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HOMAX OIL SALES, INC. 401(K) PLAN 401k Plan overview

Plan NameHOMAX OIL SALES, INC. 401(K) PLAN
Plan identification number 001

HOMAX OIL SALES, INC. 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

HOMAX OIL SALES, INC. has sponsored the creation of one or more 401k plans.

Company Name:HOMAX OIL SALES, INC.
Employer identification number (EIN):830240102
NAIC Classification:447100
NAIC Description: Gasoline Stations, Gas

Additional information about HOMAX OIL SALES, INC.

Jurisdiction of Incorporation: Wyoming Corporations Division
Incorporation Date: 1978-07-27
Company Identification Number: 000151739
Legal Registered Office Address: 605 S Poplar

Casper
United States of America (USA)
82601

More information about HOMAX OIL SALES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HOMAX OIL SALES, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01TARA EVANS, FOR TAG RESOURCES2024-09-13
0012022-01-01
0012022-01-01TARA EVANS, FOR TAG RESOURCES
0012021-01-01
0012021-01-01TARA EVANS
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01PHIL TISUE
0012016-01-01PHIL TISUE
0012016-01-01
0012015-01-01PHIL TISUE
0012014-01-01PHIL TISUE
0012013-01-01PHIL TISUE2014-09-02
0012012-01-01PHIL TISUE

Plan Statistics for HOMAX OIL SALES, INC. 401(K) PLAN

401k plan membership statisitcs for HOMAX OIL SALES, INC. 401(K) PLAN

Measure Date Value
2025: HOMAX OIL SALES, INC. 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year2025-05-30169
Total number of particpants at end of year2025-05-30186
Number of Participants With Account Balances2025-05-3052
2024: HOMAX OIL SALES, INC. 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year2024-09-13158
Total number of particpants at end of year2024-09-13165
Number of Participants With Account Balances2024-09-1357
2022: HOMAX OIL SALES, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01166
Total number of active participants reported on line 7a of the Form 55002022-01-01145
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-017
Total of all active and inactive participants2022-01-01152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01152
Number of participants with account balances2022-01-0159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: HOMAX OIL SALES, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01164
Total number of active participants reported on line 7a of the Form 55002021-01-01147
Number of retired or separated participants receiving benefits2021-01-013
Number of other retired or separated participants entitled to future benefits2021-01-015
Total of all active and inactive participants2021-01-01155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01155
Number of participants with account balances2021-01-0160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: HOMAX OIL SALES, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01152
Total number of active participants reported on line 7a of the Form 55002020-01-01148
Number of retired or separated participants receiving benefits2020-01-013
Number of other retired or separated participants entitled to future benefits2020-01-019
Total of all active and inactive participants2020-01-01160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01160
Number of participants with account balances2020-01-0159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: HOMAX OIL SALES, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01151
Total number of active participants reported on line 7a of the Form 55002019-01-01138
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-0110
Total of all active and inactive participants2019-01-01149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01149
Number of participants with account balances2019-01-0159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: HOMAX OIL SALES, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01145
Total number of active participants reported on line 7a of the Form 55002018-01-01137
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-016
Total of all active and inactive participants2018-01-01144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01144
Number of participants with account balances2018-01-0154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: HOMAX OIL SALES, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01123
Total number of active participants reported on line 7a of the Form 55002017-01-01125
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-0115
Total of all active and inactive participants2017-01-01141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01141
Number of participants with account balances2017-01-0158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: HOMAX OIL SALES, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01132
Total number of active participants reported on line 7a of the Form 55002016-01-01107
Number of retired or separated participants receiving benefits2016-01-012
Number of other retired or separated participants entitled to future benefits2016-01-0114
Total of all active and inactive participants2016-01-01123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01123
Number of participants with account balances2016-01-0158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: HOMAX OIL SALES, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01127
Total number of active participants reported on line 7a of the Form 55002015-01-01118
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-0110
Total of all active and inactive participants2015-01-01129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01129
Number of participants with account balances2015-01-0159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: HOMAX OIL SALES, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01146
Total number of active participants reported on line 7a of the Form 55002014-01-01121
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-016
Total of all active and inactive participants2014-01-01127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01127
Number of participants with account balances2014-01-0154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2012: HOMAX OIL SALES, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01104
Total number of active participants reported on line 7a of the Form 55002012-01-0194
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-013
Total of all active and inactive participants2012-01-0197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0197
Number of participants with account balances2012-01-0149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010

