401k Plan data: HERITAGE GROUP RETIREMENT SAVINGS PLAN III plan

HERITAGE GROUP RETIREMENT SAVINGS PLAN III 401k Plan overview

Plan Name	HERITAGE GROUP RETIREMENT SAVINGS PLAN III
Plan identification number	001

HERITAGE GROUP RETIREMENT SAVINGS PLAN III Benefits

401k Plan Type

Defined 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.
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.

401k Sponsoring company profile

CRYSTAL FLASH PETROLEUM, LLC has sponsored the creation of one or more 401k plans.

Company Name: CRYSTAL FLASH PETROLEUM, LLC

Employer identification number (EIN): 350256380

NAIC Classification: 447100
NAIC Description: Gasoline Stations, Gas

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HERITAGE GROUP RETIREMENT SAVINGS PLAN III

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2010-01-01 DAVID FRANZ DAVID MARSH 2011-07-27
001 2009-01-01 DAVID FRANZ

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2010-01-01	DAVID FRANZ		DAVID MARSH	2011-07-27
001	2009-01-01	DAVID FRANZ

Plan Statistics for HERITAGE GROUP RETIREMENT SAVINGS PLAN III

401k plan membership statisitcs for HERITAGE GROUP RETIREMENT SAVINGS PLAN III

Measure Date Value
2010: HERITAGE GROUP RETIREMENT SAVINGS PLAN III 2010 401k membership
Total participants, beginning-of-year 2010-01-01 233
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 142
Number of retired or separated participants receiving benefits 2010-01-01 1
Number of other retired or separated participants entitled to future benefits 2010-01-01 41
Total of all active and inactive participants 2010-01-01 184
Total participants 2010-01-01 184
Number of participants with account balances 2010-01-01 67
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 19
2009: HERITAGE GROUP RETIREMENT SAVINGS PLAN III 2009 401k membership
Total participants, beginning-of-year 2009-01-01 406
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 210
Number of retired or separated participants receiving benefits 2009-01-01 1
Number of other retired or separated participants entitled to future benefits 2009-01-01 22
Total of all active and inactive participants 2009-01-01 233
Total participants 2009-01-01 233
Number of participants with account balances 2009-01-01 97
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 15

Measure	Date	Value
2010: HERITAGE GROUP RETIREMENT SAVINGS PLAN III 2010 401k membership
Total participants, beginning-of-year	2010-01-01	233
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	142
Number of retired or separated participants receiving benefits	2010-01-01	1
Number of other retired or separated participants entitled to future benefits	2010-01-01	41
Total of all active and inactive participants	2010-01-01	184
Total participants	2010-01-01	184
Number of participants with account balances	2010-01-01	67
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	19
2009: HERITAGE GROUP RETIREMENT SAVINGS PLAN III 2009 401k membership
Total participants, beginning-of-year	2009-01-01	406
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	210
Number of retired or separated participants receiving benefits	2009-01-01	1
Number of other retired or separated participants entitled to future benefits	2009-01-01	22
Total of all active and inactive participants	2009-01-01	233
Total participants	2009-01-01	233
Number of participants with account balances	2009-01-01	97
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	15

Financial Data on HERITAGE GROUP RETIREMENT SAVINGS PLAN III

Measure	Date	Value
2011 : HERITAGE GROUP RETIREMENT SAVINGS PLAN III 2011 401k financial data
Total transfer of assets from this plan	2011-12-31	$19,365
Total income from all sources (including contributions)	2011-12-31	$-12,732
Total of all expenses incurred	2011-12-31	$2,172,810
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$2,079,027
Expenses. Certain deemed distributions of participant loans	2011-12-31	$58,973
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$42
Value of total assets at beginning of year	2011-12-31	$2,204,907
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$34,810
Total interest from all sources	2011-12-31	$84
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$6,830
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	Yes
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$6,830
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$5,000,000
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$21
Participant contributions at beginning of year	2011-12-31	$62,979
Participant contributions at beginning of year	2011-12-31	$1,618
Administrative expenses (other) incurred	2011-12-31	$34,810
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	$-2,185,542
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$2,204,907
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
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$1,828,223
Interest on participant loans	2011-12-31	$84
Value of interest in common/collective trusts at beginning of year	2011-12-31	$309,139
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-11,905
Net investment gain or loss from common/collective trusts	2011-12-31	$-7,783
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	$21
Employer contributions (assets) at beginning of year	2011-12-31	$2,948
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$2,079,027
Did the plan have assets held for investment	2011-12-31	No
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	No
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	R J PILE, LLC
Accountancy firm EIN	2011-12-31	350865680
2010 : HERITAGE GROUP RETIREMENT SAVINGS PLAN III 2010 401k financial data
Total transfer of assets to this plan	2010-12-31	$129
Total transfer of assets from this plan	2010-12-31	$589,358
Total income from all sources (including contributions)	2010-12-31	$390,249
Total of all expenses incurred	2010-12-31	$906,652
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$905,850
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$191,236
Value of total assets at end of year	2010-12-31	$2,204,907
Value of total assets at beginning of year	2010-12-31	$3,310,539
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$802
Total interest from all sources	2010-12-31	$5,081
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$34,488
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	Yes
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$34,488
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$5,000,000
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$125,936
Participant contributions at end of year	2010-12-31	$62,979
Participant contributions at beginning of year	2010-12-31	$108,895
Participant contributions at end of year	2010-12-31	$1,618
Participant contributions at beginning of year	2010-12-31	$6,350
Administrative expenses (other) incurred	2010-12-31	$802
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	$-516,403
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$2,204,907
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$3,310,539
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$1,828,223
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$2,824,550
Interest on participant loans	2010-12-31	$4,712
Interest earned on other investments	2010-12-31	$369
Value of interest in common/collective trusts at end of year	2010-12-31	$309,139
Value of interest in common/collective trusts at beginning of year	2010-12-31	$367,040
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$144,254
Net investment gain or loss from common/collective trusts	2010-12-31	$15,190
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	$65,300
Employer contributions (assets) at end of year	2010-12-31	$2,948
Employer contributions (assets) at beginning of year	2010-12-31	$3,704
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$905,850
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	R J PILE, LLC
Accountancy firm EIN	2010-12-31	350865680

Form 5500 Responses for HERITAGE GROUP RETIREMENT SAVINGS PLAN III

2010: HERITAGE GROUP RETIREMENT SAVINGS PLAN III 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: HERITAGE GROUP RETIREMENT SAVINGS PLAN III 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	CRYSTAL FLASH PETROLEUM, LLC
Employer identification number (EIN):	350256380
NAIC Classification:	447100
NAIC Description:	Gasoline Stations, Gas