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JOHNSON OIL COMPANY 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameJOHNSON OIL COMPANY 401(K) PROFIT SHARING PLAN
Plan identification number 001

JOHNSON OIL COMPANY 401(K) PROFIT SHARING 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.

401k Sponsoring company profile

JOHNSON OIL COMPANY has sponsored the creation of one or more 401k plans.

Company Name:JOHNSON OIL COMPANY
Employer identification number (EIN):742106909
NAIC Classification:453990

Additional information about JOHNSON OIL COMPANY

Jurisdiction of Incorporation: Oregon Secretary of State Corporations Division
Incorporation Date: 1972-03-21
Company Identification Number: 9645516
Legal Registered Office Address: 780 COMMERCIAL ST SE STE 100

SALEM
United States of America (USA)
97301

More information about JOHNSON OIL COMPANY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHNSON OIL COMPANY 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012016-01-01MIA SCHAUER MIA SCHAUER2017-10-04
0012015-01-01MAMIE SCHAUER SUSAN BARNICK2016-10-10
0012014-01-01MIA SCHAUER SUSAN BARNICK2015-10-15
0012013-01-01MIA SCHAUER SUSAN BARNICK2014-10-07
0012012-01-01SUSAN BARNICK SUSAN BARNICK2013-07-30
0012011-01-01FLETCHER JOHNSON FLETCHER JOHNSON2012-08-24
0012009-01-01FLETCHER JOHNSON

Plan Statistics for JOHNSON OIL COMPANY 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for JOHNSON OIL COMPANY 401(K) PROFIT SHARING PLAN

Measure Date Value
2016: JOHNSON OIL COMPANY 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01188
Total number of active participants reported on line 7a of the Form 55002016-01-010
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-010
Number of participants with account balances2016-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-018
2015: JOHNSON OIL COMPANY 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01354
Total number of active participants reported on line 7a of the Form 55002015-01-0194
Number of other retired or separated participants entitled to future benefits2015-01-0192
Total of all active and inactive participants2015-01-01186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01186
Number of participants with account balances2015-01-01169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0115
2014: JOHNSON OIL COMPANY 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01390
Total number of active participants reported on line 7a of the Form 55002014-01-01248
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0167
Total of all active and inactive participants2014-01-01315
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01315
Number of participants with account balances2014-01-01249
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0145
2013: JOHNSON OIL COMPANY 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01326
Total number of active participants reported on line 7a of the Form 55002013-01-01285
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0153
Total of all active and inactive participants2013-01-01338
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01339
Number of participants with account balances2013-01-01298
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0133
2012: JOHNSON OIL COMPANY 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01220
Total number of active participants reported on line 7a of the Form 55002012-01-01301
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0124
Total of all active and inactive participants2012-01-01325
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01326
Number of participants with account balances2012-01-01296
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0114
2011: JOHNSON OIL COMPANY 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01227
Total number of active participants reported on line 7a of the Form 55002011-01-01211
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0114
Total of all active and inactive participants2011-01-01225
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01226
Number of participants with account balances2011-01-01223
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0146
2009: JOHNSON OIL COMPANY 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01245
Total number of active participants reported on line 7a of the Form 55002009-01-01202
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0133
Total of all active and inactive participants2009-01-01235
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-014
Total participants2009-01-01239
Number of participants with account balances2009-01-01239
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0124

