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BARRETT OIL DISTRIBUTORS 401(K) PLAN 401k Plan overview

Plan NameBARRETT OIL DISTRIBUTORS 401(K) PLAN
Plan identification number 001

BARRETT OIL DISTRIBUTORS 401(K) 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

BARRETT OIL DISTRIBUTORS, INC. has sponsored the creation of one or more 401k plans.

Company Name:BARRETT OIL DISTRIBUTORS, INC.
Employer identification number (EIN):581735428
NAIC Classification:454310
NAIC Description:Fuel Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BARRETT OIL DISTRIBUTORS 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012021-01-01
0012020-01-01
0012019-01-01JAMES MOORE2020-10-09
0012018-01-01JAMES MOORE2019-10-10 JAMES MOORE2019-10-10
0012017-01-01JAMES MOORE2018-10-14
0012016-01-01JAMES D. MOORE, JR.
0012015-01-01JAMES D. MOORE, JR.
0012014-01-01JAMES D. MOORE, JR.
0012013-01-01JAMES D. MOORE, JR.
0012012-01-01JAMES D. MOORE, JR.
0012011-01-01JAMES D. MOORE, JR.
0012009-01-01JAMES D. MOORE, JR.

Plan Statistics for BARRETT OIL DISTRIBUTORS 401(K) PLAN

401k plan membership statisitcs for BARRETT OIL DISTRIBUTORS 401(K) PLAN

Measure Date Value
2016: BARRETT OIL DISTRIBUTORS 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0111
Total number of active participants reported on line 7a of the Form 55002016-01-0111
Total of all active and inactive participants2016-01-0111
Total participants2016-01-0111
Number of participants with account balances2016-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: BARRETT OIL DISTRIBUTORS 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0114
Total number of active participants reported on line 7a of the Form 55002015-01-0111
Total of all active and inactive participants2015-01-0111
Total participants2015-01-0111
Number of participants with account balances2015-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: BARRETT OIL DISTRIBUTORS 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-018
Total number of active participants reported on line 7a of the Form 55002014-01-0114
Total of all active and inactive participants2014-01-0114
Total participants2014-01-0114
Number of participants with account balances2014-01-0110
2013: BARRETT OIL DISTRIBUTORS 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-019
Total number of active participants reported on line 7a of the Form 55002013-01-018
Total of all active and inactive participants2013-01-018
Total participants2013-01-018
Number of participants with account balances2013-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: BARRETT OIL DISTRIBUTORS 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0115
Total number of active participants reported on line 7a of the Form 55002012-01-019
Total of all active and inactive participants2012-01-019
Total participants2012-01-019
Number of participants with account balances2012-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-016
2011: BARRETT OIL DISTRIBUTORS 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0112
Total number of active participants reported on line 7a of the Form 55002011-01-0113
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0113
Number of participants with account balances2011-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: BARRETT OIL DISTRIBUTORS 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0112
Total number of active participants reported on line 7a of the Form 55002009-01-0114
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 participants2009-01-0114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0114
Number of participants with account balances2009-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on BARRETT OIL DISTRIBUTORS 401(K) PLAN

