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Plan Name | SUPERIOR OIL COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN |
Plan identification number | 002 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | SUPERIOR INDUSTRIAL SOLUTIONS, INC. |
Employer identification number (EIN): | 350697390 |
NAIC Classification: | 424700 |
Additional information about SUPERIOR INDUSTRIAL SOLUTIONS, INC.
Jurisdiction of Incorporation: | Texas Secretary of State |
Incorporation Date: | 2012-08-09 |
Company Identification Number: | 0801638211 |
Legal Registered Office Address: |
PO BOX 186 INDIANAPOLIS United States of America (USA) 46206 |
More information about SUPERIOR INDUSTRIAL SOLUTIONS, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
002 | 2022-01-01 | ||||
002 | 2022-01-01 | ||||
002 | 2021-01-01 | ||||
002 | 2020-01-01 | ||||
002 | 2020-01-01 | ||||
002 | 2019-01-01 | ||||
002 | 2018-01-01 | DOUG STEWART | |||
002 | 2017-01-01 | DOUG STEWART | |||
002 | 2016-01-01 | DOUG STEWART | |||
002 | 2016-01-01 | ||||
002 | 2015-01-01 | DOUG STEWART | |||
002 | 2014-01-01 | DOUGLAS STEWART | |||
002 | 2013-01-01 | DOUGLAS STEWART | |||
002 | 2012-01-01 | DOUGLAS P STEWART | |||
002 | 2011-01-01 | DOUGLAS P STEWART | |||
002 | 2009-01-01 | DOUGLAS P STEWART |
Measure | Date | Value |
---|---|---|
2022: SUPERIOR OIL COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 500 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 303 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 84 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 94 |
Total of all active and inactive participants | 2022-01-01 | 481 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 9 |
Total participants | 2022-01-01 | 490 |
Number of participants with account balances | 2022-01-01 | 490 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 11 |
2021: SUPERIOR OIL COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 456 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 311 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 41 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 90 |
Total of all active and inactive participants | 2021-01-01 | 442 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 4 |
Total participants | 2021-01-01 | 446 |
Number of participants with account balances | 2021-01-01 | 446 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: SUPERIOR OIL COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 429 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 305 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 138 |
Total of all active and inactive participants | 2020-01-01 | 443 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 443 |
Number of participants with account balances | 2020-01-01 | 443 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 2 |
2019: SUPERIOR OIL COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 415 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 298 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 129 |
Total of all active and inactive participants | 2019-01-01 | 427 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 2 |
Total participants | 2019-01-01 | 429 |
Number of participants with account balances | 2019-01-01 | 429 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: SUPERIOR OIL COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 418 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 287 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 127 |
Total of all active and inactive participants | 2018-01-01 | 414 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 1 |
Total participants | 2018-01-01 | 415 |
Number of participants with account balances | 2018-01-01 | 415 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 5 |
2017: SUPERIOR OIL COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 404 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 281 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 81 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 53 |
Total of all active and inactive participants | 2017-01-01 | 415 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 3 |
Total participants | 2017-01-01 | 418 |
Number of participants with account balances | 2017-01-01 | 418 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: SUPERIOR OIL COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 391 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 280 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 121 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 0 |
Total of all active and inactive participants | 2016-01-01 | 401 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 3 |
Total participants | 2016-01-01 | 404 |
Number of participants with account balances | 2016-01-01 | 404 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: SUPERIOR OIL COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 388 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 268 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 117 |
Total of all active and inactive participants | 2015-01-01 | 385 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 6 |
Total participants | 2015-01-01 | 391 |
Number of participants with account balances | 2015-01-01 | 391 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 6 |
2014: SUPERIOR OIL COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 368 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 255 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 113 |
Total of all active and inactive participants | 2014-01-01 | 368 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 5 |
Total participants | 2014-01-01 | 373 |
Number of participants with account balances | 2014-01-01 | 373 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: SUPERIOR OIL COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 360 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 257 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 45 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 59 |
Total of all active and inactive participants | 2013-01-01 | 361 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 7 |
Total participants | 2013-01-01 | 368 |
Number of participants with account balances | 2013-01-01 | 368 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 1 |
2012: SUPERIOR OIL COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 350 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 249 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 29 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 62 |
Total of all active and inactive participants | 2012-01-01 | 340 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 11 |
Total participants | 2012-01-01 | 351 |
Number of participants with account balances | 2012-01-01 | 351 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: SUPERIOR OIL COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 330 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 244 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 99 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 0 |
Total of all active and inactive participants | 2011-01-01 | 343 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 343 |
Number of participants with account balances | 2011-01-01 | 343 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2009: SUPERIOR OIL COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 324 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 241 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 5 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 64 |
Total of all active and inactive participants | 2009-01-01 | 310 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 4 |
Total participants | 2009-01-01 | 314 |
Number of participants with account balances | 2009-01-01 | 314 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 3 |
Measure | Date | Value |
---|---|---|
2022 : SUPERIOR OIL COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2022-12-31 | $15,735,437 |
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $15,735,437 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $25,988,336 |
Total loss/gain on sale of assets | 2022-12-31 | $-63,480 |
Total of all expenses incurred | 2022-12-31 | $5,772,444 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $5,763,807 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $7,184,943 |
Value of total assets at end of year | 2022-12-31 | $113,705,161 |
Value of total assets at beginning of year | 2022-12-31 | $93,489,269 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $8,637 |
Total interest from all sources | 2022-12-31 | $316,379 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $2,815,057 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $71,963 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $52,921 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $20,215,892 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $113,705,161 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $93,489,269 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Investment advisory and management fees | 2022-12-31 | $8,637 |
