KERR MACHINE CO has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan KERR PUMPS 401(K) RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2023 : KERR PUMPS 401(K) RETIREMENT PLAN 2023 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2023-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $32,025 |
| Total income from all sources (including contributions) | 2023-12-31 | $1,901,838 |
| Total loss/gain on sale of assets | 2023-12-31 | $0 |
| Total of all expenses incurred | 2023-12-31 | $397,255 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $360,885 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $1,065,769 |
| Value of total assets at end of year | 2023-12-31 | $6,663,389 |
| Value of total assets at beginning of year | 2023-12-31 | $5,190,831 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $36,370 |
| Total interest from all sources | 2023-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $6,062 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-12-31 | $6,062 |
| Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
| Value of fidelity bond cover | 2023-12-31 | $375,000 |
| If this is an individual account plan, was there a blackout period | 2023-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
| Contributions received from participants | 2023-12-31 | $632,551 |
| Participant contributions at end of year | 2023-12-31 | $19,130 |
| Participant contributions at beginning of year | 2023-12-31 | $128,595 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-12-31 | $35,082 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2023-12-31 | $32,025 |
| Other income not declared elsewhere | 2023-12-31 | $5,139 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Value of net income/loss | 2023-12-31 | $1,504,583 |
| Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $6,663,389 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $5,158,806 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-12-31 | $29,443 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-12-31 | $4,971,197 |
| Value of interest in pooled separate accounts at end of year | 2023-12-31 | $6,602,124 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2023-12-31 | $2,626 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2023-12-31 | $2,626 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-12-31 | $355,641 |
| Net investment gain/loss from pooled separate accounts | 2023-12-31 | $469,227 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
| Contributions received in cash from employer | 2023-12-31 | $398,136 |
| Employer contributions (assets) at end of year | 2023-12-31 | $12,692 |
| Employer contributions (assets) at beginning of year | 2023-12-31 | $88,413 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $360,885 |
| Contract administrator fees | 2023-12-31 | $36,370 |
| Did the plan have assets held for investment | 2023-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
| Accountancy firm name | 2023-12-31 | ROSE ROCK CPA'S, PLLC |
| Accountancy firm EIN | 2023-12-31 | 260852716 |
| Total unrealized appreciation/depreciation of assets | 2023-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $32,025 |
| Total income from all sources (including contributions) | 2023-01-01 | $1,901,838 |
| Total loss/gain on sale of assets | 2023-01-01 | $0 |
| Total of all expenses incurred | 2023-01-01 | $397,255 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-01-01 | $360,885 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-01-01 | $1,065,769 |
| Value of total assets at end of year | 2023-01-01 | $6,663,389 |
| Value of total assets at beginning of year | 2023-01-01 | $5,190,831 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-01-01 | $36,370 |
| Total interest from all sources | 2023-01-01 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-01-01 | $6,062 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-01-01 | $6,062 |
| Was this plan covered by a fidelity bond | 2023-01-01 | Yes |
| Value of fidelity bond cover | 2023-01-01 | $375,000 |
| If this is an individual account plan, was there a blackout period | 2023-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-01-01 | No |
| Contributions received from participants | 2023-01-01 | $632,551 |
| Participant contributions at end of year | 2023-01-01 | $19,130 |
| Participant contributions at beginning of year | 2023-01-01 | $128,595 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-01-01 | $35,082 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2023-01-01 | $32,025 |
| Other income not declared elsewhere | 2023-01-01 | $5,139 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Value of net income/loss | 2023-01-01 | $1,504,583 |
| Value of net assets at end of year (total assets less liabilities) | 2023-01-01 | $6,663,389 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-01-01 | $5,158,806 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-01-01 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-01-01 | $29,443 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-01-01 | $4,971,197 |
| Value of interest in pooled separate accounts at end of year | 2023-01-01 | $6,602,124 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-01-01 | $355,641 |
| Net investment gain/loss from pooled separate accounts | 2023-01-01 | $469,227 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-01-01 | No |
| Contributions received in cash from employer | 2023-01-01 | $398,136 |
| Employer contributions (assets) at end of year | 2023-01-01 | $12,692 |
| Employer contributions (assets) at beginning of year | 2023-01-01 | $88,413 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-01-01 | $360,885 |
| Contract administrator fees | 2023-01-01 | $36,370 |
| Did the plan have assets held for investment | 2023-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-01-01 | 1 |
| Accountancy firm name | 2023-01-01 | ROSE ROCK CPA'S, PLLC |
| Accountancy firm EIN | 2023-01-01 | 260852716 |
| 2022 : KERR PUMPS 401(K) RETIREMENT PLAN 2022 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $32,025 |
| Total income from all sources (including contributions) | 2022-12-31 | $-32,038 |
| Total of all expenses incurred | 2022-12-31 | $616,846 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $612,896 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $986,575 |
