013-08-31 | $192,491 |
| Net income (gross income less expenses) | 2013-08-31 | $188,474 |
| Net plan assets at end of year (total assets less liabilities) | 2013-08-31 | $2,925,269 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-08-31 | $2,736,795 |
| 2012 : T R LEE OIL CO INC PROFIT SHARING PLAN & AGREEMENT 2012 401k financial data |
|---|
| Total income from all sources | 2012-08-31 | $269,677 |
| Expenses. Total of all expenses incurred | 2012-08-31 | $2,137 |
| Benefits paid (including direct rollovers) | 2012-08-31 | $2,137 |
| Total plan assets at end of year | 2012-08-31 | $3,013,920 |
| Total plan assets at beginning of year | 2012-08-31 | $2,746,380 |
| Other income received | 2012-08-31 | $176,966 |
| Net income (gross income less expenses) | 2012-08-31 | $267,540 |
| Net plan assets at end of year (total assets less liabilities) | 2012-08-31 | $3,013,920 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-08-31 | $2,746,380 |
| Total contributions received or receivable from employer(s) | 2012-08-31 | $92,711 |
| 2014: T R LEE OIL CO INC PROFIT SHARING PLAN & AGREEMENT 2014 form 5500 responses |
|---|
| 2014-09-01 | Type of plan entity | Single employer plan |
| 2014-09-01 | This submission is the final filing | Yes |
| 2014-09-01 | Plan funding arrangement – Trust | Yes |
| 2014-09-01 | Plan benefit arrangement - Trust | Yes |
| 2013: T R LEE OIL CO INC PROFIT SHARING PLAN & AGREEMENT 2013 form 5500 responses |
|---|
| 2013-09-01 | Type of plan entity | Single employer plan |
| 2013-09-01 | Plan funding arrangement – Trust | Yes |
| 2013-09-01 | Plan benefit arrangement - Trust | Yes |
| 2012: T R LEE OIL CO INC PROFIT SHARING PLAN & AGREEMENT 2012 form 5500 responses |
|---|
| 2012-09-01 | Type of plan entity | Single employer plan |
| 2012-09-01 | Plan funding arrangement – Trust | Yes |
| 2012-09-01 | Plan benefit arrangement - Trust | Yes |
| 2011: T R LEE OIL CO INC PROFIT SHARING PLAN & AGREEMENT 2011 form 5500 responses |
|---|
| 2011-09-01 | Type of plan entity | Single employer plan |
| 2011-09-01 | Plan funding arrangement – Trust | Yes |
| 2011-09-01 | Plan benefit arrangement - Trust | Yes |
| 2010: T R LEE OIL CO INC PROFIT SHARING PLAN & AGREEMENT 2010 form 5500 responses |
|---|
| 2010-09-01 | Type of plan entity | Single employer plan |
| 2009: T R LEE OIL CO INC PROFIT SHARING PLAN & AGREEMENT 2009 form 5500 responses |
|---|
| 2009-09-01 | Type of plan entity | Single employer plan |
| 2009-09-01 | Submission has been amended | Yes |
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