Logo

JACO OIL COMPANY 401K RETIREMENT PLAN 401k Plan overview

Plan NameJACO OIL COMPANY 401K RETIREMENT PLAN
Plan identification number 001

JACO OIL COMPANY 401K RETIREMENT 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.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

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

Company Name:JACO OIL COMPANY
Employer identification number (EIN):952667602
NAIC Classification:447100
NAIC Description: Gasoline Stations, Gas

Additional information about JACO OIL COMPANY

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: C0598541

More information about JACO OIL COMPANY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JACO OIL COMPANY 401K RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01BRIAN BUSACCA CHARLES MCCAN2018-10-12
0012016-01-01BRIAN BUSACCA CHARLES MCCAN2017-10-06
0012016-01-01 CHARLES MCCAN2017-10-06
0012015-01-01BRIAN BUSACCA CHARLES MCCAN2016-10-18
0012014-01-01BRIAN BUSACCA
0012013-01-01BRIAN BUSACCA CHARLES MCCAN2014-09-15
0012012-01-01BRIAN BUSACCA CHARLES MCCAN2013-10-14
0012011-01-01BRIAN BUSACCA CHARLES MCCAN2012-10-12
0012010-01-01BRIAN BUSACCA CHARLES MCCAN2011-10-17
0012009-01-01BRIAN BUSACCA CHARLES MCCAN2010-06-30

Plan Statistics for JACO OIL COMPANY 401K RETIREMENT PLAN

401k plan membership statisitcs for JACO OIL COMPANY 401K RETIREMENT PLAN

Measure Date Value
2023: JACO OIL COMPANY 401K RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01200
Total number of active participants reported on line 7a of the Form 55002023-01-01171
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-0134
Total of all active and inactive participants2023-01-01205
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-012
Total participants2023-01-01207
Number of participants with account balances2023-01-01151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-013
2022: JACO OIL COMPANY 401K RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01184
Total number of active participants reported on line 7a of the Form 55002022-01-01178
Number of other retired or separated participants entitled to future benefits2022-01-0120
Total of all active and inactive participants2022-01-01198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-012
Total participants2022-01-01200
Number of participants with account balances2022-01-0197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-017
2021: JACO OIL COMPANY 401K RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01229
Total number of active participants reported on line 7a of the Form 55002021-01-01165
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-0117
Total of all active and inactive participants2021-01-01183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01184
Number of participants with account balances2021-01-0194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-013
2020: JACO OIL COMPANY 401K RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01252
Total number of active participants reported on line 7a of the Form 55002020-01-01207
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0120
Total of all active and inactive participants2020-01-01227
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-012
Total participants2020-01-01229
Number of participants with account balances2020-01-01108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-013
2019: JACO OIL COMPANY 401K RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01220
Total number of active participants reported on line 7a of the Form 55002019-01-01234
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0117
Total of all active and inactive participants2019-01-01251
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01252
Number of participants with account balances2019-01-0199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-014
2018: JACO OIL COMPANY 401K RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01261
Total number of active participants reported on line 7a of the Form 55002018-01-01207
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0112
Total of all active and inactive participants2018-01-01219
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01220
Number of participants with account balances2018-01-0162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: JACO OIL COMPANY 401K RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01280
Total number of active participants reported on line 7a of the Form 55002017-01-01243
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0117
Total of all active and inactive participants2017-01-01260
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01261
Number of participants with account balances2017-01-0166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-012
2016: JACO OIL COMPANY 401K RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01277
Total number of active participants reported on line 7a of the Form 55002016-01-01255
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0124
Total of all active and inactive participants2016-01-01279
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01280
Number of participants with account balances2016-01-0176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: JACO OIL COMPANY 401K RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01267
Total number of active participants reported on line 7a of the Form 55002015-01-0161
Number of other retired or separated participants entitled to future benefits2015-01-0133
Total of all active and inactive participants2015-01-0194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
Total participants2015-01-0196
Number of participants with account balances2015-01-0190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-013
2014: JACO OIL COMPANY 401K RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01251
Total number of active participants reported on line 7a of the Form 55002014-01-01226
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0140
Total of all active and inactive participants2014-01-01266
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01267
Number of participants with account balances2014-01-0189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-013
2013: JACO OIL COMPANY 401K RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01215
Total number of active participants reported on line 7a of the Form 55002013-01-01199
Number of other retired or separated participants entitled to future benefits2013-01-0152
Total of all active and inactive participants2013-01-01251
Total participants2013-01-01251
2012: JACO OIL COMPANY 401K RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01265
Total number of active participants reported on line 7a of the Form 55002012-01-01151
Number of other retired or separated participants entitled to future benefits2012-01-0164
Total of all active and inactive participants2012-01-01215
Total participants2012-01-01215
2011: JACO OIL COMPANY 401K RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01125
Total number of active participants reported on line 7a of the Form 55002011-01-01190
Number of other retired or separated participants entitled to future benefits2011-01-0175
Total of all active and inactive participants2011-01-01265
Total participants2011-01-01265
2010: JACO OIL COMPANY 401K RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01142
Total number of active participants reported on line 7a of the Form 55002010-01-0162
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0163
Total of all active and inactive participants2010-01-01125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01125
Number of participants with account balances2010-01-01125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: JACO OIL COMPANY 401K RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01156
Total number of active participants reported on line 7a of the Form 55002009-01-0171
Number of retired or separated participants receiving benefits2009-01-012
Number of other retired or separated participants entitled to future benefits2009-01-0169
Total of all active and inactive participants2009-01-01142
Total participants2009-01-01142
Number of participants with account balances2009-01-01142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0118