| Value of total assets at end of year | 2022-12-31 | $5,190,831 |
| Value of total assets at beginning of year | 2022-12-31 | $5,807,690 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $3,950 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $223,929 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $223,929 |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $375,000 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Contributions received from participants | 2022-12-31 | $586,224 |
| Participant contributions at end of year | 2022-12-31 | $128,595 |
| Participant contributions at beginning of year | 2022-12-31 | $15,995 |
| Liabilities. Value of operating payables at end of year | 2022-12-31 | $32,025 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $-648,884 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $5,158,806 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $5,807,690 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $4,971,197 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $5,778,294 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $2,626 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $2,607 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $2,607 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-1,242,542 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Contributions received in cash from employer | 2022-12-31 | $400,351 |
| Employer contributions (assets) at end of year | 2022-12-31 | $88,413 |
| Employer contributions (assets) at beginning of year | 2022-12-31 | $10,794 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $612,896 |
| Contract administrator fees | 2022-12-31 | $3,950 |
| Did the plan have assets held for investment | 2022-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | ROSE ROCK CPAS |
| Accountancy firm EIN | 2022-12-31 | 260852716 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $32,025 |
| Total income from all sources (including contributions) | 2022-01-01 | $-32,038 |
| Total of all expenses incurred | 2022-01-01 | $616,846 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $612,896 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $986,575 |
| Value of total assets at end of year | 2022-01-01 | $5,190,831 |
| Value of total assets at beginning of year | 2022-01-01 | $5,807,690 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $3,950 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-01-01 | $223,929 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-01-01 | $223,929 |
| Was this plan covered by a fidelity bond | 2022-01-01 | Yes |
| Value of fidelity bond cover | 2022-01-01 | $375,000 |
| If this is an individual account plan, was there a blackout period | 2022-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-01-01 | No |
| Contributions received from participants | 2022-01-01 | $586,224 |
| Participant contributions at end of year | 2022-01-01 | $128,595 |
| Participant contributions at beginning of year | 2022-01-01 | $15,995 |
| Liabilities. Value of operating payables at end of year | 2022-01-01 | $32,025 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Value of net income/loss | 2022-01-01 | $-648,884 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $5,158,806 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $5,807,690 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-01-01 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-01-01 | $4,971,197 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-01-01 | $5,778,294 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-01-01 | $2,626 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-01-01 | $-1,242,542 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-01-01 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2022-01-01 | No |
| Contributions received in cash from employer | 2022-01-01 | $400,351 |
| Employer contributions (assets) at end of year | 2022-01-01 | $88,413 |
| Employer contributions (assets) at beginning of year | 2022-01-01 | $10,794 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $612,896 |
| Contract administrator fees | 2022-01-01 | $3,950 |
| Did the plan have assets held for investment | 2022-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-01-01 | 1 |
| Accountancy firm name | 2022-01-01 | ROSE ROCK CPAS |
| Accountancy firm EIN | 2022-01-01 | 260852716 |
| 2021 : KERR PUMPS 401(K) RETIREMENT PLAN 2021 401k financial data |
|---|
| Total income from all sources (including contributions) | 2021-12-31 | $1,393,923 |
| Total of all expenses incurred | 2021-12-31 | $164,194 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $164,194 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $764,128 |
| Value of total assets at end of year | 2021-12-31 | $5,807,690 |
| Value of total assets at beginning of year | 2021-12-31 | $4,577,961 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $375,000 |
| If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Contributions received from participants | 2021-12-31 | $457,873 |
| Participant contributions at end of year | 2021-12-31 | $15,995 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Value of net income/loss | 2021-12-31 | $1,229,729 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $5,807,690 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $4,577,961 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $5,780,901 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $4,577,361 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $629,795 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
| Contributions received in cash from employer | 2021-12-31 | $306,255 |
| Employer contributions (assets) at end of year | 2021-12-31 | $10,794 |
| Employer contributions (assets) at beginning of year | 2021-12-31 | $600 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $164,194 |
| Did the plan have assets held for investment | 2021-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
| Accountancy firm name | 2021-12-31 | ROSE ROCK CPAS |
| Accountancy firm EIN | 2021-12-31 | 260852716 |
| 2020 : KERR PUMPS 401(K) RETIREMENT PLAN 2020 401k financial data |
|---|
| Total income from all sources (including contributions) | 2020-12-31 | $1,248,710 |
