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KNOX OIL FIELD SUPPLY RETIREMENT PLAN 401k Plan overview

Plan NameKNOX OIL FIELD SUPPLY RETIREMENT PLAN
Plan identification number 001

KNOX OIL FIELD SUPPLY RETIREMENT PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily flat dollar (includes dollars per year of service)
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Plan covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • 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

APPLIED INDUSTRIAL TECHNOLOGIES, INC. has sponsored the creation of one or more 401k plans.

Company Name:APPLIED INDUSTRIAL TECHNOLOGIES, INC.
Employer identification number (EIN):340117420
NAIC Classification:423990
NAIC Description:Other Miscellaneous Durable Goods Merchant Wholesalers

Additional information about APPLIED INDUSTRIAL TECHNOLOGIES, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 2004-06-09
Company Identification Number: P04000090109
Legal Registered Office Address: 9727 ENGLISH PINE CT

WINDERMERE

34786

More information about APPLIED INDUSTRIAL TECHNOLOGIES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KNOX OIL FIELD SUPPLY RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-12-01
0012020-12-01
0012019-12-01
0012018-12-01
0012017-12-01
0012016-12-01BARBARA D. EMERY
0012016-12-01
0012015-12-01BARBARA D. EMERY
0012015-01-01BARBARA EMERY
0012014-12-01BARBARA D. EMERY
0012013-12-01BARBARA D. EMERY
0012012-12-01BARBARA D. EMERY
0012011-12-01BARBARA D. EMERY
0012009-12-01BARBARA D. EMERY
0012008-12-01

