401k Plan data: JOHNSON OIL CO. 401(K) PLAN plan

JOHNSON OIL CO. 401(K) PLAN 401k Plan overview

Plan Name	JOHNSON OIL CO. 401(K) PLAN
Plan identification number	002

JOHNSON OIL CO. 401(K) PLAN Benefits

401k Plan Type

Defined 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.
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

CAREY JOHNSON OIL CO., INC. has sponsored the creation of one or more 401k plans.

Company Name: CAREY JOHNSON OIL CO., INC.

Employer identification number (EIN): 730777706

NAIC Classification: 447100
NAIC Description: Gasoline Stations, Gas

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHNSON OIL CO. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2020-01-01

Plan Statistics for JOHNSON OIL CO. 401(K) PLAN

401k plan membership statisitcs for JOHNSON OIL CO. 401(K) PLAN

Measure Date Value
2023: JOHNSON OIL CO. 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 286
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 39
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 0
Total of all active and inactive participants 2023-01-01 39
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 39
Number of participants with account balances 2023-01-01 39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: JOHNSON OIL CO. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 299
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 120
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 15
Total of all active and inactive participants 2022-01-01 135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 135
Number of participants with account balances 2022-01-01 135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 58
2021: JOHNSON OIL CO. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 279
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 100
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 55
Total of all active and inactive participants 2021-01-01 155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 155
Number of participants with account balances 2021-01-01 155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 26
2020: JOHNSON OIL CO. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 308
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 168
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 59
Total of all active and inactive participants 2020-01-01 227
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 227
Number of participants with account balances 2020-01-01 160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 10

Measure	Date	Value
2023: JOHNSON OIL CO. 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	286
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	39
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	0
Total of all active and inactive participants	2023-01-01	39
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	39
Number of participants with account balances	2023-01-01	39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: JOHNSON OIL CO. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	299
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	120
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	15
Total of all active and inactive participants	2022-01-01	135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	135
Number of participants with account balances	2022-01-01	135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	58
2021: JOHNSON OIL CO. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	279
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	100
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	55
Total of all active and inactive participants	2021-01-01	155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	155
Number of participants with account balances	2021-01-01	155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	26
2020: JOHNSON OIL CO. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	308
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	168
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	59
Total of all active and inactive participants	2020-01-01	227
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	227
Number of participants with account balances	2020-01-01	160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	10

