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SUNOCO RETAIL STORE 401(K) PLAN 401k Plan overview

Plan NameSUNOCO RETAIL STORE 401(K) PLAN
Plan identification number 010

SUNOCO RETAIL STORE 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

SUNOCO GP, LLC has sponsored the creation of one or more 401k plans.

Company Name:SUNOCO GP, LLC
Employer identification number (EIN):900857728
NAIC Classification:447100
NAIC Description: Gasoline Stations, Gas

Additional information about SUNOCO GP, LLC

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2012-09-05
Company Identification Number: 0801650346
Legal Registered Office Address: 800 E SONTERRA BLVD

SAN ANTONIO
United States of America (USA)
78258

More information about SUNOCO GP, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SUNOCO RETAIL STORE 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0102024-01-01ROBERT KERRIGAN
0102023-01-01
0102023-01-01CHRISTOPHER CURIA
0102022-01-01
0102022-01-01CHRISTOPHER CURIA
0102021-01-01
0102021-01-01CHRISTOPHER CURIA
0102020-01-01
0102019-01-01
0102018-01-01
0102017-01-01CHRISTOPHER CURIA CHRISTOPHER CURIA2018-10-01
0102016-01-01CHRISTOPHER CURIA CHRISTOPHER CURIA2017-10-12
0102015-01-01CHRISTOPHER CURIA CHRISTOPHER CURIA2016-10-10

Plan Statistics for SUNOCO RETAIL STORE 401(K) PLAN

401k plan membership statisitcs for SUNOCO RETAIL STORE 401(K) PLAN

Measure Date Value
2023: SUNOCO RETAIL STORE 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-011,392
Total number of active participants reported on line 7a of the Form 55002023-01-01639
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-01658
Total of all active and inactive participants2023-01-011,297
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-019
Total participants2023-01-011,306
Number of participants with account balances2023-01-011,269
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: SUNOCO RETAIL STORE 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,507
Total number of active participants reported on line 7a of the Form 55002022-01-01654
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01693
Total of all active and inactive participants2022-01-011,347
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-019
Total participants2022-01-011,356
Number of participants with account balances2022-01-011,324
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: SUNOCO RETAIL STORE 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,694
Total number of active participants reported on line 7a of the Form 55002021-01-01706
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01760
Total of all active and inactive participants2021-01-011,466
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-017
Total participants2021-01-011,473
Number of participants with account balances2021-01-011,447
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: SUNOCO RETAIL STORE 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,765
Total number of active participants reported on line 7a of the Form 55002020-01-01819
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01832
Total of all active and inactive participants2020-01-011,651
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-017
Total participants2020-01-011,658
Number of participants with account balances2020-01-011,632
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: SUNOCO RETAIL STORE 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012,297
Total number of active participants reported on line 7a of the Form 55002019-01-01808
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01895
Total of all active and inactive participants2019-01-011,703
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-015
Total participants2019-01-011,708
Number of participants with account balances2019-01-011,675
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: SUNOCO RETAIL STORE 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0112,757
Total number of active participants reported on line 7a of the Form 55002018-01-011,057
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-011,037
Total of all active and inactive participants2018-01-012,094
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-017
Total participants2018-01-012,101
Number of participants with account balances2018-01-011,914
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: SUNOCO RETAIL STORE 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0113,156
Total number of active participants reported on line 7a of the Form 55002017-01-0111,216
Number of other retired or separated participants entitled to future benefits2017-01-011,006
Total of all active and inactive participants2017-01-0112,222
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-017
Total participants2017-01-0112,229
Number of participants with account balances2017-01-0111,460
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01314
2016: SUNOCO RETAIL STORE 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0112,133
Total number of active participants reported on line 7a of the Form 55002016-01-0111,746
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-01904
Total of all active and inactive participants2016-01-0112,651
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0111
Total participants2016-01-0112,662
Number of participants with account balances2016-01-0111,416
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011,386
2015: SUNOCO RETAIL STORE 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0117,630
Total number of active participants reported on line 7a of the Form 55002015-01-0110,849
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-01763
Total of all active and inactive participants2015-01-0111,613
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-018
Total participants2015-01-0111,621
Number of participants with account balances2015-01-017,705
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011,608

