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THE BOWERSTON SHALE EMPLOYEES PENSION PLAN 401k Plan overview

Plan NameTHE BOWERSTON SHALE EMPLOYEES PENSION PLAN
Plan identification number 001

THE BOWERSTON SHALE EMPLOYEES PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • 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

BOWERSTON SHALE COMPANY has sponsored the creation of one or more 401k plans.

Company Name:BOWERSTON SHALE COMPANY
Employer identification number (EIN):340109500
NAIC Classification:327100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE BOWERSTON SHALE EMPLOYEES PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-07-01EDWARD MILLIKEN2024-04-11
0012021-07-01EDWARD MILLIKEN2023-03-09
0012020-07-01EDWARD MILLIKEN2022-02-17
0012019-07-01EDWARD MILLIKEN2021-04-02
0012016-07-01EDWARD MILLIKEN EDWARD MILLIKEN2018-01-16
0012015-07-01EDWARD MILLIKEN EDWARD MILLIKEN2016-12-13
0012014-07-01MARK R. WILLARD MARK R. WILLARD2016-01-12
0012013-07-01MARK R. WILLARD MARK R. WILLARD2015-01-30
0012012-07-01MARK R. WILLARD MARK R. WILLARD2013-11-25
0012011-07-01MARK R. WILLARD MARK R. WILLARD2013-03-18
0012009-07-01MARK R. WILLARD MARK R. WILLARD2011-01-10