Financial Data on HOMAX OIL SALES, INC. 401(K) PLAN

Measure Date Value
2025 : HOMAX OIL SALES, INC. 401(K) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-05-30179444
Net assets as of the end of the plan year2025-05-305059500
Total assets as of the beginning of the plan year2025-05-304256900
Value of plan covered by a fidelity bond2025-05-30500000
Participant contributions to plan in this plan year2025-05-30274890
Value of participant loans at end of plan year2025-05-30163430
Other contributions to plan in this plan year2025-05-3052500
Other income to plan in this plan year2025-05-30507840
Plan net income in this plan year2025-05-30802600
Net assets as of the end of the plan year2025-05-305059500
Net assets as of the beginning of the plan year2025-05-304256900
Employer contributions to plan in this plan year2025-05-30146814
Fees paid to broker by Benefit Provider2025-05-3017861
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-3045677
2024 : HOMAX OIL SALES, INC. 401(K) PLAN 2024 401k financial data
Total liabilities as of the beginning of the plan year2024-09-130
Total expenses incurred by plan in this plan year2024-09-13397655
Net assets as of the end of the plan year2024-09-134256900
Total assets as of the beginning of the plan year2024-09-133644370
Value of plan covered by a fidelity bond2024-09-13500000
Participant contributions to plan in this plan year2024-09-13291671
Value of participant loans at end of plan year2024-09-13119267
Other contributions to plan in this plan year2024-09-132688
Other income to plan in this plan year2024-09-13550143
Plan net income in this plan year2024-09-13612530
Net assets as of the end of the plan year2024-09-134256900
Net assets as of the beginning of the plan year2024-09-133644370
Value of contributions failed to transmitted timely2024-09-135891
Employer contributions to plan in this plan year2024-09-13165683
Fees paid to broker by Benefit Provider2024-09-13398
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-1339443
2022 : HOMAX OIL SALES, INC. 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$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$0
Total income from all sources (including contributions)2022-12-31$-101,101
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$215,938
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$179,608
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$454,320
Value of total assets at end of year2022-12-31$3,644,370
Value of total assets at beginning of year2022-12-31$3,961,409
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$36,330
Total interest from all sources2022-12-31$14,563
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$283,106
Participant contributions at end of year2022-12-31$147,184
Participant contributions at beginning of year2022-12-31$120,830
Participant contributions at end of year2022-12-31$2,926
Participant contributions at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-317,039
Value of net assets at end of year (total assets less liabilities)2022-12-31$3,644,370
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$3,961,409
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in pooled separate accounts at end of year2022-12-31$2,761,945
Value of interest in pooled separate accounts at beginning of year2022-12-31$3,366,539
Interest on participant loans2022-12-31$5,657
Interest earned on other investments2022-12-31$8,906
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$729,883
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$474,040
Net investment gain/loss from pooled separate accounts2022-12-31$-569,984
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$171,214
Employer contributions (assets) at end of year2022-12-31$2,432
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$179,608
Contract administrator fees2022-12-31$36,330
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31COULTER & JUSTUS
Accountancy firm EIN2022-12-31621532536
Total unrealized appreciation/depreciation of assets2022-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total income from all sources (including contributions)2022-01-01$-101,101
Total loss/gain on sale of assets2022-01-01$0
Total of all expenses incurred2022-01-01$215,938
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$179,608
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$454,320
Value of total assets at end of year2022-01-01$3,644,370
Value of total assets at beginning of year2022-01-01$3,961,409
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$36,330
Total interest from all sources2022-01-01$14,563
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$500,000
If this is an individual account plan, was there a blackout period2022-01-01No
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Contributions received from participants2022-01-01$283,106
Participant contributions at end of year2022-01-01$147,184
Participant contributions at beginning of year2022-01-01$120,830
Participant contributions at end of year2022-01-01$2,926
Participant contributions at beginning of year2022-01-01$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-317,039
Value of net assets at end of year (total assets less liabilities)2022-01-01$3,644,370
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$3,961,409
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Value of interest in pooled separate accounts at end of year2022-01-01$2,761,945
Value of interest in pooled separate accounts at beginning of year2022-01-01$3,366,539
Interest on participant loans2022-01-01$5,657
Interest earned on other investments2022-01-01$8,906
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-01-01$729,883
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-01-01$474,040
Net investment gain/loss from pooled separate accounts2022-01-01$-569,984
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Contributions received in cash from employer2022-01-01$171,214
Employer contributions (assets) at end of year2022-01-01$2,432
Employer contributions (assets) at beginning of year2022-01-01$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$179,608
Contract administrator fees2022-01-01$36,330
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01COULTER & JUSTUS
Accountancy firm EIN2022-01-01621532536