Financial Data on SUNOCO RETAIL STORE 401(K) PLAN

Measure Date Value
2023 : SUNOCO RETAIL STORE 401(K) PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total transfer of assets from this plan2023-12-31$74,701
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$4,165,494
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$2,375,079
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$2,353,378
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$771,729
Value of total assets at end of year2023-12-31$26,029,566
Value of total assets at beginning of year2023-12-31$24,313,852
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$21,701
Total interest from all sources2023-12-31$261
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$10,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$771,729
Participant contributions at end of year2023-12-31$6,059
Participant contributions at beginning of year2023-12-31$6,224
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2023-12-31$84
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$1,790,415
Value of net assets at end of year (total assets less liabilities)2023-12-31$26,029,566
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$24,313,852
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Interest on participant loans2023-12-31$261
Value of interest in master investment trust accounts at end of year2023-12-31$26,023,507
Value of interest in master investment trust accounts at beginning of year2023-12-31$24,307,628
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$2,353,294
Contract administrator fees2023-12-31$21,701
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31FORVIS MAZARS, LLP
Accountancy firm EIN2023-12-31440160260
Total unrealized appreciation/depreciation of assets2023-01-01$0
Total transfer of assets from this plan2023-01-01$74,701
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total income from all sources (including contributions)2023-01-01$4,165,494
Total loss/gain on sale of assets2023-01-01$0
Total of all expenses incurred2023-01-01$2,375,079
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$2,353,378
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$771,729
Value of total assets at end of year2023-01-01$26,029,566
Value of total assets at beginning of year2023-01-01$24,313,852
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$21,701
Total interest from all sources2023-01-01$261
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$10,000,000
If this is an individual account plan, was there a blackout period2023-01-01No
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Contributions received from participants2023-01-01$771,729
Participant contributions at end of year2023-01-01$6,059
Participant contributions at beginning of year2023-01-01$6,224
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2023-01-01$84
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Value of net income/loss2023-01-01$1,790,415
Value of net assets at end of year (total assets less liabilities)2023-01-01$26,029,566
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$24,313,852
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Interest on participant loans2023-01-01$261
Value of interest in master investment trust accounts at end of year2023-01-01$26,023,507
Value of interest in master investment trust accounts at beginning of year2023-01-01$24,307,628
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01No
Was there a failure to transmit to the plan any participant contributions2023-01-01No
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$2,353,294
Contract administrator fees2023-01-01$21,701
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01FORVIS MAZARS, LLP
Accountancy firm EIN2023-01-01440160260
2022 : SUNOCO RETAIL STORE 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$310,857
Total transfer of assets from this plan2022-12-31$1,174
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$0
Total income from all sources (including contributions)2022-12-31$-3,517,005
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$3,468,417
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$3,455,981
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$804,270
Value of total assets at end of year2022-12-31$24,313,852
Value of total assets at beginning of year2022-12-31$30,989,591
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$12,436
Total interest from all sources2022-12-31$256
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$10,000,000
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$760,835
Participant contributions at end of year2022-12-31$6,224
Participant contributions at beginning of year2022-12-31$6,555
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$43,435
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-6,985,422
Value of net assets at end of year (total assets less liabilities)2022-12-31$24,313,852
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$30,989,591
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
Investment advisory and management fees2022-12-31$2,600
Interest on participant loans2022-12-31$256
Value of interest in master investment trust accounts at end of year2022-12-31$24,307,628
Value of interest in master investment trust accounts at beginning of year2022-12-31$30,983,036
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$3,455,981
Contract administrator fees2022-12-31$9,836
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 name2022-12-31FORVIS, LLP
Accountancy firm EIN2022-12-31440160260
Total unrealized appreciation/depreciation of assets2022-01-01$0
Total transfer of assets to this plan2022-01-01$310,857
Total transfer of assets from this plan2022-01-01$1,174
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$0
Total income from all sources (including contributions)2022-01-01$-3,517,005
Total loss/gain on sale of assets2022-01-01$0
Total of all expenses incurred2022-01-01$3,468,417
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$3,455,981
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$804,270
Value of total assets at end of year2022-01-01$24,313,852
Value of total assets at beginning of year2022-01-01$30,989,591
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$12,436
Total interest from all sources2022-01-01$256
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$10,000,000
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$760,835
Participant contributions at end of year2022-01-01$6,224
Participant contributions at beginning of year2022-01-01$6,555
Income. Received or receivable in cash from other sources (including rollovers)2022-01-01$43,435
