MAXUM PETROLEUM, INC. has sponsored the creation of one or more 401k plans.
Additional information about MAXUM PETROLEUM, INC.
Measure | Date | Value |
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2012 : MAXUM PETROLEUM 401(K) PLAN 2012 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2012-12-31 | $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 | $24,559 |
Total income from all sources (including contributions) | 2012-12-31 | $12,585,310 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $4,765,102 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $4,738,011 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $7,317,237 |
Value of total assets at end of year | 2012-12-31 | $43,616,520 |
Value of total assets at beginning of year | 2012-12-31 | $35,820,871 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $27,091 |
Total interest from all sources | 2012-12-31 | $78,442 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $890,580 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $890,580 |
Administrative expenses professional fees incurred | 2012-12-31 | $15,094 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $3,985,794 |
Participant contributions at end of year | 2012-12-31 | $2,106,426 |
Participant contributions at beginning of year | 2012-12-31 | $1,870,896 |
Participant contributions at end of year | 2012-12-31 | $89,316 |
Participant contributions at beginning of year | 2012-12-31 | $1,238 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $1,101,528 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-12-31 | $24,559 |
Administrative expenses (other) incurred | 2012-12-31 | $11,997 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $7,820,208 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $43,616,520 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $35,796,312 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $35,773,793 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $30,865,836 |
Interest on participant loans | 2012-12-31 | $78,442 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $5,589,739 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $3,082,901 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $4,097,391 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $201,660 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $2,229,915 |
Employer contributions (assets) at end of year | 2012-12-31 | $57,246 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $4,738,011 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | LATTIMORE BLACK MORGAN & CAIN, PC |
Accountancy firm EIN | 2012-12-31 | 621199757 |
2011 : MAXUM PETROLEUM 401(K) PLAN 2011 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $24,559 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $46,094 |
Total income from all sources (including contributions) | 2011-12-31 | $3,643,478 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $3,874,084 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $3,854,809 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $4,287,252 |
Value of total assets at end of year | 2011-12-31 | $35,820,871 |
Value of total assets at beginning of year | 2011-12-31 | $36,073,012 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $19,275 |
Total interest from all sources | 2011-12-31 | $77,163 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $682,693 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $682,693 |
Administrative expenses professional fees incurred | 2011-12-31 | $11,400 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $3,109,745 |
Participant contributions at end of year | 2011-12-31 | $1,870,896 |
Participant contributions at beginning of year | 2011-12-31 | $1,741,168 |
Participant contributions at end of year | 2011-12-31 | $1,238 |
Participant contributions at beginning of year | 2011-12-31 | $21,878 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $356,728 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-12-31 | $24,559 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-12-31 | $46,094 |
Administrative expenses (other) incurred | 2011-12-31 | $7,875 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $-230,606 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $35,796,312 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $36,026,918 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $30,865,836 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $32,246,333 |
Interest on participant loans | 2011-12-31 | $77,163 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $3,082,901 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $2,057,248 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-1,516,378 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $112,748 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $820,779 |
Employer contributions (assets) at end of year | 2011-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $6,385 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $3,854,809 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | GRANT THORNTON LLP |
Accountancy firm EIN | 2011-12-31 | 366055558 |
2010 : MAXUM PETROLEUM 401(K) PLAN 2010 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $46,094 |
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 | $9,439,293 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $3,166,866 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $3,143,195 |
Expenses. Certain deemed distributions of participant loans | 2010-12-31 | $14,605 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $5,047,612 |
Value of total assets at end of year | 2010-12-31 | $36,073,012 |
Value of total assets at beginning of year | 2010-12-31 | $29,754,491 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $9,066 |
Total interest from all sources | 2010-12-31 | $72,526 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $571,638 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $571,638 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $2,932,452 |
Participant contributions at end of year | 2010-12-31 | $1,741,168 |
Participant contributions at beginning of year | 2010-12-31 | $1,378,904 |
Participant contributions at end of year | 2010-12-31 | $21,878 |
Participant contributions at beginning of year | 2010-12-31 | $43,421 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $747,956 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2010-12-31 | $46,094 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2010-12-31 | $0 |
Administrative expenses (other) incurred | 2010-12-31 | $9,066 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $6,272,427 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $36,026,918 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $29,754,491 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $32,246,333 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $26,054,795 |
Interest on participant loans | 2010-12-31 | $72,526 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $2,057,248 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $2,002,865 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $3,650,265 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $97,252 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $1,367,204 |
Employer contributions (assets) at end of year | 2010-12-31 | $6,385 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $274,506 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $3,143,195 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | GRANT THORNTON LLP |
Accountancy firm EIN | 2010-12-31 | 366055558 |
2009 : MAXUM PETROLEUM 401(K) PLAN 2009 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2008 : MAXUM PETROLEUM 401(K) PLAN 2008 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2008-12-31 | $0 |
Total transfer of assets to this plan | 2008-12-31 | $19,661,038 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2008-12-31 | $58,352 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2008-12-31 | $0 |
Total income from all sources (including contributions) | 2008-12-31 | $2,367,521 |
Total loss/gain on sale of assets | 2008-12-31 | $0 |
Total of all expenses incurred | 2008-12-31 | $219,248 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2008-12-31 | $218,748 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2008-12-31 | $1,843,666 |
Value of total assets at end of year | 2008-12-31 | $21,867,663 |
Value of total assets at beginning of year | 2008-12-31 | $0 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2008-12-31 | $500 |
Total interest from all sources | 2008-12-31 | $1,183 |
Total dividends received (eg from common stock, registered investment company shares) | 2008-12-31 | $1,020,472 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2008-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2008-12-31 | $1,020,472 |
Was this plan covered by a fidelity bond | 2008-12-31 | Yes |
Value of fidelity bond cover | 2008-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2008-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2008-12-31 | No |
Contributions received from participants | 2008-12-31 | $1,135,985 |
Participant contributions at end of year | 2008-12-31 | $710,523 |
Participant contributions at beginning of year | 2008-12-31 | $0 |
Participant contributions at end of year | 2008-12-31 | $106,331 |
Participant contributions at beginning of year | 2008-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2008-12-31 | $113,956 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2008-12-31 | $47,036 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2008-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2008-12-31 | $58,352 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2008-12-31 | $0 |
Administrative expenses (other) incurred | 2008-12-31 | $500 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2008-12-31 | No |
Value of net income/loss | 2008-12-31 | $2,148,273 |
Value of net assets at end of year (total assets less liabilities) | 2008-12-31 | $21,809,311 |
Value of net assets at beginning of year (total assets less liabilities) | 2008-12-31 | $0 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2008-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2008-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2008-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2008-12-31 | $19,067,787 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2008-12-31 | $0 |
Interest on participant loans | 2008-12-31 | $1,183 |
Value of interest in common/collective trusts at end of year | 2008-12-31 | $1,521,767 |
Value of interest in common/collective trusts at beginning of year | 2008-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2008-12-31 | $-491,202 |
Net investment gain or loss from common/collective trusts | 2008-12-31 | $-6,598 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2008-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2008-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2008-12-31 | No |
Contributions received in cash from employer | 2008-12-31 | $593,725 |
Employer contributions (assets) at end of year | 2008-12-31 | $414,219 |
Employer contributions (assets) at beginning of year | 2008-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2008-12-31 | $218,748 |
Did the plan have assets held for investment | 2008-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2008-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2008-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2008-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2008-12-31 | Disclaimer |
Accountancy firm name | 2008-12-31 | GRANT THORNTON LLP |
Accountancy firm EIN | 2008-12-31 | 366055558 |