Financial Data on JACO OIL COMPANY 401K RETIREMENT PLAN

Measure Date Value
2023 : JACO OIL COMPANY 401K RETIREMENT PLAN 2023 401k financial data
Transfers to/from the plan2023-12-31$0
Total plan liabilities at end of year2023-12-31$926,087
Total plan liabilities at beginning of year2023-12-31$564,442
Total income from all sources2023-12-31$2,710,431
Expenses. Total of all expenses incurred2023-12-31$698,909
Benefits paid (including direct rollovers)2023-12-31$671,039
Total plan assets at end of year2023-12-31$8,772,362
Total plan assets at beginning of year2023-12-31$6,399,195
Value of fidelity bond covering the plan2023-12-31$500,000
Total contributions received or receivable from participants2023-12-31$647,021
Expenses. Other expenses not covered elsewhere2023-12-31$14,365
Contributions received from other sources (not participants or employers)2023-12-31$0
Other income received2023-12-31$1,733,456
Noncash contributions received2023-12-31$0
Net income (gross income less expenses)2023-12-31$2,011,522
Net plan assets at end of year (total assets less liabilities)2023-12-31$7,846,275
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$5,834,753
Assets. Value of participant loans2023-12-31$81,139
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022023-12-31$0
Total contributions received or receivable from employer(s)2023-12-31$329,954
Value of certain deemed distributions of participant loans2023-12-31$0
Value of corrective distributions2023-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$13,505
2022 : JACO OIL COMPANY 401K RETIREMENT PLAN 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$564,442
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$778,493
Total income from all sources (including contributions)2022-12-31$-873,218
Total of all expenses incurred2022-12-31$2,217,252
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,200,466
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,196,323
Value of total assets at end of year2022-12-31$6,399,195
Value of total assets at beginning of year2022-12-31$9,703,716
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$16,786
Total interest from all sources2022-12-31$19,484
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$269,671
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$269,671
Administrative expenses professional fees incurred2022-12-31$6,858
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$606,964
Participant contributions at end of year2022-12-31$27,091
Participant contributions at beginning of year2022-12-31$29,725
Participant contributions at end of year2022-12-31$11,444
Participant contributions at beginning of year2022-12-31$19,539
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$133,167
Administrative expenses (other) incurred2022-12-31$9,928
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-3,090,470
Value of net assets at end of year (total assets less liabilities)2022-12-31$5,834,753
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$8,925,223
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$5,494,684
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$7,836,406
Interest on participant loans2022-12-31$1,495
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$388,734
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$1,477,786
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$1,477,786
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$17,989
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,358,696
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$456,192
Employer contributions (assets) at end of year2022-12-31$477,242
Employer contributions (assets) at beginning of year2022-12-31$340,260
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,200,466
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Liabilities. Value of benefit claims payable at end of year2022-12-31$564,442
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$778,493
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31DANIELLS PHILLIPS VAUGHAN & BOCK
Accountancy firm EIN2022-12-31952972229
2021 : JACO OIL COMPANY 401K RETIREMENT PLAN 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$778,493
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$915,979
Total income from all sources (including contributions)2021-12-31$1,923,366
Total of all expenses incurred2021-12-31$684,978
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$674,728
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$959,686
Value of total assets at end of year2021-12-31$9,703,716
Value of total assets at beginning of year2021-12-31$8,602,814
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$10,250
Total interest from all sources2021-12-31$4,199
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$563,576
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$563,576
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$619,426
Participant contributions at end of year2021-12-31$29,725
Participant contributions at beginning of year2021-12-31$37,432
Participant contributions at end of year2021-12-31$19,539
Participant contributions at beginning of year2021-12-31$14,870
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$259,358
Administrative expenses (other) incurred2021-12-31$10,250
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,238,388
Value of net assets at end of year (total assets less liabilities)2021-12-31$8,925,223
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$7,686,835
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$7,836,406
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$6,760,920
Interest on participant loans2021-12-31$1,706
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$1,477,786
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$1,731,155
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$1,731,155
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$2,493
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$395,905
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$340,260
Employer contributions (assets) at end of year2021-12-31$340,260
Employer contributions (assets) at beginning of year2021-12-31$58,437