| Total of all expenses incurred | 2020-12-31 | $358,229 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $358,229 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $683,732 |
| Value of total assets at end of year | 2020-12-31 | $4,577,961 |
| Value of total assets at beginning of year | 2020-12-31 | $3,687,480 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $375,000 |
| If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Contributions received from participants | 2020-12-31 | $393,494 |
| Participant contributions at beginning of year | 2020-12-31 | $60,549 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $32,148 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Value of net income/loss | 2020-12-31 | $890,481 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $4,577,961 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $3,687,480 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $4,577,361 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $3,588,148 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $564,978 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
| Contributions received in cash from employer | 2020-12-31 | $258,090 |
| Employer contributions (assets) at end of year | 2020-12-31 | $600 |
| Employer contributions (assets) at beginning of year | 2020-12-31 | $38,783 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $358,229 |
| Did the plan have assets held for investment | 2020-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
| Accountancy firm name | 2020-12-31 | ROSE ROCK CPAS |
| Accountancy firm EIN | 2020-12-31 | 260852716 |
| 2019 : KERR PUMPS 401(K) RETIREMENT PLAN 2019 401k financial data |
|---|
| Total income from all sources (including contributions) | 2019-12-31 | $1,342,083 |
| Total of all expenses incurred | 2019-12-31 | $151,656 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $149,406 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $795,463 |
| Value of total assets at end of year | 2019-12-31 | $3,687,480 |
| Value of total assets at beginning of year | 2019-12-31 | $2,497,053 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $2,250 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Value of fidelity bond cover | 2019-12-31 | $250,000 |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Contributions received from participants | 2019-12-31 | $486,595 |
| Participant contributions at end of year | 2019-12-31 | $60,549 |
| Participant contributions at beginning of year | 2019-12-31 | $600 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Value of net income/loss | 2019-12-31 | $1,190,427 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $3,687,480 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $2,497,053 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Investment advisory and management fees | 2019-12-31 | $2,250 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $3,588,148 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $2,496,453 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $546,620 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Contributions received in cash from employer | 2019-12-31 | $308,868 |
| Employer contributions (assets) at end of year | 2019-12-31 | $38,783 |
| Employer contributions (assets) at beginning of year | 2019-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $149,406 |
| Did the plan have assets held for investment | 2019-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
| Accountancy firm name | 2019-12-31 | ROSE ROCK CPAS |
| Accountancy firm EIN | 2019-12-31 | 260852716 |
| 2018 : KERR PUMPS 401(K) RETIREMENT PLAN 2018 401k financial data |
|---|
| Total income from all sources (including contributions) | 2018-12-31 | $661,730 |
| Total of all expenses incurred | 2018-12-31 | $142,357 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $140,108 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $811,085 |
| Value of total assets at end of year | 2018-12-31 | $2,497,053 |
| Value of total assets at beginning of year | 2018-12-31 | $1,977,680 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $2,249 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
| Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
| Value of fidelity bond cover | 2018-12-31 | $250,000 |
| If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
| Contributions received from participants | 2018-12-31 | $486,171 |
| Participant contributions at end of year | 2018-12-31 | $0 |
| Participant contributions at beginning of year | 2018-12-31 | $0 |
| Participant contributions at end of year | 2018-12-31 | $600 |
| Participant contributions at beginning of year | 2018-12-31 | $9,343 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $23,907 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Value of net income/loss | 2018-12-31 | $519,373 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $2,497,053 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,977,680 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
| Investment advisory and management fees | 2018-12-31 | $2,249 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $2,496,453 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $1,963,480 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-149,355 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
| Contributions received in cash from employer | 2018-12-31 | $301,007 |
| Employer contributions (assets) at end of year | 2018-12-31 | $0 |
| Employer contributions (assets) at beginning of year | 2018-12-31 | $4,857 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $140,108 |
| Did the plan have assets held for investment | 2018-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
| Accountancy firm name | 2018-12-31 | ROSE ROCK CPAS |
| Accountancy firm EIN | 2018-12-31 | 260852716 |
| 2017 : KERR PUMPS 401(K) RETIREMENT PLAN 2017 401k financial data |
|---|
| Total income from all sources (including contributions) | 2017-12-31 | $832,102 |
| Total of all expenses incurred | 2017-12-31 | $52,715 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $52,715 |
| Expenses. Certain deemed distributions of participant loans | 2017-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $588,242 |
