401k Plan data: IRVING OIL TERMINALS, INC. 401K PLAN plan

IRVING OIL TERMINALS, INC. 401K PLAN 401k Plan overview

Plan Name	IRVING OIL TERMINALS, INC. 401K PLAN
Plan identification number	001

IRVING OIL TERMINALS, INC. 401K PLAN Benefits

401k Plan Type

Defined 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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

IRVING OIL TERMINALS INC has sponsored the creation of one or more 401k plans.

Company Name: IRVING OIL TERMINALS INC

Employer identification number (EIN): 043430664

NAIC Classification: 424700

Additional information about IRVING OIL TERMINALS INC

Jurisdiction of Incorporation: State of Delaware Division of Corporations

Incorporation Date:

Company Identification Number: 2932977

More information about IRVING OIL TERMINALS INC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan IRVING OIL TERMINALS, INC. 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2013-01-01 LYNN BALEMANS LYNN BALEMANS 2014-09-30
001 2012-01-01 LYNN BALEMANS
001 2011-01-01 LYNN BALEMANS
001 2009-01-01 DANIEL T. BREEN

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2013-01-01	LYNN BALEMANS	LYNN BALEMANS	2014-09-30
001	2012-01-01	LYNN BALEMANS
001	2011-01-01	LYNN BALEMANS
001	2009-01-01	DANIEL T. BREEN

Plan Statistics for IRVING OIL TERMINALS, INC. 401K PLAN

401k plan membership statisitcs for IRVING OIL TERMINALS, INC. 401K PLAN

Measure Date Value
2013: IRVING OIL TERMINALS, INC. 401K PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 132
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 0
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 0
Number of participants with account balances 2013-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: IRVING OIL TERMINALS, INC. 401K PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 197
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 153
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 12
Total of all active and inactive participants 2012-01-01 165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 165
Number of participants with account balances 2012-01-01 132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 1
2011: IRVING OIL TERMINALS, INC. 401K PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 172
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 150
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 46
Total of all active and inactive participants 2011-01-01 196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 1
Total participants 2011-01-01 197
Number of participants with account balances 2011-01-01 164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: IRVING OIL TERMINALS, INC. 401K PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 157
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 172
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 9
Total of all active and inactive participants 2009-01-01 181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 181
Number of participants with account balances 2009-01-01 132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2013: IRVING OIL TERMINALS, INC. 401K PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	132
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	0
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	0
Number of participants with account balances	2013-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: IRVING OIL TERMINALS, INC. 401K PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	197
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	153
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	12
Total of all active and inactive participants	2012-01-01	165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	165
Number of participants with account balances	2012-01-01	132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	1
2011: IRVING OIL TERMINALS, INC. 401K PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	172
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	150
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	46
Total of all active and inactive participants	2011-01-01	196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	1
Total participants	2011-01-01	197
Number of participants with account balances	2011-01-01	164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: IRVING OIL TERMINALS, INC. 401K PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	157
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	172
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	9
Total of all active and inactive participants	2009-01-01	181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	181
Number of participants with account balances	2009-01-01	132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on IRVING OIL TERMINALS, INC. 401K PLAN

