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U.S. OIL 401(K) SAVINGS PLAN 401k Plan overview

Plan NameU.S. OIL 401(K) SAVINGS PLAN
Plan identification number 003

U.S. OIL 401(K) SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

U.S. OIL & REFINING CO. has sponsored the creation of one or more 401k plans.

Company Name:U.S. OIL & REFINING CO.
Employer identification number (EIN):910647317
NAIC Classification:324110
NAIC Description:Petroleum Refineries

Additional information about U.S. OIL & REFINING CO.

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 0461818

More information about U.S. OIL & REFINING CO.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan U.S. OIL 401(K) SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032019-01-01
0032018-01-01
0032017-01-01MARCIA NIELSEN
0032016-01-01MARCIA NIELSEN
0032015-01-01MARCIA NIELSEN
0032014-01-01MARCIA NIELSEN
0032013-01-01MARCIA NIELSEN
0032012-01-01MARCIA NIELSEN
0032011-01-01MARCIA NIELSEN
0032010-01-01MARCIA NIELSEN
0032009-01-01MARCIA E. NIELSEN MARCIA E. NIELSEN2010-10-06
0032009-01-01MARCIA NIELSEN
0032009-01-01MARCIA E. NIELSEN MARCIA E. NIELSEN2010-10-06

Plan Statistics for U.S. OIL 401(K) SAVINGS PLAN

401k plan membership statisitcs for U.S. OIL 401(K) SAVINGS PLAN

Measure Date Value
2019: U.S. OIL 401(K) SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01317
Total number of active participants reported on line 7a of the Form 55002019-01-010
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-010
Number of participants with account balances2019-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: U.S. OIL 401(K) SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01301
Total number of active participants reported on line 7a of the Form 55002018-01-01255
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0161
Total of all active and inactive participants2018-01-01316
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01317
Number of participants with account balances2018-01-01311
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0115
2017: U.S. OIL 401(K) SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01304
Total number of active participants reported on line 7a of the Form 55002017-01-01250
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0151
Total of all active and inactive participants2017-01-01301
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01301
Number of participants with account balances2017-01-01293
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0130
2016: U.S. OIL 401(K) SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01332
Total number of active participants reported on line 7a of the Form 55002016-01-01259
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0145
Total of all active and inactive participants2016-01-01304
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01304
Number of participants with account balances2016-01-01290
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0127
2015: U.S. OIL 401(K) SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01249
Total number of active participants reported on line 7a of the Form 55002015-01-01257
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0123
Total of all active and inactive participants2015-01-01280
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01280
Number of participants with account balances2015-01-01266
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-018
2014: U.S. OIL 401(K) SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01299
Total number of active participants reported on line 7a of the Form 55002014-01-01232
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0117
Total of all active and inactive participants2014-01-01249
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01249
Number of participants with account balances2014-01-01229
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-012
2013: U.S. OIL 401(K) SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01203
Total number of active participants reported on line 7a of the Form 55002013-01-01190
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0116
Total of all active and inactive participants2013-01-01206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01206
Number of participants with account balances2013-01-01203
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-016
2012: U.S. OIL 401(K) SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01197
Total number of active participants reported on line 7a of the Form 55002012-01-01185
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0114
Total of all active and inactive participants2012-01-01199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01199
Number of participants with account balances2012-01-01199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-013
2011: U.S. OIL 401(K) SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01193
Total number of active participants reported on line 7a of the Form 55002011-01-01177
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0115
Total of all active and inactive participants2011-01-01192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01192
Number of participants with account balances2011-01-01192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-014
2010: U.S. OIL 401(K) SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01196
Total number of active participants reported on line 7a of the Form 55002010-01-01181
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-018
Total of all active and inactive participants2010-01-01189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01189
Number of participants with account balances2010-01-01188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-013
2009: U.S. OIL 401(K) SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01268
Total number of active participants reported on line 7a of the Form 55002009-01-01179
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0110
Total of all active and inactive participants2009-01-01189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01189
Number of participants with account balances2009-01-01187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-012

