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J & S OIL CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN 401k Plan overview

Plan NameJ & S OIL CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN
Plan identification number 001

J & S OIL CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Stock bonus
  • ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).
  • Plan requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.

401k Sponsoring company profile

J & S OIL CO., INC. has sponsored the creation of one or more 401k plans.

Company Name:J & S OIL CO., INC.
Employer identification number (EIN):010366807
NAIC Classification:424700

Form 5500 Filing Information

Submission information for form 5500 for 401k plan J & S OIL CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012016-01-01WILLIAM NORWOOD
0012015-01-01WILLIAM NORWOOD
0012014-01-01WILLIAM NORWOOD
0012013-01-01WILLIAM NORWOOD
0012012-01-01WILLIAM NORWOOD
0012011-01-01WILLIAM NORWOOD
0012009-01-01WILLIAM NORWOOD WILLIAM NORWOOD2010-10-13

Plan Statistics for J & S OIL CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN

401k plan membership statisitcs for J & S OIL CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2016: J & S OIL CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01153
Total number of active participants reported on line 7a of the Form 55002016-01-010
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-010
Number of participants with account balances2016-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: J & S OIL CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01173
Total number of active participants reported on line 7a of the Form 55002015-01-01108
Number of retired or separated participants receiving benefits2015-01-019
Number of other retired or separated participants entitled to future benefits2015-01-0136
Total of all active and inactive participants2015-01-01153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01153
Number of participants with account balances2015-01-01148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0113
2014: J & S OIL CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01171
Total number of active participants reported on line 7a of the Form 55002014-01-01118
Number of retired or separated participants receiving benefits2014-01-015
Number of other retired or separated participants entitled to future benefits2014-01-0135
Total of all active and inactive participants2014-01-01158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01158
Number of participants with account balances2014-01-01150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0116
2013: J & S OIL CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01157
Total number of active participants reported on line 7a of the Form 55002013-01-01114
Number of retired or separated participants receiving benefits2013-01-013
Number of other retired or separated participants entitled to future benefits2013-01-0129
Total of all active and inactive participants2013-01-01146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01146
Number of participants with account balances2013-01-01140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0112
2012: J & S OIL CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01154
Total number of active participants reported on line 7a of the Form 55002012-01-01116
Number of retired or separated participants receiving benefits2012-01-013
Number of other retired or separated participants entitled to future benefits2012-01-0130
Total of all active and inactive participants2012-01-01149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01149
Number of participants with account balances2012-01-01145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0111
2011: J & S OIL CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01157
Total number of active participants reported on line 7a of the Form 55002011-01-01114
Number of retired or separated participants receiving benefits2011-01-013
Number of other retired or separated participants entitled to future benefits2011-01-0127
Total of all active and inactive participants2011-01-01144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01144
Number of participants with account balances2011-01-01140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0115
2009: J & S OIL CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01141
Total number of active participants reported on line 7a of the Form 55002009-01-01117
Number of retired or separated participants receiving benefits2009-01-015
Number of other retired or separated participants entitled to future benefits2009-01-0117
Total of all active and inactive participants2009-01-01139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01139
Number of participants with account balances2009-01-01136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-015