Plan Statistics for THE BOWERSTON SHALE EMPLOYEES PENSION PLAN

401k plan membership statisitcs for THE BOWERSTON SHALE EMPLOYEES PENSION PLAN

Measure Date Value
2025: THE BOWERSTON SHALE EMPLOYEES PENSION PLAN 2025 401k membership
Total number of particpants at beginning of year2025-04-0754
Total number of particpants at end of year2025-04-0753
2023: THE BOWERSTON SHALE EMPLOYEES PENSION PLAN 2023 401k membership
Market value of plan assets2023-06-303,280,362
Acturial value of plan assets2023-06-303,280,362
Funding target for retired participants and beneficiaries receiving payment2023-06-300
Number of terminated vested participants2023-06-3012
Fundng target for terminated vested participants2023-06-30888,920
Active participant vested funding target2023-06-302,558,166
Number of active participants2023-06-3043
Total funding liabilities for active participants2023-06-302,597,187
Total participant count2023-06-3055
Total funding target for all participants2023-06-303,486,107
Balance at beginning of prior year after applicable adjustments2023-06-300
Prefunding balance at beginning of prior year after applicable adjustments2023-06-30412,187
Carryover balanced portion elected for use to offset prior years funding requirement2023-06-300
Prefunding balanced used to offset prior years funding requirement2023-06-300
Amount remaining of carryover balance2023-06-300
Amount remaining of prefunding balance2023-06-30412,187
Present value of excess contributions2023-06-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2023-06-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2023-06-300
Reductions in caryover balances due to elections or deemed elections2023-06-300
Reductions in prefunding balances due to elections or deemed elections2023-06-300
Balance of carryovers at beginning of current year2023-06-300
Balance of prefunding at beginning of current year2023-06-30457,033
Total employer contributions2023-06-3081,324
Total employee contributions2023-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2023-06-300
Contributions made to avoid restrictions adjusted to valuation date2023-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2023-06-3080,574
Unpaid minimum required contributions for all prior years2023-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2023-06-300
Remaining amount of unpaid minimum required contributions2023-06-300
Minimum required contributions for current year target normal cost2023-06-3014,331
Net shortfall amortization installment of oustanding balance2023-06-30662,778
Waiver amortization installment2023-06-300
Total funding amount beforereflecting carryover/prefunding balances2023-06-3078,358
Additional cash requirement2023-06-3078,358
Contributions allocatedtoward minimum required contributions for current year2023-06-3080,574
Unpaid minimum required contributions for current year2023-06-300
Unpaid minimum required contributions for all years2023-06-300
2022: THE BOWERSTON SHALE EMPLOYEES PENSION PLAN 2022 401k membership
Market value of plan assets2022-06-303,172,772
Acturial value of plan assets2022-06-303,172,772
Funding target for retired participants and beneficiaries receiving payment2022-06-300
Number of terminated vested participants2022-06-3011
Fundng target for terminated vested participants2022-06-30801,943
Active participant vested funding target2022-06-302,569,826
Number of active participants2022-06-3049
Total funding liabilities for active participants2022-06-302,612,534
Total participant count2022-06-3060
Total funding target for all participants2022-06-303,414,477
Balance at beginning of prior year after applicable adjustments2022-06-300
Prefunding balance at beginning of prior year after applicable adjustments2022-06-30395,763
Carryover balanced portion elected for use to offset prior years funding requirement2022-06-300
Prefunding balanced used to offset prior years funding requirement2022-06-300
Amount remaining of carryover balance2022-06-300
Amount remaining of prefunding balance2022-06-30395,763
Present value of excess contributions2022-06-3034,545
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-06-3036,452
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-06-300
Reductions in caryover balances due to elections or deemed elections2022-06-300
Reductions in prefunding balances due to elections or deemed elections2022-06-300
Balance of carryovers at beginning of current year2022-06-300
Balance of prefunding at beginning of current year2022-06-30412,187
Total employer contributions2022-06-3079,116
Total employee contributions2022-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2022-06-300
Contributions made to avoid restrictions adjusted to valuation date2022-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-06-3075,875
Liquidity shortfalls end of Q12022-06-300
Liquidity shortfalls end of Q22022-06-300
Liquidity shortfalls end of Q32022-06-300
Liquidity shortfalls end of Q42022-06-300
Unpaid minimum required contributions for all prior years2022-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-06-300
