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PIERCE OIL COMPANY 401(K) PLAN 401k Plan overview

Plan NamePIERCE OIL COMPANY 401(K) PLAN
Plan identification number 001

PIERCE OIL COMPANY 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.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

PIERCE OIL COMPANY INC has sponsored the creation of one or more 401k plans.

Company Name:PIERCE OIL COMPANY INC
Employer identification number (EIN):870375183
NAIC Classification:424700

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PIERCE OIL COMPANY 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01PAUL RICHENS PAUL RICHENS2018-10-15
0012016-01-01PAUL RICHENS PAUL RICHENS2017-10-13
0012015-01-01PAUL RICHENS PAUL RICHENS2016-10-11
0012014-01-01PAUL RICHENS PAUL RICHENS2015-10-15
0012013-01-01PAUL RICHENS PAUL RICHENS2014-10-15
0012012-01-01PAUL RICHENS PAUL RICHENS2013-10-15
0012011-01-01PAUL RICHENS
0012009-01-01 PAUL RICHENS2010-10-08
0012009-01-01PAUL RICHENS

Plan Statistics for PIERCE OIL COMPANY 401(K) PLAN

401k plan membership statisitcs for PIERCE OIL COMPANY 401(K) PLAN

Measure Date Value
2022: PIERCE OIL COMPANY 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0131
Total number of active participants reported on line 7a of the Form 55002022-01-0124
Number of other retired or separated participants entitled to future benefits2022-01-016
Total of all active and inactive participants2022-01-0130
Total participants2022-01-0130
Number of participants with account balances2022-01-0130
2021: PIERCE OIL COMPANY 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0129
Total number of active participants reported on line 7a of the Form 55002021-01-0124
Number of other retired or separated participants entitled to future benefits2021-01-017
Total of all active and inactive participants2021-01-0131
Total participants2021-01-0131
Number of participants with account balances2021-01-0131
2020: PIERCE OIL COMPANY 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0129
Total number of active participants reported on line 7a of the Form 55002020-01-0123
Number of other retired or separated participants entitled to future benefits2020-01-016
Total of all active and inactive participants2020-01-0129
Total participants2020-01-0129
Number of participants with account balances2020-01-0129
2019: PIERCE OIL COMPANY 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0132
Total number of active participants reported on line 7a of the Form 55002019-01-0121
Number of other retired or separated participants entitled to future benefits2019-01-018
Total of all active and inactive participants2019-01-0129
Total participants2019-01-0129
Number of participants with account balances2019-01-0129
2018: PIERCE OIL COMPANY 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0133
Total number of active participants reported on line 7a of the Form 55002018-01-0122
Number of other retired or separated participants entitled to future benefits2018-01-0110
Total of all active and inactive participants2018-01-0132
Total participants2018-01-0132
Number of participants with account balances2018-01-0132
2017: PIERCE OIL COMPANY 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0131
Total number of active participants reported on line 7a of the Form 55002017-01-0125
Number of other retired or separated participants entitled to future benefits2017-01-018
Total of all active and inactive participants2017-01-0133
Total participants2017-01-0133
Number of participants with account balances2017-01-0133
2016: PIERCE OIL COMPANY 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0131
Total number of active participants reported on line 7a of the Form 55002016-01-0123
Number of other retired or separated participants entitled to future benefits2016-01-018
Total of all active and inactive participants2016-01-0131
Total participants2016-01-0131
Number of participants with account balances2016-01-0131
2015: PIERCE OIL COMPANY 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0130
Total number of active participants reported on line 7a of the Form 55002015-01-0123
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-018
Total of all active and inactive participants2015-01-0132
Total participants2015-01-0132
Number of participants with account balances2015-01-0131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011
2014: PIERCE OIL COMPANY 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0130
Total number of active participants reported on line 7a of the Form 55002014-01-0121
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-019
Total of all active and inactive participants2014-01-0130
Total participants2014-01-0130
Number of participants with account balances2014-01-0130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013: PIERCE OIL COMPANY 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0125
Total number of active participants reported on line 7a of the Form 55002013-01-0122
Number of other retired or separated participants entitled to future benefits2013-01-018
Total of all active and inactive participants2013-01-0130
Total participants2013-01-0130
Number of participants with account balances2013-01-0130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: PIERCE OIL COMPANY 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0123
Total number of active participants reported on line 7a of the Form 55002012-01-0116
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-019
Total of all active and inactive participants2012-01-0125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0125
Number of participants with account balances2012-01-0125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: PIERCE OIL COMPANY 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0122
Total number of active participants reported on line 7a of the Form 55002011-01-0114
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-019
Total of all active and inactive participants2011-01-0123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0123
Number of participants with account balances2011-01-0123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2009: PIERCE OIL COMPANY 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0122
Total number of active participants reported on line 7a of the Form 55002009-01-0116
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-018
Total of all active and inactive participants2009-01-0124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0124
Number of participants with account balances2009-01-0124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on PIERCE OIL COMPANY 401(K) PLAN