Measure	Date	Value
2013 : IRVING OIL TERMINALS, INC. 401K PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total transfer of assets from this plan	2013-12-31	$12,979,727
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$3,221,241
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$388,382
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$363,163
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$1,058,747
Value of total assets at end of year	2013-12-31	$0
Value of total assets at beginning of year	2013-12-31	$10,146,868
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$25,219
Total interest from all sources	2013-12-31	$25,066
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$610,681
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$610,681
Administrative expenses professional fees incurred	2013-12-31	$25,219
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$672,056
Participant contributions at end of year	2013-12-31	$0
Participant contributions at beginning of year	2013-12-31	$84,582
Participant contributions at beginning of year	2013-12-31	$79
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$4,382
Total non interest bearing cash at end of year	2013-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$2,832,859
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$10,146,868
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$7,824,780
Interest on participant loans	2013-12-31	$4,881
Value of interest in common/collective trusts at end of year	2013-12-31	$0
Value of interest in common/collective trusts at beginning of year	2013-12-31	$1,380,081
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$850,792
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$850,792
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-31	$20,185
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$1,488,886
Net investment gain or loss from common/collective trusts	2013-12-31	$37,861
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$382,309
Employer contributions (assets) at beginning of year	2013-12-31	$6,554
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$363,163
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	BARBARA E. BAGLEY, CPA
Accountancy firm EIN	2013-12-31	010399746
2012 : IRVING OIL TERMINALS, INC. 401K PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$2,012,506
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$1,114,522
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$1,081,633
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$1,145,685
Value of total assets at end of year	2012-12-31	$10,146,868
Value of total assets at beginning of year	2012-12-31	$9,248,884
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$32,889
Total interest from all sources	2012-12-31	$6,261
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$282,724
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$282,724
Administrative expenses professional fees incurred	2012-12-31	$2,225
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$611,908
Participant contributions at end of year	2012-12-31	$84,582
Participant contributions at beginning of year	2012-12-31	$75,231
Participant contributions at end of year	2012-12-31	$79
Participant contributions at beginning of year	2012-12-31	$10,852
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$207,420
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$897,984
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$10,146,868
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$9,248,884
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Investment advisory and management fees	2012-12-31	$30,664
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$7,824,780
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$6,838,543
Interest on participant loans	2012-12-31	$4,880
Value of interest in common/collective trusts at end of year	2012-12-31	$1,380,081
Value of interest in common/collective trusts at beginning of year	2012-12-31	$1,522,010
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$850,792
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$789,453
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$789,453
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$1,381
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$545,736
Net investment gain or loss from common/collective trusts	2012-12-31	$32,100
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$326,357
Employer contributions (assets) at end of year	2012-12-31	$6,554
Employer contributions (assets) at beginning of year	2012-12-31	$12,795
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$1,081,633
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	BARBARA E. BAGLEY, CPA
Accountancy firm EIN	2012-12-31	010399746
2011 : IRVING OIL TERMINALS, INC. 401K PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total transfer of assets from this plan	2011-12-31	$19,423
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$1,086,803
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$970,831
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$936,628
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$1,034,970
Value of total assets at end of year	2011-12-31	$9,248,884
Value of total assets at beginning of year	2011-12-31	$9,152,335
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$34,203
Total interest from all sources	2011-12-31	$7,509
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$194,451
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$194,451
Administrative expenses professional fees incurred	2011-12-31	$2,175
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$644,163
Participant contributions at end of year	2011-12-31	$75,231
Participant contributions at beginning of year	2011-12-31	$115,549
Participant contributions at end of year	2011-12-31	$10,852
Participant contributions at beginning of year	2011-12-31	$6,135
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$35,000
Other income not declared elsewhere	2011-12-31	$14,652
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$115,972
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$9,248,884
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$9,152,335
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Investment advisory and management fees	2011-12-31	$32,028
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$6,838,543
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$7,170,126
Interest on participant loans	2011-12-31	$6,134
Value of interest in common/collective trusts at end of year	2011-12-31	$1,522,010
Value of interest in common/collective trusts at beginning of year	2011-12-31	$1,050,438
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$789,453
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$737,156
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$737,156
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$1,375
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-198,826
Net investment gain or loss from common/collective trusts	2011-12-31	$34,047
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$355,807
Employer contributions (assets) at end of year	2011-12-31	$12,795
Employer contributions (assets) at beginning of year	2011-12-31	$72,931
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$936,628
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	BARBARA E. BAGLEY, CPA
Accountancy firm EIN	2011-12-31	010399746
2010 : IRVING OIL TERMINALS, INC. 401K PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total transfer of assets from this plan	2010-12-31	$1,908,519
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$2,023,103
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$727,249
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$694,720
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$1,023,167
Value of total assets at end of year	2010-12-31	$9,152,335
Value of total assets at beginning of year	2010-12-31	$9,765,000
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$32,529
Total interest from all sources	2010-12-31	$7,396
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$127,266
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$127,266
Administrative expenses professional fees incurred	2010-12-31	$3,078
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$598,134
Participant contributions at end of year	2010-12-31	$115,549
Participant contributions at beginning of year	2010-12-31	$69,379
Participant contributions at end of year	2010-12-31	$6,135
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$60,555
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$1,295,854
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$9,152,335
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$9,765,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Investment advisory and management fees	2010-12-31	$29,451
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$7,170,126
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$7,776,942
Interest on participant loans	2010-12-31	$5,711
Value of interest in common/collective trusts at end of year	2010-12-31	$1,050,438
Value of interest in common/collective trusts at beginning of year	2010-12-31	$1,264,777
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$737,156
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$628,463
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$628,463
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$1,685
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$834,273
Net investment gain or loss from common/collective trusts	2010-12-31	$31,001
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$364,478
Employer contributions (assets) at end of year	2010-12-31	$72,931
Employer contributions (assets) at beginning of year	2010-12-31	$25,439
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$694,720
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	BARBARA E. BAGLEY, CPA
Accountancy firm EIN	2010-12-31	010399746
2009 : IRVING OIL TERMINALS, INC. 401K PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for IRVING OIL TERMINALS, INC. 401K PLAN

2013: IRVING OIL TERMINALS, INC. 401K PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	Yes
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: IRVING OIL TERMINALS, INC. 401K PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: IRVING OIL TERMINALS, INC. 401K PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: IRVING OIL TERMINALS, INC. 401K PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

IRVING OIL CORPORATION CAFETERIA 125 PLAN [EIN = 010227962]

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Company Name:	IRVING OIL TERMINALS INC
Employer identification number (EIN):	043430664
NAIC Classification:	424700

Jurisdiction of Incorporation:	State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number:	2932977