Remaining amount of unpaid minimum required contributions2022-06-300
Minimum required contributions for current year target normal cost2022-06-3014,905
Net shortfall amortization installment of oustanding balance2022-06-30653,892
Total funding amount beforereflecting carryover/prefunding balances2022-06-3075,875
Carryover balance elected to use to offset funding requirement2022-06-300
Prefunding balance elected to use to offset funding requirement2022-06-300
Additional cash requirement2022-06-3075,875
Contributions allocatedtoward minimum required contributions for current year2022-06-3075,875
Unpaid minimum required contributions for current year2022-06-300
Unpaid minimum required contributions for all years2022-06-300
2021: THE BOWERSTON SHALE EMPLOYEES PENSION PLAN 2021 401k membership
Market value of plan assets2021-06-303,596,746
Acturial value of plan assets2021-06-303,596,746
Funding target for retired participants and beneficiaries receiving payment2021-06-300
Number of terminated vested participants2021-06-306
Fundng target for terminated vested participants2021-06-30101,940
Active participant vested funding target2021-06-303,681,251
Number of active participants2021-06-3059
Total funding liabilities for active participants2021-06-303,709,697
Total participant count2021-06-3065
Total funding target for all participants2021-06-303,811,637
Balance at beginning of prior year after applicable adjustments2021-06-300
Prefunding balance at beginning of prior year after applicable adjustments2021-06-30372,133
Carryover balanced portion elected for use to offset prior years funding requirement2021-06-300
Prefunding balanced used to offset prior years funding requirement2021-06-300
Amount remaining of carryover balance2021-06-300
Amount remaining of prefunding balance2021-06-30372,133
Present value of excess contributions2021-06-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-06-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-06-300
Reductions in caryover balances due to elections or deemed elections2021-06-300
Reductions in prefunding balances due to elections or deemed elections2021-06-300
Balance of carryovers at beginning of current year2021-06-300
Balance of prefunding at beginning of current year2021-06-30395,763
Total employer contributions2021-06-30200,000
Total employee contributions2021-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2021-06-300
Contributions made to avoid restrictions adjusted to valuation date2021-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-06-30194,984
Unpaid minimum required contributions for all prior years2021-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-06-300
Remaining amount of unpaid minimum required contributions2021-06-300
Minimum required contributions for current year target normal cost2021-06-3032,383
Net shortfall amortization installment of oustanding balance2021-06-30610,654
Waiver amortization installment2021-06-300
Total funding amount beforereflecting carryover/prefunding balances2021-06-30160,439
Carryover balance elected to use to offset funding requirement2021-06-300
Prefunding balance elected to use to offset funding requirement2021-06-300
Additional cash requirement2021-06-30160,439
Contributions allocatedtoward minimum required contributions for current year2021-06-30194,984
Unpaid minimum required contributions for current year2021-06-300
Unpaid minimum required contributions for all years2021-06-300
2020: THE BOWERSTON SHALE EMPLOYEES PENSION PLAN 2020 401k membership
Market value of plan assets2020-06-303,268,703
Acturial value of plan assets2020-06-303,268,703
Funding target for retired participants and beneficiaries receiving payment2020-06-300
Number of terminated vested participants2020-06-307
Fundng target for terminated vested participants2020-06-30107,196
Active participant vested funding target2020-06-303,468,577
Number of active participants2020-06-3053
Total funding liabilities for active participants2020-06-303,513,516
Total participant count2020-06-3060
Total funding target for all participants2020-06-303,620,712
Balance at beginning of prior year after applicable adjustments2020-06-300
Prefunding balance at beginning of prior year after applicable adjustments2020-06-30376,517
Carryover balanced portion elected for use to offset prior years funding requirement2020-06-300
Prefunding balanced used to offset prior years funding requirement2020-06-300
Amount remaining of carryover balance2020-06-300
Amount remaining of prefunding balance2020-06-30376,517
Present value of excess contributions2020-06-304,787
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-06-305,067
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-06-300
Reductions in caryover balances due to elections or deemed elections2020-06-300
Reductions in prefunding balances due to elections or deemed elections2020-06-3026,636
Balance of carryovers at beginning of current year2020-06-300
Balance of prefunding at beginning of current year2020-06-30372,133