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-6,985,422
Value of net assets at end of year (total assets less liabilities)2022-01-01$24,313,852
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$30,989,591
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
Investment advisory and management fees2022-01-01$2,600
Interest on participant loans2022-01-01$256
Value of interest in master investment trust accounts at end of year2022-01-01$24,307,628
Value of interest in master investment trust accounts at beginning of year2022-01-01$30,983,036
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$3,455,981
Contract administrator fees2022-01-01$9,836
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 name2022-01-01FORVIS, LLP
Accountancy firm EIN2022-01-01440160260
2021 : SUNOCO RETAIL STORE 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$46,597
Total transfer of assets from this plan2021-12-31$46,109
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$4,394,979
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,430,389
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,414,765
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$812,602
Value of total assets at end of year2021-12-31$30,989,591
Value of total assets at beginning of year2021-12-31$29,024,513
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$15,624
Total interest from all sources2021-12-31$306
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$5,000,000
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$738,823
Participant contributions at end of year2021-12-31$6,555
Participant contributions at beginning of year2021-12-31$8,047
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$73,779
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$1,964,590
Value of net assets at end of year (total assets less liabilities)2021-12-31$30,989,591
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$29,024,513
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
Interest on participant loans2021-12-31$306
Value of interest in master investment trust accounts at end of year2021-12-31$30,983,036
Value of interest in master investment trust accounts at beginning of year2021-12-31$29,016,466
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,414,765
Contract administrator fees2021-12-31$15,624
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 name2021-12-31FORVIS, LLP
Accountancy firm EIN2021-12-31440160260
2020 : SUNOCO RETAIL STORE 401(K) PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$0
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$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
Expenses. Interest paid2020-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-12-31$0
Total income from all sources (including contributions)2020-12-31$4,216,233
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,441,564
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,389,366
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Value of total corrective distributions2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$716,971
Value of total assets at end of year2020-12-31$29,024,513
Value of total assets at beginning of year2020-12-31$27,249,844
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$52,198
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$809
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
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$0
Administrative expenses professional fees incurred2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
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$715,476
Participant contributions at end of year2020-12-31$8,047
Participant contributions at beginning of year2020-12-31$35,626
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$1,495
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Administrative expenses (other) incurred2020-12-31$0
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Income. Non cash contributions2020-12-31$0
Value of net income/loss2020-12-31$1,774,669
Value of net assets at end of year (total assets less liabilities)2020-12-31$29,024,513
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$27,249,844
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
Investment advisory and management fees2020-12-31$0
Interest on participant loans2020-12-31$809
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$0
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Value of interest in master investment trust accounts at end of year2020-12-31$29,016,466
Value of interest in master investment trust accounts at beginning of year2020-12-31$27,214,218
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
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$0
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$0
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,389,366
Contract administrator fees2020-12-31$52,198
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
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
Aggregate proceeds on sale of assets2020-12-31$0
Aggregate carrying amount (costs) on sale of assets2020-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BKD, LLP
Accountancy firm EIN2020-12-31440160260
2019 : SUNOCO RETAIL STORE 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$226
Total transfer of assets from this plan2019-12-31$14,622
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$5,656,473
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$4,484,986
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$4,428,150
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$733,114
Value of total assets at end of year2019-12-31$27,249,844
Value of total assets at beginning of year2019-12-31$26,092,753
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$56,836
Total interest from all sources2019-12-31$2,572
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
Administrative expenses professional fees incurred2019-12-31$20,777
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
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$731,721
Participant contributions at end of year2019-12-31$35,626
Participant contributions at beginning of year2019-12-31$97,446
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,393
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$1,171,487
Value of net assets at end of year (total assets less liabilities)2019-12-31$27,249,844
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$26,092,753
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
Investment advisory and management fees2019-12-31$5,600
Interest on participant loans2019-12-31$2,572
Value of interest in master investment trust accounts at end of year2019-12-31$27,214,218
