Logo

ROSS FOGG FUEL OIL CO. 401K PLAN 401k Plan overview

Plan NameROSS FOGG FUEL OIL CO. 401K PLAN
Plan identification number 001

ROSS FOGG FUEL OIL CO. 401K PLAN Benefits

401k Plan TypeDefined 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

ROSS FOGG FUEL OIL COMPANY, INC. has sponsored the creation of one or more 401k plans.

Company Name:ROSS FOGG FUEL OIL COMPANY, INC.
Employer identification number (EIN):222139314
NAIC Classification:424700

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROSS FOGG FUEL OIL CO. 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01ANGEL BLITHE2023-09-07
0012021-01-01ANGEL BLITHE2022-10-13 ANGEL BLITHE2022-10-13
0012020-01-01ANGEL R BLITHE2021-06-07 ANGEL R BLITHE2021-06-07
0012019-01-01ANGEL BLITHE2020-07-17 ANGEL BLITHE2020-07-17
0012018-01-01ANGEL BLITHE2019-09-18
0012017-01-01ANGEL R BLITHE2018-06-19 ANGEL R BLITHE2018-06-19
0012016-01-01CHRISTOPHER GILES2017-07-13 CHRISTOPHER GILES2017-07-13
0012015-01-01CHRISTOPHER GILES2016-06-06 CHRISTOPHER GILES2016-06-06
0012014-01-01CHRISTOPHER GILES CHRISTOPHER GILES2015-07-13
0012013-01-01JAMES BECHTOLD
0012012-01-01JAMES BECHTOLD
0012011-01-01JAMES BECHTOLD
0012009-01-01JAMES BECHTOLD

Plan Statistics for ROSS FOGG FUEL OIL CO. 401K PLAN

401k plan membership statisitcs for ROSS FOGG FUEL OIL CO. 401K PLAN

Measure Date Value
2014: ROSS FOGG FUEL OIL CO. 401K PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0139
Total number of active participants reported on line 7a of the Form 55002014-01-0134
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-013
Total of all active and inactive participants2014-01-0138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0138
Number of participants with account balances2014-01-0121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: ROSS FOGG FUEL OIL CO. 401K PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0140
Total number of active participants reported on line 7a of the Form 55002013-01-0135
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-013
Total of all active and inactive participants2013-01-0139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0139
Number of participants with account balances2013-01-0122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: ROSS FOGG FUEL OIL CO. 401K PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0143
Total number of active participants reported on line 7a of the Form 55002012-01-0141
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-012
Total of all active and inactive participants2012-01-0144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0144
Number of participants with account balances2012-01-0142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: ROSS FOGG FUEL OIL CO. 401K PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0145
Total number of active participants reported on line 7a of the Form 55002011-01-0140
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-0140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0140
Number of participants with account balances2011-01-0124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: ROSS FOGG FUEL OIL CO. 401K PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0152
Total number of active participants reported on line 7a of the Form 55002009-01-0147
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-015
Total of all active and inactive participants2009-01-0152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0152
Number of participants with account balances2009-01-0124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on ROSS FOGG FUEL OIL CO. 401K PLAN

