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DIXIE OAKS, INC. RETIREMENT PLAN 401k Plan overview

Plan NameDIXIE OAKS, INC. RETIREMENT PLAN
Plan identification number 001

DIXIE OAKS, INC. RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

DIXIE OAKS, INC. has sponsored the creation of one or more 401k plans.

Company Name:DIXIE OAKS, INC.
Employer identification number (EIN):464262172
NAIC Classification:447100
NAIC Description: Gasoline Stations, Gas

Additional information about DIXIE OAKS, INC.

Jurisdiction of Incorporation: Alabama Secretary of State
Incorporation Date: 2013-12-04
Company Identification Number: 292-559
Legal Registered Office Address: 13098 RIVERVIEW ROAD DAPHNE,


United States of America (USA)
36526

More information about DIXIE OAKS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DIXIE OAKS, INC. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-10-01
0012021-10-01
0012020-10-01
0012019-10-01
0012018-10-01
0012017-10-01
0012016-10-01JOHN A. STONE
0012015-10-01JOHN A. STONE
0012014-10-01JOHN A. STONE
0012013-12-09JOHN A. STONE

Plan Statistics for DIXIE OAKS, INC. RETIREMENT PLAN

401k plan membership statisitcs for DIXIE OAKS, INC. RETIREMENT PLAN

Measure Date Value
2022: DIXIE OAKS, INC. RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-10-012
Total number of active participants reported on line 7a of the Form 55002022-10-012
Number of retired or separated participants receiving benefits2022-10-010
Number of other retired or separated participants entitled to future benefits2022-10-010
Total of all active and inactive participants2022-10-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-10-010
Total participants2022-10-012
Number of participants with account balances2022-10-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-10-010
2021: DIXIE OAKS, INC. RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-10-017
Total number of active participants reported on line 7a of the Form 55002021-10-018
Number of retired or separated participants receiving benefits2021-10-010
Number of other retired or separated participants entitled to future benefits2021-10-010
Total of all active and inactive participants2021-10-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-10-010
Total participants2021-10-018
Number of participants with account balances2021-10-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-10-010
2020: DIXIE OAKS, INC. RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-10-018
Total number of active participants reported on line 7a of the Form 55002020-10-019
Number of retired or separated participants receiving benefits2020-10-010
Number of other retired or separated participants entitled to future benefits2020-10-010
Total of all active and inactive participants2020-10-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-10-010
Total participants2020-10-019
Number of participants with account balances2020-10-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-10-010
2019: DIXIE OAKS, INC. RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-10-017
Total number of active participants reported on line 7a of the Form 55002019-10-019
Number of retired or separated participants receiving benefits2019-10-010
Number of other retired or separated participants entitled to future benefits2019-10-010
Total of all active and inactive participants2019-10-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-10-010
Total participants2019-10-019
Number of participants with account balances2019-10-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-10-010
2018: DIXIE OAKS, INC. RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-10-015
Total number of active participants reported on line 7a of the Form 55002018-10-017
Number of retired or separated participants receiving benefits2018-10-010
Number of other retired or separated participants entitled to future benefits2018-10-010
Total of all active and inactive participants2018-10-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-10-010
Total participants2018-10-017
Number of participants with account balances2018-10-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-10-010
2017: DIXIE OAKS, INC. RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-10-0110
Total number of active participants reported on line 7a of the Form 55002017-10-017
Number of retired or separated participants receiving benefits2017-10-010
Number of other retired or separated participants entitled to future benefits2017-10-010
Total of all active and inactive participants2017-10-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-10-010
Total participants2017-10-017
Number of participants with account balances2017-10-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-10-010
2016: DIXIE OAKS, INC. RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-10-018
Total number of active participants reported on line 7a of the Form 55002016-10-018
Number of retired or separated participants receiving benefits2016-10-010
Number of other retired or separated participants entitled to future benefits2016-10-010
Total of all active and inactive participants2016-10-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-10-010
Total participants2016-10-018
Number of participants with account balances2016-10-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-10-010
2015: DIXIE OAKS, INC. RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-10-013
Total number of active participants reported on line 7a of the Form 55002015-10-016
Number of retired or separated participants receiving benefits2015-10-010
Number of other retired or separated participants entitled to future benefits2015-10-010
Total of all active and inactive participants2015-10-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-10-010
Total participants2015-10-016
Number of participants with account balances2015-10-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-10-010
2014: DIXIE OAKS, INC. RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-10-011
Total number of active participants reported on line 7a of the Form 55002014-10-013
Number of retired or separated participants receiving benefits2014-10-010
Number of other retired or separated participants entitled to future benefits2014-10-010
Total of all active and inactive participants2014-10-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-10-010
Total participants2014-10-013
Number of participants with account balances2014-10-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-10-010
2013: DIXIE OAKS, INC. RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-12-091
Total number of active participants reported on line 7a of the Form 55002013-12-091
Number of retired or separated participants receiving benefits2013-12-090
Number of other retired or separated participants entitled to future benefits2013-12-090
Total of all active and inactive participants2013-12-091
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-12-090
Total participants2013-12-091
Number of participants with account balances2013-12-091
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-12-090

