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CALIFORNIA INDEPENDENT OIL MARKETERS ASSOCIATION 401(K) PLAN 401k Plan overview

Plan NameCALIFORNIA INDEPENDENT OIL MARKETERS ASSOCIATION 401(K) PLAN
Plan identification number 001

CALIFORNIA INDEPENDENT OIL MARKETERS ASSOCIATION 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

CALIFORNIA INDEPENDENT OIL MARKETERS ASSOCIATION has sponsored the creation of one or more 401k plans.

Company Name:CALIFORNIA INDEPENDENT OIL MARKETERS ASSOCIATION
Employer identification number (EIN):237108799
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CALIFORNIA INDEPENDENT OIL MARKETERS ASSOCIATION 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01TARA EVANS, FOR TAG RESOURCES2024-09-13
0012022-01-01TARA EVANS, FOR TAG RESOURCES2023-09-22
0012022-01-01TARA EVANS, FOR TAG RESOURCES2023-10-19
0012021-01-01TARA EVANS2022-09-23
0012020-01-01PHIL TISUE2021-09-24
0012020-01-01PHIL TISUE2022-01-19
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01JULIA MCCANN2015-09-24 JULIA MCCANN2015-09-24
0012013-01-01
0012012-01-01JULIA J. MCCANN2013-10-14 JULIA J. MCCANN2013-10-14
0012011-01-01JULIA J. MCCANN2012-10-05 JULIA J. MCCANN2012-10-05
0012010-01-01JULIA MCCANN2011-09-29 JULIA MCCANN2011-09-29
0012004-01-01MICHAEL DOWNS MICHAEL DOWNS2018-06-12

Financial Data on CALIFORNIA INDEPENDENT OIL MARKETERS ASSOCIATION 401(K) PLAN

Measure Date Value
2025 : CALIFORNIA INDEPENDENT OIL MARKETERS ASSOCIATION 401(K) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-10-100
Total liabilities as of the end of the plan year2025-10-100
Total liabilities as of the beginning of the plan year2025-10-100
Total expenses incurred by plan in this plan year2025-10-10214
Net assets as of the end of the plan year2025-10-10177640
Total assets as of the beginning of the plan year2025-10-10131884
Participant contributions to plan in this plan year2025-10-1024359
Value of participant loans at end of plan year2025-10-100
Other expenses paid from plan in this plan year2025-10-100
Other contributions to plan in this plan year2025-10-100
Other income to plan in this plan year2025-10-1012333
Plan net income in this plan year2025-10-1045756
Net assets as of the end of the plan year2025-10-10177640
Net assets as of the beginning of the plan year2025-10-10131884
Employer contributions to plan in this plan year2025-10-109278
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-10214
2024 : CALIFORNIA INDEPENDENT OIL MARKETERS ASSOCIATION 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-09-13912
Net assets as of the end of the plan year2024-09-13131884
Total assets as of the beginning of the plan year2024-09-1394119
Value of plan covered by a fidelity bond2024-09-13500000
Participant contributions to plan in this plan year2024-09-1310651
Other income to plan in this plan year2024-09-1318199
Plan net income in this plan year2024-09-1337765
Net assets as of the end of the plan year2024-09-13131884
Net assets as of the beginning of the plan year2024-09-1394119
Value of contributions failed to transmitted timely2024-09-138444
Employer contributions to plan in this plan year2024-09-139827
Fees paid to broker by Benefit Provider2024-09-13201
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-13912
2022 : CALIFORNIA INDEPENDENT OIL MARKETERS ASSOCIATION 401(K) PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-09-231424
Net assets as of the end of the plan year2022-09-23211862
Total assets as of the beginning of the plan year2022-09-23156214
Value of plan covered by a fidelity bond2022-09-23500000
Participant contributions to plan in this plan year2022-09-2316839
Other income to plan in this plan year2022-09-2325497
Plan net income in this plan year2022-09-2355648
Net assets as of the end of the plan year2022-09-23211862
Net assets as of the beginning of the plan year2022-09-23156214
Value of contributions failed to transmitted timely2022-09-234216
Employer contributions to plan in this plan year2022-09-2314736
Fees paid to broker by Benefit Provider2022-09-23375
Expensese paid to adminstrative service provicers from plan in this plan year2022-09-231424
2004 : CALIFORNIA INDEPENDENT OIL MARKETERS ASSOCIATION 401(K) PLAN 2004 401k financial data
Total income from all sources2004-12-31$25,549
Expenses. Total of all expenses incurred2004-12-31$9,454
Benefits paid (including direct rollovers)2004-12-31$9,454
Total plan assets at end of year2004-12-31$93,269
Total plan assets at beginning of year2004-12-31$77,174
Value of fidelity bond covering the plan2004-12-31$10,000
Total contributions received or receivable from participants2004-12-31$15,240
Other income received2004-12-31$10,309
Net income (gross income less expenses)2004-12-31$16,095
Net plan assets at end of year (total assets less liabilities)2004-12-31$93,269
Net plan assets at beginning of year (total assets less liabilities)2004-12-31$77,174
Assets. Value of participant loans2004-12-31$6,297

Form 5500 Responses for CALIFORNIA INDEPENDENT OIL MARKETERS ASSOCIATION 401(K) PLAN

2004: CALIFORNIA INDEPENDENT OIL MARKETERS ASSOCIATION 401(K) PLAN 2004 form 5500 responses
2004-01-01Type of plan entitySingle employer plan
2004-01-01Submission has been amendedNo
2004-01-01This submission is the final filingNo
2004-01-01This return/report is a short plan year return/report (less than 12 months)No
2004-01-01Plan is a collectively bargained planNo
2004-01-01Plan funding arrangement – TrustYes
2004-01-01Plan benefit arrangement - TrustYes

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