Plan Statistics for KNOX OIL FIELD SUPPLY RETIREMENT PLAN

401k plan membership statisitcs for KNOX OIL FIELD SUPPLY RETIREMENT PLAN

Measure Date Value
2022: KNOX OIL FIELD SUPPLY RETIREMENT PLAN 2022 401k membership
Market value of plan assets2022-11-3010,110,493
Acturial value of plan assets2022-11-3010,077,697
Funding target for retired participants and beneficiaries receiving payment2022-11-304,966,259
Number of terminated vested participants2022-11-3033
Fundng target for terminated vested participants2022-11-301,446,160
Active participant vested funding target2022-11-301,796,524
Number of active participants2022-11-3013
Total funding liabilities for active participants2022-11-301,805,381
Total participant count2022-11-30110
Total funding target for all participants2022-11-308,217,800
Balance at beginning of prior year after applicable adjustments2022-11-300
Prefunding balance at beginning of prior year after applicable adjustments2022-11-30438,278
Carryover balanced portion elected for use to offset prior years funding requirement2022-11-300
Prefunding balanced used to offset prior years funding requirement2022-11-300
Amount remaining of carryover balance2022-11-300
Amount remaining of prefunding balance2022-11-30438,278
Present value of excess contributions2022-11-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-11-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-11-300
Reductions in caryover balances due to elections or deemed elections2022-11-300
Reductions in prefunding balances due to elections or deemed elections2022-11-300
Balance of carryovers at beginning of current year2022-11-300
Balance of prefunding at beginning of current year2022-11-30446,561
Contributions allocated toward unpaid minimum require contributions from prior years2022-11-300
Contributions made to avoid restrictions adjusted to valuation date2022-11-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-11-300
Unpaid minimum required contributions for all prior years2022-11-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-11-300
Remaining amount of unpaid minimum required contributions2022-11-300
Minimum required contributions for current year target normal cost2022-11-3016,675
Net shortfall amortization installment of oustanding balance2022-11-300
Waiver amortization installment2022-11-300
Total funding amount beforereflecting carryover/prefunding balances2022-11-300
Carryover balance elected to use to offset funding requirement2022-11-300
Prefunding balance elected to use to offset funding requirement2022-11-300
Additional cash requirement2022-11-300
Contributions allocatedtoward minimum required contributions for current year2022-11-300
Unpaid minimum required contributions for current year2022-11-300
Unpaid minimum required contributions for all years2022-11-300
2021: KNOX OIL FIELD SUPPLY RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-12-01110
Total number of active participants reported on line 7a of the Form 55002021-12-010
Number of retired or separated participants receiving benefits2021-12-010
Number of other retired or separated participants entitled to future benefits2021-12-010
Total of all active and inactive participants2021-12-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-12-010
Total participants2021-12-010
Number of participants with account balances2021-12-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-12-010
Market value of plan assets2021-11-3010,416,443
Acturial value of plan assets2021-11-309,751,197
Funding target for retired participants and beneficiaries receiving payment2021-11-304,334,318
Number of terminated vested participants2021-11-3037
Fundng target for terminated vested participants2021-11-301,878,615
Active participant vested funding target2021-11-301,996,483
Number of active participants2021-11-3014
Total funding liabilities for active participants2021-11-302,008,882
Total participant count2021-11-30111
Total funding target for all participants2021-11-308,221,815
Balance at beginning of prior year after applicable adjustments2021-11-300
Prefunding balance at beginning of prior year after applicable adjustments2021-11-30388,648
Carryover balanced portion elected for use to offset prior years funding requirement2021-11-300
Prefunding balanced used to offset prior years funding requirement2021-11-300
Amount remaining of carryover balance2021-11-300
Amount remaining of prefunding balance2021-11-30388,648
Present value of excess contributions2021-11-30472,001
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-11-30497,772
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-11-300
Reductions in caryover balances due to elections or deemed elections2021-11-300
Reductions in prefunding balances due to elections or deemed elections2021-11-300
Balance of carryovers at beginning of current year2021-11-300
Balance of prefunding at beginning of current year2021-11-30438,278
Total employer contributions2021-11-300
Total employee contributions2021-11-300
Contributions allocated toward unpaid minimum require contributions from prior years2021-11-300
Contributions made to avoid restrictions adjusted to valuation date2021-11-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-11-300
Unpaid minimum required contributions for all prior years2021-11-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-11-300
Remaining amount of unpaid minimum required contributions2021-11-300
Minimum required contributions for current year target normal cost2021-11-3085,000
Net shortfall amortization installment of oustanding balance2021-11-300
Waiver amortization installment2021-11-300
Total funding amount beforereflecting carryover/prefunding balances2021-11-300
Carryover balance elected to use to offset funding requirement2021-11-300
Prefunding balance elected to use to offset funding requirement2021-11-300
Additional cash requirement2021-11-300
Contributions allocatedtoward minimum required contributions for current year2021-11-300
Unpaid minimum required contributions for current year2021-11-300
Unpaid minimum required contributions for all years2021-11-300
2020: KNOX OIL FIELD SUPPLY RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-12-01109
Total number of active participants reported on line 7a of the Form 55002020-12-017
Number of retired or separated participants receiving benefits2020-12-0158
Number of other retired or separated participants entitled to future benefits2020-12-0138
Total of all active and inactive participants2020-12-01103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-12-017
Total participants2020-12-01110
Number of participants with account balances2020-12-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-12-010
Market value of plan assets2020-11-309,201,155
Acturial value of plan assets2020-11-309,023,621
Funding target for retired participants and beneficiaries receiving payment2020-11-304,151,426
Number of terminated vested participants2020-11-3041
Fundng target for terminated vested participants2020-11-301,834,319
Active participant vested funding target2020-11-302,551,368
Number of active participants2020-11-3016
Total funding liabilities for active participants2020-11-302,565,093
Total participant count2020-11-30113
Total funding target for all participants2020-11-308,550,838
Balance at beginning of prior year after applicable adjustments2020-11-300
Prefunding balance at beginning of prior year after applicable adjustments2020-11-30367,535
Carryover balanced portion elected for use to offset prior years funding requirement2020-11-300
Prefunding balanced used to offset prior years funding requirement2020-11-306,774
Amount remaining of carryover balance2020-11-300
Amount remaining of prefunding balance2020-11-30360,761
Present value of excess contributions2020-11-30391,422
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-11-30413,598
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-11-300
Reductions in caryover balances due to elections or deemed elections2020-11-300
Reductions in prefunding balances due to elections or deemed elections2020-11-300
Balance of carryovers at beginning of current year2020-11-300
Balance of prefunding at beginning of current year2020-11-30388,648
Total employer contributions2020-11-30501,320
Total employee contributions2020-11-300
Contributions allocated toward unpaid minimum require contributions from prior years2020-11-300
Contributions made to avoid restrictions adjusted to valuation date2020-11-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-11-30477,866
Liquidity shortfalls end of Q12020-11-300
Liquidity shortfalls end of Q22020-11-300
Liquidity shortfalls end of Q32020-11-300
Liquidity shortfalls end of Q42020-11-300
Unpaid minimum required contributions for all prior years2020-11-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-11-300
Remaining amount of unpaid minimum required contributions2020-11-300
Minimum required contributions for current year target normal cost2020-11-3090,000
Net shortfall amortization installment of oustanding balance2020-11-300
Waiver amortization installment2020-11-300
Total funding amount beforereflecting carryover/prefunding balances2020-11-305,865
Carryover balance elected to use to offset funding requirement2020-11-300
Prefunding balance elected to use to offset funding requirement2020-11-300
Additional cash requirement2020-11-305,865
Contributions allocatedtoward minimum required contributions for current year2020-11-30477,866
Unpaid minimum required contributions for current year2020-11-300
Unpaid minimum required contributions for all years2020-11-300
2019: KNOX OIL FIELD SUPPLY RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-12-01113
Total number of active participants reported on line 7a of the Form 55002019-12-018
Number of retired or separated participants receiving benefits2019-12-0154
Number of other retired or separated participants entitled to future benefits2019-12-0144
Total of all active and inactive participants2019-12-01106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-12-016
Total participants2019-12-01112
Number of participants with account balances2019-12-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-12-010
Market value of plan assets2019-11-307,987,557
Acturial value of plan assets2019-11-308,079,202
Funding target for retired participants and beneficiaries receiving payment2019-11-303,855,980
Number of terminated vested participants2019-11-3039
Fundng target for terminated vested participants2019-11-301,417,731
Active participant vested funding target2019-11-302,508,219
Number of active participants2019-11-3019
Total funding liabilities for active participants2019-11-302,516,876
Total participant count2019-11-30112
Total funding target for all participants2019-11-307,790,587
Balance at beginning of prior year after applicable adjustments2019-11-300
Prefunding balance at beginning of prior year after applicable adjustments2019-11-30612,465
Carryover balanced portion elected for use to offset prior years funding requirement2019-11-300
Prefunding balanced used to offset prior years funding requirement2019-11-30251,003
Amount remaining of carryover balance2019-11-300
Amount remaining of prefunding balance2019-11-30361,462
Present value of excess contributions2019-11-30459,324
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-11-30475,749
Balance of carryovers at beginning of current year2019-11-300
Balance of prefunding at beginning of current year2019-11-30367,535
Total employer contributions2019-11-30523,685
Total employee contributions2019-11-300
Contributions allocated toward unpaid minimum require contributions from prior years2019-11-300
Contributions made to avoid restrictions adjusted to valuation date2019-11-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-11-30493,146
Liquidity shortfalls end of Q12019-11-300
Liquidity shortfalls end of Q22019-11-300
Liquidity shortfalls end of Q32019-11-300
Liquidity shortfalls end of Q42019-11-300