Financial Data on J & S OIL CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2016 : J & S OIL CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-09-13$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-09-13$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-09-13$336
Total income from all sources (including contributions)2016-09-13$783,968
Total loss/gain on sale of assets2016-09-13$781,000
Total of all expenses incurred2016-09-13$4,678,673
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-09-13$4,677,271
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-09-13$353
Value of total assets at end of year2016-09-13$0
Value of total assets at beginning of year2016-09-13$3,895,041
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-09-13$1,402
Total interest from all sources2016-09-13$2,615
Total dividends received (eg from common stock, registered investment company shares)2016-09-13$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-09-13Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2016-09-13$0
Was this plan covered by a fidelity bond2016-09-13Yes
Value of fidelity bond cover2016-09-13$2,000,000
If this is an individual account plan, was there a blackout period2016-09-13No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-09-13$0
Were there any nonexempt tranactions with any party-in-interest2016-09-13No
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-09-13$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-09-13$2,054
Administrative expenses (other) incurred2016-09-13$1,402
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-13No
Value of net income/loss2016-09-13$-3,894,705
Value of net assets at end of year (total assets less liabilities)2016-09-13$0
Value of net assets at beginning of year (total assets less liabilities)2016-09-13$3,894,705
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-09-13No
Were any loans by the plan or fixed income obligations due to the plan in default2016-09-13No
Were any leases to which the plan was party in default or uncollectible2016-09-13No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-09-13$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-09-13$140,987
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-09-13$140,987
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-09-13$2,615
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-09-13Yes
Was there a failure to transmit to the plan any participant contributions2016-09-13No
Has the plan failed to provide any benefit when due under the plan2016-09-13No
Assets. Invements in employer securities at end of year2016-09-13$0
Assets. Invements in employer securities at beginning of year2016-09-13$3,552,000
Contributions received in cash from employer2016-09-13$353
Employer contributions (assets) at end of year2016-09-13$0
Employer contributions (assets) at beginning of year2016-09-13$200,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-09-13$4,677,271
Liabilities. Value of benefit claims payable at end of year2016-09-13$0
Liabilities. Value of benefit claims payable at beginning of year2016-09-13$336
Did the plan have assets held for investment2016-09-13No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-13No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-09-13Yes
Aggregate proceeds on sale of assets2016-09-13$4,333,000
Aggregate carrying amount (costs) on sale of assets2016-09-13$3,552,000
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-09-13No
Opinion of an independent qualified public accountant for this plan2016-09-13Unqualified
Accountancy firm name2016-09-13MACPAGE LLC
Accountancy firm EIN2016-09-13010242373
2015 : J & S OIL CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$1,049,600
Total unrealized appreciation/depreciation of assets2015-12-31$1,049,600
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$336
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$336
Total income from all sources (including contributions)2015-12-31$1,249,860
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$83,616
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$83,052
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$200,000
Value of total assets at end of year2015-12-31$3,895,041
Value of total assets at beginning of year2015-12-31$2,728,797
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$564
Total interest from all sources2015-12-31$260
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$2,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$2,054
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$2,054
Administrative expenses (other) incurred2015-12-31$564
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$1,166,244
Value of net assets at end of year (total assets less liabilities)2015-12-31$3,894,705
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,728,461
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 bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$140,987
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$124,343
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$124,343
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$260
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
Assets. Invements in employer securities at end of year2015-12-31$3,552,000
Assets. Invements in employer securities at beginning of year2015-12-31$2,502,400
Contributions received in cash from employer2015-12-31$200,000
Employer contributions (assets) at end of year2015-12-31$200,000
Employer contributions (assets) at beginning of year2015-12-31$100,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$83,052
Liabilities. Value of benefit claims payable at end of year2015-12-31$336
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$336
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31MACPAGE LLC
Accountancy firm EIN2015-12-31010242373
2014 : J & S OIL CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$-3,200
Total unrealized appreciation/depreciation of assets2014-12-31$-3,200
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$336
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$336
Total income from all sources (including contributions)2014-12-31$97,007
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$71,661
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$71,110
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$100,000
Value of total assets at end of year2014-12-31$2,728,797
Value of total assets at beginning of year2014-12-31$2,703,451
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$551
Total interest from all sources2014-12-31$207
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$2,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$2,054
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$2,054
Administrative expenses (other) incurred2014-12-31$551
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$25,346
Value of net assets at end of year (total assets less liabilities)2014-12-31$2,728,461
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,703,115
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
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$124,343
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$95,797
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$95,797
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$207
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Assets. Invements in employer securities at end of year2014-12-31$2,502,400
Assets. Invements in employer securities at beginning of year2014-12-31$2,505,600
Contributions received in cash from employer2014-12-31$100,000
Employer contributions (assets) at end of year2014-12-31$100,000
Employer contributions (assets) at beginning of year2014-12-31$100,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$71,110
Liabilities. Value of benefit claims payable at end of year2014-12-31$336
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$336
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31MACPAGE, LLC
Accountancy firm EIN2014-12-31010242373
2013 : J & S OIL CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$311,040
Total unrealized appreciation/depreciation of assets2013-12-31$311,040
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$336
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$336
Total income from all sources (including contributions)2013-12-31$411,210
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$79,378
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$78,775
