Logo

FREEDOM OIL COMPANY 401(K) RETIREMENT PLAN 401k Plan overview

Plan NameFREEDOM OIL COMPANY 401(K) RETIREMENT PLAN
Plan identification number 001

FREEDOM OIL COMPANY 401(K) RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

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

Company Name:FREEDOM OIL COMPANY
Employer identification number (EIN):371408472
NAIC Classification:447100
NAIC Description: Gasoline Stations, Gas

Additional information about FREEDOM OIL COMPANY

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 0798461

More information about FREEDOM OIL COMPANY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FREEDOM OIL COMPANY 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01MARK STUART2023-06-23
0012021-01-01MARK STUART2022-05-03
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01JUDY MELCHER
0012016-01-01JUDY MELCHER
0012016-01-01
0012015-01-01JUDY MELCHER
0012014-01-01JUDY MELCHER
0012013-01-01JUDY MELCHER
0012012-01-01JUDITH MELCHER
0012011-01-01JUDITH MELCHER
0012009-01-01JUDY MELCHER

Plan Statistics for FREEDOM OIL COMPANY 401(K) RETIREMENT PLAN

401k plan membership statisitcs for FREEDOM OIL COMPANY 401(K) RETIREMENT PLAN

Measure Date Value
2020: FREEDOM OIL COMPANY 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01125
Total number of active participants reported on line 7a of the Form 55002020-01-0179
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-014
Total of all active and inactive participants2020-01-0183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0183
Number of participants with account balances2020-01-0141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: FREEDOM OIL COMPANY 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01124
Total number of active participants reported on line 7a of the Form 55002019-01-0189
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-0116
Total of all active and inactive participants2019-01-01106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01106
Number of participants with account balances2019-01-0162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: FREEDOM OIL COMPANY 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01133
Total number of active participants reported on line 7a of the Form 55002018-01-0193
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-0113
Total of all active and inactive participants2018-01-01107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01107
Number of participants with account balances2018-01-0153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: FREEDOM OIL COMPANY 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01110
Total number of active participants reported on line 7a of the Form 55002017-01-0191
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-0110
Total of all active and inactive participants2017-01-01102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01102
Number of participants with account balances2017-01-0138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: FREEDOM OIL COMPANY 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01114
Total number of active participants reported on line 7a of the Form 55002016-01-0184
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-017
Total of all active and inactive participants2016-01-0192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0192
Number of participants with account balances2016-01-0132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: FREEDOM OIL COMPANY 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01132
Total number of active participants reported on line 7a of the Form 55002015-01-0186
Number of other retired or separated participants entitled to future benefits2015-01-016
Total of all active and inactive participants2015-01-0192
Total participants2015-01-0192
Number of participants with account balances2015-01-0129
2014: FREEDOM OIL COMPANY 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01129
Total number of active participants reported on line 7a of the Form 55002014-01-01117
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-017
Total of all active and inactive participants2014-01-01124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01124
Number of participants with account balances2014-01-0135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: FREEDOM OIL COMPANY 401(K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01120
Total number of active participants reported on line 7a of the Form 55002013-01-01102
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-016
Total of all active and inactive participants2013-01-01108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01108
Number of participants with account balances2013-01-0137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: FREEDOM OIL COMPANY 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01113
Total number of active participants reported on line 7a of the Form 55002012-01-0195
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-014
Total of all active and inactive participants2012-01-0199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0199
Number of participants with account balances2012-01-0138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: FREEDOM OIL COMPANY 401(K) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01115
Total number of active participants reported on line 7a of the Form 55002011-01-0195
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-011
Total of all active and inactive participants2011-01-0196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0196
Number of participants with account balances2011-01-0128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: FREEDOM OIL COMPANY 401(K) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01140
Total number of active participants reported on line 7a of the Form 55002009-01-0193
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-0193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0193
Number of participants with account balances2009-01-0127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on FREEDOM OIL COMPANY 401(K) RETIREMENT PLAN