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$674,728
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Liabilities. Value of benefit claims payable at end of year2021-12-31$778,493
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$656,621
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31DANIELLS PHILLIPS VAUGHAN & BOCK
Accountancy firm EIN2021-12-31952972229
2020 : JACO OIL COMPANY 401K RETIREMENT PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$915,979
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$504,634
Total income from all sources (including contributions)2020-12-31$1,970,095
Total of all expenses incurred2020-12-31$1,042,503
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,038,712
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$584,140
Value of total assets at end of year2020-12-31$8,602,814
Value of total assets at beginning of year2020-12-31$7,263,877
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$3,791
Total interest from all sources2020-12-31$8,447
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$340,659
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$340,659
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$312,899
Participant contributions at end of year2020-12-31$37,432
Participant contributions at beginning of year2020-12-31$87,934
Participant contributions at end of year2020-12-31$14,870
Participant contributions at beginning of year2020-12-31$8,915
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$212,804
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$259,358
Administrative expenses (other) incurred2020-12-31$3,791
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$927,592
Value of net assets at end of year (total assets less liabilities)2020-12-31$7,686,835
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$6,759,243
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$6,760,920
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$4,957,249
Interest on participant loans2020-12-31$2,700
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$1,731,155
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$2,193,310
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$2,193,310
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$5,747
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,036,849
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31Yes
Contributions received in cash from employer2020-12-31$58,437
Employer contributions (assets) at end of year2020-12-31$58,437
Employer contributions (assets) at beginning of year2020-12-31$16,469
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,038,712
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Liabilities. Value of benefit claims payable at end of year2020-12-31$656,621
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$504,634
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31DANIELLS PHILLIPS VAUGHAN & BOCK
Accountancy firm EIN2020-12-31952972229
2019 : JACO OIL COMPANY 401K RETIREMENT PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$504,634
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$293,098
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$293,098
Total income from all sources (including contributions)2019-12-31$1,517,242
Total income from all sources (including contributions)2019-12-31$1,517,242
Total of all expenses incurred2019-12-31$441,204
Total of all expenses incurred2019-12-31$441,204
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$427,900
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$427,900
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$398,261
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$398,261
Value of total assets at end of year2019-12-31$7,263,877
Value of total assets at end of year2019-12-31$7,263,877
Value of total assets at beginning of year2019-12-31$5,976,303
Value of total assets at beginning of year2019-12-31$5,976,303
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$13,304
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$13,304
Total interest from all sources2019-12-31$35,948
Total interest from all sources2019-12-31$35,948
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$260,832
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$260,832
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
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$260,832
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$260,832
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$354,560
Contributions received from participants2019-12-31$354,560
Participant contributions at end of year2019-12-31$87,934
Participant contributions at end of year2019-12-31$87,934
Participant contributions at beginning of year2019-12-31$78,660
Participant contributions at beginning of year2019-12-31$78,660
Participant contributions at end of year2019-12-31$8,915
Participant contributions at end of year2019-12-31$8,915
Participant contributions at beginning of year2019-12-31$68,642
Participant contributions at beginning of year2019-12-31$68,642
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$27,232
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$27,232
Administrative expenses (other) incurred2019-12-31$13,304
Administrative expenses (other) incurred2019-12-31$13,304
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
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$1,076,038
Value of net income/loss2019-12-31$1,076,038
Value of net assets at end of year (total assets less liabilities)2019-12-31$6,759,243
Value of net assets at end of year (total assets less liabilities)2019-12-31$6,759,243
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$5,683,205
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$5,683,205
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$4,957,249
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$4,957,249
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$4,040,827
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$4,040,827
Interest on participant loans2019-12-31$2,973
Interest on participant loans2019-12-31$2,973
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$2,193,310
