U.S. OIL & REFINING CO. has sponsored the creation of one or more 401k plans.
Additional information about U.S. OIL & REFINING CO.
Submission information for form 5500 for 401k plan U.S. OIL 401(K) SAVINGS PLAN
401k plan membership statisitcs for U.S. OIL 401(K) SAVINGS PLAN
Measure | Date | Value |
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2019 : U.S. OIL 401(K) SAVINGS PLAN 2019 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total transfer of assets from this plan | 2019-12-31 | $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 assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $14,094,691 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $13,945,706 |
Value of total corrective distributions | 2019-12-31 | $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 year | 2019-12-31 | $0 |
Value of total assets at beginning of year | 2019-12-31 | $48,426,899 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $147,056 |
Total interest from all sources | 2019-12-31 | $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 year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $632,662 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $2,143,208 |
Participant contributions at end of year | 2019-12-31 | $0 |
Participant contributions at beginning of year | 2019-12-31 | $509,001 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $18,549 |
Other income not declared elsewhere | 2019-12-31 | $216,662 |
Total non interest bearing cash at end of year | 2019-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $-754 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $-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) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Investment advisory and management fees | 2019-12-31 | $23,852 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $39,996,317 |
Interest on participant loans | 2019-12-31 | $25,803 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $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 assets | 2019-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $934,242 |
Employer contributions (assets) at end of year | 2019-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $48,046 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $13,945,706 |
Contract administrator fees | 2019-12-31 | $123,204 |
Did the plan have assets held for investment | 2019-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | SWEENEY CONRAD, P.S. |
Accountancy firm EIN | 2019-12-31 | 911301672 |
2018 : U.S. OIL 401(K) SAVINGS PLAN 2018 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2018-12-31 | $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 assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $7,354,844 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $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 year | 2018-12-31 | $48,426,899 |
Value of total assets at beginning of year | 2018-12-31 | $53,926,813 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $167,103 |
Total interest from all sources | 2018-12-31 | $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 year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $653,282 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $2,703,495 |
Participant contributions at end of year | 2018-12-31 | $509,001 |
Participant contributions at beginning of year | 2018-12-31 | $586,326 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $39,374 |
Other income not declared elsewhere | 2018-12-31 | $248,259 |
Total non interest bearing cash at end of year | 2018-12-31 | $-754 |
Total non interest bearing cash at beginning of year | 2018-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-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) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Investment advisory and management fees | 2018-12-31 | $2,487 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $39,996,317 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $45,594,616 |
Interest on participant loans | 2018-12-31 | $30,819 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $7,874,289 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $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 assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $1,807,142 |
Employer contributions (assets) at end of year | 2018-12-31 | $48,046 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $32,086 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $7,187,741 |
Contract administrator fees | 2018-12-31 | $164,616 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | SWEENEY CONRAD, P.S. |
Accountancy firm EIN | 2018-12-31 | 913101672 |
2017 : U.S. OIL 401(K) SAVINGS PLAN 2017 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2017-12-31 | $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 assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $3,580,380 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $3,500,155 |
Value of total corrective distributions | 2017-12-31 | $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 year | 2017-12-31 | $53,926,813 |
Value of total assets at beginning of year | 2017-12-31 | $45,579,987 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $57,250 |
Total interest from all sources | 2017-12-31 | $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 year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $429,861 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $2,686,242 |
Participant contributions at end of year | 2017-12-31 | $586,326 |
Participant contributions at beginning of year | 2017-12-31 | $519,478 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $686,619 |
Other income not declared elsewhere | 2017-12-31 | $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 appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $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) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $45,594,616 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $38,430,516 |
Interest on participant loans | 2017-12-31 | $23,609 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $7,713,785 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $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 assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $1,713,695 |
Employer contributions (assets) at end of year | 2017-12-31 | $32,086 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $81,987 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $3,500,155 |
Contract administrator fees | 2017-12-31 | $57,250 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | BRANTLY JANSON YOST & ELLISON |
Accountancy firm EIN | 2017-12-31 | 910998786 |
2016 : U.S. OIL 401(K) SAVINGS PLAN 2016 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2016-12-31 | $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 assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $2,479,852 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $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 year | 2016-12-31 | $45,579,987 |