Measure Date Value
2020 : FREEDOM OIL COMPANY 401(K) RETIREMENT PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$675,692
Total of all expenses incurred2020-12-31$104,781
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$88,571
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$193,518
Value of total assets at end of year2020-12-31$3,631,310
Value of total assets at beginning of year2020-12-31$3,060,399
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$16,210
Total interest from all sources2020-12-31$5,753
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$60,497
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$60,497
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$300,000
If this is an individual account plan, was there a blackout period2020-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$127,113
Participant contributions at end of year2020-12-31$82,630
Participant contributions at beginning of year2020-12-31$72,139
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$1
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$58
Administrative expenses (other) incurred2020-12-31$10,834
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$570,911
Value of net assets at end of year (total assets less liabilities)2020-12-31$3,631,310
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$3,060,399
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$5,376
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$3,390,260
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$0
Value of interest in pooled separate accounts at end of year2020-12-31$0
Value of interest in pooled separate accounts at beginning of year2020-12-31$2,843,656
Interest on participant loans2020-12-31$3,822
Interest earned on other investments2020-12-31$1,931
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$158,419
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$144,546
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$605,056
Net investment gain/loss from pooled separate accounts2020-12-31$-189,132
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$66,405
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$88,571
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31Yes
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31DUNBAR, BREITWEISER & COMPANY LLP
Accountancy firm EIN2020-12-31370995462
2019 : FREEDOM OIL COMPANY 401(K) RETIREMENT PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$725,681
Total of all expenses incurred2019-12-31$157,814
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$133,887
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$188,053
Value of total assets at end of year2019-12-31$3,060,399
Value of total assets at beginning of year2019-12-31$2,492,532
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$23,927
Total interest from all sources2019-12-31$6,286
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$300,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$122,957
Participant contributions at end of year2019-12-31$72,139
Participant contributions at beginning of year2019-12-31$80,545
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$58
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$60
Administrative expenses (other) incurred2019-12-31$8,247
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$567,867
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,060,399
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,492,532
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$15,680
Value of interest in pooled separate accounts at end of year2019-12-31$2,843,656
Value of interest in pooled separate accounts at beginning of year2019-12-31$2,306,826
Interest on participant loans2019-12-31$4,148
Interest earned on other investments2019-12-31$2,138
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$144,546
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$105,101
Net investment gain/loss from pooled separate accounts2019-12-31$531,342
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$65,096
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$133,887
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31DUNBAR, BREITWEISER & COMPANY LLP
Accountancy firm EIN2019-12-31370995462
2018 : FREEDOM OIL COMPANY 401(K) RETIREMENT PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$79,819
Total of all expenses incurred2018-12-31$38,407
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$18,140
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$176,389
Value of total assets at end of year2018-12-31$2,492,532
Value of total assets at beginning of year2018-12-31$2,451,120
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$20,267
Total interest from all sources2018-12-31$3,261
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$250,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$115,711
Participant contributions at end of year2018-12-31$80,545
Participant contributions at beginning of year2018-12-31$18,471
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$60
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Administrative expenses (other) incurred2018-12-31$7,739
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$41,412
Value of net assets at end of year (total assets less liabilities)2018-12-31$2,492,532
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$2,451,120
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$12,528
Value of interest in pooled separate accounts at end of year2018-12-31$2,306,826
Value of interest in pooled separate accounts at beginning of year2018-12-31$2,368,001
Interest on participant loans2018-12-31$2,156
Interest earned on other investments2018-12-31$1,105
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$105,101
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$64,648
Net investment gain/loss from pooled separate accounts2018-12-31$-99,831
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$60,678
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$18,140
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31RSM US LLP
Accountancy firm EIN2018-12-31420714325
2017 : FREEDOM OIL COMPANY 401(K) RETIREMENT PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$506,047
Total of all expenses incurred2017-12-31$37,255
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$20,104
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$171,801
Value of total assets at end of year2017-12-31$2,451,120
Value of total assets at beginning of year2017-12-31$1,982,328
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$17,151
Total interest from all sources2017-12-31$1,112
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$250,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$102,431
Participant contributions at end of year2017-12-31$18,471
Participant contributions at beginning of year2017-12-31$14,893
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$18,161
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$468,792
Value of net assets at end of year (total assets less liabilities)2017-12-31$2,451,120
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,982,328
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$2,368,001
Value of interest in pooled separate accounts at beginning of year2017-12-31$1,911,809
Interest on participant loans2017-12-31$453
Interest earned on other investments2017-12-31$659
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$64,648
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$55,626
Net investment gain/loss from pooled separate accounts2017-12-31$333,134
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$51,209
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$20,104
Contract administrator fees2017-12-31$17,151
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31RSM US LLP
Accountancy firm EIN2017-12-31420714325
2016 : FREEDOM OIL COMPANY 401(K) RETIREMENT PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$270,070
Total of all expenses incurred2016-12-31$167,203
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$149,393
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$143,487
Value of total assets at end of year2016-12-31$1,982,328
Value of total assets at beginning of year2016-12-31$1,879,461
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$17,810
Total interest from all sources2016-12-31$522
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$250,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$95,828
Participant contributions at end of year2016-12-31$14,893
Participant contributions at beginning of year2016-12-31$18,407
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$102,867
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,982,328
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,879,461
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$1,911,809
Value of interest in pooled separate accounts at beginning of year2016-12-31$1,810,881
Interest on participant loans2016-12-31$522
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$55,626
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$50,173
Net investment gain/loss from pooled separate accounts2016-12-31$126,061
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$47,659
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$149,393
Contract administrator fees2016-12-31$17,810
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31RSM US LLP
Accountancy firm EIN2016-12-31420714325
2015 : FREEDOM OIL COMPANY 401(K) RETIREMENT PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$120,184
Total of all expenses incurred2015-12-31$343,872
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$332,509
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$136,211
Value of total assets at end of year2015-12-31$1,879,461
Value of total assets at beginning of year2015-12-31$2,103,149
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$11,363
Total interest from all sources2015-12-31$1,534
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$250,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$93,349