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$2,193,310
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$1,740,789
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$1,740,789
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$1,740,789
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$1,740,789
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$32,975
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$32,975
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$822,201
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$822,201
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
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 plan2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31Yes
Contributions received in cash from employer2019-12-31$16,469
Contributions received in cash from employer2019-12-31$16,469
Employer contributions (assets) at end of year2019-12-31$16,469
Employer contributions (assets) at end of year2019-12-31$16,469
Employer contributions (assets) at beginning of year2019-12-31$47,385
Employer contributions (assets) at beginning of year2019-12-31$47,385
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$427,900
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$427,900
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Liabilities. Value of benefit claims payable at end of year2019-12-31$504,634
Liabilities. Value of benefit claims payable at end of year2019-12-31$504,634
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$293,098
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$293,098
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31DANIELLS PHILLIPS VAUGHAN & BOCK
Accountancy firm name2019-12-31DANIELLS PHILLIPS VAUGHAN & BOCK
Accountancy firm EIN2019-12-31952972229
Accountancy firm EIN2019-12-31952972229
2018 : JACO OIL COMPANY 401K RETIREMENT PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$293,098
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$267,026
Total income from all sources (including contributions)2018-12-31$212,600
Total of all expenses incurred2018-12-31$784,037
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$681,498
Value of total corrective distributions2018-12-31$89,729
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$485,866
Value of total assets at end of year2018-12-31$5,976,303
Value of total assets at beginning of year2018-12-31$6,521,668
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$12,810
Total interest from all sources2018-12-31$27,456
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$319,089
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$319,089
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$438,481
Participant contributions at end of year2018-12-31$78,660
Participant contributions at beginning of year2018-12-31$71,921
Participant contributions at end of year2018-12-31$68,642
Participant contributions at beginning of year2018-12-31$29,263
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$78,606
Administrative expenses (other) incurred2018-12-31$12,810
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-571,437
Value of net assets at end of year (total assets less liabilities)2018-12-31$5,683,205
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$6,254,642
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$4,040,827
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$4,766,813
Interest on participant loans2018-12-31$2,696
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$1,740,789
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$1,638,433
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$1,638,433
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$24,760
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-619,811
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 plan2018-12-31Yes
Contributions received in cash from employer2018-12-31$47,385
Employer contributions (assets) at end of year2018-12-31$47,385
Employer contributions (assets) at beginning of year2018-12-31$15,238
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$681,498
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Liabilities. Value of benefit claims payable at end of year2018-12-31$293,098
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$188,420
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 name2018-12-31DANIELLS PHILLIPS VAUGHAN & BOCK
Accountancy firm EIN2018-12-31952972229
2017 : JACO OIL COMPANY 401K RETIREMENT PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$267,026
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$228,418
Total income from all sources (including contributions)2017-12-31$1,252,056
Total of all expenses incurred2017-12-31$737,851
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$682,664
Value of total corrective distributions2017-12-31$42,889
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$434,926
Value of total assets at end of year2017-12-31$6,521,668
Value of total assets at beginning of year2017-12-31$5,968,855
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$12,298
Total interest from all sources2017-12-31$11,559
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$231,373
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$231,373
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$346,846
Participant contributions at end of year2017-12-31$71,921
Participant contributions at beginning of year2017-12-31$69,928
Participant contributions at end of year2017-12-31$29,263
Participant contributions at beginning of year2017-12-31$31,309
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$66,642
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$78,606
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$40,289
Administrative expenses (other) incurred2017-12-31$12,298
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$514,205
Value of net assets at end of year (total assets less liabilities)2017-12-31$6,254,642
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$5,740,437
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$4,766,813
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$3,724,576
Interest on participant loans2017-12-31$2,292