Value of total assets at beginning of year | 2016-12-31 | $39,811,576 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $7,402 |
Total interest from all sources | 2016-12-31 | $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 year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $517,278 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $2,791,550 |
Participant contributions at end of year | 2016-12-31 | $519,478 |
Participant contributions at beginning of year | 2016-12-31 | $627,415 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $66,687 |
Other income not declared elsewhere | 2016-12-31 | $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 appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $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) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Investment advisory and management fees | 2016-12-31 | $292 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $38,430,516 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $32,713,447 |
Interest on participant loans | 2016-12-31 | $26,107 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $6,548,006 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $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 assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $1,846,069 |
Employer contributions (assets) at end of year | 2016-12-31 | $81,987 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $2,472,450 |
Contract administrator fees | 2016-12-31 | $7,110 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | BRANTLY JANSON YOST & ELLISON |
Accountancy firm EIN | 2016-12-31 | 910998786 |
2015 : U.S. OIL 401(K) SAVINGS PLAN 2015 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2015-12-31 | $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 assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $3,070,391 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $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 year | 2015-12-31 | $39,811,576 |
Value of total assets at beginning of year | 2015-12-31 | $38,859,241 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $7,163 |
Total interest from all sources | 2015-12-31 | $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 year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $349,122 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $2,620,341 |
Participant contributions at end of year | 2015-12-31 | $627,415 |
Participant contributions at beginning of year | 2015-12-31 | $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 year | 2015-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-12-31 | $218,554 |
Other income not declared elsewhere | 2015-12-31 | $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 appraiser | 2015-12-31 | No |
Income. Non cash contributions | 2015-12-31 | $218,554 |
Value of net income/loss | 2015-12-31 | $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) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Investment advisory and management fees | 2015-12-31 | $106 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $32,713,447 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $31,628,793 |
Interest on participant loans | 2015-12-31 | $28,716 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $6,470,714 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-12-31 | $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 assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $1,553,493 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $3,063,228 |
Contract administrator fees | 2015-12-31 | $7,057 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | BRANTLY JANSON YOST & ELLISON |
Accountancy firm EIN | 2015-12-31 | 910998786 |
2014 : U.S. OIL 401(K) SAVINGS PLAN 2014 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2014-12-31 | $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 assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $2,132,383 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $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 year | 2014-12-31 | $38,859,241 |
Value of total assets at beginning of year | 2014-12-31 | $35,263,734 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $5,218 |
Total interest from all sources | 2014-12-31 | $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 year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $304,614 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $1,921,538 |
Participant contributions at end of year | 2014-12-31 | $592,789 |
Participant contributions at beginning of year | 2014-12-31 | $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 year | 2014-12-31 | $218,554 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-12-31 | $0 |
Other income not declared elsewhere | 2014-12-31 | $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 appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $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) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Investment advisory and management fees | 2014-12-31 | $79 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $31,628,793 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $28,571,719 |
Interest on participant loans | 2014-12-31 | $23,378 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-12-31 | $6,637,659 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-12-31 | $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 assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $1,226,688 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $2,127,165 |
Contract administrator fees | 2014-12-31 | $5,139 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | BRANTLY JANSON YOST & ELLISON |
Accountancy firm EIN | 2014-12-31 | 910998786 |
2013 : U.S. OIL 401(K) SAVINGS PLAN 2013 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $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 assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $453,881 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $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 year | 2013-12-31 | $35,263,734 |
Value of total assets at beginning of year | 2013-12-31 | $26,772,608 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $6,078 |
Total interest from all sources | 2013-12-31 | $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 year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $236,382 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $1,825,225 |
Participant contributions at end of year | 2013-12-31 | $510,773 |
Participant contributions at beginning of year | 2013-12-31 | $541,596 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $50,727 |