Participant contributions at end of year2015-12-31$18,407
Participant contributions at beginning of year2015-12-31$63,181
Other income not declared elsewhere2015-12-31$679
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-223,688
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,879,461
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,103,149
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$1,810,881
Value of interest in pooled separate accounts at beginning of year2015-12-31$1,982,481
Interest on participant loans2015-12-31$1,534
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$50,173
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$57,487
Net investment gain/loss from pooled separate accounts2015-12-31$-18,240
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$42,862
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$332,509
Contract administrator fees2015-12-31$11,363
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
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 name2015-12-31RSM US LLP
Accountancy firm EIN2015-12-31420714325
2014 : FREEDOM OIL COMPANY 401(K) RETIREMENT PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$262,260
Total of all expenses incurred2014-12-31$258,782
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$241,599
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$146,481
Value of total assets at end of year2014-12-31$2,103,149
Value of total assets at beginning of year2014-12-31$2,099,671
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$17,183
Total interest from all sources2014-12-31$3,151
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$250,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$98,437
Participant contributions at end of year2014-12-31$63,181
Participant contributions at beginning of year2014-12-31$83,701
Other income not declared elsewhere2014-12-31$742
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$3,478
Value of net assets at end of year (total assets less liabilities)2014-12-31$2,103,149
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,099,671
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$1,982,481
Value of interest in pooled separate accounts at beginning of year2014-12-31$1,963,543
Interest on participant loans2014-12-31$3,151
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$57,487
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$52,427
Net investment gain/loss from pooled separate accounts2014-12-31$111,886
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$48,044
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$241,599
Contract administrator fees2014-12-31$17,183
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MCGLADREY LLP
Accountancy firm EIN2014-12-31420714325
2013 : FREEDOM OIL COMPANY 401(K) RETIREMENT PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$505,727
Total of all expenses incurred2013-12-31$55,736
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$40,070
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$140,520
Value of total assets at end of year2013-12-31$2,099,671
Value of total assets at beginning of year2013-12-31$1,649,680
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$15,666
Total interest from all sources2013-12-31$3,435
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$110,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$94,196
Participant contributions at end of year2013-12-31$83,701
Participant contributions at beginning of year2013-12-31$95,415
Other income not declared elsewhere2013-12-31$694
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$449,991
Value of net assets at end of year (total assets less liabilities)2013-12-31$2,099,671
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,649,680
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$1,963,543
Value of interest in pooled separate accounts at beginning of year2013-12-31$1,509,806
Interest on participant loans2013-12-31$3,435
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$52,427
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$44,459
Net investment gain/loss from pooled separate accounts2013-12-31$361,078
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$46,324
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$40,070
Contract administrator fees2013-12-31$15,666
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MCGLADREY LLP
Accountancy firm EIN2013-12-31420714325
2012 : FREEDOM OIL COMPANY 401(K) RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$308,438
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$15,702
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,955
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$134,325
Value of total assets at end of year2012-12-31$1,649,680
Value of total assets at beginning of year2012-12-31$1,356,944
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$12,747
Total interest from all sources2012-12-31$2,459
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$110,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$90,416
Participant contributions at end of year2012-12-31$95,415
Participant contributions at beginning of year2012-12-31$63,069
Participant contributions at beginning of year2012-12-31$91
Other income not declared elsewhere2012-12-31$727
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$292,736
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,649,680
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,356,944
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$1,509,806
Value of interest in pooled separate accounts at beginning of year2012-12-31$1,253,772
Interest on participant loans2012-12-31$2,459
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$44,459
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$39,957
Net investment gain/loss from pooled separate accounts2012-12-31$170,927
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$43,909
Employer contributions (assets) at beginning of year2012-12-31$55
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,955
Contract administrator fees2012-12-31$12,747
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MCGLADREY LLP
Accountancy firm EIN2012-12-31420714325
2011 : FREEDOM OIL COMPANY 401(K) RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$80,928
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$23,934
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$12,689
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$122,840
Value of total assets at end of year2011-12-31$1,356,944
Value of total assets at beginning of year2011-12-31$1,299,950
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$11,245
Total interest from all sources2011-12-31$3,124
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$110,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$84,408
Participant contributions at end of year2011-12-31$63,069
Participant contributions at beginning of year2011-12-31$52,772
Participant contributions at end of year2011-12-31$91
Participant contributions at beginning of year2011-12-31$83
Other income not declared elsewhere2011-12-31$928
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$56,994
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,356,944
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,299,950
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$1,253,772
Value of interest in pooled separate accounts at beginning of year2011-12-31$1,204,661
Interest on participant loans2011-12-31$3,124
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$39,957
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$42,388
Net investment gain/loss from pooled separate accounts2011-12-31$-45,964
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$38,432
Employer contributions (assets) at end of year2011-12-31$55
Employer contributions (assets) at beginning of year2011-12-31$46
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$12,689
Contract administrator fees2011-12-31$11,245
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31THOMA & HJERPE, CPA'S
Accountancy firm EIN2011-12-31371205515
2010 : FREEDOM OIL COMPANY 401(K) RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$296,642
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$105,953
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$95,994
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$132,944
Value of total assets at end of year2010-12-31$1,299,950
Value of total assets at beginning of year2010-12-31$1,109,261
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$9,959
Total interest from all sources2010-12-31$3,795
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$110,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$93,096
Participant contributions at end of year2010-12-31$52,772
Participant contributions at beginning of year2010-12-31$39,654
Participant contributions at end of year2010-12-31$83
Other income not declared elsewhere2010-12-31$1,021
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$190,689
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,299,950
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,109,261
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$1,204,661
Value of interest in pooled separate accounts at beginning of year2010-12-31$1,034,780
Interest on participant loans2010-12-31$3,795
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$42,388
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$34,827
Net investment gain/loss from pooled separate accounts2010-12-31$158,882
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$39,848
Employer contributions (assets) at end of year2010-12-31$46
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$95,994
Contract administrator fees2010-12-31$9,959
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31THOMA & HJERPE CPA'S
Accountancy firm EIN2010-12-31371205515
2009 : FREEDOM OIL COMPANY 401(K) RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for FREEDOM OIL COMPANY 401(K) RETIREMENT PLAN