Total employer contributions2020-06-30367,994
Total employee contributions2020-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2020-06-300
Contributions made to avoid restrictions adjusted to valuation date2020-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-06-30356,247
Unpaid minimum required contributions for all prior years2020-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-06-300
Remaining amount of unpaid minimum required contributions2020-06-300
Minimum required contributions for current year target normal cost2020-06-30225,752
Net shortfall amortization installment of oustanding balance2020-06-30724,142
Waiver amortization installment2020-06-300
Total funding amount beforereflecting carryover/prefunding balances2020-06-30356,247
Carryover balance elected to use to offset funding requirement2020-06-300
Prefunding balance elected to use to offset funding requirement2020-06-300
Additional cash requirement2020-06-30356,247
Contributions allocatedtoward minimum required contributions for current year2020-06-30356,247
Unpaid minimum required contributions for current year2020-06-300
Unpaid minimum required contributions for all years2020-06-300
2019: THE BOWERSTON SHALE EMPLOYEES PENSION PLAN 2019 401k membership
Market value of plan assets2019-06-303,021,659
Acturial value of plan assets2019-06-303,021,659
Funding target for retired participants and beneficiaries receiving payment2019-06-300
Number of terminated vested participants2019-06-306
Fundng target for terminated vested participants2019-06-3097,883
Active participant vested funding target2019-06-303,163,609
Number of active participants2019-06-3058
Total funding liabilities for active participants2019-06-303,208,544
Total participant count2019-06-3064
Total funding target for all participants2019-06-303,306,427
Balance at beginning of prior year after applicable adjustments2019-06-3023,375
Prefunding balance at beginning of prior year after applicable adjustments2019-06-30476,961
Carryover balanced portion elected for use to offset prior years funding requirement2019-06-300
Prefunding balanced used to offset prior years funding requirement2019-06-300
Amount remaining of carryover balance2019-06-3023,375
Amount remaining of prefunding balance2019-06-30476,961
Present value of excess contributions2019-06-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-06-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-06-300
Reductions in caryover balances due to elections or deemed elections2019-06-3024,296
Reductions in prefunding balances due to elections or deemed elections2019-06-30119,236
Balance of carryovers at beginning of current year2019-06-300
Balance of prefunding at beginning of current year2019-06-30376,517
Total employer contributions2019-06-30312,920
Total employee contributions2019-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2019-06-300
Contributions made to avoid restrictions adjusted to valuation date2019-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-06-30302,796
Liquidity shortfalls end of Q12019-06-300
Liquidity shortfalls end of Q22019-06-300
Liquidity shortfalls end of Q32019-06-300
Liquidity shortfalls end of Q42019-06-300
Unpaid minimum required contributions for all prior years2019-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-06-300
Remaining amount of unpaid minimum required contributions2019-06-300
Minimum required contributions for current year target normal cost2019-06-30194,732
Net shortfall amortization installment of oustanding balance2019-06-30661,285
Total funding amount beforereflecting carryover/prefunding balances2019-06-30302,687
Carryover balance elected to use to offset funding requirement2019-06-300
Prefunding balance elected to use to offset funding requirement2019-06-300
Additional cash requirement2019-06-30302,687
Contributions allocatedtoward minimum required contributions for current year2019-06-30302,796
Unpaid minimum required contributions for current year2019-06-300
Unpaid minimum required contributions for all years2019-06-300
2018: THE BOWERSTON SHALE EMPLOYEES PENSION PLAN 2018 401k membership
Market value of plan assets2018-06-302,964,835
Acturial value of plan assets2018-06-302,964,835
Number of terminated vested participants2018-06-307
Fundng target for terminated vested participants2018-06-30100,701
Active participant vested funding target2018-06-302,651,719
Number of active participants2018-06-3062
Total funding liabilities for active participants2018-06-302,831,031
Total participant count2018-06-3069
Total funding target for all participants2018-06-302,931,732
Balance at beginning of prior year after applicable adjustments2018-06-3022,294
Prefunding balance at beginning of prior year after applicable adjustments2018-06-30454,898
Amount remaining of carryover balance2018-06-3022,294
Amount remaining of prefunding balance2018-06-30454,898
Present value of excess contributions2018-06-3041,847
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-06-3044,446