Value of interest in master investment trust accounts at beginning of year2019-12-31$25,995,307
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,428,150
Contract administrator fees2019-12-31$30,459
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 name2019-12-31BKD, LLP
Accountancy firm EIN2019-12-31440160260
2018 : SUNOCO RETAIL STORE 401(K) PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$0
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$235,942
Total transfer of assets from this plan2018-12-31$82,456
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
Expenses. Interest paid2018-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022018-12-31$0
Total income from all sources (including contributions)2018-12-31$243,617
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$32,178,399
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$31,508,883
Expenses. Certain deemed distributions of participant loans2018-12-31$-28
Value of total corrective distributions2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,654,113
Value of total assets at end of year2018-12-31$26,092,753
Value of total assets at beginning of year2018-12-31$57,874,049
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$669,544
Total income from rents2018-12-31$0
Total interest from all sources2018-12-31$7,432
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
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$0
Administrative expenses professional fees incurred2018-12-31$0
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
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$1,571,223
Participant contributions at end of year2018-12-31$97,446
Participant contributions at beginning of year2018-12-31$383,207
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$61
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$82,890
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$0
Administrative expenses (other) incurred2018-12-31$0
Liabilities. Value of operating payables at beginning of year2018-12-31$0
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Income. Non cash contributions2018-12-31$0
Value of net income/loss2018-12-31$-31,934,782
Value of net assets at end of year (total assets less liabilities)2018-12-31$26,092,753
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$57,874,049
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
Investment advisory and management fees2018-12-31$4,841
Interest on participant loans2018-12-31$7,432
Income. Interest from loans (other than to participants)2018-12-31$0
Interest earned on other investments2018-12-31$0
Income. Interest from US Government securities2018-12-31$0
Income. Interest from corporate debt instruments2018-12-31$0
Value of interest in master investment trust accounts at end of year2018-12-31$25,995,307
Value of interest in master investment trust accounts at beginning of year2018-12-31$57,490,781
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$0
Net investment gain/loss from pooled separate accounts2018-12-31$0
Net investment gain or loss from common/collective trusts2018-12-31$0
Net gain/loss from 103.12 investment entities2018-12-31$0
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$0
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$0
Income. Dividends from preferred stock2018-12-31$0
Income. Dividends from common stock2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$31,508,883
Contract administrator fees2018-12-31$664,703
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$0
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
Aggregate proceeds on sale of assets2018-12-31$0
Aggregate carrying amount (costs) on sale of assets2018-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2018-12-31$0
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 name2018-12-31BKD, LLP
Accountancy firm EIN2018-12-31440160260
2017 : SUNOCO RETAIL STORE 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$255,671
Total transfer of assets from this plan2017-12-31$226,895
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$15,089,669
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$10,699,696
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$10,254,110
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$6,821,033
Value of total assets at end of year2017-12-31$57,874,049
Value of total assets at beginning of year2017-12-31$53,455,300
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$445,586
Total interest from all sources2017-12-31$23,126
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
Administrative expenses professional fees incurred2017-12-31$13,500
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$6,694,358
Participant contributions at end of year2017-12-31$383,207
Participant contributions at beginning of year2017-12-31$779,500
Participant contributions at end of year2017-12-31$61
Participant contributions at beginning of year2017-12-31$54
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$126,647
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$4,389,973
Value of net assets at end of year (total assets less liabilities)2017-12-31$57,874,049
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$53,455,300
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
Interest on participant loans2017-12-31$23,126
Value of interest in master investment trust accounts at end of year2017-12-31$57,490,781
Value of interest in master investment trust accounts at beginning of year2017-12-31$52,675,746
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$28
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$10,254,110
Contract administrator fees2017-12-31$432,086
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 name2017-12-31BKD, LLP
Accountancy firm EIN2017-12-31440160260
2016 : SUNOCO RETAIL STORE 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$4,787,580
Total transfer of assets from this plan2016-12-31$295,388
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$10,454,405
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$9,701,818
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$9,348,031
Expenses. Certain deemed distributions of participant loans2016-12-31$8,365
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$6,383,777
Value of total assets at end of year2016-12-31$53,455,300
Value of total assets at beginning of year2016-12-31$48,210,521
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$345,422
Total interest from all sources2016-12-31$25,889
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
Administrative expenses professional fees incurred2016-12-31$16,500