Unpaid minimum required contributions for all prior years2019-11-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-11-300
Remaining amount of unpaid minimum required contributions2019-11-300
Minimum required contributions for current year target normal cost2019-11-3056,330
Net shortfall amortization installment of oustanding balance2019-11-3078,920
Waiver amortization installment2019-11-300
Total funding amount beforereflecting carryover/prefunding balances2019-11-30105,267
Carryover balance elected to use to offset funding requirement2019-11-300
Prefunding balance elected to use to offset funding requirement2019-11-3070,070
Additional cash requirement2019-11-3035,197
Contributions allocatedtoward minimum required contributions for current year2019-11-30493,146
Unpaid minimum required contributions for current year2019-11-300
Unpaid minimum required contributions for all years2019-11-300
2018: KNOX OIL FIELD SUPPLY RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-12-01113
Total number of active participants reported on line 7a of the Form 55002018-12-0110
Number of retired or separated participants receiving benefits2018-12-0151
Number of other retired or separated participants entitled to future benefits2018-12-0147
Total of all active and inactive participants2018-12-01108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-12-015
Total participants2018-12-01113
Number of participants with account balances2018-12-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-12-010
Market value of plan assets2018-11-307,741,487
Acturial value of plan assets2018-11-307,578,658
Funding target for retired participants and beneficiaries receiving payment2018-11-303,616,670
Number of terminated vested participants2018-11-3041
Fundng target for terminated vested participants2018-11-301,529,090
Active participant vested funding target2018-11-302,583,517
Number of active participants2018-11-3021
Total funding liabilities for active participants2018-11-302,594,454
Total participant count2018-11-30115
Total funding target for all participants2018-11-307,740,214
Balance at beginning of prior year after applicable adjustments2018-11-300
Prefunding balance at beginning of prior year after applicable adjustments2018-11-30420,701
Carryover balanced portion elected for use to offset prior years funding requirement2018-11-300
Prefunding balanced used to offset prior years funding requirement2018-11-3024,340
Amount remaining of carryover balance2018-11-300
Amount remaining of prefunding balance2018-11-30396,361
Present value of excess contributions2018-11-30302,107
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-11-30322,284
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-11-30161,644
Reductions in caryover balances due to elections or deemed elections2018-11-300
Reductions in prefunding balances due to elections or deemed elections2018-11-300
Balance of carryovers at beginning of current year2018-11-300
Balance of prefunding at beginning of current year2018-11-30612,465
Total employer contributions2018-11-30500,000
Total employee contributions2018-11-300
Contributions allocated toward unpaid minimum require contributions from prior years2018-11-300
Contributions made to avoid restrictions adjusted to valuation date2018-11-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-11-30465,445
Liquidity shortfalls end of Q12018-11-300
Liquidity shortfalls end of Q22018-11-300
Liquidity shortfalls end of Q32018-11-300
Liquidity shortfalls end of Q42018-11-300
Unpaid minimum required contributions for all prior years2018-11-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-11-300
Remaining amount of unpaid minimum required contributions2018-11-300
Minimum required contributions for current year target normal cost2018-11-30112,325
Net shortfall amortization installment of oustanding balance2018-11-30774,021
Waiver amortization installment2018-11-300
Total funding amount beforereflecting carryover/prefunding balances2018-11-30257,124
Carryover balance elected to use to offset funding requirement2018-11-300
Prefunding balance elected to use to offset funding requirement2018-11-30251,003
Additional cash requirement2018-11-306,121
Contributions allocatedtoward minimum required contributions for current year2018-11-30465,445
Unpaid minimum required contributions for current year2018-11-300
Unpaid minimum required contributions for all years2018-11-300
2017: KNOX OIL FIELD SUPPLY RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-12-01115
Total number of active participants reported on line 7a of the Form 55002017-12-0119
Number of retired or separated participants receiving benefits2017-12-0148
Number of other retired or separated participants entitled to future benefits2017-12-0136
Total of all active and inactive participants2017-12-01103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-12-019
Total participants2017-12-01112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-12-010
Market value of plan assets2017-11-306,687,885
Acturial value of plan assets2017-11-307,135,863
Funding target for retired participants and beneficiaries receiving payment2017-11-303,337,033
Number of terminated vested participants2017-11-3047
Fundng target for terminated vested participants2017-11-301,854,303
Active participant vested funding target2017-11-302,285,722
Number of active participants2017-11-3023
Total funding liabilities for active participants2017-11-302,298,939
Total participant count2017-11-30117
Total funding target for all participants2017-11-307,490,275
Balance at beginning of prior year after applicable adjustments2017-11-300
Prefunding balance at beginning of prior year after applicable adjustments2017-11-3048,676
Carryover balanced portion elected for use to offset prior years funding requirement2017-11-300
Prefunding balanced used to offset prior years funding requirement2017-11-300
Amount remaining of carryover balance2017-11-300
Amount remaining of prefunding balance2017-11-3048,676
Present value of excess contributions2017-11-30349,529
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-11-30371,514
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-11-30371,514
Balance of carryovers at beginning of current year2017-11-300
Balance of prefunding at beginning of current year2017-11-30420,701
Total employer contributions2017-11-30576,491
Total employee contributions2017-11-300
Contributions allocated toward unpaid minimum require contributions from prior years2017-11-300
Contributions made to avoid restrictions adjusted to valuation date2017-11-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-11-30538,105
Liquidity shortfalls end of Q12017-11-300
Liquidity shortfalls end of Q22017-11-300
Liquidity shortfalls end of Q32017-11-300
Liquidity shortfalls end of Q42017-11-300
Unpaid minimum required contributions for all prior years2017-11-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-11-300
Remaining amount of unpaid minimum required contributions2017-11-300
Minimum required contributions for current year target normal cost2017-11-30130,039
Net shortfall amortization installment of oustanding balance2017-11-30775,113
Waiver amortization installment2017-11-300
Total funding amount beforereflecting carryover/prefunding balances2017-11-30260,338
Carryover balance elected to use to offset funding requirement2017-11-300
Prefunding balance elected to use to offset funding requirement2017-11-3024,340
Additional cash requirement2017-11-30235,998
Contributions allocatedtoward minimum required contributions for current year2017-11-30538,105
Unpaid minimum required contributions for current year2017-11-300
Unpaid minimum required contributions for all years2017-11-300
2016: KNOX OIL FIELD SUPPLY RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-12-01117
Total number of active participants reported on line 7a of the Form 55002016-12-0121
Number of retired or separated participants receiving benefits2016-12-0149
Number of other retired or separated participants entitled to future benefits2016-12-0137
Total of all active and inactive participants2016-12-01107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-12-018
Total participants2016-12-01115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-12-010
2015: KNOX OIL FIELD SUPPLY RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-12-01139
Total number of active participants reported on line 7a of the Form 55002015-12-0123
Number of retired or separated participants receiving benefits2015-12-0143
Number of other retired or separated participants entitled to future benefits2015-12-0142
Total of all active and inactive participants2015-12-01108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-12-019
Total participants2015-12-01117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-12-010
Total participants, beginning-of-year2015-01-01174
Total number of active participants reported on line 7a of the Form 55002015-01-01127
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0118
Total of all active and inactive participants2015-01-01145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
Total participants2015-01-01147
Number of participants with account balances2015-01-0145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: KNOX OIL FIELD SUPPLY RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-12-01141
Total number of active participants reported on line 7a of the Form 55002014-12-0122
Number of retired or separated participants receiving benefits2014-12-0135
Number of other retired or separated participants entitled to future benefits2014-12-0174
Total of all active and inactive participants2014-12-01131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-12-018
Total participants2014-12-01139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-12-010
2013: KNOX OIL FIELD SUPPLY RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-12-01141
Total number of active participants reported on line 7a of the Form 55002013-12-0122
Number of retired or separated participants receiving benefits2013-12-0135
Number of other retired or separated participants entitled to future benefits2013-12-0176
Total of all active and inactive participants2013-12-01133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-12-018
Total participants2013-12-01141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-12-010
2012: KNOX OIL FIELD SUPPLY RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-12-01143
Total number of active participants reported on line 7a of the Form 55002012-12-0122
Number of retired or separated participants receiving benefits2012-12-0128
Number of other retired or separated participants entitled to future benefits2012-12-0184
Total of all active and inactive participants2012-12-01134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-12-017
Total participants2012-12-01141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-12-010
2011: KNOX OIL FIELD SUPPLY RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-12-01142
Total number of active participants reported on line 7a of the Form 55002011-12-0125
Number of retired or separated participants receiving benefits2011-12-0124
Number of other retired or separated participants entitled to future benefits2011-12-0187
Total of all active and inactive participants2011-12-01136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-12-017
Total participants2011-12-01143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-12-010
2009: KNOX OIL FIELD SUPPLY RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-12-01144
Total number of active participants reported on line 7a of the Form 55002009-12-0126
Number of retired or separated participants receiving benefits2009-12-0122
Number of other retired or separated participants entitled to future benefits2009-12-0189
Total of all active and inactive participants2009-12-01137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-12-016
Total participants2009-12-01143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-12-010

