BARRETT OIL DISTRIBUTORS, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan BARRETT OIL DISTRIBUTORS 401(K) PLAN
Measure | Date | Value |
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2016: BARRETT OIL DISTRIBUTORS 401(K) PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 11 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 11 |
Total of all active and inactive participants | 2016-01-01 | 11 |
Total participants | 2016-01-01 | 11 |
Number of participants with account balances | 2016-01-01 | 8 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: BARRETT OIL DISTRIBUTORS 401(K) PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 14 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 11 |
Total of all active and inactive participants | 2015-01-01 | 11 |
Total participants | 2015-01-01 | 11 |
Number of participants with account balances | 2015-01-01 | 9 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: BARRETT OIL DISTRIBUTORS 401(K) PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 14 |
Total of all active and inactive participants | 2014-01-01 | 14 |
Total participants | 2014-01-01 | 14 |
Number of participants with account balances | 2014-01-01 | 10 |
2013: BARRETT OIL DISTRIBUTORS 401(K) PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 9 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 8 |
Total of all active and inactive participants | 2013-01-01 | 8 |
Total participants | 2013-01-01 | 8 |
Number of participants with account balances | 2013-01-01 | 7 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 1 |
2012: BARRETT OIL DISTRIBUTORS 401(K) PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 15 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 9 |
Total of all active and inactive participants | 2012-01-01 | 9 |
Total participants | 2012-01-01 | 9 |
Number of participants with account balances | 2012-01-01 | 7 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 6 |
2011: BARRETT OIL DISTRIBUTORS 401(K) PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 12 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 13 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 0 |
Total of all active and inactive participants | 2011-01-01 | 13 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 13 |
Number of participants with account balances | 2011-01-01 | 10 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2009: BARRETT OIL DISTRIBUTORS 401(K) PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 12 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 14 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 0 |
Total of all active and inactive participants | 2009-01-01 | 14 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 14 |
Number of participants with account balances | 2009-01-01 | 10 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
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2016 : BARRETT OIL DISTRIBUTORS 401(K) PLAN 2016 401k financial data |
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Total income from all sources | 2016-12-31 | $84,860 |
Expenses. Total of all expenses incurred | 2016-12-31 | $8,558 |
Benefits paid (including direct rollovers) | 2016-12-31 | $644 |
Total plan assets at end of year | 2016-12-31 | $850,200 |
Total plan assets at beginning of year | 2016-12-31 | $773,898 |
Value of fidelity bond covering the plan | 2016-12-31 | $100,000 |
Total contributions received or receivable from participants | 2016-12-31 | $26,026 |
Other income received | 2016-12-31 | $58,834 |
Net income (gross income less expenses) | 2016-12-31 | $76,302 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $850,200 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $773,898 |
Assets. Value of participant loans | 2016-12-31 | $3,632 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $7,914 |
2015 : BARRETT OIL DISTRIBUTORS 401(K) PLAN 2015 401k financial data |
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Total income from all sources | 2015-12-31 | $17,203 |
Expenses. Total of all expenses incurred | 2015-12-31 | $7,097 |
Benefits paid (including direct rollovers) | 2015-12-31 | $3,173 |
Total plan assets at end of year | 2015-12-31 | $773,898 |
Total plan assets at beginning of year | 2015-12-31 | $763,792 |
Value of fidelity bond covering the plan | 2015-12-31 | $25,000 |
Total contributions received or receivable from participants | 2015-12-31 | $31,617 |
Other income received | 2015-12-31 | $-14,414 |
Net income (gross income less expenses) | 2015-12-31 | $10,106 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $773,898 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $763,792 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $3,924 |
2014 : BARRETT OIL DISTRIBUTORS 401(K) PLAN 2014 401k financial data |
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Total income from all sources | 2014-12-31 | $103,846 |
Expenses. Total of all expenses incurred | 2014-12-31 | $45,165 |
Benefits paid (including direct rollovers) | 2014-12-31 | $44,668 |
Total plan assets at end of year | 2014-12-31 | $763,792 |
Total plan assets at beginning of year | 2014-12-31 | $705,111 |
Value of fidelity bond covering the plan | 2014-12-31 | $25,000 |
Total contributions received or receivable from participants | 2014-12-31 | $62,449 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $230 |
Other income received | 2014-12-31 | $41,167 |
Net income (gross income less expenses) | 2014-12-31 | $58,681 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $763,792 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $705,111 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $497 |
2013 : BARRETT OIL DISTRIBUTORS 401(K) PLAN 2013 401k financial data |
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Total income from all sources | 2013-12-31 | $139,802 |
Total plan assets at end of year | 2013-12-31 | $705,111 |
Total plan assets at beginning of year | 2013-12-31 | $565,309 |
Value of fidelity bond covering the plan | 2013-12-31 | $25,000 |
Total contributions received or receivable from participants | 2013-12-31 | $58,867 |
Contributions received from other sources (not participants or employers) | 2013-12-31 | $8 |
Other income received | 2013-12-31 | $80,927 |
Net income (gross income less expenses) | 2013-12-31 | $139,802 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $705,111 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $565,309 |
2012 : BARRETT OIL DISTRIBUTORS 401(K) PLAN 2012 401k financial data |