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$100,000
Value of total assets at end of year2013-12-31$2,703,451
Value of total assets at beginning of year2013-12-31$2,371,619
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$603
Total interest from all sources2013-12-31$170
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$2,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$2,054
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
Administrative expenses (other) incurred2013-12-31$603
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$331,832
Value of net assets at end of year (total assets less liabilities)2013-12-31$2,703,115
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,371,283
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 bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$95,797
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$77,059
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$77,059
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$170
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Assets. Invements in employer securities at end of year2013-12-31$2,505,600
Assets. Invements in employer securities at beginning of year2013-12-31$2,194,560
Contributions received in cash from employer2013-12-31$100,000
Employer contributions (assets) at end of year2013-12-31$100,000
Employer contributions (assets) at beginning of year2013-12-31$100,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$78,775
Liabilities. Value of benefit claims payable at end of year2013-12-31$336
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$336
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)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31MACPAGE, LLC
Accountancy firm EIN2013-12-31010242373
2012 : J & S OIL CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$63,360
Total unrealized appreciation/depreciation of assets2012-12-31$63,360
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$336
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$163,464
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$72,516
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$71,968
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$100,000
Value of total assets at end of year2012-12-31$2,371,619
Value of total assets at beginning of year2012-12-31$2,280,335
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$548
Total interest from all sources2012-12-31$104
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$548
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$2,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$90,948
Value of net assets at end of year (total assets less liabilities)2012-12-31$2,371,283
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,280,335
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 bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$77,059
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$4,135
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$4,135
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$104
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
Assets. Invements in employer securities at end of year2012-12-31$2,194,560
Assets. Invements in employer securities at beginning of year2012-12-31$2,131,200
Contributions received in cash from employer2012-12-31$100,000
Employer contributions (assets) at end of year2012-12-31$100,000
Employer contributions (assets) at beginning of year2012-12-31$145,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$71,968
Liabilities. Value of benefit claims payable at end of year2012-12-31$336
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$0
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)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31MACDONALD PAGE & CO., LLC
Accountancy firm EIN2012-12-31010242373
2011 : J & S OIL CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$59,520
Total unrealized appreciation/depreciation of assets2011-12-31$59,520
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$2,600
Total income from all sources (including contributions)2011-12-31$209,541
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$139,066
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$138,214
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$150,000
Value of total assets at end of year2011-12-31$2,280,335
Value of total assets at beginning of year2011-12-31$2,212,460
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$852
Total interest from all sources2011-12-31$21
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$852
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$2,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$2,600
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$70,475
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,280,335
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,209,860
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 bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$4,135
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$15,780
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$15,780
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$21
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
Assets. Invements in employer securities at end of year2011-12-31$2,131,200
Assets. Invements in employer securities at beginning of year2011-12-31$2,071,680
Contributions received in cash from employer2011-12-31$150,000
Employer contributions (assets) at end of year2011-12-31$145,000
Employer contributions (assets) at beginning of year2011-12-31$125,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$138,214
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)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31MACDONALD PAGE & CO., LLC
Accountancy firm EIN2011-12-31010242373
2010 : J & S OIL CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$247,680
Total unrealized appreciation/depreciation of assets2010-12-31$247,680
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$2,600
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$447,739
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$102,148
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$102,077
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$200,000
Value of total assets at end of year2010-12-31$2,212,460
Value of total assets at beginning of year2010-12-31$1,864,269
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$71
Total interest from all sources2010-12-31$59
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$71
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$2,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$2,600
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$345,591
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,209,860
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,864,269
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 bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$15,780
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$40,269
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$40,269
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$59
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
Assets. Invements in employer securities at end of year2010-12-31$2,071,680
Assets. Invements in employer securities at beginning of year2010-12-31$1,824,000
Contributions received in cash from employer2010-12-31$200,000
Employer contributions (assets) at end of year2010-12-31$125,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$102,077
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)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31MACDONALD PAGE & CO., LLC
Accountancy firm EIN2010-12-31010242373
2009 : J & S OIL CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for J & S OIL CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN

2016: J & S OIL CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingYes
2016-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: J & S OIL CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: J & S OIL CO., INC. EMPLOYEE STOCK OWNERSHIP 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: J & S OIL CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: J & S OIL CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: J & S OIL CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: J & S OIL CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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