Financial Data on KNOX OIL FIELD SUPPLY RETIREMENT PLAN

Measure Date Value
2022 : KNOX OIL FIELD SUPPLY RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-11-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-11-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-11-30$0
Total income from all sources (including contributions)2022-11-30$56,318
Total loss/gain on sale of assets2022-11-30$0
Total of all expenses incurred2022-11-30$10,166,812
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-11-30$10,046,390
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-11-30$0
Value of total assets at end of year2022-11-30$0
Value of total assets at beginning of year2022-11-30$10,110,494
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-11-30$120,422
Total interest from all sources2022-11-30$0
Total dividends received (eg from common stock, registered investment company shares)2022-11-30$14
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-11-30Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2022-11-30$919,366
Total dividends received from registered investment company shares (eg mutual funds)2022-11-30$14
Administrative expenses professional fees incurred2022-11-30$14,534
Was this plan covered by a fidelity bond2022-11-30Yes
Value of fidelity bond cover2022-11-30$500,000
Were there any nonexempt tranactions with any party-in-interest2022-11-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-11-30No
Value of net income/loss2022-11-30$-10,110,494
Value of net assets at end of year (total assets less liabilities)2022-11-30$0
Value of net assets at beginning of year (total assets less liabilities)2022-11-30$10,110,494
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-11-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-11-30No
Were any leases to which the plan was party in default or uncollectible2022-11-30No
Investment advisory and management fees2022-11-30$40,051
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-11-30$1,877
Value of interest in pooled separate accounts at beginning of year2022-11-30$10,108,617
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-11-30$-402
Net investment gain/loss from pooled separate accounts2022-11-30$56,706
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-11-30Yes
Was there a failure to transmit to the plan any participant contributions2022-11-30No
Has the plan failed to provide any benefit when due under the plan2022-11-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-11-30$10,046,390
Contract administrator fees2022-11-30$65,837
Did the plan have assets held for investment2022-11-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-11-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-11-30Yes
Opinion of an independent qualified public accountant for this plan2022-11-30Disclaimer
Accountancy firm name2022-11-30PLANTE & MORAN PLLC
Accountancy firm EIN2022-11-30381357951
2021 : KNOX OIL FIELD SUPPLY RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-11-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-11-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-11-30$0
Total income from all sources (including contributions)2021-11-30$193,923
Total loss/gain on sale of assets2021-11-30$0
Total of all expenses incurred2021-11-30$499,872
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-11-30$407,151
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-11-30$0
Value of total assets at end of year2021-11-30$10,110,494
Value of total assets at beginning of year2021-11-30$10,416,443
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-11-30$92,721
Total interest from all sources2021-11-30$0
Total dividends received (eg from common stock, registered investment company shares)2021-11-30$34,126
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-11-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-11-30$34,126
Administrative expenses professional fees incurred2021-11-30$16,900
Was this plan covered by a fidelity bond2021-11-30Yes
Value of fidelity bond cover2021-11-30$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-11-30$0
Were there any nonexempt tranactions with any party-in-interest2021-11-30No
Other income not declared elsewhere2021-11-30$60
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-11-30No
Value of net income/loss2021-11-30$-305,949
Value of net assets at end of year (total assets less liabilities)2021-11-30$10,110,494
Value of net assets at beginning of year (total assets less liabilities)2021-11-30$10,416,443
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-11-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-11-30No
Were any leases to which the plan was party in default or uncollectible2021-11-30No
Investment advisory and management fees2021-11-30$25,386
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-11-30$1,877
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-11-30$4,098,817
Value of interest in pooled separate accounts at end of year2021-11-30$10,108,617
Value of interest in pooled separate accounts at beginning of year2021-11-30$6,317,626
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-11-30$595,754
Net investment gain/loss from pooled separate accounts2021-11-30$-436,017
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-11-30Yes
Was there a failure to transmit to the plan any participant contributions2021-11-30No
Has the plan failed to provide any benefit when due under the plan2021-11-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-11-30$407,151
Contract administrator fees2021-11-30$50,435
Did the plan have assets held for investment2021-11-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-11-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-11-30No
Opinion of an independent qualified public accountant for this plan2021-11-30Disclaimer
Accountancy firm name2021-11-30PLANTE & MORAN PLLC
Accountancy firm EIN2021-11-30381357951
2020 : KNOX OIL FIELD SUPPLY RETIREMENT PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-11-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-11-30$0
Total unrealized appreciation/depreciation of assets2020-11-30$0
Total transfer of assets to this plan2020-11-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-11-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-11-30$0
Total income from all sources (including contributions)2020-11-30$1,651,671
Total loss/gain on sale of assets2020-11-30$0
Total of all expenses incurred2020-11-30$439,158
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-11-30$365,208
Value of total corrective distributions2020-11-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-11-30$501,320
Value of total assets at end of year2020-11-30$10,416,443
Value of total assets at beginning of year2020-11-30$9,203,930
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-11-30$73,950
Total income from rents2020-11-30$0
Total interest from all sources2020-11-30$0
Total dividends received (eg from common stock, registered investment company shares)2020-11-30$78,214
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-11-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-11-30$78,214
Administrative expenses professional fees incurred2020-11-30$19,954
Was this plan covered by a fidelity bond2020-11-30Yes
Value of fidelity bond cover2020-11-30$500,000
Were there any nonexempt tranactions with any party-in-interest2020-11-30No
Amount of non-exempt transactions with any party-in-interest2020-11-30$0
Contributions received from participants2020-11-30$0
Participant contributions at end of year2020-11-30$0
Participant contributions at beginning of year2020-11-30$0
Income. Received or receivable in cash from other sources (including rollovers)2020-11-30$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-11-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-11-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-11-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-11-30$0
Other income not declared elsewhere2020-11-30$140
Administrative expenses (other) incurred2020-11-30$0
Liabilities. Value of operating payables at beginning of year2020-11-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-11-30No
Value of net income/loss2020-11-30$1,212,513
Value of net assets at end of year (total assets less liabilities)2020-11-30$10,416,443
Value of net assets at beginning of year (total assets less liabilities)2020-11-30$9,203,930
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-11-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-11-30No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2020-11-30$0
Were any leases to which the plan was party in default or uncollectible2020-11-30No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2020-11-30$0
Investment advisory and management fees2020-11-30$15,200
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-11-30$4,098,817
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-11-30$5,717,810
Value of interest in pooled separate accounts at end of year2020-11-30$6,317,626
Value of interest in pooled separate accounts at beginning of year2020-11-30$2,962,435
Income. Interest from loans (other than to participants)2020-11-30$0
Interest earned on other investments2020-11-30$0
Income. Interest from US Government securities2020-11-30$0
Income. Interest from corporate debt instruments2020-11-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-11-30$0
Expenses. Payments to insurance carriers foe the provision of benefits2020-11-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-11-30$604,462
Net investment gain/loss from pooled separate accounts2020-11-30$467,535
Net investment gain or loss from common/collective trusts2020-11-30$0
Net gain/loss from 103.12 investment entities2020-11-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-11-30Yes
Was there a failure to transmit to the plan any participant contributions2020-11-30No
Has the plan failed to provide any benefit when due under the plan2020-11-30No
Contributions received in cash from employer2020-11-30$501,320
Employer contributions (assets) at end of year2020-11-30$0
Employer contributions (assets) at beginning of year2020-11-30$523,685
Income. Dividends from preferred stock2020-11-30$0
Income. Dividends from common stock2020-11-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-11-30$365,208
Contract administrator fees2020-11-30$38,796
Liabilities. Value of benefit claims payable at beginning of year2020-11-30$0
Did the plan have assets held for investment2020-11-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-11-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-11-30No
Aggregate proceeds on sale of assets2020-11-30$0
Aggregate carrying amount (costs) on sale of assets2020-11-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-11-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-11-30Yes
Opinion of an independent qualified public accountant for this plan2020-11-30Disclaimer
Accountancy firm name2020-11-30PLANTE & MORAN PLLC
Accountancy firm EIN2020-11-30381357951
2019 : KNOX OIL FIELD SUPPLY RETIREMENT PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-11-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-11-30$0
Total unrealized appreciation/depreciation of assets2019-11-30$0
Total transfer of assets to this plan2019-11-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-11-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-11-30$0
Expenses. Interest paid2019-11-30$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022019-11-30$0
Total income from all sources (including contributions)2019-11-30$1,646,697
Total loss/gain on sale of assets2019-11-30$0
Total of all expenses incurred2019-11-30$437,602
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-11-30$346,671
Value of total corrective distributions2019-11-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-11-30$523,685
Value of total assets at end of year2019-11-30$9,203,930
Value of total assets at beginning of year2019-11-30$7,994,835
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-11-30$90,931
Total income from rents2019-11-30$0
Total interest from all sources2019-11-30$47,968
Total dividends received (eg from common stock, registered investment company shares)2019-11-30$71,946
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-11-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-11-30$46,806
Administrative expenses professional fees incurred2019-11-30$28,595
Was this plan covered by a fidelity bond2019-11-30Yes
Value of fidelity bond cover2019-11-30$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-11-30$0
Were there any nonexempt tranactions with any party-in-interest2019-11-30No
Amount of non-exempt transactions with any party-in-interest2019-11-30$0
Contributions received from participants2019-11-30$0
Participant contributions at end of year2019-11-30$0
Participant contributions at beginning of year2019-11-30$0
Income. Received or receivable in cash from other sources (including rollovers)2019-11-30$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-11-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-11-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-11-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-11-30$0
Other income not declared elsewhere2019-11-30$662
Administrative expenses (other) incurred2019-11-30$0
Liabilities. Value of operating payables at beginning of year2019-11-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-11-30No
Income. Non cash contributions2019-11-30$0
Value of net income/loss2019-11-30$1,209,095
Value of net assets at end of year (total assets less liabilities)2019-11-30$9,203,930
Value of net assets at beginning of year (total assets less liabilities)2019-11-30$7,994,835
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-11-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-11-30No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2019-11-30$0