2020: FREEDOM OIL COMPANY 401(K) RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: FREEDOM OIL COMPANY 401(K) RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: FREEDOM OIL COMPANY 401(K) RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: FREEDOM OIL COMPANY 401(K) RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: FREEDOM OIL COMPANY 401(K) RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedYes
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: FREEDOM OIL COMPANY 401(K) RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: FREEDOM OIL COMPANY 401(K) RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: FREEDOM OIL COMPANY 401(K) RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: FREEDOM OIL COMPANY 401(K) RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: FREEDOM OIL COMPANY 401(K) RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: FREEDOM OIL COMPANY 401(K) RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number996058
Policy instance 2
Insurance contract or identification number996058
Number of Individuals Covered41
Insurance policy start date2020-01-01
Insurance policy end date2020-03-05
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number517667
Policy instance 1
Insurance contract or identification number517667
Number of Individuals Covered41
Insurance policy start date2020-03-06
Insurance policy end date2020-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number996058
Policy instance 1
Insurance contract or identification number996058
Number of Individuals Covered62
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number996058
Policy instance 1
Insurance contract or identification number996058
Number of Individuals Covered53
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number996058
Policy instance 1
Insurance contract or identification number996058
Number of Individuals Covered38
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number996058
Policy instance 1
Insurance contract or identification number996058
Number of Individuals Covered29
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $5,149
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,149
Insurance broker organization code?3
Insurance broker nameCOMMERCE INSURANCE SERVICES INC.
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number996058
Policy instance 1
Insurance contract or identification number996058
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Insurance broker organization code?3
Insurance broker nameCOMMERCE INSURANCE SERVICES INC.
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number996058
Policy instance 1
Insurance contract or identification number996058
Number of Individuals Covered108
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $8,827
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $8,827
Insurance broker organization code?3
Insurance broker nameCOMMERCE INSURANCE SERVICES INC.
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number996058
Policy instance 1
Insurance contract or identification number996058
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $7,211
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $7,211
Insurance broker organization code?3
Insurance broker nameDAVID BAHR
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number996058
Policy instance 1
Insurance contract or identification number996058
Number of Individuals Covered96
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $6,491
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number996058
Policy instance 1
Insurance contract or identification number996058
Number of Individuals Covered83
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $5,640
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $5,640
Insurance broker organization code?3
Insurance broker nameDAVID BAHR

Potentially related plans

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

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

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

See full terms and conditions

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