Measure Date Value
2022 : PIERCE OIL COMPANY 401(K) PLAN 2022 401k financial data
Total income from all sources2022-12-31$-338,494
Expenses. Total of all expenses incurred2022-12-31$619,189
Benefits paid (including direct rollovers)2022-12-31$606,627
Total plan assets at end of year2022-12-31$2,890,571
Total plan assets at beginning of year2022-12-31$3,848,254
Total contributions received or receivable from participants2022-12-31$91,982
Expenses. Other expenses not covered elsewhere2022-12-31$12,562
Other income received2022-12-31$-487,509
Net income (gross income less expenses)2022-12-31$-957,683
Net plan assets at end of year (total assets less liabilities)2022-12-31$2,890,571
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$3,848,254
Assets. Value of participant loans2022-12-31$128,398
Total contributions received or receivable from employer(s)2022-12-31$57,033
2021 : PIERCE OIL COMPANY 401(K) PLAN 2021 401k financial data
Total income from all sources2021-12-31$607,661
Expenses. Total of all expenses incurred2021-12-31$54,829
Benefits paid (including direct rollovers)2021-12-31$51,707
Total plan assets at end of year2021-12-31$3,848,265
Total plan assets at beginning of year2021-12-31$3,295,433
Total contributions received or receivable from participants2021-12-31$77,589
Expenses. Other expenses not covered elsewhere2021-12-31$3,122
Other income received2021-12-31$475,866
Net income (gross income less expenses)2021-12-31$552,832
Net plan assets at end of year (total assets less liabilities)2021-12-31$3,848,265
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$3,295,433
Assets. Value of participant loans2021-12-31$145,128
Total contributions received or receivable from employer(s)2021-12-31$54,206
2020 : PIERCE OIL COMPANY 401(K) PLAN 2020 401k financial data
Total income from all sources2020-12-31$706,512
Expenses. Total of all expenses incurred2020-12-31$122,187
Benefits paid (including direct rollovers)2020-12-31$119,851
Total plan assets at end of year2020-12-31$3,295,433
Total plan assets at beginning of year2020-12-31$2,711,108
Total contributions received or receivable from participants2020-12-31$69,644
Other income received2020-12-31$589,391
Net income (gross income less expenses)2020-12-31$584,325
Net plan assets at end of year (total assets less liabilities)2020-12-31$3,295,433
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$2,711,108
Assets. Value of participant loans2020-12-31$81,641
Total contributions received or receivable from employer(s)2020-12-31$47,477
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$2,336
2019 : PIERCE OIL COMPANY 401(K) PLAN 2019 401k financial data
Total income from all sources2019-12-31$696,436
Expenses. Total of all expenses incurred2019-12-31$584,069
Benefits paid (including direct rollovers)2019-12-31$581,614
Total plan assets at end of year2019-12-31$2,711,108
Total plan assets at beginning of year2019-12-31$2,598,741
Total contributions received or receivable from participants2019-12-31$67,170
Contributions received from other sources (not participants or employers)2019-12-31$25,439
Other income received2019-12-31$558,240
Net income (gross income less expenses)2019-12-31$112,367
Net plan assets at end of year (total assets less liabilities)2019-12-31$2,711,108
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$2,598,741
Assets. Value of participant loans2019-12-31$91,551
Total contributions received or receivable from employer(s)2019-12-31$45,587
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$2,455
2018 : PIERCE OIL COMPANY 401(K) PLAN 2018 401k financial data
Total income from all sources2018-12-31$-8,642
Expenses. Total of all expenses incurred2018-12-31$91,031
Benefits paid (including direct rollovers)2018-12-31$88,068
Total plan assets at end of year2018-12-31$2,598,741
Total plan assets at beginning of year2018-12-31$2,698,414
Total contributions received or receivable from participants2018-12-31$85,217
Other income received2018-12-31$-149,283
Net income (gross income less expenses)2018-12-31$-99,673
Net plan assets at end of year (total assets less liabilities)2018-12-31$2,598,741
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$2,698,414
Assets. Value of participant loans2018-12-31$99,269
Total contributions received or receivable from employer(s)2018-12-31$55,424
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$2,963
2017 : PIERCE OIL COMPANY 401(K) PLAN 2017 401k financial data
Total income from all sources2017-12-31$533,798
Expenses. Total of all expenses incurred2017-12-31$310,919
Benefits paid (including direct rollovers)2017-12-31$308,364
Total plan assets at end of year2017-12-31$2,698,414
Total plan assets at beginning of year2017-12-31$2,475,535
Total contributions received or receivable from participants2017-12-31$106,983
Other income received2017-12-31$364,233
Net income (gross income less expenses)2017-12-31$222,879
Net plan assets at end of year (total assets less liabilities)2017-12-31$2,698,414
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$2,475,535
Assets. Value of participant loans2017-12-31$51,858
Total contributions received or receivable from employer(s)2017-12-31$62,582
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$2,555
2016 : PIERCE OIL COMPANY 401(K) PLAN 2016 401k financial data
Total income from all sources2016-12-31$356,500
Expenses. Total of all expenses incurred2016-12-31$32,670
Benefits paid (including direct rollovers)2016-12-31$30,599
Total plan assets at end of year2016-12-31$2,475,535
Total plan assets at beginning of year2016-12-31$2,151,705
Total contributions received or receivable from participants2016-12-31$96,643