Financial Data on DIXIE OAKS, INC. RETIREMENT PLAN

Measure Date Value
2023 : DIXIE OAKS, INC. RETIREMENT PLAN 2023 401k financial data
Total income from all sources2023-09-30$-61,498
Expenses. Total of all expenses incurred2023-09-30$0
Total plan assets at end of year2023-09-30$1,146,962
Total plan assets at beginning of year2023-09-30$1,208,460
Value of fidelity bond covering the plan2023-09-30$32,000
Other income received2023-09-30$-61,498
Net income (gross income less expenses)2023-09-30$-61,498
Net plan assets at end of year (total assets less liabilities)2023-09-30$1,146,962
Net plan assets at beginning of year (total assets less liabilities)2023-09-30$1,208,460
Assets. Value of employer securities2023-09-30$1,127,000
2022 : DIXIE OAKS, INC. RETIREMENT PLAN 2022 401k financial data
Total income from all sources2022-09-30$868,705
Expenses. Total of all expenses incurred2022-09-30$0
Total plan assets at end of year2022-09-30$1,208,460
Total plan assets at beginning of year2022-09-30$339,755
Value of fidelity bond covering the plan2022-09-30$32,000
Other income received2022-09-30$868,705
Net income (gross income less expenses)2022-09-30$868,705
Net plan assets at end of year (total assets less liabilities)2022-09-30$1,208,460
Net plan assets at beginning of year (total assets less liabilities)2022-09-30$339,755
Assets. Value of employer securities2022-09-30$1,191,508
2021 : DIXIE OAKS, INC. RETIREMENT PLAN 2021 401k financial data
Total income from all sources2021-09-30$8,910
Expenses. Total of all expenses incurred2021-09-30$0
Total plan assets at end of year2021-09-30$339,755
Total plan assets at beginning of year2021-09-30$330,845
Value of fidelity bond covering the plan2021-09-30$32,000
Other income received2021-09-30$8,910
Net income (gross income less expenses)2021-09-30$8,910
Net plan assets at end of year (total assets less liabilities)2021-09-30$339,755
Net plan assets at beginning of year (total assets less liabilities)2021-09-30$330,845
Assets. Value of employer securities2021-09-30$318,750
2020 : DIXIE OAKS, INC. RETIREMENT PLAN 2020 401k financial data
Total income from all sources2020-09-30$7,538
Expenses. Total of all expenses incurred2020-09-30$0
Total plan assets at end of year2020-09-30$330,845
Total plan assets at beginning of year2020-09-30$323,307
Value of fidelity bond covering the plan2020-09-30$32,000
Other income received2020-09-30$7,538
Net income (gross income less expenses)2020-09-30$7,538
Net plan assets at end of year (total assets less liabilities)2020-09-30$330,845
Net plan assets at beginning of year (total assets less liabilities)2020-09-30$323,307
Assets. Value of employer securities2020-09-30$315,000
2019 : DIXIE OAKS, INC. RETIREMENT PLAN 2019 401k financial data
Total income from all sources2019-09-30$-11,807
Expenses. Total of all expenses incurred2019-09-30$0
Total plan assets at end of year2019-09-30$323,307
Total plan assets at beginning of year2019-09-30$335,114
Value of fidelity bond covering the plan2019-09-30$32,000
Other income received2019-09-30$-11,807
Net income (gross income less expenses)2019-09-30$-11,807
Net plan assets at end of year (total assets less liabilities)2019-09-30$323,307
Net plan assets at beginning of year (total assets less liabilities)2019-09-30$335,114
Assets. Value of employer securities2019-09-30$310,000
2017 : DIXIE OAKS, INC. RETIREMENT PLAN 2017 401k financial data
Total income from all sources2017-09-30$-19,101
Expenses. Total of all expenses incurred2017-09-30$0
Benefits paid (including direct rollovers)2017-09-30$0
Total plan assets at end of year2017-09-30$330,891