Financial Data on JOHNSON OIL CO. 401(K) PLAN

Measure	Date	Value
2023 : JOHNSON OIL CO. 401(K) 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	$0
Total income from all sources (including contributions)	2023-12-31	$761,028
Total loss/gain on sale of assets	2023-12-31	$0
Total of all expenses incurred	2023-12-31	$2,970,764
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$2,870,258
Expenses. Certain deemed distributions of participant loans	2023-12-31	$52,399
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$242,648
Value of total assets at end of year	2023-12-31	$3,251,563
Value of total assets at beginning of year	2023-12-31	$5,461,299
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$48,107
Total interest from all sources	2023-12-31	$9,442
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$111,900
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	$111,900
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$500,000
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	$142,332
Participant contributions at end of year	2023-12-31	$28,823
Participant contributions at beginning of year	2023-12-31	$269,895
Participant contributions at beginning of year	2023-12-31	$10,783
Income. Received or receivable in cash from other sources (including rollovers)	2023-12-31	$39,505
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	$-2,209,736
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$3,251,563
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$5,461,299
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	$3,068,111
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$4,213,567
Interest on participant loans	2023-12-31	$9,442
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2023-12-31	$154,629
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2023-12-31	$961,228
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-12-31	$397,038
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	$60,811
Employer contributions (assets) at beginning of year	2023-12-31	$5,826
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$2,870,258
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	EIDE BAILLY, LLP
Accountancy firm EIN	2023-12-31	450250958
2022 : JOHNSON OIL CO. 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-436,260
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$272,814
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$233,298
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$427,759
Value of total assets at end of year	2022-12-31	$5,461,299
Value of total assets at beginning of year	2022-12-31	$6,170,373
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$39,516
Total interest from all sources	2022-12-31	$11,402
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$145,147
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	$145,147
Administrative expenses professional fees incurred	2022-12-31	$35,591
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
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	$279,503
Participant contributions at end of year	2022-12-31	$269,895
Participant contributions at beginning of year	2022-12-31	$190,967
Participant contributions at end of year	2022-12-31	$10,783
Total non interest bearing cash at beginning of year	2022-12-31	$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	2022-12-31	No
Value of net income/loss	2022-12-31	$-709,074
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$5,461,299
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$6,170,373
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	$4,213,567
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$5,024,067
Interest on participant loans	2022-12-31	$11,207
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$195
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$961,228
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$955,339
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-1,020,568
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	No
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	$148,256
Employer contributions (assets) at end of year	2022-12-31	$5,826
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$233,298
Contract administrator fees	2022-12-31	$3,925
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	EIDE BAILLY, LLP
Accountancy firm EIN	2022-12-31	450250958
2021 : JOHNSON OIL CO. 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$1,011,590
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$746,565
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$695,589
Expenses. Certain deemed distributions of participant loans	2021-12-31	$9,550
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$394,519
Value of total assets at end of year	2021-12-31	$6,170,373
Value of total assets at beginning of year	2021-12-31	$5,905,348
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$41,426
Total interest from all sources	2021-12-31	$7,542
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$376,338
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$376,338
Administrative expenses professional fees incurred	2021-12-31	$3,961
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
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	$269,903
Participant contributions at end of year	2021-12-31	$190,967
Participant contributions at beginning of year	2021-12-31	$153,243
Participant contributions at beginning of year	2021-12-31	$9,331
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$544
Total non interest bearing cash at end of year	2021-12-31	$0
Total non interest bearing cash at beginning of year	2021-12-31	$4,825
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	$265,025
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$6,170,373
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$5,905,348
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	$5,024,067
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$4,867,033
Interest on participant loans	2021-12-31	$7,542
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$955,339
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$866,368
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$233,191
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	No
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	$124,072
Employer contributions (assets) at beginning of year	2021-12-31	$4,548
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$695,589
Contract administrator fees	2021-12-31	$37,465
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	EIDE BAILLY, LLP
Accountancy firm EIN	2021-12-31	450250958
2020 : JOHNSON OIL CO. 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$1,312,613
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$223,503
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$190,024
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$393,895
Value of total assets at end of year	2020-12-31	$5,905,348
Value of total assets at beginning of year	2020-12-31	$4,816,238
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$33,479
Total interest from all sources	2020-12-31	$11,133
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$147,502
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$147,502
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
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	$268,352
Participant contributions at end of year	2020-12-31	$153,243
Participant contributions at beginning of year	2020-12-31	$207,980
Participant contributions at end of year	2020-12-31	$9,331
Total non interest bearing cash at end of year	2020-12-31	$4,825
Total non interest bearing cash at beginning of year	2020-12-31	$7,830
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	$1,089,110
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$5,905,348
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$4,816,238
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	$4,867,033
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$3,882,737
Interest on participant loans	2020-12-31	$11,133
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$866,368
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$717,691
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$760,083
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	No
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	$125,543
Employer contributions (assets) at end of year	2020-12-31	$4,548
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$190,024
Contract administrator fees	2020-12-31	$33,479
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	EIDE BAILLY, LLC
Accountancy firm EIN	2020-12-31	450250958

Form 5500 Responses for JOHNSON OIL CO. 401(K) PLAN

2023: JOHNSON OIL CO. 401(K) PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Insurance	Yes
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement – Insurance	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: JOHNSON OIL CO. 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: JOHNSON OIL CO. 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: JOHNSON OIL CO. 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	Yes
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

375358.01

Policy instance

Insurance contract or identification number	375358.01
Number of Individuals Covered	10
Insurance policy start date	2023-01-01
Insurance policy end date	2023-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

375358.01

Policy instance

Insurance contract or identification number	375358.01
Number of Individuals Covered	25
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

375358.01

Policy instance

Insurance contract or identification number	375358.01
Number of Individuals Covered	30
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

375358.01

Policy instance

Insurance contract or identification number	375358.01
Number of Individuals Covered	29
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	CAREY JOHNSON OIL CO., INC.
Employer identification number (EIN):	730777706
NAIC Classification:	447100
NAIC Description:	Gasoline Stations, Gas