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$1,638,433
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$2,127,230
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$2,127,230
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$9,267
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$574,198
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 plan2017-12-31Yes
Contributions received in cash from employer2017-12-31$21,438
Employer contributions (assets) at end of year2017-12-31$15,238
Employer contributions (assets) at beginning of year2017-12-31$15,812
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$682,664
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Liabilities. Value of benefit claims payable at end of year2017-12-31$188,420
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$188,129
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 name2017-12-31DANIELLS, PHILLIPS, VAUGHAN & BOCK
Accountancy firm EIN2017-12-31952972229
2016 : JACO OIL COMPANY 401K RETIREMENT PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$228,418
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$314,287
Total income from all sources (including contributions)2016-12-31$624,305
Total of all expenses incurred2016-12-31$138,245
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$84,972
Value of total corrective distributions2016-12-31$52,012
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$390,884
Value of total assets at end of year2016-12-31$5,968,855
Value of total assets at beginning of year2016-12-31$5,568,664
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,261
Total interest from all sources2016-12-31$3,422
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$136,008
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$136,008
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$375,072
Participant contributions at end of year2016-12-31$69,928
Participant contributions at beginning of year2016-12-31$80,215
Participant contributions at end of year2016-12-31$31,309
Participant contributions at beginning of year2016-12-31$23,497
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$40,289
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$52,910
Administrative expenses (other) incurred2016-12-31$1,261
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$486,060
Value of net assets at end of year (total assets less liabilities)2016-12-31$5,740,437
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$5,254,377
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$3,724,576
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$4,424,023
Interest on participant loans2016-12-31$2,494
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$2,127,230
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$1,024,802
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$1,024,802
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$928
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$93,991
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 plan2016-12-31Yes
Contributions received in cash from employer2016-12-31$15,812
Employer contributions (assets) at end of year2016-12-31$15,812
Employer contributions (assets) at beginning of year2016-12-31$16,127
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$84,972
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Liabilities. Value of benefit claims payable at end of year2016-12-31$188,129
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$261,377
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 name2016-12-31DANIELLS, PHILLIPS, VAUGHAN & BOCK
Accountancy firm EIN2016-12-31952972229
2015 : JACO OIL COMPANY 401K RETIREMENT PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$314,287
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$419,029
Total income from all sources (including contributions)2015-12-31$481,470
Total of all expenses incurred2015-12-31$416,390
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$383,674
Value of total corrective distributions2015-12-31$30,906
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$396,273
Value of total assets at end of year2015-12-31$5,568,664
Value of total assets at beginning of year2015-12-31$5,608,326
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,810
Total interest from all sources2015-12-31$1,980
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$234,907
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$234,907
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$380,146
Participant contributions at end of year2015-12-31$80,215
Participant contributions at beginning of year2015-12-31$30,960
Participant contributions at end of year2015-12-31$23,497
Participant contributions at beginning of year2015-12-31$7,439
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$52,910
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$31,905
Administrative expenses (other) incurred2015-12-31$1,810
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$65,080
Value of net assets at end of year (total assets less liabilities)2015-12-31$5,254,377
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$5,189,297
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$4,424,023
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$4,294,329
Interest on participant loans2015-12-31$1,827
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$1,024,802
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$1,260,895
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$1,260,895
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$153
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-151,690
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$16,127
Employer contributions (assets) at end of year2015-12-31$16,127
Employer contributions (assets) at beginning of year2015-12-31$14,703
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$383,674
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Liabilities. Value of benefit claims payable at end of year2015-12-31$261,377
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$387,124
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