Financial Data on JOHNSON OIL COMPANY 401(K) PROFIT SHARING PLAN

Measure Date Value
2016 : JOHNSON OIL COMPANY 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total transfer of assets from this plan2016-12-31$4,247,898
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$76
Total income from all sources (including contributions)2016-12-31$636,657
Total of all expenses incurred2016-12-31$556,326
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$553,362
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$432,933
Value of total assets at end of year2016-12-31$0
Value of total assets at beginning of year2016-12-31$4,167,643
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$2,964
Total interest from all sources2016-12-31$728
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$2,964
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
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$256,135
Assets. Other investments not covered elsewhere at end of year2016-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$267,294
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$27,504
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$80,331
Value of net assets at end of year (total assets less liabilities)2016-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$4,167,567
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 registered invesment companies (eg mutual funds) at end of year2016-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$3,868,079
Interest earned on other investments2016-12-31$728
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$32,270
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$202,996
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
Contributions received in cash from employer2016-12-31$149,294
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$553,362
Did the plan have assets held for investment2016-12-31No
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 PBGC2016-12-31Yes
Liabilities. Value of acquisition indebtedness at end of year2016-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2016-12-31$76
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 name2016-12-31CALVETTI FERGUSON, PC
Accountancy firm EIN2016-12-31134255527
2015 : JOHNSON OIL COMPANY 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$76
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$67
Total income from all sources (including contributions)2015-12-31$907,406
Total of all expenses incurred2015-12-31$3,171,294
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$3,135,655
Value of total corrective distributions2015-12-31$29,996
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$785,919
Value of total assets at end of year2015-12-31$4,167,643
Value of total assets at beginning of year2015-12-31$6,431,522
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$5,643
Total interest from all sources2015-12-31$1,087
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$5,643
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
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$490,602
Assets. Other investments not covered elsewhere at end of year2015-12-31$267,294
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$425,162
Total non interest bearing cash at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-2,263,888
Value of net assets at end of year (total assets less liabilities)2015-12-31$4,167,567
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$6,431,455
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 registered invesment companies (eg mutual funds) at end of year2015-12-31$3,868,079
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$5,991,177
Interest earned on other investments2015-12-31$1,087
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$32,270
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$15,183
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$120,400
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
Contributions received in cash from employer2015-12-31$295,317
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$3,135,655
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
Liabilities. Value of acquisition indebtedness at end of year2015-12-31$76
Liabilities. Value of acquisition indebtedness at beginning of year2015-12-31$67
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 name2015-12-31PADGETT, STRATEMANN & COMPANY, LLP
Accountancy firm EIN2015-12-31741650885
2014 : JOHNSON OIL COMPANY 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$67
Total income from all sources (including contributions)2014-12-31$1,251,810
Total of all expenses incurred2014-12-31$747,263
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$714,963
Value of total corrective distributions2014-12-31$17,791
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$800,909
Value of total assets at end of year2014-12-31$6,431,522
Value of total assets at beginning of year2014-12-31$5,926,908
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$14,509
Total interest from all sources2014-12-31$820
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
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 period2014-12-31Yes
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$525,493
Assets. Other investments not covered elsewhere at end of year2014-12-31$425,162
Total non interest bearing cash at end of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$504,547
Value of net assets at end of year (total assets less liabilities)2014-12-31$6,431,455
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$5,926,908
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
Investment advisory and management fees2014-12-31$2,169
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$5,991,177
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$5,926,908
Interest earned on other investments2014-12-31$820
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$15,183
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$450,081
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
Contributions received in cash from employer2014-12-31$275,416
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$714,963
Contract administrator fees2014-12-31$12,340
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31Yes
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
Liabilities. Value of acquisition indebtedness at end of year2014-12-31$67
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 name2014-12-31PADGETT, STRATEMANN & COMPANY, LLP
Accountancy firm EIN2014-12-31741650885
2013 : JOHNSON OIL COMPANY 401(K) PROFIT SHARING 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$2,015,681
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$463,136
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$443,409
Value of total corrective distributions2013-12-31$6,229
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$950,572
Value of total assets at end of year2013-12-31$5,926,908
Value of total assets at beginning of year2013-12-31$4,374,363
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$13,498
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$356,845
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$356,845
Administrative expenses professional fees incurred2013-12-31$13,498
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
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$473,019
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$218,941
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$1,552,545
Value of net assets at end of year (total assets less liabilities)2013-12-31$5,926,908
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$4,374,363
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$5,926,908
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$4,374,363
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$708,264
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 contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$258,612
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$443,409
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 name2013-12-31PADGETT, STRATEMANN & COMPANY, LLP
Accountancy firm EIN2013-12-31741650885
2012 : JOHNSON OIL COMPANY 401(K) PROFIT SHARING 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$1,118,092
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$198,745
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$187,519
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$660,126
Value of total assets at end of year2012-12-31$4,374,363
Value of total assets at beginning of year2012-12-31$3,455,016
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$11,226
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$95,317
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$95,317
Administrative expenses professional fees incurred2012-12-31$11,226
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$419,115
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$919,347
Value of net assets at end of year (total assets less liabilities)2012-12-31$4,374,363
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,455,016
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$4,374,363
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$3,455,016
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$362,649
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
Contributions received in cash from employer2012-12-31$241,011
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$187,519
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 name2012-12-31PADGETT, STRATEMANN & COMPANY, LLP
Accountancy firm EIN2012-12-31741650885
2011 : JOHNSON OIL COMPANY 401(K) PROFIT SHARING 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$0
Total income from all sources (including contributions)2011-12-31$526,507
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$408,769
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$397,762
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$606,694
Value of total assets at end of year2011-12-31$3,455,016
Value of total assets at beginning of year2011-12-31$3,337,278
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$11,007
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$77,485
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$77,485
Administrative expenses professional fees incurred2011-12-31$11,007
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
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$388,845
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$117,738
Value of net assets at end of year (total assets less liabilities)2011-12-31$3,455,016
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$3,337,278
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$3,455,016
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$3,337,278
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-157,672
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
Contributions received in cash from employer2011-12-31$217,849
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$397,762
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 name2011-12-31PADGETT, STRATEMANN & COMPANY, LLP
Accountancy firm EIN2011-12-31741650885
2010 : JOHNSON OIL COMPANY 401(K) PROFIT SHARING 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$0
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$860,536
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$211,969
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$203,342
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$495,632
Value of total assets at end of year2010-12-31$3,337,278
Value of total assets at beginning of year2010-12-31$2,688,711
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$8,627
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$48,700
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$48,700
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$300,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$326,012
Administrative expenses (other) incurred2010-12-31$8,627
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$648,567
Value of net assets at end of year (total assets less liabilities)2010-12-31$3,337,278
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,688,711
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 registered invesment companies (eg mutual funds) at end of year2010-12-31$3,337,278
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$2,688,711
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$316,204
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
Contributions received in cash from employer2010-12-31$169,620
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$203,342
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 name2010-12-31PADGETT, STRATEMANN & COMPANY, LLP
Accountancy firm EIN2010-12-31741650885
2009 : JOHNSON OIL COMPANY 401(K) PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for JOHNSON OIL COMPANY 401(K) PROFIT SHARING PLAN