Were any leases to which the plan was party in default or uncollectible2019-11-30No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2019-11-30$0
Assets. partnership/joint venture interests at end of year2019-11-30$0
Assets. partnership/joint venture interests at beginning of year2019-11-30$9,466
Investment advisory and management fees2019-11-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-11-30$5,717,810
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-11-30$1,286,113
Value of interest in pooled separate accounts at end of year2019-11-30$2,962,435
Value of interest in pooled separate accounts at beginning of year2019-11-30$0
Income. Interest from loans (other than to participants)2019-11-30$0
Interest earned on other investments2019-11-30$0
Income. Interest from US Government securities2019-11-30$0
Income. Interest from corporate debt instruments2019-11-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-11-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-11-30$115,914
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-11-30$115,914
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-11-30$47,968
Expenses. Payments to insurance carriers foe the provision of benefits2019-11-30$0
Asset value of US Government securities at end of year2019-11-30$0
Asset value of US Government securities at beginning of year2019-11-30$1,008,531
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-11-30$756,626
Net investment gain/loss from pooled separate accounts2019-11-30$245,810
Net investment gain or loss from common/collective trusts2019-11-30$0
Net gain/loss from 103.12 investment entities2019-11-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-11-30Yes
Was there a failure to transmit to the plan any participant contributions2019-11-30No
Has the plan failed to provide any benefit when due under the plan2019-11-30No
Contributions received in cash from employer2019-11-30$523,685
Employer contributions (assets) at end of year2019-11-30$523,685
Employer contributions (assets) at beginning of year2019-11-30$500,000
Income. Dividends from preferred stock2019-11-30$0
Income. Dividends from common stock2019-11-30$25,140
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-11-30$346,671
Asset. Corporate debt instrument debt (other) at end of year2019-11-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2019-11-30$293,546
Contract administrator fees2019-11-30$62,336
Assets. Corporate common stocks other than exployer securities at end of year2019-11-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2019-11-30$4,781,265
Liabilities. Value of benefit claims payable at beginning of year2019-11-30$0
Did the plan have assets held for investment2019-11-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-11-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-11-30No
Aggregate proceeds on sale of assets2019-11-30$0
Aggregate carrying amount (costs) on sale of assets2019-11-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-11-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-11-30Yes
Opinion of an independent qualified public accountant for this plan2019-11-30Disclaimer
Accountancy firm name2019-11-30PLANTE & MORAN PLLC
Accountancy firm EIN2019-11-30381357951
2018 : KNOX OIL FIELD SUPPLY RETIREMENT PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-11-30$82,655
Total unrealized appreciation/depreciation of assets2018-11-30$82,655
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-11-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-11-30$0
Total income from all sources (including contributions)2018-11-30$678,416
Total loss/gain on sale of assets2018-11-30$11,288
Total of all expenses incurred2018-11-30$432,746
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-11-30$323,171
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-11-30$500,000
Value of total assets at end of year2018-11-30$7,994,835
Value of total assets at beginning of year2018-11-30$7,749,165
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-11-30$109,575
Total interest from all sources2018-11-30$46,938
Total dividends received (eg from common stock, registered investment company shares)2018-11-30$126,396
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-11-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-11-30$63,797
Administrative expenses professional fees incurred2018-11-30$56,330
Was this plan covered by a fidelity bond2018-11-30Yes
Value of fidelity bond cover2018-11-30$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-11-30$0
Were there any nonexempt tranactions with any party-in-interest2018-11-30No
Other income not declared elsewhere2018-11-30$30
Administrative expenses (other) incurred2018-11-30$356
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-11-30No
Value of net income/loss2018-11-30$245,670
Value of net assets at end of year (total assets less liabilities)2018-11-30$7,994,835
Value of net assets at beginning of year (total assets less liabilities)2018-11-30$7,749,165
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-11-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-11-30No
Were any leases to which the plan was party in default or uncollectible2018-11-30No
Assets. partnership/joint venture interests at end of year2018-11-30$9,466
Assets. partnership/joint venture interests at beginning of year2018-11-30$0
Investment advisory and management fees2018-11-30$52,889
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-11-30$1,286,113
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-11-30$1,366,767
Income. Interest from US Government securities2018-11-30$32,674
Income. Interest from corporate debt instruments2018-11-30$12,339
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-11-30$115,914
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-11-30$149,068
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-11-30$149,068
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-11-30$1,925
Asset value of US Government securities at end of year2018-11-30$1,008,531
Asset value of US Government securities at beginning of year2018-11-30$1,072,298
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-11-30$-88,891
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-11-30No
Was there a failure to transmit to the plan any participant contributions2018-11-30No
Has the plan failed to provide any benefit when due under the plan2018-11-30No
Contributions received in cash from employer2018-11-30$500,000
Employer contributions (assets) at end of year2018-11-30$500,000
Employer contributions (assets) at beginning of year2018-11-30$500,000
Income. Dividends from common stock2018-11-30$62,599
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-11-30$323,171
Asset. Corporate debt instrument debt (other) at end of year2018-11-30$293,546
Asset. Corporate debt instrument debt (other) at beginning of year2018-11-30$328,569
Assets. Corporate common stocks other than exployer securities at end of year2018-11-30$4,781,265
Assets. Corporate common stocks other than exployer securities at beginning of year2018-11-30$4,332,463
Did the plan have assets held for investment2018-11-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-11-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-11-30No
Aggregate proceeds on sale of assets2018-11-30$3,836,604
Aggregate carrying amount (costs) on sale of assets2018-11-30$3,825,316
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-11-30Yes
Opinion of an independent qualified public accountant for this plan2018-11-30Disclaimer
Accountancy firm name2018-11-30PLANTE & MORAN
Accountancy firm EIN2018-11-30381357951
2017 : KNOX OIL FIELD SUPPLY RETIREMENT PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-11-30$529,433
Total unrealized appreciation/depreciation of assets2017-11-30$529,433
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-11-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-11-30$0
Total income from all sources (including contributions)2017-11-30$1,867,664
Total loss/gain on sale of assets2017-11-30$167,353
Total of all expenses incurred2017-11-30$439,616
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-11-30$328,444
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-11-30$963,347
Value of total assets at end of year2017-11-30$7,749,165
Value of total assets at beginning of year2017-11-30$6,321,117
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-11-30$111,172
Total interest from all sources2017-11-30$42,331
Total dividends received (eg from common stock, registered investment company shares)2017-11-30$135,454
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-11-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-11-30$72,023
Administrative expenses professional fees incurred2017-11-30$59,298
Was this plan covered by a fidelity bond2017-11-30Yes
Value of fidelity bond cover2017-11-30$500,000
Were there any nonexempt tranactions with any party-in-interest2017-11-30No
Other income not declared elsewhere2017-11-30$786
Administrative expenses (other) incurred2017-11-30$66
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-11-30No
Value of net income/loss2017-11-30$1,428,048
Value of net assets at end of year (total assets less liabilities)2017-11-30$7,749,165
Value of net assets at beginning of year (total assets less liabilities)2017-11-30$6,321,117
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-11-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-11-30No
Were any leases to which the plan was party in default or uncollectible2017-11-30No
Investment advisory and management fees2017-11-30$51,808
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-11-30$1,366,767
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-11-30$1,267,928
Income. Interest from US Government securities2017-11-30$30,400
Income. Interest from corporate debt instruments2017-11-30$10,582
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-11-30$149,068
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-11-30$111,081
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-11-30$111,081
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-11-30$1,349
Asset value of US Government securities at end of year2017-11-30$1,072,298
Asset value of US Government securities at beginning of year2017-11-30$1,064,052
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-11-30$28,960
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-11-30No
Was there a failure to transmit to the plan any participant contributions2017-11-30No
Has the plan failed to provide any benefit when due under the plan2017-11-30No
Contributions received in cash from employer2017-11-30$963,347
Employer contributions (assets) at end of year2017-11-30$500,000
Employer contributions (assets) at beginning of year2017-11-30$113,144
Income. Dividends from common stock2017-11-30$63,431
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-11-30$328,444
Asset. Corporate debt instrument debt (other) at end of year2017-11-30$328,569
Asset. Corporate debt instrument debt (other) at beginning of year2017-11-30$238,231
Assets. Corporate common stocks other than exployer securities at end of year2017-11-30$4,332,463
Assets. Corporate common stocks other than exployer securities at beginning of year2017-11-30$3,526,681
Did the plan have assets held for investment2017-11-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-11-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-11-30No
Aggregate proceeds on sale of assets2017-11-30$2,801,713
Aggregate carrying amount (costs) on sale of assets2017-11-30$2,634,360
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-11-30Yes
Opinion of an independent qualified public accountant for this plan2017-11-30Disclaimer
Accountancy firm name2017-11-30PLANTE & MORAN
Accountancy firm EIN2017-11-30381357951
2016 : KNOX OIL FIELD SUPPLY RETIREMENT PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-11-30$173,125
Total unrealized appreciation/depreciation of assets2016-11-30$173,125
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-11-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-11-30$0
Total income from all sources (including contributions)2016-11-30$237,132
Total loss/gain on sale of assets2016-11-30$-216,434
Total of all expenses incurred2016-11-30$862,675
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-11-30$782,464
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-11-30$113,144
Value of total assets at end of year2016-11-30$6,321,117
Value of total assets at beginning of year2016-11-30$6,946,660
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-11-30$80,211
Total interest from all sources2016-11-30$36,343
Total dividends received (eg from common stock, registered investment company shares)2016-11-30$174,599
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-11-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-11-30$103,996
Administrative expenses professional fees incurred2016-11-30$74,491
Was this plan covered by a fidelity bond2016-11-30Yes
Value of fidelity bond cover2016-11-30$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-11-30$0
Were there any nonexempt tranactions with any party-in-interest2016-11-30No
Other income not declared elsewhere2016-11-30$415
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-11-30No
Value of net income/loss2016-11-30$-625,543
Value of net assets at end of year (total assets less liabilities)2016-11-30$6,321,117
Value of net assets at beginning of year (total assets less liabilities)2016-11-30$6,946,660
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-11-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-11-30No
Were any leases to which the plan was party in default or uncollectible2016-11-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-11-30$1,267,928
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-11-30$1,385,327
Income. Interest from US Government securities2016-11-30$29,078