Liabilities. Value of acquisition indebtedness at end of year2015-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2015-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31DANIELLS, PHILLIPS, VAUGHAN & BOCK
Accountancy firm EIN2015-12-31952972229
2014 : JACO OIL COMPANY 401K RETIREMENT PLAN 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets2014-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$0
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$419,029
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$404,562
Expenses. Interest paid2014-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022014-12-31$0
Total income from all sources (including contributions)2014-12-31$732,502
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$869,596
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$826,868
Expenses. Certain deemed distributions of participant loans2014-12-31$0
Value of total corrective distributions2014-12-31$38,963
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$362,296
Value of total assets at end of year2014-12-31$5,608,326
Value of total assets at beginning of year2014-12-31$5,730,953
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$3,765
Total income from rents2014-12-31$0
Total interest from all sources2014-12-31$1,948
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$275,621
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$275,621
Assets. Real estate other than employer real property at end of year2014-12-31$0
Assets. Real estate other than employer real property at beginning of year2014-12-31$0
Administrative expenses professional fees incurred2014-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2014-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2014-12-31$0
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$347,593
Participant contributions at end of year2014-12-31$30,960
Participant contributions at beginning of year2014-12-31$41,121
Participant contributions at end of year2014-12-31$7,439
Participant contributions at beginning of year2014-12-31$6,072
Assets. Other investments not covered elsewhere at end of year2014-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Assets. Loans (other than to participants) at end of year2014-12-31$0
Assets. Loans (other than to participants) at beginning of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$31,905
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$33,164
Other income not declared elsewhere2014-12-31$0
Administrative expenses (other) incurred2014-12-31$3,765
Liabilities. Value of operating payables at end of year2014-12-31$0
Liabilities. Value of operating payables at beginning of year2014-12-31$0
Total non interest bearing cash at end of year2014-12-31$0
Total non interest bearing cash at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Income. Non cash contributions2014-12-31$0
Value of net income/loss2014-12-31$-137,094
Value of net assets at end of year (total assets less liabilities)2014-12-31$5,189,297
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$5,326,391
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
Assets. partnership/joint venture interests at end of year2014-12-31$0
Assets. partnership/joint venture interests at beginning of year2014-12-31$0
Investment advisory and management fees2014-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$4,294,329
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$4,477,539
Value of interest in pooled separate accounts at end of year2014-12-31$0
Value of interest in pooled separate accounts at beginning of year2014-12-31$0
Interest on participant loans2014-12-31$1,827
Income. Interest from loans (other than to participants)2014-12-31$0
Interest earned on other investments2014-12-31$0
Income. Interest from US Government securities2014-12-31$0
Income. Interest from corporate debt instruments2014-12-31$0
Value of interest in master investment trust accounts at end of year2014-12-31$0
Value of interest in master investment trust accounts at beginning of year2014-12-31$0
Value of interest in common/collective trusts at end of year2014-12-31$0
Value of interest in common/collective trusts at beginning of year2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$1,260,895
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$1,188,712
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$1,188,712
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$121
Assets. Value of investments in 103.12 investment entities at end of year2014-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2014-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$0
Asset value of US Government securities at end of year2014-12-31$0
Asset value of US Government securities at beginning of year2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$92,637
Net investment gain/loss from pooled separate accounts2014-12-31$0
Net investment gain or loss from common/collective trusts2014-12-31$0
Net gain/loss from 103.12 investment entities2014-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Assets. Invements in employer securities at end of year2014-12-31$0
Assets. Invements in employer securities at beginning of year2014-12-31$0
Assets. Value of employer real property at end of year2014-12-31$0
Assets. Value of employer real property at beginning of year2014-12-31$0
Contributions received in cash from employer2014-12-31$14,703
Employer contributions (assets) at end of year2014-12-31$14,703
Employer contributions (assets) at beginning of year2014-12-31$17,509
Income. Dividends from preferred stock2014-12-31$0
Income. Dividends from common stock2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$826,868
Asset. Corporate debt instrument preferred debt at end of year2014-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2014-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$0
Contract administrator fees2014-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$0
Liabilities. Value of benefit claims payable at end of year2014-12-31$387,124
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$371,398
Assets. Value of buildings and other operty used in plan operation at end of year2014-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-12-31$0