Financial Data on U.S. OIL 401(K) SAVINGS PLAN

Measure Date Value
2019 : U.S. OIL 401(K) SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets from this plan2019-12-31$46,956,096
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$12,623,888
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$14,094,691
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$13,945,706
Value of total corrective distributions2019-12-31$1,929
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,095,999
Value of total assets at end of year2019-12-31$0
Value of total assets at beginning of year2019-12-31$48,426,899
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$147,056
Total interest from all sources2019-12-31$25,803
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$632,662
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$632,662
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
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$2,143,208
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$509,001
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$18,549
Other income not declared elsewhere2019-12-31$216,662
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$-754
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$-1,470,803
Value of net assets at end of year (total assets less liabilities)2019-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$48,426,899
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$23,852
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$39,996,317
Interest on participant loans2019-12-31$25,803
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$7,874,289
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$8,652,762
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$934,242
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$48,046
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$13,945,706
Contract administrator fees2019-12-31$123,204
Did the plan have assets held for investment2019-12-31No
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 PBGC2019-12-31Yes
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 name2019-12-31SWEENEY CONRAD, P.S.
Accountancy firm EIN2019-12-31911301672
2018 : U.S. OIL 401(K) SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$1,854,930
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$7,354,844
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$7,187,741
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$4,550,011
Value of total assets at end of year2018-12-31$48,426,899
Value of total assets at beginning of year2018-12-31$53,926,813
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$167,103
Total interest from all sources2018-12-31$30,819
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$653,282
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$653,282
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
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$2,703,495
Participant contributions at end of year2018-12-31$509,001
Participant contributions at beginning of year2018-12-31$586,326
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$39,374
Other income not declared elsewhere2018-12-31$248,259
Total non interest bearing cash at end of year2018-12-31$-754
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-5,499,914
Value of net assets at end of year (total assets less liabilities)2018-12-31$48,426,899
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$53,926,813
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$2,487
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$39,996,317
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$45,594,616
Interest on participant loans2018-12-31$30,819
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$7,874,289
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$7,713,785
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-3,627,441
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 contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,807,142
Employer contributions (assets) at end of year2018-12-31$48,046
Employer contributions (assets) at beginning of year2018-12-31$32,086
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$7,187,741
Contract administrator fees2018-12-31$164,616
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31SWEENEY CONRAD, P.S.
Accountancy firm EIN2018-12-31913101672
2017 : U.S. OIL 401(K) SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$11,927,206
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$3,580,380
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,500,155
Value of total corrective distributions2017-12-31$22,975
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$5,086,556
Value of total assets at end of year2017-12-31$53,926,813
Value of total assets at beginning of year2017-12-31$45,579,987
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$57,250
Total interest from all sources2017-12-31$23,609
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$429,861
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$429,861
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$2,686,242
Participant contributions at end of year2017-12-31$586,326
Participant contributions at beginning of year2017-12-31$519,478
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$686,619
Other income not declared elsewhere2017-12-31$170,794
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$8,346,826
Value of net assets at end of year (total assets less liabilities)2017-12-31$53,926,813
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$45,579,987
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$45,594,616
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$38,430,516
Interest on participant loans2017-12-31$23,609
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$7,713,785
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$6,548,006
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$6,216,386
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 contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,713,695
Employer contributions (assets) at end of year2017-12-31$32,086
Employer contributions (assets) at beginning of year2017-12-31$81,987
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,500,155
Contract administrator fees2017-12-31$57,250
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 name2017-12-31BRANTLY JANSON YOST & ELLISON
Accountancy firm EIN2017-12-31910998786
2016 : U.S. OIL 401(K) SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$8,248,263
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$2,479,852
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,472,450
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$4,704,306
Value of total assets at end of year2016-12-31$45,579,987
Value of total assets at beginning of year2016-12-31$39,811,576
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$7,402
Total interest from all sources2016-12-31$26,107
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$517,278
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$517,278
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$2,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$2,791,550
Participant contributions at end of year2016-12-31$519,478
Participant contributions at beginning of year2016-12-31$627,415
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$66,687
Other income not declared elsewhere2016-12-31$157,321
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$5,768,411
Value of net assets at end of year (total assets less liabilities)2016-12-31$45,579,987
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$39,811,576
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
Investment advisory and management fees2016-12-31$292
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$38,430,516
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$32,713,447
Interest on participant loans2016-12-31$26,107
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$6,548,006
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$6,470,714
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$2,843,251
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$1,846,069
Employer contributions (assets) at end of year2016-12-31$81,987
Employer contributions (assets) at beginning of year2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,472,450
Contract administrator fees2016-12-31$7,110
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 name2016-12-31BRANTLY JANSON YOST & ELLISON
Accountancy firm EIN2016-12-31910998786
2015 : U.S. OIL 401(K) SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$218,554
Total income from all sources (including contributions)2015-12-31$4,241,280
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$3,070,391
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$3,063,228
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$4,425,940
Value of total assets at end of year2015-12-31$39,811,576
Value of total assets at beginning of year2015-12-31$38,859,241
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$7,163
Total interest from all sources2015-12-31$28,716
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$349,122
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$349,122
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$2,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$2,620,341
Participant contributions at end of year2015-12-31$627,415
Participant contributions at beginning of year2015-12-31$592,789
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$33,552
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$218,554
Other income not declared elsewhere2015-12-31$143,105
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$218,554
Value of net income/loss2015-12-31$1,170,889
Value of net assets at end of year (total assets less liabilities)2015-12-31$39,811,576
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$38,640,687
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$106
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$32,713,447
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$31,628,793
Interest on participant loans2015-12-31$28,716
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$6,470,714
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$6,637,659
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-705,603