Balance of carryovers at beginning of current year2018-06-3023,375
Balance of prefunding at beginning of current year2018-06-30476,961
Total employer contributions2018-06-30179,719
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-06-30173,654
Minimum required contributions for current year target normal cost2018-06-30173,654
Total funding amount beforereflecting carryover/prefunding balances2018-06-30173,654
Additional cash requirement2018-06-30173,654
Contributions allocatedtoward minimum required contributions for current year2018-06-30173,654
Unpaid minimum required contributions for all years2018-06-300
2017: THE BOWERSTON SHALE EMPLOYEES PENSION PLAN 2017 401k membership
Market value of plan assets2017-06-303,994,654
Acturial value of plan assets2017-06-303,994,654
Number of terminated vested participants2017-06-306
Fundng target for terminated vested participants2017-06-3090,425
Active participant vested funding target2017-06-303,256,192
Number of active participants2017-06-3062
Total funding liabilities for active participants2017-06-303,308,209
Total participant count2017-06-3068
Total funding target for all participants2017-06-303,398,634
Balance at beginning of prior year after applicable adjustments2017-06-3021,507
Prefunding balance at beginning of prior year after applicable adjustments2017-06-30438,837
Amount remaining of carryover balance2017-06-3021,507
Amount remaining of prefunding balance2017-06-30438,837
Present value of excess contributions2017-06-3073,412
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-06-3078,118
Balance of carryovers at beginning of current year2017-06-3022,294
Balance of prefunding at beginning of current year2017-06-30454,898
Total employer contributions2017-06-30100,000
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-06-3096,963
Minimum required contributions for current year target normal cost2017-06-30173,944
Total funding amount beforereflecting carryover/prefunding balances2017-06-3055,116
Additional cash requirement2017-06-3055,116
Contributions allocatedtoward minimum required contributions for current year2017-06-3096,963
Unpaid minimum required contributions for all years2017-06-300
2016: THE BOWERSTON SHALE EMPLOYEES PENSION PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-0168
Total number of active participants reported on line 7a of the Form 55002016-07-0149
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-017
Total of all active and inactive participants2016-07-0156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-0156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-014
2015: THE BOWERSTON SHALE EMPLOYEES PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-0168
Total number of active participants reported on line 7a of the Form 55002015-07-0157
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-016
Total of all active and inactive participants2015-07-0163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-0163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-016
2014: THE BOWERSTON SHALE EMPLOYEES PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-0163
Total number of active participants reported on line 7a of the Form 55002014-07-0150
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-016
Total of all active and inactive participants2014-07-0156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-0156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-012
2013: THE BOWERSTON SHALE EMPLOYEES PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-0161
Total number of active participants reported on line 7a of the Form 55002013-07-0152
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-015
Total of all active and inactive participants2013-07-0157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-0157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-010
2012: THE BOWERSTON SHALE EMPLOYEES PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-0158
Total number of active participants reported on line 7a of the Form 55002012-07-0149
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-016
Total of all active and inactive participants2012-07-0155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-0155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-010
2011: THE BOWERSTON SHALE EMPLOYEES PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-0164
Total number of active participants reported on line 7a of the Form 55002011-07-0152
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-015
Total of all active and inactive participants2011-07-0157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-0157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-012
2009: THE BOWERSTON SHALE EMPLOYEES PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-0161
Total number of active participants reported on line 7a of the Form 55002009-07-0154
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-014
Total of all active and inactive participants2009-07-0158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-0158