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
Aggregate proceeds on sale of assets2014-12-31$0
Aggregate carrying amount (costs) on sale of assets2014-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2014-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2014-12-31$0
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 name2014-12-31DANIELLS, PHILLIPS, VAUGHAN & BOCK
Accountancy firm EIN2014-12-31952972229
2013 : JACO OIL COMPANY 401K RETIREMENT PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$404,562
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$248,388
Total income from all sources (including contributions)2013-12-31$1,302,970
Total of all expenses incurred2013-12-31$430,404
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$401,546
Value of total corrective distributions2013-12-31$27,882
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$442,055
Value of total assets at end of year2013-12-31$5,730,953
Value of total assets at beginning of year2013-12-31$4,702,213
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$976
Total interest from all sources2013-12-31$754
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$244,943
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$244,943
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$424,546
Participant contributions at end of year2013-12-31$41,121
Participant contributions at beginning of year2013-12-31$18,836
Participant contributions at end of year2013-12-31$6,072
Participant contributions at beginning of year2013-12-31$7,080
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$33,164
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$25,358
Administrative expenses (other) incurred2013-12-31$976
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$872,566
Value of net assets at end of year (total assets less liabilities)2013-12-31$5,326,391
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$4,453,825
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$4,477,539
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$2,881,159
Interest on participant loans2013-12-31$754
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$1,188,712
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$1,778,992
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$1,778,992
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$615,218
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 contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$17,509
Employer contributions (assets) at end of year2013-12-31$17,509
Employer contributions (assets) at beginning of year2013-12-31$16,146
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$401,546
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Liabilities. Value of benefit claims payable at end of year2013-12-31$371,398
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$223,030
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 name2013-12-31DANIELLS, PHILLIPS, VAUGHAN & BOCK
Accountancy firm EIN2013-12-31952972229
2012 : JACO OIL COMPANY 401K RETIREMENT PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$248,388
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$135,120
Total income from all sources (including contributions)2012-12-31$797,183
Total of all expenses incurred2012-12-31$195,746
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$155,413
Value of total corrective distributions2012-12-31$38,025
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$423,020
Value of total assets at end of year2012-12-31$4,702,213
Value of total assets at beginning of year2012-12-31$3,987,508
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$2,308
Total interest from all sources2012-12-31$1,531
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$72,566
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$72,566
Was this plan covered by a fidelity bond2012-12-31No
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$406,874
Participant contributions at end of year2012-12-31$18,836
Participant contributions at beginning of year2012-12-31$36,151
Participant contributions at end of year2012-12-31$7,080
Participant contributions at beginning of year2012-12-31$5,778
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$25,358
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$38,490
Administrative expenses (other) incurred2012-12-31$2,308
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$601,437
Value of net assets at end of year (total assets less liabilities)2012-12-31$4,453,825
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,852,388
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$2,881,159
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$2,335,286
Interest on participant loans2012-12-31$1,373
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$1,778,992
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$1,594,469
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$1,594,469
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$158
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$300,066
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$16,146
Employer contributions (assets) at end of year2012-12-31$16,146
Employer contributions (assets) at beginning of year2012-12-31$15,824
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$155,413
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Liabilities. Value of benefit claims payable at end of year2012-12-31$223,030
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$96,630
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 name2012-12-31DANIELLS, PHILLIPS, VAUGHAN & BOCK
Accountancy firm EIN2012-12-31952972229
2011 : JACO OIL COMPANY 401K RETIREMENT PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$135,120
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$54,196
Total income from all sources (including contributions)2011-12-31$403,267
Total of all expenses incurred2011-12-31$744,965
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$709,947
Value of total corrective distributions2011-12-31$33,835
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$386,051