2021 : HOMAX OIL SALES, INC. 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$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$852,090
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$484,186
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$457,163
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$405,710
Value of total assets at end of year2021-12-31$3,961,409
Value of total assets at beginning of year2021-12-31$3,593,505
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$27,023
Total interest from all sources2021-12-31$11,873
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$270,530
Participant contributions at end of year2021-12-31$120,830
Participant contributions at beginning of year2021-12-31$127,327
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$6,435
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$367,904
Value of net assets at end of year (total assets less liabilities)2021-12-31$3,961,409
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$3,593,505
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in pooled separate accounts at end of year2021-12-31$3,366,539
Value of interest in pooled separate accounts at beginning of year2021-12-31$2,952,387
Interest on participant loans2021-12-31$5,203
Interest earned on other investments2021-12-31$6,670
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$474,040
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$502,604
Net investment gain/loss from pooled separate accounts2021-12-31$434,507
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$135,180
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$4,752
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$457,163
Contract administrator fees2021-12-31$27,023
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31COULTER & JUSTUS
Accountancy firm EIN2021-12-31621532536
2020 : HOMAX OIL SALES, INC. 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$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$795,714
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$424,013
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$407,936
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$372,552
Value of total assets at end of year2020-12-31$3,593,505
Value of total assets at beginning of year2020-12-31$3,221,804
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$16,077
Total interest from all sources2020-12-31$11,489
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$238,491
Participant contributions at end of year2020-12-31$127,327
Participant contributions at beginning of year2020-12-31$107,041
Participant contributions at end of year2020-12-31$6,435
Participant contributions at beginning of year2020-12-31$84,836
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$371,701
Value of net assets at end of year (total assets less liabilities)2020-12-31$3,593,505
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$3,221,804
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in pooled separate accounts at end of year2020-12-31$2,952,387
Value of interest in pooled separate accounts at beginning of year2020-12-31$2,812,528
Interest on participant loans2020-12-31$6,307
Interest earned on other investments2020-12-31$5,182
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$502,604
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$160,078
Net investment gain/loss from pooled separate accounts2020-12-31$411,673
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$134,061
Employer contributions (assets) at end of year2020-12-31$4,752
Employer contributions (assets) at beginning of year2020-12-31$57,321
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$407,936
Contract administrator fees2020-12-31$16,077
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31COULTER & JUSTUS
Accountancy firm EIN2020-12-31621532536
2019 : HOMAX OIL SALES, INC. 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$946,785
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$83,816
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$66,470
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$432,403
Value of total assets at end of year2019-12-31$3,221,804
Value of total assets at beginning of year2019-12-31$2,358,835
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$17,346
Total interest from all sources2019-12-31$7,792
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$263,832
Participant contributions at end of year2019-12-31$107,041
Participant contributions at beginning of year2019-12-31$91,675
Participant contributions at end of year2019-12-31$84,836
Participant contributions at beginning of year2019-12-31$58,575
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$862,969
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,221,804
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,358,835
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$2,812,528
Value of interest in pooled separate accounts at beginning of year2019-12-31$2,062,484
Interest on participant loans2019-12-31$5,430
Interest earned on other investments2019-12-31$2,362
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$160,078
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$108,372
Net investment gain/loss from pooled separate accounts2019-12-31$506,590
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$168,571
Employer contributions (assets) at end of year2019-12-31$57,321
Employer contributions (assets) at beginning of year2019-12-31$37,729
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$66,470
Contract administrator fees2019-12-31$17,346
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31COULTER & JUSTUS
Accountancy firm EIN2019-12-31621532536
2018 : HOMAX OIL SALES, INC. 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$204,319
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$73,561
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$57,572
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$377,296
Value of total assets at end of year2018-12-31$2,358,835
Value of total assets at beginning of year2018-12-31$2,228,077
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$15,989
Total interest from all sources2018-12-31$5,644
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$232,095
Participant contributions at end of year2018-12-31$91,675