Contributions received from other sources (not participants or employers)2016-12-31$22,903
Other income received2016-12-31$183,984
Net income (gross income less expenses)2016-12-31$323,830
Net plan assets at end of year (total assets less liabilities)2016-12-31$2,475,535
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$2,151,705
Assets. Value of participant loans2016-12-31$68,528
Total contributions received or receivable from employer(s)2016-12-31$52,970
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$2,071
2015 : PIERCE OIL COMPANY 401(K) PLAN 2015 401k financial data
Total income from all sources2015-12-31$181,332
Expenses. Total of all expenses incurred2015-12-31$10,419
Benefits paid (including direct rollovers)2015-12-31$7,785
Total plan assets at end of year2015-12-31$2,151,705
Total plan assets at beginning of year2015-12-31$1,980,792
Total contributions received or receivable from participants2015-12-31$117,293
Other income received2015-12-31$-15,205
Net income (gross income less expenses)2015-12-31$170,913
Net plan assets at end of year (total assets less liabilities)2015-12-31$2,151,705
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,980,792
Assets. Value of participant loans2015-12-31$101,379
Total contributions received or receivable from employer(s)2015-12-31$79,244
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$2,634
2014 : PIERCE OIL COMPANY 401(K) PLAN 2014 401k financial data
Total income from all sources2014-12-31$260,961
Expenses. Total of all expenses incurred2014-12-31$23,217
Benefits paid (including direct rollovers)2014-12-31$19,526
Total plan assets at end of year2014-12-31$1,980,792
Total plan assets at beginning of year2014-12-31$1,743,048
Total contributions received or receivable from participants2014-12-31$109,957
Other income received2014-12-31$114,901
Net income (gross income less expenses)2014-12-31$237,744
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,980,792
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,743,048
Assets. Value of participant loans2014-12-31$81,965
Total contributions received or receivable from employer(s)2014-12-31$36,103
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$3,691
2013 : PIERCE OIL COMPANY 401(K) PLAN 2013 401k financial data
Total income from all sources2013-12-31$451,988
Expenses. Total of all expenses incurred2013-12-31$24,770
Benefits paid (including direct rollovers)2013-12-31$18,819
Total plan assets at end of year2013-12-31$1,743,048
Total plan assets at beginning of year2013-12-31$1,315,830
Total contributions received or receivable from participants2013-12-31$94,043
Expenses. Other expenses not covered elsewhere2013-12-31$2,210
Contributions received from other sources (not participants or employers)2013-12-31$33,236
Other income received2013-12-31$292,269
Net income (gross income less expenses)2013-12-31$427,218
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,743,048
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,315,830
Assets. Value of participant loans2013-12-31$54,574
Total contributions received or receivable from employer(s)2013-12-31$32,440
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$3,741
2012 : PIERCE OIL COMPANY 401(K) PLAN 2012 401k financial data
Total income from all sources2012-12-31$234,775
Expenses. Total of all expenses incurred2012-12-31$65,624
Benefits paid (including direct rollovers)2012-12-31$62,178
Total plan assets at end of year2012-12-31$1,315,830
Total plan assets at beginning of year2012-12-31$1,146,679
Total contributions received or receivable from participants2012-12-31$86,047
Other income received2012-12-31$119,918
Net income (gross income less expenses)2012-12-31$169,151
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,315,830
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,146,679
Assets. Value of participant loans2012-12-31$48,226
Total contributions received or receivable from employer(s)2012-12-31$28,810
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$3,446
2011 : PIERCE OIL COMPANY 401(K) PLAN 2011 401k financial data
Total income from all sources2011-12-31$77,583
Expenses. Total of all expenses incurred2011-12-31$3,633
Benefits paid (including direct rollovers)2011-12-31$1,495
Total plan assets at end of year2011-12-31$1,146,679
Total plan assets at beginning of year2011-12-31$1,072,729
Total contributions received or receivable from participants2011-12-31$86,576
Other income received2011-12-31$-38,516
Net income (gross income less expenses)2011-12-31$73,950
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,146,679
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,072,729
Assets. Value of participant loans2011-12-31$2,970
Total contributions received or receivable from employer(s)2011-12-31$29,523
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$2,138
2010 : PIERCE OIL COMPANY 401(K) PLAN 2010 401k financial data
Total income from all sources2010-12-31$196,339
Expenses. Total of all expenses incurred2010-12-31$8,301
Benefits paid (including direct rollovers)2010-12-31$8,227
Total plan assets at end of year2010-12-31$1,072,729
Total plan assets at beginning of year2010-12-31$884,691
Total contributions received or receivable from participants2010-12-31$76,417
Other income received2010-12-31$96,471
Net income (gross income less expenses)2010-12-31$188,038
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,072,729
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$884,691
Assets. Value of participant loans2010-12-31$4,310
Total contributions received or receivable from employer(s)2010-12-31$23,451
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$74