Income. Interest from corporate debt instruments2016-11-30$7,060
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-11-30$111,081
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-11-30$215,527
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-11-30$215,527
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-11-30$205
Asset value of US Government securities at end of year2016-11-30$1,064,052
Asset value of US Government securities at beginning of year2016-11-30$1,469,680
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-11-30$-44,060
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-11-30No
Was there a failure to transmit to the plan any participant contributions2016-11-30No
Has the plan failed to provide any benefit when due under the plan2016-11-30No
Contributions received in cash from employer2016-11-30$113,144
Employer contributions (assets) at end of year2016-11-30$113,144
Employer contributions (assets) at beginning of year2016-11-30$0
Income. Dividends from preferred stock2016-11-30$260
Income. Dividends from common stock2016-11-30$70,343
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-11-30$782,464
Asset. Corporate debt instrument debt (other) at end of year2016-11-30$238,231
Asset. Corporate debt instrument debt (other) at beginning of year2016-11-30$0
Contract administrator fees2016-11-30$5,720
Assets. Corporate common stocks other than exployer securities at end of year2016-11-30$3,526,681
Assets. Corporate common stocks other than exployer securities at beginning of year2016-11-30$3,876,126
Did the plan have assets held for investment2016-11-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-11-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-11-30No
Aggregate proceeds on sale of assets2016-11-30$5,642,034
Aggregate carrying amount (costs) on sale of assets2016-11-30$5,858,468
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-11-30Yes
Opinion of an independent qualified public accountant for this plan2016-11-30Disclaimer
Accountancy firm name2016-11-30PLANTE & MORAN
Accountancy firm EIN2016-11-30381357951
2015 : KNOX OIL FIELD SUPPLY RETIREMENT PLAN 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$0
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$109
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Expenses. Interest paid2015-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022015-12-31$0
Total income from all sources (including contributions)2015-12-31$170,091
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$362,518
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$360,649
Expenses. Certain deemed distributions of participant loans2015-12-31$0
Value of total corrective distributions2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$116,277
Value of total assets at end of year2015-12-31$1,970,549
Value of total assets at beginning of year2015-12-31$2,162,867
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,869
Total income from rents2015-12-31$0
Total interest from all sources2015-12-31$270
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$118,432
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$118,432
Assets. Real estate other than employer real property at end of year2015-12-31$0
Assets. Real estate other than employer real property at beginning of year2015-12-31$0
Administrative expenses professional fees incurred2015-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2015-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2015-12-31$0
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$25,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$74,055
Participant contributions at end of year2015-12-31$2,586
Participant contributions at beginning of year2015-12-31$3,359
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$0
Assets. Other investments not covered elsewhere at end of year2015-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
Assets. Loans (other than to participants) at end of year2015-12-31$0
Assets. Loans (other than to participants) at beginning of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$109
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$0
Other income not declared elsewhere2015-12-31$0
Administrative expenses (other) incurred2015-12-31$0
Liabilities. Value of operating payables at end of year2015-12-31$0
Liabilities. Value of operating payables at beginning of year2015-12-31$0
Total non interest bearing cash at end of year2015-12-31$0
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
Income. Non cash contributions2015-12-31$0
Value of net income/loss2015-12-31$-192,427
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,970,440
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,162,867
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
Assets. partnership/joint venture interests at end of year2015-12-31$0
Assets. partnership/joint venture interests at beginning of year2015-12-31$0
Investment advisory and management fees2015-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$1,967,256
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,149,638
Value of interest in pooled separate accounts at end of year2015-12-31$0
Value of interest in pooled separate accounts at beginning of year2015-12-31$0
Interest on participant loans2015-12-31$270
Income. Interest from loans (other than to participants)2015-12-31$0
Interest earned on other investments2015-12-31$0
Income. Interest from US Government securities2015-12-31$0
Income. Interest from corporate debt instruments2015-12-31$0
Value of interest in master investment trust accounts at end of year2015-12-31$0
Value of interest in master investment trust accounts at beginning of year2015-12-31$0
Value of interest in common/collective trusts at end of year2015-12-31$0
Value of interest in common/collective trusts at beginning of year2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2015-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2015-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Asset value of US Government securities at end of year2015-12-31$0
Asset value of US Government securities at beginning of year2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-64,888
Net investment gain/loss from pooled separate accounts2015-12-31$0
Net investment gain or loss from common/collective trusts2015-12-31$0
Net gain/loss from 103.12 investment entities2015-12-31$0
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 contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Assets. Invements in employer securities at end of year2015-12-31$0
Assets. Invements in employer securities at beginning of year2015-12-31$0
Assets. Value of employer real property at end of year2015-12-31$0
Assets. Value of employer real property at beginning of year2015-12-31$0
Contributions received in cash from employer2015-12-31$42,222
Employer contributions (assets) at end of year2015-12-31$707
Employer contributions (assets) at beginning of year2015-12-31$9,870
Income. Dividends from preferred stock2015-12-31$0
Income. Dividends from common stock2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$360,649
Asset. Corporate debt instrument preferred debt at end of year2015-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2015-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$0
Contract administrator fees2015-12-31$1,869
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$0
Liabilities. Value of benefit claims payable at end of year2015-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2015-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-12-31$0
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
Aggregate proceeds on sale of assets2015-12-31$0
Aggregate carrying amount (costs) on sale of assets2015-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2015-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2015-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31PLANTE MORAN
Accountancy firm EIN2015-12-31381357951
Unrealized appreciation/depreciation of other (non real estate) assets2015-11-30$-5,253
Total unrealized appreciation/depreciation of assets2015-11-30$-5,253
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-11-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-11-30$0
Total income from all sources (including contributions)2015-11-30$-5,734
Total loss/gain on sale of assets2015-11-30$-103,649
Total of all expenses incurred2015-11-30$363,581
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-11-30$268,761
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-11-30$0
Value of total assets at end of year2015-11-30$6,946,660
Value of total assets at beginning of year2015-11-30$7,315,975
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-11-30$94,820
Total interest from all sources2015-11-30$30,850
Total dividends received (eg from common stock, registered investment company shares)2015-11-30$199,231
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-11-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-11-30$124,546
Administrative expenses professional fees incurred2015-11-30$38,538
Was this plan covered by a fidelity bond2015-11-30Yes
Value of fidelity bond cover2015-11-30$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-11-30$0
Were there any nonexempt tranactions with any party-in-interest2015-11-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-11-30No
Value of net income/loss2015-11-30$-369,315
Value of net assets at end of year (total assets less liabilities)2015-11-30$6,946,660
Value of net assets at beginning of year (total assets less liabilities)2015-11-30$7,315,975
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-11-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-11-30No
Were any leases to which the plan was party in default or uncollectible2015-11-30No
Investment advisory and management fees2015-11-30$56,282
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-11-30$1,385,327
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-11-30$1,514,083
Income. Interest from US Government securities2015-11-30$30,782
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-11-30$215,527
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-11-30$509,059
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-11-30$509,059
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-11-30$68
Asset value of US Government securities at end of year2015-11-30$1,469,680
Asset value of US Government securities at beginning of year2015-11-30$1,355,335
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-11-30$-126,913
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-11-30No
Was there a failure to transmit to the plan any participant contributions2015-11-30No
Has the plan failed to provide any benefit when due under the plan2015-11-30No
Income. Dividends from preferred stock2015-11-30$267
Income. Dividends from common stock2015-11-30$74,418
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-11-30$268,761
Assets. Corporate common stocks other than exployer securities at end of year2015-11-30$3,876,126
Assets. Corporate common stocks other than exployer securities at beginning of year2015-11-30$3,937,498
Did the plan have assets held for investment2015-11-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-11-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-11-30No
Aggregate proceeds on sale of assets2015-11-30$3,161,694
Aggregate carrying amount (costs) on sale of assets2015-11-30$3,265,343
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-11-30Yes
Opinion of an independent qualified public accountant for this plan2015-11-30Disclaimer
Accountancy firm name2015-11-30PLANTE & MORAN
Accountancy firm EIN2015-11-30381357951
2014 : KNOX OIL FIELD SUPPLY RETIREMENT PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-11-30$401,547
Total unrealized appreciation/depreciation of assets2014-11-30$401,547
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-11-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-11-30$0
Total income from all sources (including contributions)2014-11-30$590,905
Total loss/gain on sale of assets2014-11-30$17,018
Total of all expenses incurred2014-11-30$344,036
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-11-30$244,032
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-11-30$0
Value of total assets at end of year2014-11-30$7,315,975
Value of total assets at beginning of year2014-11-30$7,069,106
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-11-30$100,004
Total interest from all sources2014-11-30$33,948
Total dividends received (eg from common stock, registered investment company shares)2014-11-30$187,914
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-11-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-11-30$122,600
Administrative expenses professional fees incurred2014-11-30$42,228
Was this plan covered by a fidelity bond2014-11-30Yes
Value of fidelity bond cover2014-11-30$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-11-30$0
Were there any nonexempt tranactions with any party-in-interest2014-11-30No
Administrative expenses (other) incurred2014-11-30$2,335
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-11-30No
Value of net income/loss2014-11-30$246,869
Value of net assets at end of year (total assets less liabilities)2014-11-30$7,315,975
Value of net assets at beginning of year (total assets less liabilities)2014-11-30$7,069,106
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-11-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-11-30No
Were any leases to which the plan was party in default or uncollectible2014-11-30No
Investment advisory and management fees2014-11-30$55,441
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-11-30$1,514,083
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-11-30$1,479,191
Income. Interest from US Government securities2014-11-30$33,827