Participant contributions at beginning of year2018-12-31$69,420
Participant contributions at end of year2018-12-31$58,575
Participant contributions at beginning of year2018-12-31$57,050
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$1,418
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$130,758
Value of net assets at end of year (total assets less liabilities)2018-12-31$2,358,835
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$2,228,077
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in pooled separate accounts at end of year2018-12-31$2,062,484
Value of interest in pooled separate accounts at beginning of year2018-12-31$1,957,635
Interest on participant loans2018-12-31$4,223
Interest earned on other investments2018-12-31$1,421
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$108,372
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$109,246
Net investment gain/loss from pooled separate accounts2018-12-31$-178,621
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$143,783
Employer contributions (assets) at end of year2018-12-31$37,729
Employer contributions (assets) at beginning of year2018-12-31$34,726
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$57,572
Contract administrator fees2018-12-31$15,989
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31COULTER & JUSTUS
Accountancy firm EIN2018-12-31621532536
2017 : HOMAX OIL SALES, INC. 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$627,222
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$162,288
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$143,448
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$322,798
Value of total assets at end of year2017-12-31$2,228,077
Value of total assets at beginning of year2017-12-31$1,763,143
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$18,840
Total interest from all sources2017-12-31$4,163
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 year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$200,192
Participant contributions at end of year2017-12-31$69,420
Participant contributions at beginning of year2017-12-31$71,506
Participant contributions at end of year2017-12-31$57,050
Participant contributions at beginning of year2017-12-31$5,857
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$464,934
Value of net assets at end of year (total assets less liabilities)2017-12-31$2,228,077
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,763,143
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$1,957,635
Value of interest in pooled separate accounts at beginning of year2017-12-31$1,555,993
Interest on participant loans2017-12-31$2,793
Interest earned on other investments2017-12-31$1,370
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$109,246
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$125,952
Net investment gain/loss from pooled separate accounts2017-12-31$300,261
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$122,606
Employer contributions (assets) at end of year2017-12-31$34,726
Employer contributions (assets) at beginning of year2017-12-31$3,835
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$143,448
Contract administrator fees2017-12-31$18,840
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31COULTER & JUSTUS
Accountancy firm EIN2017-12-31621532536
2016 : HOMAX OIL SALES, INC. 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$456,246
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$139,294
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$122,192
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$355,996
Value of total assets at end of year2016-12-31$1,763,143
Value of total assets at beginning of year2016-12-31$1,446,191
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$17,102
Total interest from all sources2016-12-31$4,640
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 year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$203,673
Participant contributions at end of year2016-12-31$71,506
Participant contributions at beginning of year2016-12-31$40,265
Participant contributions at end of year2016-12-31$5,857
Participant contributions at beginning of year2016-12-31$6,924
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$25,659
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$316,952
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,763,143
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,446,191
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$1,555,993
Value of interest in pooled separate accounts at beginning of year2016-12-31$1,319,299
Interest on participant loans2016-12-31$2,958
Interest earned on other investments2016-12-31$1,682
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$125,952
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$74,208
Net investment gain/loss from pooled separate accounts2016-12-31$95,610
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$126,664
Employer contributions (assets) at end of year2016-12-31$3,835
Employer contributions (assets) at beginning of year2016-12-31$5,495
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$122,192
Contract administrator fees2016-12-31$17,102
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31COULTER & JUSTUS
Accountancy firm EIN2016-12-31621532536
2015 : HOMAX OIL SALES, INC. 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$380,042
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$336,488
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$319,786
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$386,722
Value of total assets at end of year2015-12-31$1,446,191
Value of total assets at beginning of year2015-12-31$1,402,637
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$16,702
Total interest from all sources2015-12-31$2,593
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 year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$244,901
Participant contributions at end of year2015-12-31$40,265
Participant contributions at beginning of year2015-12-31$28,353
Participant contributions at end of year2015-12-31$6,924
Participant contributions at beginning of year2015-12-31$66,504
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$43,554
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,446,191
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,402,637