Total plan assets at beginning of year2017-09-30$349,992
Total contributions received or receivable from participants2017-09-30$0
Contributions received from other sources (not participants or employers)2017-09-30$0
Other income received2017-09-30$-19,101
Net income (gross income less expenses)2017-09-30$-19,101
Net plan assets at end of year (total assets less liabilities)2017-09-30$330,891
Net plan assets at beginning of year (total assets less liabilities)2017-09-30$349,992
Assets. Value of employer securities2017-09-30$320,000
Total contributions received or receivable from employer(s)2017-09-30$0
Value of certain deemed distributions of participant loans2017-09-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-09-30$0
2016 : DIXIE OAKS, INC. RETIREMENT PLAN 2016 401k financial data
Total income from all sources2016-09-30$-20,743
Expenses. Total of all expenses incurred2016-09-30$0
Benefits paid (including direct rollovers)2016-09-30$0
Total plan assets at end of year2016-09-30$349,992
Total plan assets at beginning of year2016-09-30$370,735
Total contributions received or receivable from participants2016-09-30$0
Contributions received from other sources (not participants or employers)2016-09-30$0
Other income received2016-09-30$-20,743
Net income (gross income less expenses)2016-09-30$-20,743
Net plan assets at end of year (total assets less liabilities)2016-09-30$349,992
Net plan assets at beginning of year (total assets less liabilities)2016-09-30$370,735
Assets. Value of employer securities2016-09-30$340,000
Total contributions received or receivable from employer(s)2016-09-30$0
Value of certain deemed distributions of participant loans2016-09-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-09-30$0
2015 : DIXIE OAKS, INC. RETIREMENT PLAN 2015 401k financial data
Total income from all sources2015-09-30$-11,251
Expenses. Total of all expenses incurred2015-09-30$0
Benefits paid (including direct rollovers)2015-09-30$0
Total plan assets at end of year2015-09-30$370,735
Total plan assets at beginning of year2015-09-30$381,986
Total contributions received or receivable from participants2015-09-30$0
Contributions received from other sources (not participants or employers)2015-09-30$0
Other income received2015-09-30$-11,251
Net income (gross income less expenses)2015-09-30$-11,251
Net plan assets at end of year (total assets less liabilities)2015-09-30$370,735
Net plan assets at beginning of year (total assets less liabilities)2015-09-30$381,986
Assets. Value of employer securities2015-09-30$360,748
Total contributions received or receivable from employer(s)2015-09-30$0
Value of certain deemed distributions of participant loans2015-09-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-09-30$0
2014 : DIXIE OAKS, INC. RETIREMENT PLAN 2014 401k financial data
Total income from all sources2014-09-30$382,016
Expenses. Total of all expenses incurred2014-09-30$30
Benefits paid (including direct rollovers)2014-09-30$0
Total plan assets at end of year2014-09-30$381,986
Total contributions received or receivable from participants2014-09-30$0
Contributions received from other sources (not participants or employers)2014-09-30$373,027
Other income received2014-09-30$8,989
Net income (gross income less expenses)2014-09-30$381,986
Net plan assets at end of year (total assets less liabilities)2014-09-30$381,986
Assets. Value of employer securities2014-09-30$372,000
Total contributions received or receivable from employer(s)2014-09-30$0
Value of certain deemed distributions of participant loans2014-09-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-09-30$30