Measure Date Value
2016 : BARRETT OIL DISTRIBUTORS 401(K) PLAN 2016 401k financial data
Total income from all sources2016-12-31$84,860
Expenses. Total of all expenses incurred2016-12-31$8,558
Benefits paid (including direct rollovers)2016-12-31$644
Total plan assets at end of year2016-12-31$850,200
Total plan assets at beginning of year2016-12-31$773,898
Value of fidelity bond covering the plan2016-12-31$100,000
Total contributions received or receivable from participants2016-12-31$26,026
Other income received2016-12-31$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 loans2016-12-31$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
Total income from all sources2015-12-31$17,203
Expenses. Total of all expenses incurred2015-12-31$7,097
Benefits paid (including direct rollovers)2015-12-31$3,173
Total plan assets at end of year2015-12-31$773,898
Total plan assets at beginning of year2015-12-31$763,792
Value of fidelity bond covering the plan2015-12-31$25,000
Total contributions received or receivable from participants2015-12-31$31,617
Other income received2015-12-31$-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
Total income from all sources2014-12-31$103,846
Expenses. Total of all expenses incurred2014-12-31$45,165
Benefits paid (including direct rollovers)2014-12-31$44,668
Total plan assets at end of year2014-12-31$763,792
Total plan assets at beginning of year2014-12-31$705,111
Value of fidelity bond covering the plan2014-12-31$25,000
Total contributions received or receivable from participants2014-12-31$62,449
Contributions received from other sources (not participants or employers)2014-12-31$230
Other income received2014-12-31$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
Total income from all sources2013-12-31$139,802
Total plan assets at end of year2013-12-31$705,111
Total plan assets at beginning of year2013-12-31$565,309
Value of fidelity bond covering the plan2013-12-31$25,000
Total contributions received or receivable from participants2013-12-31$58,867
Contributions received from other sources (not participants or employers)2013-12-31$8
Other income received2013-12-31$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
Total income from all sources2012-12-31$114,987
Expenses. Total of all expenses incurred2012-12-31$20,376
Benefits paid (including direct rollovers)2012-12-31$20,251
Total plan assets at end of year2012-12-31$565,309
Total plan assets at beginning of year2012-12-31$470,698
Value of fidelity bond covering the plan2012-12-31$25,000
Total contributions received or receivable from participants2012-12-31$52,196
Other income received2012-12-31$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
Total income from all sources2011-12-31$22,410
Expenses. Total of all expenses incurred2011-12-31$12,599
Benefits paid (including direct rollovers)2011-12-31$12,524
Total plan assets at end of year2011-12-31$470,698
Total plan assets at beginning of year2011-12-31$460,887
Value of fidelity bond covering the plan2011-12-31$25,000
Total contributions received or receivable from participants2011-12-31$51,793
Other income received2011-12-31$-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
Total income from all sources2010-12-31$99,481
Expenses. Total of all expenses incurred2010-12-31$10,431
Benefits paid (including direct rollovers)2010-12-31$10,406
Total plan assets at end of year2010-12-31$460,887
Total plan assets at beginning of year2010-12-31$371,837
Value of fidelity bond covering the plan2010-12-31$25,000
Total contributions received or receivable from participants2010-12-31$47,814
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$51,667
Noncash contributions received2010-12-31$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 securities2010-12-31$0
2009 : BARRETT OIL DISTRIBUTORS 401(K) 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 BARRETT OIL DISTRIBUTORS 401(K) PLAN

2016: BARRETT OIL DISTRIBUTORS 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: BARRETT OIL DISTRIBUTORS 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: BARRETT OIL DISTRIBUTORS 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: BARRETT OIL DISTRIBUTORS 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: BARRETT OIL DISTRIBUTORS 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: BARRETT OIL DISTRIBUTORS 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2009: BARRETT OIL DISTRIBUTORS 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number945971-01
Policy instance 1
Insurance contract or identification number945971-01
Number of Individuals Covered0
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $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 BrokerUSD $0
Insurance broker organization code?3
Insurance broker nameJAMES IZETT
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number945971-01
Policy instance 1
Insurance contract or identification number945971-01
Number of Individuals Covered16
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $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 BrokerUSD $1,329
Insurance broker organization code?3
Insurance broker nameJAMES IZETT
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number945971-01
Policy instance 1
Insurance contract or identification number945971-01
Number of Individuals Covered12
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $2,844
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,254
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameJAMES IZETT
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number670283
Policy instance 1
Insurance contract or identification number670283
Number of Individuals Covered0
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $798
Total amount of fees paid to insurance companyUSD $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 BrokerUSD $321
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker namePAUL H. CULBRETH
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number945971-01
Policy instance 2
Insurance contract or identification number945971-01
Number of Individuals Covered11
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $3,424
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,712
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameJAMES IZETT
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number670283
Policy instance 1
Insurance contract or identification number670283
Number of Individuals Covered14
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $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
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number670283
Policy instance 1
Insurance contract or identification number670283
Number of Individuals Covered14
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $1,182
Total amount of fees paid to insurance companyUSD $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 BrokerUSD $591
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameJAMES IZETT, CHFC, CLU

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