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$1,319,299
Value of interest in pooled separate accounts at beginning of year2015-12-31$1,216,756
Interest on participant loans2015-12-31$1,665
Interest earned on other investments2015-12-31$928
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$74,208
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$50,375
Net investment gain/loss from pooled separate accounts2015-12-31$-9,273
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$141,821
Employer contributions (assets) at end of year2015-12-31$5,495
Employer contributions (assets) at beginning of year2015-12-31$40,649
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$319,786
Contract administrator fees2015-12-31$16,702
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31COULTER & JUSTUS
Accountancy firm EIN2015-12-31621532536
2014 : HOMAX OIL SALES, INC. 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$480,967
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$131,875
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$120,445
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$414,517
Value of total assets at end of year2014-12-31$1,402,637
Value of total assets at beginning of year2014-12-31$1,053,545
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$11,430
Total interest from all sources2014-12-31$1,427
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$264,096
Participant contributions at end of year2014-12-31$28,353
Participant contributions at beginning of year2014-12-31$33,081
Participant contributions at end of year2014-12-31$66,504
Participant contributions at beginning of year2014-12-31$7,145
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$349,092
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,402,637
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,053,545
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$1,216,756
Value of interest in pooled separate accounts at beginning of year2014-12-31$963,291
Interest on participant loans2014-12-31$774
Interest earned on other investments2014-12-31$653
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$50,375
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$45,585
Net investment gain/loss from pooled separate accounts2014-12-31$65,023
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$150,421
Employer contributions (assets) at end of year2014-12-31$40,649
Employer contributions (assets) at beginning of year2014-12-31$4,443
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$120,445
Contract administrator fees2014-12-31$11,430
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31COULTER & JUSTUS
Accountancy firm EIN2014-12-31621532536
2012 : HOMAX OIL SALES, INC. 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$548,609
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$4,220
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,106
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$526,919
Value of total assets at end of year2012-12-31$544,389
Value of total assets at beginning of year2012-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$3,114
Total interest from all sources2012-12-31$374
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$100,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$407,298
Participant contributions at end of year2012-12-31$2,506
Participant contributions at beginning of year2012-12-31$0
Participant contributions at end of year2012-12-31$57,864
Participant contributions at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$544,389
Value of net assets at end of year (total assets less liabilities)2012-12-31$544,389
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$413,249
Value of interest in pooled separate accounts at beginning of year2012-12-31$0
Interest on participant loans2012-12-31$4
Interest earned on other investments2012-12-31$370
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$35,177
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$0
Net investment gain/loss from pooled separate accounts2012-12-31$21,316
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$119,621
Employer contributions (assets) at end of year2012-12-31$35,593
Employer contributions (assets) at beginning of year2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,106
Contract administrator fees2012-12-31$3,114
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31COULTER & JUSTUS
Accountancy firm EIN2012-12-31621532536

Form 5500 Responses for HOMAX OIL SALES, INC. 401(K) PLAN

2022: HOMAX OIL SALES, INC. 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: HOMAX OIL SALES, INC. 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: HOMAX OIL SALES, INC. 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: HOMAX OIL SALES, INC. 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: HOMAX OIL SALES, INC. 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: HOMAX OIL SALES, INC. 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: HOMAX OIL SALES, INC. 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedYes
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: HOMAX OIL SALES, INC. 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: HOMAX OIL SALES, INC. 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2012: HOMAX OIL SALES, INC. 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01First time form 5500 has been submittedYes
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number931061-00619
Policy instance 1
Insurance contract or identification number931061-00619
Number of Individuals Covered152
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $13,738
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number931061-00619
Policy instance 1
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number931061-00619
Policy instance 1
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number931061-00619
Policy instance 1
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number931061-619
Policy instance 1
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number931061-619
Policy instance 1
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number931061-619
Policy instance 1
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number931061-619
Policy instance 1

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