Financial Data on THE BOWERSTON SHALE EMPLOYEES PENSION PLAN

Measure Date Value
2025 : THE BOWERSTON SHALE EMPLOYEES PENSION PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-04-0767617
Net assets as of the end of the plan year2025-04-073586012
Total assets as of the beginning of the plan year2025-04-073373243
Value of plan covered by a fidelity bond2025-04-07500000
Participant contributions to plan in this plan year2025-04-070
Other expenses paid from plan in this plan year2025-04-0714108
Other contributions to plan in this plan year2025-04-070
Other income to plan in this plan year2025-04-07155386
Plan net income in this plan year2025-04-07212769
Net assets as of the end of the plan year2025-04-073586012
Net assets as of the beginning of the plan year2025-04-073373243
Employer contributions to plan in this plan year2025-04-07125000
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-070
2017 : THE BOWERSTON SHALE EMPLOYEES PENSION PLAN 2017 401k financial data
Total income from all sources2017-06-30$317,192
Expenses. Total of all expenses incurred2017-06-30$1,347,011
Benefits paid (including direct rollovers)2017-06-30$1,294,653
Total plan assets at end of year2017-06-30$2,964,835
Total plan assets at beginning of year2017-06-30$3,994,654
Value of fidelity bond covering the plan2017-06-30$500,000
Expenses. Other expenses not covered elsewhere2017-06-30$52,358
Other income received2017-06-30$217,192
Net income (gross income less expenses)2017-06-30$-1,029,819
Net plan assets at end of year (total assets less liabilities)2017-06-30$2,964,835
Net plan assets at beginning of year (total assets less liabilities)2017-06-30$3,994,654
Total contributions received or receivable from employer(s)2017-06-30$100,000
2016 : THE BOWERSTON SHALE EMPLOYEES PENSION PLAN 2016 401k financial data
Total income from all sources2016-06-30$278,200
Expenses. Total of all expenses incurred2016-06-30$103,466
Benefits paid (including direct rollovers)2016-06-30$103,466
Total plan assets at end of year2016-06-30$3,994,654
Total plan assets at beginning of year2016-06-30$3,819,920
Value of fidelity bond covering the plan2016-06-30$500,000
Other income received2016-06-30$203,200
Net income (gross income less expenses)2016-06-30$174,734
Net plan assets at end of year (total assets less liabilities)2016-06-30$3,994,654
Net plan assets at beginning of year (total assets less liabilities)2016-06-30$3,819,920
Total contributions received or receivable from employer(s)2016-06-30$75,000
2015 : THE BOWERSTON SHALE EMPLOYEES PENSION PLAN 2015 401k financial data
Total income from all sources2015-06-30$249,032
Expenses. Total of all expenses incurred2015-06-30$336,868
Benefits paid (including direct rollovers)2015-06-30$336,868
Total plan assets at end of year2015-06-30$3,819,920
Total plan assets at beginning of year2015-06-30$3,907,756
Value of fidelity bond covering the plan2015-06-30$500,000
Other income received2015-06-30$199,032
Net income (gross income less expenses)2015-06-30$-87,836
Net plan assets at end of year (total assets less liabilities)2015-06-30$3,819,920
Net plan assets at beginning of year (total assets less liabilities)2015-06-30$3,907,756
Total contributions received or receivable from employer(s)2015-06-30$50,000
2014 : THE BOWERSTON SHALE EMPLOYEES PENSION PLAN 2014 401k financial data
Total income from all sources2014-06-30$329,865
Expenses. Total of all expenses incurred2014-06-30$381,541
Benefits paid (including direct rollovers)2014-06-30$381,541
Total plan assets at end of year2014-06-30$3,907,756
Total plan assets at beginning of year2014-06-30$3,959,432
Value of fidelity bond covering the plan2014-06-30$500,000
Other income received2014-06-30$229,865
Net income (gross income less expenses)2014-06-30$-51,676
Net plan assets at end of year (total assets less liabilities)2014-06-30$3,907,756
Net plan assets at beginning of year (total assets less liabilities)2014-06-30$3,959,432
Total contributions received or receivable from employer(s)2014-06-30$100,000
2013 : THE BOWERSTON SHALE EMPLOYEES PENSION PLAN 2013 401k financial data
Total income from all sources2013-06-30$251,354
Expenses. Total of all expenses incurred2013-06-30$11,150
Benefits paid (including direct rollovers)2013-06-30$11,150
Total plan assets at end of year2013-06-30$3,959,432
Total plan assets at beginning of year2013-06-30$3,719,228
Value of fidelity bond covering the plan2013-06-30$500,000
Other income received2013-06-30$211,354
Net income (gross income less expenses)2013-06-30$240,204
Net plan assets at end of year (total assets less liabilities)2013-06-30$3,959,432
Net plan assets at beginning of year (total assets less liabilities)2013-06-30$3,719,228
Total contributions received or receivable from employer(s)2013-06-30$40,000
2012 : THE BOWERSTON SHALE EMPLOYEES PENSION PLAN 2012 401k financial data
Total income from all sources2012-06-30$293,097
Expenses. Total of all expenses incurred2012-06-30$195,646
Benefits paid (including direct rollovers)2012-06-30$195,646
Total plan assets at end of year2012-06-30$3,719,228
Total plan assets at beginning of year2012-06-30$3,621,777
Value of fidelity bond covering the plan2012-06-30$500,000
Other income received2012-06-30$253,097
Net income (gross income less expenses)2012-06-30$97,451
Net plan assets at end of year (total assets less liabilities)2012-06-30$3,719,228
Net plan assets at beginning of year (total assets less liabilities)2012-06-30$3,621,777
Total contributions received or receivable from employer(s)2012-06-30$40,000
2011 : THE BOWERSTON SHALE EMPLOYEES PENSION PLAN 2011 401k financial data
Total income from all sources2011-06-30$279,900
Expenses. Total of all expenses incurred2011-06-30$111,341
Benefits paid (including direct rollovers)2011-06-30$111,341
Total plan assets at end of year2011-06-30$3,621,777
Total plan assets at beginning of year2011-06-30$3,453,218
Value of fidelity bond covering the plan2011-06-30$450,000
Other income received2011-06-30$179,900
Net income (gross income less expenses)2011-06-30$168,559
Net plan assets at end of year (total assets less liabilities)2011-06-30$3,621,777
Net plan assets at beginning of year (total assets less liabilities)2011-06-30$3,453,218
Total contributions received or receivable from employer(s)2011-06-30$100,000

Form 5500 Responses for THE BOWERSTON SHALE EMPLOYEES PENSION PLAN

2016: THE BOWERSTON SHALE EMPLOYEES PENSION PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2015: THE BOWERSTON SHALE EMPLOYEES PENSION PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes
2014: THE BOWERSTON SHALE EMPLOYEES PENSION PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: THE BOWERSTON SHALE EMPLOYEES PENSION PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2012: THE BOWERSTON SHALE EMPLOYEES PENSION PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes
2011: THE BOWERSTON SHALE EMPLOYEES PENSION PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement - TrustYes
2009: THE BOWERSTON SHALE EMPLOYEES PENSION PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement – InsuranceYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA-244
Policy instance 1
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA-244
Policy instance 1
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA-244
Policy instance 1
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA-244
Policy instance 1
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA-244
Policy instance 1
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA-244
Policy instance 1

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