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Total income from all sources | 2012-12-31 | $114,987 |
Expenses. Total of all expenses incurred | 2012-12-31 | $20,376 |
Benefits paid (including direct rollovers) | 2012-12-31 | $20,251 |
Total plan assets at end of year | 2012-12-31 | $565,309 |
Total plan assets at beginning of year | 2012-12-31 | $470,698 |
Value of fidelity bond covering the plan | 2012-12-31 | $25,000 |
Total contributions received or receivable from participants | 2012-12-31 | $52,196 |
Other income received | 2012-12-31 | $62,791 |
Net income (gross income less expenses) | 2012-12-31 | $94,611 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $565,309 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $470,698 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $125 |
2011 : BARRETT OIL DISTRIBUTORS 401(K) PLAN 2011 401k financial data |
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Total income from all sources | 2011-12-31 | $22,410 |
Expenses. Total of all expenses incurred | 2011-12-31 | $12,599 |
Benefits paid (including direct rollovers) | 2011-12-31 | $12,524 |
Total plan assets at end of year | 2011-12-31 | $470,698 |
Total plan assets at beginning of year | 2011-12-31 | $460,887 |
Value of fidelity bond covering the plan | 2011-12-31 | $25,000 |
Total contributions received or receivable from participants | 2011-12-31 | $51,793 |
Other income received | 2011-12-31 | $-29,383 |
Net income (gross income less expenses) | 2011-12-31 | $9,811 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $470,698 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $460,887 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $75 |
2010 : BARRETT OIL DISTRIBUTORS 401(K) PLAN 2010 401k financial data |
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Total income from all sources | 2010-12-31 | $99,481 |
Expenses. Total of all expenses incurred | 2010-12-31 | $10,431 |
Benefits paid (including direct rollovers) | 2010-12-31 | $10,406 |
Total plan assets at end of year | 2010-12-31 | $460,887 |
Total plan assets at beginning of year | 2010-12-31 | $371,837 |
Value of fidelity bond covering the plan | 2010-12-31 | $25,000 |
Total contributions received or receivable from participants | 2010-12-31 | $47,814 |
Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
Other income received | 2010-12-31 | $51,667 |
Noncash contributions received | 2010-12-31 | $0 |
Net income (gross income less expenses) | 2010-12-31 | $89,050 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $460,887 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $371,837 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $25 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
2009 : BARRETT OIL DISTRIBUTORS 401(K) PLAN 2009 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
Policy contract number | 945971-01 |
Policy instance | 1 |
Insurance contract or identification number | 945971-01 | Number of Individuals Covered | 0 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Total amount of commissions paid to insurance broker | USD $0 | 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 Broker | USD $0 | Insurance broker organization code? | 3 | Insurance broker name | JAMES IZETT |
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GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
Policy contract number | 945971-01 |
Policy instance | 1 |
Insurance contract or identification number | 945971-01 | Number of Individuals Covered | 16 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $3,188 | 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 Broker | USD $1,329 | Insurance broker organization code? | 3 | Insurance broker name | JAMES IZETT |
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GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
Policy contract number | 945971-01 |
Policy instance | 1 |
Insurance contract or identification number | 945971-01 | Number of Individuals Covered | 12 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $2,844 | Total amount of fees paid to insurance company | USD $0 | 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 Broker | USD $1,254 | Amount paid for insurance broker fees | 0 | Insurance broker organization code? | 3 | Insurance broker name | JAMES IZETT |
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AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
Policy contract number | 670283 |
Policy instance | 1 |
Insurance contract or identification number | 670283 | Number of Individuals Covered | 0 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $798 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with unallocated funds for contracts of type 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 Broker | USD $321 | Amount paid for insurance broker fees | 0 | Insurance broker organization code? | 3 | Insurance broker name | PAUL H. CULBRETH |
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GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
Policy contract number | 945971-01 |
Policy instance | 2 |
Insurance contract or identification number | 945971-01 | Number of Individuals Covered | 11 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $3,424 | Total amount of fees paid to insurance company | USD $0 | 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 Broker | USD $1,712 | Amount paid for insurance broker fees | 0 | Insurance broker organization code? | 3 | Insurance broker name | JAMES IZETT |
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AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
Policy contract number | 670283 |
Policy instance | 1 |
Insurance contract or identification number | 670283 | Number of Individuals Covered | 14 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $1,104 | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
Policy contract number | 670283 |
Policy instance | 1 |
Insurance contract or identification number | 670283 | Number of Individuals Covered | 14 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Total amount of commissions paid to insurance broker | USD $1,182 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with unallocated funds for contracts of type 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 Broker | USD $591 | Amount paid for insurance broker fees | 0 | Insurance broker organization code? | 3 | Insurance broker name | JAMES IZETT, CHFC, CLU |
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