Value of total assets at end of year2011-12-31$3,987,508
Value of total assets at beginning of year2011-12-31$4,248,282
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,183
Total interest from all sources2011-12-31$1,913
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$56,257
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$56,257
Was this plan covered by a fidelity bond2011-12-31No
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$370,227
Participant contributions at end of year2011-12-31$36,151
Participant contributions at beginning of year2011-12-31$40,346
Participant contributions at end of year2011-12-31$5,778
Participant contributions at beginning of year2011-12-31$4,830
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$38,490
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$30,813
Administrative expenses (other) incurred2011-12-31$1,183
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-341,698
Value of net assets at end of year (total assets less liabilities)2011-12-31$3,852,388
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$4,194,086
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$2,335,286
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$3,255,496
Interest on participant loans2011-12-31$1,786
Value of interest in common/collective trusts at beginning of year2011-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$1,594,469
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$930,540
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$930,540
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$127
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-40,954
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$15,824
Employer contributions (assets) at end of year2011-12-31$15,824
Employer contributions (assets) at beginning of year2011-12-31$17,070
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$709,947
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Liabilities. Value of benefit claims payable at end of year2011-12-31$96,630
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$23,383
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 name2011-12-31DANIELLS, PHILLIPS,VAUGHAN & BOCK
Accountancy firm EIN2011-12-31952972229
2010 : JACO OIL COMPANY 401K RETIREMENT PLAN 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$54,196
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$54,485
Total income from all sources (including contributions)2010-12-31$814,219
Total of all expenses incurred2010-12-31$346,545
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$304,330
Value of total corrective distributions2010-12-31$39,663
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$392,977
Value of total assets at end of year2010-12-31$4,248,282
Value of total assets at beginning of year2010-12-31$3,780,897
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$2,552
Total interest from all sources2010-12-31$1,683
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$32,563
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$32,563
Was this plan covered by a fidelity bond2010-12-31No
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$375,907
Participant contributions at end of year2010-12-31$40,346
Participant contributions at beginning of year2010-12-31$33,475
Participant contributions at end of year2010-12-31$4,830
Participant contributions at beginning of year2010-12-31$5,680
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$30,813
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$32,348
Administrative expenses (other) incurred2010-12-31$2,552
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$467,674
Value of net assets at end of year (total assets less liabilities)2010-12-31$4,194,086
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$3,726,412
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$3,255,496
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$2,783,535
Interest on participant loans2010-12-31$1,493
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$930,540
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$940,855
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$940,855
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$190
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$386,996
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$17,070
Employer contributions (assets) at end of year2010-12-31$17,070
Employer contributions (assets) at beginning of year2010-12-31$17,352
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$304,330
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Liabilities. Value of benefit claims payable at end of year2010-12-31$23,383
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$22,137
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
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 name2010-12-31DANIELLS, PHILLIPS,VAUGHAN & BOCK
Accountancy firm EIN2010-12-31952972229

Form 5500 Responses for JACO OIL COMPANY 401K RETIREMENT PLAN

2023: JACO OIL COMPANY 401K RETIREMENT PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: JACO OIL COMPANY 401K RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: JACO OIL COMPANY 401K RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: JACO OIL COMPANY 401K RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: JACO OIL COMPANY 401K RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: JACO OIL COMPANY 401K RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: JACO OIL COMPANY 401K RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: JACO OIL COMPANY 401K RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: JACO OIL COMPANY 401K RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: JACO OIL COMPANY 401K RETIREMENT 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: JACO OIL COMPANY 401K RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: JACO OIL COMPANY 401K RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: JACO OIL COMPANY 401K RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: JACO OIL COMPANY 401K RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: JACO OIL COMPANY 401K RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1