| Value of total assets at end of year | 2017-12-31 | $1,977,680 |
| Value of total assets at beginning of year | 2017-12-31 | $1,198,293 |
| Total interest from all sources | 2017-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $0 |
| Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
| Value of fidelity bond cover | 2017-12-31 | $210,000 |
| If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
| Contributions received from participants | 2017-12-31 | $346,330 |
| Participant contributions at end of year | 2017-12-31 | $0 |
| Participant contributions at beginning of year | 2017-12-31 | $0 |
| Participant contributions at end of year | 2017-12-31 | $9,343 |
| Participant contributions at beginning of year | 2017-12-31 | $9,936 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $22,985 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Value of net income/loss | 2017-12-31 | $779,387 |
| Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $1,977,680 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $1,198,293 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $1,963,480 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $1,181,651 |
| Interest on participant loans | 2017-12-31 | $0 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $0 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2017-12-31 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $243,860 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
| Contributions received in cash from employer | 2017-12-31 | $218,927 |
| Employer contributions (assets) at end of year | 2017-12-31 | $4,857 |
| Employer contributions (assets) at beginning of year | 2017-12-31 | $6,706 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $52,715 |
| Did the plan have assets held for investment | 2017-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
| Accountancy firm name | 2017-12-31 | ROSE ROCK CPAS |
| Accountancy firm EIN | 2017-12-31 | 260852716 |
| 2016 : KERR PUMPS 401(K) RETIREMENT PLAN 2016 401k financial data |
|---|
| Total income from all sources (including contributions) | 2016-12-31 | $444,456 |
| Total of all expenses incurred | 2016-12-31 | $53,080 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $51,655 |
| Expenses. Certain deemed distributions of participant loans | 2016-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $376,598 |
| Value of total assets at end of year | 2016-12-31 | $1,198,293 |
| Value of total assets at beginning of year | 2016-12-31 | $806,917 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $1,425 |
| Total interest from all sources | 2016-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $0 |
| Administrative expenses professional fees incurred | 2016-12-31 | $1,425 |
| Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
| Value of fidelity bond cover | 2016-12-31 | $210,000 |
| If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
| Contributions received from participants | 2016-12-31 | $233,791 |
| Participant contributions at end of year | 2016-12-31 | $0 |
| Participant contributions at beginning of year | 2016-12-31 | $0 |
| Participant contributions at end of year | 2016-12-31 | $9,936 |
| Participant contributions at beginning of year | 2016-12-31 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Value of net income/loss | 2016-12-31 | $391,376 |
| Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $1,198,293 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $806,917 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $1,181,651 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $806,917 |
| Interest on participant loans | 2016-12-31 | $0 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-12-31 | $0 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2016-12-31 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $67,858 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
| Contributions received in cash from employer | 2016-12-31 | $142,807 |
| Employer contributions (assets) at end of year | 2016-12-31 | $6,706 |
| Employer contributions (assets) at beginning of year | 2016-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $51,655 |
| Did the plan have assets held for investment | 2016-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
| Accountancy firm name | 2016-12-31 | ROSE ROCK CPAS |
| Accountancy firm EIN | 2016-12-31 | 260852716 |
| 2015 : KERR PUMPS 401(K) RETIREMENT PLAN 2015 401k financial data |
|---|
| Total income from all sources (including contributions) | 2015-12-31 | $817,933 |
| Total of all expenses incurred | 2015-12-31 | $11,016 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $11,016 |
| Expenses. Certain deemed distributions of participant loans | 2015-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $841,911 |
| Value of total assets at end of year | 2015-12-31 | $806,917 |
| Total interest from all sources | 2015-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $0 |
| Was this plan covered by a fidelity bond | 2015-12-31 | No |
| If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
| Contributions received from participants | 2015-12-31 | $199,106 |
| Participant contributions at end of year | 2015-12-31 | $0 |
| Participant contributions at end of year | 2015-12-31 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $509,053 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Value of net income/loss | 2015-12-31 | $806,917 |
| Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $806,917 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $806,917 |
| Interest on participant loans | 2015-12-31 | $0 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $0 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2015-12-31 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-23,978 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
| Contributions received in cash from employer | 2015-12-31 | $133,752 |
| Employer contributions (assets) at end of year | 2015-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $11,016 |
| Did the plan have assets held for investment | 2015-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
| Accountancy firm name | 2015-12-31 | BLEDSOE AND ASSOCIATES |
| Accountancy firm EIN | 2015-12-31 | 260852716 |