Measure Date Value
2014 : ROSS FOGG FUEL OIL CO. 401K PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total income from all sources2014-12-31$176,966
Expenses. Total of all expenses incurred2014-12-31$201,827
Benefits paid (including direct rollovers)2014-12-31$201,681
Total plan assets at end of year2014-12-31$1,558,106
Total plan assets at beginning of year2014-12-31$1,582,967
Value of fidelity bond covering the plan2014-12-31$120,000
Total contributions received or receivable from participants2014-12-31$69,529
Expenses. Other expenses not covered elsewhere2014-12-31$146
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$78,495
Net income (gross income less expenses)2014-12-31$-24,861
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,558,106
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,582,967
Assets. Value of participant loans2014-12-31$14,317
Total contributions received or receivable from employer(s)2014-12-31$28,942
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$0
Amount contributed by the employer to the plan for this plan year2014-12-31$0
2013 : ROSS FOGG FUEL OIL CO. 401K PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total income from all sources2013-12-31$282,009
Expenses. Total of all expenses incurred2013-12-31$61,485
Benefits paid (including direct rollovers)2013-12-31$61,220
Total plan assets at end of year2013-12-31$1,582,967
Total plan assets at beginning of year2013-12-31$1,362,443
Value of fidelity bond covering the plan2013-12-31$120,000
Total contributions received or receivable from participants2013-12-31$84,018
Expenses. Other expenses not covered elsewhere2013-12-31$265
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$166,629
Net income (gross income less expenses)2013-12-31$220,524
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,582,967
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,362,443
Assets. Value of participant loans2013-12-31$30,839
Total contributions received or receivable from employer(s)2013-12-31$31,362
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$0
Amount contributed by the employer to the plan for this plan year2013-12-31$0
2012 : ROSS FOGG FUEL OIL CO. 401K PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total income from all sources2012-12-31$247,566
Expenses. Total of all expenses incurred2012-12-31$43,319
Benefits paid (including direct rollovers)2012-12-31$43,103
Total plan assets at end of year2012-12-31$1,362,443
Total plan assets at beginning of year2012-12-31$1,158,196
Value of fidelity bond covering the plan2012-12-31$120,000
Total contributions received or receivable from participants2012-12-31$97,687
Expenses. Other expenses not covered elsewhere2012-12-31$216
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$113,846
Net income (gross income less expenses)2012-12-31$204,247
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,362,443
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,158,196
Assets. Value of participant loans2012-12-31$36,607
Total contributions received or receivable from employer(s)2012-12-31$36,033
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$0
Amount contributed by the employer to the plan for this plan year2012-12-31$0
2011 : ROSS FOGG FUEL OIL CO. 401K PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total income from all sources2011-12-31$144,347
Expenses. Total of all expenses incurred2011-12-31$62,987
Benefits paid (including direct rollovers)2011-12-31$62,739
Total plan assets at end of year2011-12-31$1,158,196
Total plan assets at beginning of year2011-12-31$1,076,836
Value of fidelity bond covering the plan2011-12-31$120,000
Total contributions received or receivable from participants2011-12-31$99,164
Expenses. Other expenses not covered elsewhere2011-12-31$248
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$7,732
Net income (gross income less expenses)2011-12-31$81,360
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,158,196
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,076,836
Assets. Value of participant loans2011-12-31$43,507
Total contributions received or receivable from employer(s)2011-12-31$37,451
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$0
Amount contributed by the employer to the plan for this plan year2011-12-31$0
2010 : ROSS FOGG FUEL OIL CO. 401K PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total income from all sources2010-12-31$266,525
Expenses. Total of all expenses incurred2010-12-31$67,432
Benefits paid (including direct rollovers)2010-12-31$67,159
Total plan assets at end of year2010-12-31$1,076,836
Total plan assets at beginning of year2010-12-31$877,743
Value of fidelity bond covering the plan2010-12-31$120,000
Total contributions received or receivable from participants2010-12-31$109,165
Expenses. Other expenses not covered elsewhere2010-12-31$273
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$112,452
Net income (gross income less expenses)2010-12-31$199,093
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,076,836
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$877,743
Assets. Value of participant loans2010-12-31$77,249
Total contributions received or receivable from employer(s)2010-12-31$44,908
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$0
Amount contributed by the employer to the plan for this plan year2010-12-31$0
2009 : ROSS FOGG FUEL OIL CO. 401K PLAN 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$0
Amount contributed by the employer to the plan for this plan year2009-12-31$0

Form 5500 Responses for ROSS FOGG FUEL OIL CO. 401K PLAN

2014: ROSS FOGG FUEL OIL CO. 401K 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
2013: ROSS FOGG FUEL OIL CO. 401K PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
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
2012: ROSS FOGG FUEL OIL CO. 401K 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
2011: ROSS FOGG FUEL OIL CO. 401K 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
2009: ROSS FOGG FUEL OIL CO. 401K 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 - TrustYes

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-813945
Policy instance 1
Insurance contract or identification numberGA-813945
Number of Individuals Covered21
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $3,788
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?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 $3,788
Insurance broker organization code?3
Insurance broker nameJANNEY MONTGOMERY SCOTT LLC
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-813945
Policy instance 1
Insurance contract or identification numberGA-813945
Number of Individuals Covered24
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $2,613
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?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
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-813945
Policy instance 1
Insurance contract or identification numberGA-813945
Number of Individuals Covered26
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $1,520
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?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 $1,520
Insurance broker organization code?3
Insurance broker nameJANNEY MONTGOMERY SCOTT

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1