2016: JOHNSON OIL COMPANY 401(K) PROFIT SHARING 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 filingYes
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: JOHNSON OIL COMPANY 401(K) PROFIT SHARING 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: JOHNSON OIL COMPANY 401(K) PROFIT SHARING 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: JOHNSON OIL COMPANY 401(K) PROFIT SHARING 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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: JOHNSON OIL COMPANY 401(K) PROFIT SHARING 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 – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: JOHNSON OIL COMPANY 401(K) PROFIT SHARING 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 – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: JOHNSON OIL COMPANY 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
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 – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number114512
Policy instance 1
Insurance contract or identification number114512
Number of Individuals Covered169
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $25,332
Total amount of fees paid to insurance companyUSD $5,643
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $18,661
Insurance broker organization code?3
Amount paid for insurance broker fees5643
Additional information about fees paid to insurance brokerDISTRIBUTION PROCESSING FEES
Insurance broker nameSCHOLZ & FRIENDS
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number114512
Policy instance 1
Insurance contract or identification number114512
Number of Individuals Covered258
Insurance policy start date2014-05-15
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $39,524
Total amount of fees paid to insurance companyUSD $1,640
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $25,540
Insurance broker organization code?3
Amount paid for insurance broker fees1640
Additional information about fees paid to insurance brokerDISTRIBUTION PROCESSING FEES
Insurance broker nameSCHOLZ, KLEIN & FRIENDS

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