Form 5500 Responses for DIXIE OAKS, INC. RETIREMENT PLAN

2022: DIXIE OAKS, INC. RETIREMENT PLAN 2022 form 5500 responses
2022-10-01Type of plan entitySingle employer plan
2022-10-01Submission has been amendedNo
2022-10-01This submission is the final filingNo
2022-10-01This return/report is a short plan year return/report (less than 12 months)No
2022-10-01Plan is a collectively bargained planNo
2022-10-01Plan funding arrangement – TrustYes
2022-10-01Plan benefit arrangement - TrustYes
2021: DIXIE OAKS, INC. RETIREMENT PLAN 2021 form 5500 responses
2021-10-01Type of plan entitySingle employer plan
2021-10-01Submission has been amendedNo
2021-10-01This submission is the final filingNo
2021-10-01This return/report is a short plan year return/report (less than 12 months)No
2021-10-01Plan is a collectively bargained planNo
2021-10-01Plan funding arrangement – TrustYes
2021-10-01Plan benefit arrangement - TrustYes
2020: DIXIE OAKS, INC. RETIREMENT PLAN 2020 form 5500 responses
2020-10-01Type of plan entitySingle employer plan
2020-10-01Submission has been amendedNo
2020-10-01This submission is the final filingNo
2020-10-01This return/report is a short plan year return/report (less than 12 months)No
2020-10-01Plan is a collectively bargained planNo
2020-10-01Plan funding arrangement – TrustYes
2020-10-01Plan benefit arrangement - TrustYes
2019: DIXIE OAKS, INC. RETIREMENT PLAN 2019 form 5500 responses
2019-10-01Type of plan entitySingle employer plan
2019-10-01Submission has been amendedNo
2019-10-01This submission is the final filingNo
2019-10-01This return/report is a short plan year return/report (less than 12 months)No
2019-10-01Plan is a collectively bargained planNo
2019-10-01Plan funding arrangement – TrustYes
2019-10-01Plan benefit arrangement - TrustYes
2018: DIXIE OAKS, INC. RETIREMENT PLAN 2018 form 5500 responses
2018-10-01Type of plan entitySingle employer plan
2018-10-01Submission has been amendedNo
2018-10-01This submission is the final filingNo
2018-10-01This return/report is a short plan year return/report (less than 12 months)No
2018-10-01Plan is a collectively bargained planNo
2018-10-01Plan funding arrangement – TrustYes
2018-10-01Plan benefit arrangement - TrustYes
2017: DIXIE OAKS, INC. RETIREMENT PLAN 2017 form 5500 responses
2017-10-01Type of plan entitySingle employer plan
2017-10-01Plan funding arrangement – TrustYes
2017-10-01Plan benefit arrangement - TrustYes
2016: DIXIE OAKS, INC. RETIREMENT PLAN 2016 form 5500 responses
2016-10-01Type of plan entitySingle employer plan
2016-10-01Plan funding arrangement – TrustYes
2016-10-01Plan benefit arrangement - TrustYes
2015: DIXIE OAKS, INC. RETIREMENT PLAN 2015 form 5500 responses
2015-10-01Type of plan entitySingle employer plan
2015-10-01Plan funding arrangement – TrustYes
2015-10-01Plan benefit arrangement - TrustYes
2014: DIXIE OAKS, INC. RETIREMENT PLAN 2014 form 5500 responses
2014-10-01Type of plan entitySingle employer plan
2014-10-01Plan funding arrangement – TrustYes
2014-10-01Plan benefit arrangement - TrustYes
2013: DIXIE OAKS, INC. RETIREMENT PLAN 2013 form 5500 responses
2013-12-09Type of plan entitySingle employer plan
2013-12-09First time form 5500 has been submittedYes
2013-12-09This return/report is a short plan year return/report (less than 12 months)Yes
2013-12-09Plan funding arrangement – TrustYes
2013-12-09Plan benefit arrangement - TrustYes

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