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-11-30$509,059
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-11-30$344,815
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-11-30$344,815
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-11-30$121
Asset value of US Government securities at end of year2014-11-30$1,355,335
Asset value of US Government securities at beginning of year2014-11-30$1,647,180
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-11-30$-49,522
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-11-30No
Was there a failure to transmit to the plan any participant contributions2014-11-30No
Has the plan failed to provide any benefit when due under the plan2014-11-30No
Income. Dividends from common stock2014-11-30$65,314
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-11-30$244,032
Assets. Corporate common stocks other than exployer securities at end of year2014-11-30$3,937,498
Assets. Corporate common stocks other than exployer securities at beginning of year2014-11-30$3,597,920
Did the plan have assets held for investment2014-11-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-11-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-11-30No
Aggregate proceeds on sale of assets2014-11-30$3,067,575
Aggregate carrying amount (costs) on sale of assets2014-11-30$3,050,557
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-11-30Yes
Opinion of an independent qualified public accountant for this plan2014-11-30Disclaimer
Accountancy firm name2014-11-30PLANTE & MORAN
Accountancy firm EIN2014-11-30381357951
2013 : KNOX OIL FIELD SUPPLY RETIREMENT PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-11-30$502,215
Total unrealized appreciation/depreciation of assets2013-11-30$502,215
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-11-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-11-30$0
Total income from all sources (including contributions)2013-11-30$762,610
Total loss/gain on sale of assets2013-11-30$129,561
Total of all expenses incurred2013-11-30$281,046
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-11-30$179,626
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-11-30$0
Value of total assets at end of year2013-11-30$7,069,106
Value of total assets at beginning of year2013-11-30$6,587,542
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-11-30$101,420
Total interest from all sources2013-11-30$38,646
Total dividends received (eg from common stock, registered investment company shares)2013-11-30$155,027
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-11-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-11-30$89,662
Administrative expenses professional fees incurred2013-11-30$48,659
Assets. Corporate prefeered stocks other than exployer securities at end of year2013-11-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2013-11-30$4,543
Was this plan covered by a fidelity bond2013-11-30Yes
Value of fidelity bond cover2013-11-30$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-11-30$0
Were there any nonexempt tranactions with any party-in-interest2013-11-30No
Administrative expenses (other) incurred2013-11-30$2,395
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-11-30No
Value of net income/loss2013-11-30$481,564
Value of net assets at end of year (total assets less liabilities)2013-11-30$7,069,106
Value of net assets at beginning of year (total assets less liabilities)2013-11-30$6,587,542
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-11-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-11-30No
Were any leases to which the plan was party in default or uncollectible2013-11-30No
Investment advisory and management fees2013-11-30$50,366
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-11-30$1,479,191
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-11-30$1,609,484
Income. Interest from US Government securities2013-11-30$38,598
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-11-30$344,815
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-11-30$371,296
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-11-30$371,296
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-11-30$48
Asset value of US Government securities at end of year2013-11-30$1,647,180
Asset value of US Government securities at beginning of year2013-11-30$1,711,112
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-11-30$-62,839
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-11-30No
Was there a failure to transmit to the plan any participant contributions2013-11-30No
Has the plan failed to provide any benefit when due under the plan2013-11-30No
Income. Dividends from preferred stock2013-11-30$154
Income. Dividends from common stock2013-11-30$65,211
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-11-30$179,626
Assets. Corporate common stocks other than exployer securities at end of year2013-11-30$3,597,920
Assets. Corporate common stocks other than exployer securities at beginning of year2013-11-30$2,891,107
Did the plan have assets held for investment2013-11-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-11-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-11-30No
Aggregate proceeds on sale of assets2013-11-30$3,175,580
Aggregate carrying amount (costs) on sale of assets2013-11-30$3,046,019
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-11-30Yes
Opinion of an independent qualified public accountant for this plan2013-11-30Disclaimer
Accountancy firm name2013-11-30PLANTE & MORAN
Accountancy firm EIN2013-11-30381357951
2012 : KNOX OIL FIELD SUPPLY RETIREMENT PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-11-30$203,091
Total unrealized appreciation/depreciation of assets2012-11-30$203,091
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-11-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-11-30$0
Total income from all sources (including contributions)2012-11-30$640,542
Total loss/gain on sale of assets2012-11-30$139,705
Total of all expenses incurred2012-11-30$296,855
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-11-30$196,579
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-11-30$0
Value of total assets at end of year2012-11-30$6,587,542
Value of total assets at beginning of year2012-11-30$6,243,855
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-11-30$100,276
Total interest from all sources2012-11-30$72,943
Total dividends received (eg from common stock, registered investment company shares)2012-11-30$128,422
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-11-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-11-30$50,962
Administrative expenses professional fees incurred2012-11-30$45,434
Assets. Corporate prefeered stocks other than exployer securities at end of year2012-11-30$4,543
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2012-11-30$5,454
Was this plan covered by a fidelity bond2012-11-30Yes
Value of fidelity bond cover2012-11-30$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-11-30$0
Were there any nonexempt tranactions with any party-in-interest2012-11-30No
Administrative expenses (other) incurred2012-11-30$4,340
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-11-30No
Value of net income/loss2012-11-30$343,687
Value of net assets at end of year (total assets less liabilities)2012-11-30$6,587,542
Value of net assets at beginning of year (total assets less liabilities)2012-11-30$6,243,855
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-11-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-11-30No
Were any leases to which the plan was party in default or uncollectible2012-11-30No
Investment advisory and management fees2012-11-30$50,502
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-11-30$1,609,484
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-11-30$851,649
Income. Interest from US Government securities2012-11-30$36,765
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-11-30$371,296
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-11-30$204,436
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-11-30$204,436
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-11-30$36,178
Asset value of US Government securities at end of year2012-11-30$1,711,112
Asset value of US Government securities at beginning of year2012-11-30$997,269
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-11-30$96,381
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-11-30No
Was there a failure to transmit to the plan any participant contributions2012-11-30No
Has the plan failed to provide any benefit when due under the plan2012-11-30No
Employer contributions (assets) at end of year2012-11-30$0
Employer contributions (assets) at beginning of year2012-11-30$570,000
Income. Dividends from preferred stock2012-11-30$370
Income. Dividends from common stock2012-11-30$77,090
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-11-30$196,579
Assets. Corporate common stocks other than exployer securities at end of year2012-11-30$2,891,107
Assets. Corporate common stocks other than exployer securities at beginning of year2012-11-30$3,615,047
Did the plan have assets held for investment2012-11-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-11-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-11-30No
Aggregate proceeds on sale of assets2012-11-30$21,548,896
Aggregate carrying amount (costs) on sale of assets2012-11-30$21,409,191
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-11-30No
Opinion of an independent qualified public accountant for this plan2012-11-30Unqualified
Accountancy firm name2012-11-30PLANTE & MORAN
Accountancy firm EIN2012-11-30381357951
2011 : KNOX OIL FIELD SUPPLY RETIREMENT PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-11-30$37,151
Total unrealized appreciation/depreciation of assets2011-11-30$37,151
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-11-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-11-30$0
Total income from all sources (including contributions)2011-11-30$782,570
Total loss/gain on sale of assets2011-11-30$38,743
Total of all expenses incurred2011-11-30$268,326
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-11-30$158,201
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-11-30$570,000
Value of total assets at end of year2011-11-30$6,243,855
Value of total assets at beginning of year2011-11-30$5,729,611
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-11-30$110,125
Total interest from all sources2011-11-30$32,630
Total dividends received (eg from common stock, registered investment company shares)2011-11-30$154,068
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-11-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-11-30$76,837
Administrative expenses professional fees incurred2011-11-30$53,119
Assets. Corporate prefeered stocks other than exployer securities at end of year2011-11-30$5,454
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2011-11-30$5,212
Was this plan covered by a fidelity bond2011-11-30Yes
Value of fidelity bond cover2011-11-30$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-11-30$0
Were there any nonexempt tranactions with any party-in-interest2011-11-30No
Administrative expenses (other) incurred2011-11-30$8,035
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-11-30No
Value of net income/loss2011-11-30$514,244
Value of net assets at end of year (total assets less liabilities)2011-11-30$6,243,855
Value of net assets at beginning of year (total assets less liabilities)2011-11-30$5,729,611
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-11-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-11-30No
Were any leases to which the plan was party in default or uncollectible2011-11-30No
Investment advisory and management fees2011-11-30$48,971
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-11-30$851,649
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-11-30$810,650
Income. Interest from US Government securities2011-11-30$32,580
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-11-30$204,436
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-11-30$244,444
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-11-30$244,444
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-11-30$50
Asset value of US Government securities at end of year2011-11-30$997,269
Asset value of US Government securities at beginning of year2011-11-30$1,159,271
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-11-30$-50,022
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-11-30No
Was there a failure to transmit to the plan any participant contributions2011-11-30No
Has the plan failed to provide any benefit when due under the plan2011-11-30No
Contributions received in cash from employer2011-11-30$570,000
Employer contributions (assets) at end of year2011-11-30$570,000
Employer contributions (assets) at beginning of year2011-11-30$0
Income. Dividends from preferred stock2011-11-30$390
Income. Dividends from common stock2011-11-30$76,841
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-11-30$158,201
Assets. Corporate common stocks other than exployer securities at end of year2011-11-30$3,615,047
Assets. Corporate common stocks other than exployer securities at beginning of year2011-11-30$3,510,034
Did the plan have assets held for investment2011-11-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-11-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-11-30No
Aggregate proceeds on sale of assets2011-11-30$14,021,047
Aggregate carrying amount (costs) on sale of assets2011-11-30$13,982,304
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-11-30No
Opinion of an independent qualified public accountant for this plan2011-11-30Unqualified
Accountancy firm name2011-11-30PLANTE & MORAN
Accountancy firm EIN2011-11-30381357951
2010 : KNOX OIL FIELD SUPPLY RETIREMENT PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-11-30$0