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$5,768,214
Participant contributions at end of year2016-12-31$779,500
Participant contributions at beginning of year2016-12-31$838,767
Participant contributions at end of year2016-12-31$54
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$435,301
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$752,587
Value of net assets at end of year (total assets less liabilities)2016-12-31$53,455,300
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$48,210,521
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
Interest on participant loans2016-12-31$25,889
Value of interest in master investment trust accounts at end of year2016-12-31$52,675,746
Value of interest in master investment trust accounts at beginning of year2016-12-31$42,584,795
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 contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$180,262
Employer contributions (assets) at beginning of year2016-12-31$4,786,959
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$9,348,031
Contract administrator fees2016-12-31$328,922
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 name2016-12-31BKD, LLP
Accountancy firm EIN2016-12-31440160260
2015 : SUNOCO RETAIL STORE 401(K) PLAN 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$0
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$24,208,852
Total transfer of assets from this plan2015-12-31$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
Expenses. Interest paid2015-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022015-12-31$0
Total income from all sources (including contributions)2015-12-31$10,684,246
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$10,786,770
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$10,392,758
Expenses. Certain deemed distributions of participant loans2015-12-31$0
Value of total corrective distributions2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$10,530,861
Value of total assets at end of year2015-12-31$48,210,521
Value of total assets at beginning of year2015-12-31$24,104,193
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$394,012
Total income from rents2015-12-31$0
Total interest from all sources2015-12-31$48,817
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
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$0
Administrative expenses professional fees incurred2015-12-31$10,000
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
If this is an individual account plan, was there a blackout period2015-12-31Yes
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$5,237,449
Participant contributions at end of year2015-12-31$838,767
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$19,642
Assets. Other investments not covered elsewhere at end of year2015-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$488,611
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$0
Other income not declared elsewhere2015-12-31$0
Administrative expenses (other) incurred2015-12-31$11,835
Liabilities. Value of operating payables at beginning of year2015-12-31$0
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Income. Non cash contributions2015-12-31$0
Value of net income/loss2015-12-31$-102,524
Value of net assets at end of year (total assets less liabilities)2015-12-31$48,210,521
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$24,104,193
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31Yes
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
Investment advisory and management fees2015-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$0
Value of interest in pooled separate accounts at end of year2015-12-31$0
Value of interest in pooled separate accounts at beginning of year2015-12-31$0
Interest on participant loans2015-12-31$48,817
Income. Interest from loans (other than to participants)2015-12-31$0
Interest earned on other investments2015-12-31$0
Income. Interest from US Government securities2015-12-31$0
Income. Interest from corporate debt instruments2015-12-31$0
Value of interest in master investment trust accounts at end of year2015-12-31$42,584,795
Value of interest in master investment trust accounts at beginning of year2015-12-31$18,852,358
Value of interest in common/collective trusts at end of year2015-12-31$0
Value of interest in common/collective trusts at beginning of year2015-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$0
Net investment gain/loss from pooled separate accounts2015-12-31$0
Net investment gain or loss from common/collective trusts2015-12-31$0
Net gain/loss from 103.12 investment entities2015-12-31$0
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$4,804,801
Employer contributions (assets) at end of year2015-12-31$4,786,959
Employer contributions (assets) at beginning of year2015-12-31$5,232,193
Income. Dividends from preferred stock2015-12-31$0
Income. Dividends from common stock2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$10,392,758
Contract administrator fees2015-12-31$372,177
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$0
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
Aggregate proceeds on sale of assets2015-12-31$0
Aggregate carrying amount (costs) on sale of assets2015-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2015-12-31$0
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 name2015-12-31PADGETT, STRATEMANN & CO., LLP
Accountancy firm EIN2015-12-31741650885

Form 5500 Responses for SUNOCO RETAIL STORE 401(K) PLAN

2023: SUNOCO RETAIL STORE 401(K) PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: SUNOCO RETAIL STORE 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 planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SUNOCO RETAIL STORE 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 planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SUNOCO RETAIL STORE 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 planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SUNOCO RETAIL STORE 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 planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SUNOCO RETAIL STORE 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 planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SUNOCO RETAIL STORE 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 – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SUNOCO RETAIL STORE 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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SUNOCO RETAIL STORE 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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes

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