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 contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,553,493
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$3,063,228
Contract administrator fees2015-12-31$7,057
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BRANTLY JANSON YOST & ELLISON
Accountancy firm EIN2015-12-31910998786
2014 : U.S. OIL 401(K) SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$218,554
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$5,509,336
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$2,132,383
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,127,165
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,168,181
Value of total assets at end of year2014-12-31$38,859,241
Value of total assets at beginning of year2014-12-31$35,263,734
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$5,218
Total interest from all sources2014-12-31$23,378
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$304,614
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$304,614
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$2,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,921,538
Participant contributions at end of year2014-12-31$592,789
Participant contributions at beginning of year2014-12-31$510,773
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$19,955
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$218,554
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Other income not declared elsewhere2014-12-31$138,087
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$3,376,953
Value of net assets at end of year (total assets less liabilities)2014-12-31$38,640,687
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$35,263,734
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$79
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$31,628,793
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$28,571,719
Interest on participant loans2014-12-31$23,378
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$6,637,659
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$6,181,242
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,875,076
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,226,688
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,127,165
Contract administrator fees2014-12-31$5,139
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BRANTLY JANSON YOST & ELLISON
Accountancy firm EIN2014-12-31910998786
2013 : U.S. OIL 401(K) SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$8,945,007
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$453,881
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$447,803
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,059,294
Value of total assets at end of year2013-12-31$35,263,734
Value of total assets at beginning of year2013-12-31$26,772,608
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$6,078
Total interest from all sources2013-12-31$22,808
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$236,382
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$236,382
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$2,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,825,225
Participant contributions at end of year2013-12-31$510,773
Participant contributions at beginning of year2013-12-31$541,596
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$50,727
Other income not declared elsewhere2013-12-31$126,454
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$8,491,126
Value of net assets at end of year (total assets less liabilities)2013-12-31$35,263,734
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$26,772,608
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$19
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$28,571,719
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$20,925,584
Interest on participant loans2013-12-31$22,808
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$6,181,242
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$5,305,428
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$5,500,069
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,183,342
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$447,803
Contract administrator fees2013-12-31$6,059
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BRANTLY JANSON YOST & ELLISON
Accountancy firm EIN2013-12-31910998786
2012 : U.S. OIL 401(K) SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$5,794,902
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$2,258,165
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,250,863
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,785,339
Value of total assets at end of year2012-12-31$26,772,608
Value of total assets at beginning of year2012-12-31$23,235,871
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$7,302
Total interest from all sources2012-12-31$22,469
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$257,347
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$257,347
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$2,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,667,804
Participant contributions at end of year2012-12-31$541,596
Participant contributions at beginning of year2012-12-31$489,083
Other income not declared elsewhere2012-12-31$110,565
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$3,536,737
Value of net assets at end of year (total assets less liabilities)2012-12-31$26,772,608
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$23,235,871
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$35
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$20,925,584
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$17,884,738
Interest on participant loans2012-12-31$22,469
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$5,305,428
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$4,862,050
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$2,619,182
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,117,535
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,250,863
Contract administrator fees2012-12-31$7,267
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BRANTLY JANSON YOST & ELLISON
Accountancy firm EIN2012-12-31910998786
2011 : U.S. OIL 401(K) SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$3,322,521
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$546,942
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$542,491
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$3,462,912
Value of total assets at end of year2011-12-31$23,235,871
Value of total assets at beginning of year2011-12-31$20,460,292
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$4,451
Total interest from all sources2011-12-31$21,358
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$214,510
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$214,510
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$2,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,510,560
Participant contributions at end of year2011-12-31$489,083
Participant contributions at beginning of year2011-12-31$478,871
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$43,165
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$2,775,579
Value of net assets at end of year (total assets less liabilities)2011-12-31$23,235,871
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$20,460,292
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$589
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$17,884,738
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$16,282,910
Value of interest in pooled separate accounts at beginning of year2011-12-31$0
Interest on participant loans2011-12-31$21,358
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$4,862,050
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$3,698,511
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-376,259
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,909,187
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$542,491
Contract administrator fees2011-12-31$3,862
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BRANTLY JANSON YOST & ELLISON
Accountancy firm EIN2011-12-31910998786
2010 : U.S. OIL 401(K) SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$3,668,166
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,071,015
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,055,412
Value of total corrective distributions2010-12-31$12,254
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,780,229
Value of total assets at end of year2010-12-31$20,460,292
Value of total assets at beginning of year2010-12-31$17,863,141
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$3,349
Total interest from all sources2010-12-31$24,018
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$194,992
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$194,992
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$2,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,485,327
Participant contributions at end of year2010-12-31$478,871
Participant contributions at beginning of year2010-12-31$327,429
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$20,363
Other income not declared elsewhere2010-12-31$18,862
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$2,597,151
Value of net assets at end of year (total assets less liabilities)2010-12-31$20,460,292
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$17,863,141
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$182
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$16,282,910
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$14,164,827
Value of interest in pooled separate accounts at end of year2010-12-31$0
Value of interest in pooled separate accounts at beginning of year2010-12-31$3,370,885
Interest on participant loans2010-12-31$24,018
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$3,698,511
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,650,065
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$274,539
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,055,412
Contract administrator fees2010-12-31$3,167
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$0
Aggregate carrying amount (costs) on sale of assets2010-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31BRANTLY JANSON YOST & ELLISON
Accountancy firm EIN2010-12-31910998786
2009 : U.S. OIL 401(K) SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for U.S. OIL 401(K) SAVINGS PLAN