Form 5500 Responses for KNOX OIL FIELD SUPPLY RETIREMENT PLAN

2021: KNOX OIL FIELD SUPPLY RETIREMENT PLAN 2021 form 5500 responses
2021-12-01Type of plan entitySingle employer plan
2021-12-01This submission is the final filingYes
2021-12-01This return/report is a short plan year return/report (less than 12 months)No
2021-12-01Plan is a collectively bargained planYes
2021-12-01Plan funding arrangement – InsuranceYes
2021-12-01Plan funding arrangement – TrustYes
2021-12-01Plan benefit arrangement – InsuranceYes
2021-12-01Plan benefit arrangement - TrustYes
2020: KNOX OIL FIELD SUPPLY RETIREMENT PLAN 2020 form 5500 responses
2020-12-01Type of plan entitySingle employer plan
2020-12-01This submission is the final filingNo
2020-12-01This return/report is a short plan year return/report (less than 12 months)No
2020-12-01Plan is a collectively bargained planYes
2020-12-01Plan funding arrangement – InsuranceYes
2020-12-01Plan funding arrangement – TrustYes
2020-12-01Plan benefit arrangement – InsuranceYes
2020-12-01Plan benefit arrangement - TrustYes
2019: KNOX OIL FIELD SUPPLY RETIREMENT PLAN 2019 form 5500 responses
2019-12-01Type of plan entitySingle employer plan
2019-12-01This submission is the final filingNo
2019-12-01This return/report is a short plan year return/report (less than 12 months)No
2019-12-01Plan is a collectively bargained planYes
2019-12-01Plan funding arrangement – InsuranceYes
2019-12-01Plan funding arrangement – TrustYes
2019-12-01Plan benefit arrangement – InsuranceYes
2019-12-01Plan benefit arrangement - TrustYes
2018: KNOX OIL FIELD SUPPLY RETIREMENT PLAN 2018 form 5500 responses
2018-12-01Type of plan entitySingle employer plan
2018-12-01This submission is the final filingNo
2018-12-01This return/report is a short plan year return/report (less than 12 months)No
2018-12-01Plan is a collectively bargained planYes
2018-12-01Plan funding arrangement – InsuranceYes
2018-12-01Plan funding arrangement – TrustYes
2018-12-01Plan benefit arrangement – InsuranceYes
2018-12-01Plan benefit arrangement - TrustYes
2017: KNOX OIL FIELD SUPPLY RETIREMENT PLAN 2017 form 5500 responses
2017-12-01Type of plan entitySingle employer plan
2017-12-01Submission has been amendedNo
2017-12-01This submission is the final filingNo
2017-12-01This return/report is a short plan year return/report (less than 12 months)No
2017-12-01Plan is a collectively bargained planYes
2017-12-01Plan funding arrangement – TrustYes
2017-12-01Plan benefit arrangement - TrustYes
2016: KNOX OIL FIELD SUPPLY RETIREMENT PLAN 2016 form 5500 responses
2016-12-01Type of plan entitySingle employer plan
2016-12-01Submission has been amendedNo
2016-12-01This submission is the final filingNo
2016-12-01This return/report is a short plan year return/report (less than 12 months)No
2016-12-01Plan is a collectively bargained planYes
2016-12-01Plan funding arrangement – TrustYes
2016-12-01Plan benefit arrangement - TrustYes
2015: KNOX OIL FIELD SUPPLY RETIREMENT PLAN 2015 form 5500 responses
2015-12-01Type of plan entitySingle employer plan
2015-12-01Submission has been amendedNo
2015-12-01This submission is the final filingNo
2015-12-01This return/report is a short plan year return/report (less than 12 months)No
2015-12-01Plan is a collectively bargained planYes
2015-12-01Plan funding arrangement – TrustYes
2015-12-01Plan benefit arrangement - TrustYes
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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: KNOX OIL FIELD SUPPLY RETIREMENT PLAN 2014 form 5500 responses
2014-12-01Type of plan entitySingle employer plan
2014-12-01Submission has been amendedNo
2014-12-01This submission is the final filingNo
2014-12-01This return/report is a short plan year return/report (less than 12 months)No
2014-12-01Plan is a collectively bargained planYes
2014-12-01Plan funding arrangement – TrustYes
2014-12-01Plan benefit arrangement - TrustYes
2013: KNOX OIL FIELD SUPPLY RETIREMENT PLAN 2013 form 5500 responses
2013-12-01Type of plan entitySingle employer plan
2013-12-01Submission has been amendedNo
2013-12-01This submission is the final filingNo
2013-12-01This return/report is a short plan year return/report (less than 12 months)No
2013-12-01Plan is a collectively bargained planYes
2013-12-01Plan funding arrangement – TrustYes
2013-12-01Plan benefit arrangement - TrustYes
2012: KNOX OIL FIELD SUPPLY RETIREMENT PLAN 2012 form 5500 responses
2012-12-01Type of plan entitySingle employer plan
2012-12-01Submission has been amendedNo
2012-12-01This submission is the final filingNo
2012-12-01This return/report is a short plan year return/report (less than 12 months)No
2012-12-01Plan is a collectively bargained planYes
2012-12-01Plan funding arrangement – TrustYes
2012-12-01Plan benefit arrangement - TrustYes
2011: KNOX OIL FIELD SUPPLY RETIREMENT PLAN 2011 form 5500 responses
2011-12-01Type of plan entitySingle employer plan
2011-12-01Submission has been amendedNo
2011-12-01This submission is the final filingNo
2011-12-01This return/report is a short plan year return/report (less than 12 months)No
2011-12-01Plan is a collectively bargained planYes
2011-12-01Plan funding arrangement – TrustYes
2011-12-01Plan benefit arrangement - TrustYes
2009: KNOX OIL FIELD SUPPLY RETIREMENT PLAN 2009 form 5500 responses
2009-12-01Type of plan entitySingle employer plan
2009-12-01Submission has been amendedNo
2009-12-01This submission is the final filingNo
2009-12-01This return/report is a short plan year return/report (less than 12 months)No
2009-12-01Plan is a collectively bargained planYes
2009-12-01Plan funding arrangement – TrustYes
2009-12-01Plan benefit arrangement - TrustYes
2008: KNOX OIL FIELD SUPPLY RETIREMENT PLAN 2008 form 5500 responses
2008-12-01Type of plan entitySingle employer plan
2008-12-01Submission has been amendedNo
2008-12-01This submission is the final filingNo
2008-12-01This return/report is a short plan year return/report (less than 12 months)No
2008-12-01Plan is a collectively bargained planNo

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number533281
Policy instance 1
Insurance contract or identification number533281
Number of Individuals Covered0
Insurance policy start date2021-12-01
Insurance policy end date2022-11-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number533281
Policy instance 1
Insurance contract or identification number533281
Number of Individuals Covered111
Insurance policy start date2020-12-01
Insurance policy end date2021-11-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number533281
Policy instance 1
Insurance contract or identification number533281
Number of Individuals Covered112
Insurance policy start date2019-12-01
Insurance policy end date2020-11-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number533281
Policy instance 1
Insurance contract or identification number533281
Number of Individuals Covered113
Insurance policy start date2019-02-01
Insurance policy end date2019-11-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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