Form 5500 Responses for PIERCE OIL COMPANY 401(K) PLAN

2022: PIERCE OIL COMPANY 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: PIERCE OIL COMPANY 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: PIERCE OIL COMPANY 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: PIERCE OIL COMPANY 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: PIERCE OIL COMPANY 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: PIERCE OIL COMPANY 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: PIERCE OIL COMPANY 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
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: PIERCE OIL COMPANY 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: PIERCE OIL COMPANY 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
2013: PIERCE OIL COMPANY 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PIERCE OIL COMPANY 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
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
2011: PIERCE OIL COMPANY 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: PIERCE OIL COMPANY 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number698598
Policy instance 2
Insurance contract or identification number698598
Number of Individuals Covered30
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $5,263
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
Commission paid to Insurance BrokerUSD $1,464
Insurance broker organization code?3
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number648435
Policy instance 1
Insurance contract or identification number648435
Number of Individuals Covered30
Insurance policy start date2022-01-01
Insurance policy end date2022-01-01
Total amount of commissions paid to insurance brokerUSD $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
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number648435
Policy instance 1
Insurance contract or identification number648435
Number of Individuals Covered29
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $7,386
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
Commission paid to Insurance BrokerUSD $964
Insurance broker organization code?3
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number648435
Policy instance 1
Insurance contract or identification number648435
Number of Individuals Covered29
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $6,593
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
Commission paid to Insurance BrokerUSD $3,296
Insurance broker organization code?3
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number648435
Policy instance 1
Insurance contract or identification number648435
Number of Individuals Covered29
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $6,397
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
Commission paid to Insurance BrokerUSD $445
Insurance broker organization code?3
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number648435
Policy instance 1
Insurance contract or identification number648435
Number of Individuals Covered32
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $6,885
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
Commission paid to Insurance BrokerUSD $1,721
Insurance broker organization code?3
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number648435
Policy instance 1
Insurance contract or identification number648435
Number of Individuals Covered33
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $6,515
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
Commission paid to Insurance BrokerUSD $1,628
Insurance broker organization code?3
Insurance broker nameRICHARD A BREGGER
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number648435
Policy instance 1
Insurance contract or identification number648435
Number of Individuals Covered32
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $5,005
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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
Commission paid to Insurance BrokerUSD $1,251
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameRICHARD A BREGGER
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number648435
Policy instance 1
Insurance contract or identification number648435
Number of Individuals Covered30
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $4,401
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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
Commission paid to Insurance BrokerUSD $1,056
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameRICHARD A BREGGER
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number648435
Policy instance 1
Insurance contract or identification number648435
Number of Individuals Covered30
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $3,744
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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
Commission paid to Insurance BrokerUSD $599
Insurance broker organization code?3
Insurance broker nameRICHARD A BREGGER
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number648435
Policy instance 1
Insurance contract or identification number648435
Number of Individuals Covered25
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $2,965
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,987
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameBRANDON O PATRICK
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number648435
Policy instance 1
Insurance contract or identification number648435
Number of Individuals Covered23
Insurance policy start date2011-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $1,496
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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