Other income not declared elsewhere | 2013-12-31 | $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 appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $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) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Investment advisory and management fees | 2013-12-31 | $19 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $28,571,719 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $20,925,584 |
Interest on participant loans | 2013-12-31 | $22,808 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-12-31 | $6,181,242 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $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 assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $1,183,342 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $447,803 |
Contract administrator fees | 2013-12-31 | $6,059 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | BRANTLY JANSON YOST & ELLISON |
Accountancy firm EIN | 2013-12-31 | 910998786 |
2012 : U.S. OIL 401(K) SAVINGS PLAN 2012 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $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 assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $2,258,165 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $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 year | 2012-12-31 | $26,772,608 |
Value of total assets at beginning of year | 2012-12-31 | $23,235,871 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $7,302 |
Total interest from all sources | 2012-12-31 | $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 year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $257,347 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $1,667,804 |
Participant contributions at end of year | 2012-12-31 | $541,596 |
Participant contributions at beginning of year | 2012-12-31 | $489,083 |
Other income not declared elsewhere | 2012-12-31 | $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 appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $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) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Investment advisory and management fees | 2012-12-31 | $35 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $20,925,584 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $17,884,738 |
Interest on participant loans | 2012-12-31 | $22,469 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $5,305,428 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $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 assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $1,117,535 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $2,250,863 |
Contract administrator fees | 2012-12-31 | $7,267 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | BRANTLY JANSON YOST & ELLISON |
Accountancy firm EIN | 2012-12-31 | 910998786 |
2011 : U.S. OIL 401(K) SAVINGS PLAN 2011 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $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 assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $546,942 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $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 year | 2011-12-31 | $23,235,871 |
Value of total assets at beginning of year | 2011-12-31 | $20,460,292 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $4,451 |
Total interest from all sources | 2011-12-31 | $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 year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $214,510 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $1,510,560 |
Participant contributions at end of year | 2011-12-31 | $489,083 |
Participant contributions at beginning of year | 2011-12-31 | $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 appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $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) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Investment advisory and management fees | 2011-12-31 | $589 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $17,884,738 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $16,282,910 |
Value of interest in pooled separate accounts at beginning of year | 2011-12-31 | $0 |
Interest on participant loans | 2011-12-31 | $21,358 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $4,862,050 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $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 assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $1,909,187 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $542,491 |
Contract administrator fees | 2011-12-31 | $3,862 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | BRANTLY JANSON YOST & ELLISON |
Accountancy firm EIN | 2011-12-31 | 910998786 |
2010 : U.S. OIL 401(K) SAVINGS PLAN 2010 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $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 assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $1,071,015 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $1,055,412 |
Value of total corrective distributions | 2010-12-31 | $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 year | 2010-12-31 | $20,460,292 |
Value of total assets at beginning of year | 2010-12-31 | $17,863,141 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $3,349 |
Total interest from all sources | 2010-12-31 | $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 year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $194,992 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $1,485,327 |
Participant contributions at end of year | 2010-12-31 | $478,871 |
Participant contributions at beginning of year | 2010-12-31 | $327,429 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $20,363 |
Other income not declared elsewhere | 2010-12-31 | $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 appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $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) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Investment advisory and management fees | 2010-12-31 | $182 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $16,282,910 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $14,164,827 |
Value of interest in pooled separate accounts at end of year | 2010-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2010-12-31 | $3,370,885 |
Interest on participant loans | 2010-12-31 | $24,018 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $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 assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $274,539 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $1,055,412 |
Contract administrator fees | 2010-12-31 | $3,167 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Aggregate proceeds on sale of assets | 2010-12-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2010-12-31 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | BRANTLY JANSON YOST & ELLISON |
Accountancy firm EIN | 2010-12-31 | 910998786 |
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 securities | 2009-12-31 | $0 |