2019: U.S. OIL 401(K) SAVINGS 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 filingYes
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: U.S. OIL 401(K) SAVINGS 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: U.S. OIL 401(K) SAVINGS 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: U.S. OIL 401(K) SAVINGS 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: U.S. OIL 401(K) SAVINGS 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: U.S. OIL 401(K) SAVINGS 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: U.S. OIL 401(K) SAVINGS 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: U.S. OIL 401(K) SAVINGS 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: U.S. OIL 401(K) SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
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
2010: U.S. OIL 401(K) SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: U.S. OIL 401(K) SAVINGS 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 - TrustYes

Insurance Providers Used on plan

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28053
Policy instance 1
Insurance contract or identification numberGA28053
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28053
Policy instance 1
Insurance contract or identification numberGA28053
Number of Individuals Covered311
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28053
Policy instance 1
Insurance contract or identification numberGA28053
Number of Individuals Covered293
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28053
Policy instance 1
Insurance contract or identification numberGA28053
Number of Individuals Covered266
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28053
Policy instance 1
Insurance contract or identification numberGA28053
Number of Individuals Covered229
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28053
Policy instance 1
Insurance contract or identification numberGA28053
Number of Individuals Covered203
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28053
Policy instance 1
Insurance contract or identification numberGA28053
Number of Individuals Covered199
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28503
Policy instance 1
Insurance contract or identification numberGA28503
Number of Individuals Covered192
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28503
Policy instance 1
Insurance contract or identification numberGA28503
Number of Individuals Covered188
Insurance policy start date2010-09-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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

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