Interest earned on other investments | 2022-12-31 | $2,595 |
Income. Interest from corporate debt instruments | 2022-12-31 | $301,399 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $10,244,412 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $8,099,865 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $8,099,865 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $12,385 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Assets. Invements in employer securities at end of year | 2022-12-31 | $96,107,900 |
Assets. Invements in employer securities at beginning of year | 2022-12-31 | $80,026,100 |
Contributions received in cash from employer | 2022-12-31 | $7,184,943 |
Income. Dividends from common stock | 2022-12-31 | $2,815,057 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $5,763,807 |
Asset. Corporate debt instrument debt (other) at end of year | 2022-12-31 | $7,280,886 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2022-12-31 | $5,310,383 |
Did the plan have assets held for investment | 2022-12-31 | 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 | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Aggregate proceeds on sale of assets | 2022-12-31 | $4,583,754 |
Aggregate carrying amount (costs) on sale of assets | 2022-12-31 | $4,647,234 |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | VON LEHMAN & COMPANY, INC. |
Accountancy firm EIN | 2022-12-31 | 310905417 |
2021 : SUPERIOR OIL COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2021-12-31 | $11,367,317 |
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $11,367,317 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $19,538,643 |
Total loss/gain on sale of assets | 2021-12-31 | $-66,137 |
Total of all expenses incurred | 2021-12-31 | $6,070,943 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $6,062,092 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $6,617,560 |
Value of total assets at end of year | 2021-12-31 | $93,489,269 |
Value of total assets at beginning of year | 2021-12-31 | $80,021,569 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $8,851 |
Total interest from all sources | 2021-12-31 | $237,463 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $1,382,440 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2021-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2021-12-31 | $103,191 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $52,921 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $82,227 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $13,467,700 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $93,489,269 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $80,021,569 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Investment advisory and management fees | 2021-12-31 | $8,851 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $8,099,865 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $2,954,098 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $2,954,098 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $237,463 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Assets. Invements in employer securities at end of year | 2021-12-31 | $80,026,100 |
Assets. Invements in employer securities at beginning of year | 2021-12-31 | $68,539,100 |
Contributions received in cash from employer | 2021-12-31 | $6,617,560 |
Employer contributions (assets) at end of year | 2021-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $0 |
Income. Dividends from common stock | 2021-12-31 | $1,382,440 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $6,062,092 |
Asset. Corporate debt instrument debt (other) at end of year | 2021-12-31 | $5,310,383 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2021-12-31 | $8,342,953 |
Did the plan have assets held for investment | 2021-12-31 | 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 | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Aggregate carrying amount (costs) on sale of assets | 2021-12-31 | $66,137 |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | VON LEHMAN & COMPANY, INC. |
Accountancy firm EIN | 2021-12-31 | 310905417 |
2020 : SUPERIOR OIL COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2020-12-31 | $4,631,359 |
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $4,631,359 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $10,317,137 |
Total loss/gain on sale of assets | 2020-12-31 | $-93,401 |
Total of all expenses incurred | 2020-12-31 | $4,843,527 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $4,835,982 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $5,500,000 |
Value of total assets at end of year | 2020-12-31 | $80,021,569 |
Value of total assets at beginning of year | 2020-12-31 | $74,547,959 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $7,545 |
Total interest from all sources | 2020-12-31 | $278,682 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Administrative expenses professional fees incurred | 2020-12-31 | $7,545 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2020-12-31 | $103,191 |
Assets. Other investments not covered elsewhere at beginning of year | 2020-12-31 | $102,715 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $82,227 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $67,918 |
Other income not declared elsewhere | 2020-12-31 | $497 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $5,473,610 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $80,021,569 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $74,547,959 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Income. Interest from corporate debt instruments | 2020-12-31 | $261,802 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $2,954,098 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $4,837,465 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $4,837,465 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $16,880 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Assets. Invements in employer securities at end of year | 2020-12-31 | $68,539,100 |
Assets. Invements in employer securities at beginning of year | 2020-12-31 | $63,944,300 |
Contributions received in cash from employer | 2020-12-31 | $5,500,000 |
Employer contributions (assets) at end of year | 2020-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $4,835,982 |
Asset. Corporate debt instrument debt (other) at end of year | 2020-12-31 | $8,342,953 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2020-12-31 | $5,595,561 |
Did the plan have assets held for investment | 2020-12-31 | 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 | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Aggregate proceeds on sale of assets | 2020-12-31 | $4,393,885 |
Aggregate carrying amount (costs) on sale of assets | 2020-12-31 | $4,487,286 |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | VON LEHMAN & COMPANY, INC. |
Accountancy firm EIN | 2020-12-31 | 310905417 |
2019 : SUPERIOR OIL COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $439,034 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $439,034 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $5,217,836 |
Total loss/gain on sale of assets | 2019-12-31 | $7,735 |
Total of all expenses incurred | 2019-12-31 | $4,622,847 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $4,616,573 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $4,500,000 |
Value of total assets at end of year | 2019-12-31 | $74,547,959 |
Value of total assets at beginning of year | 2019-12-31 | $73,952,970 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $6,274 |
Total interest from all sources | 2019-12-31 | $268,344 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2019-12-31 | $102,715 |
Assets. Other investments not covered elsewhere at beginning of year | 2019-12-31 | $99,667 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $67,918 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $71,846 |
Other income not declared elsewhere | 2019-12-31 | $2,723 |
Administrative expenses (other) incurred | 2019-12-31 | $6,274 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $594,989 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $74,547,959 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $73,952,970 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Income. Interest from corporate debt instruments | 2019-12-31 | $229,356 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $4,837,465 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $2,635,027 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $2,635,027 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $38,988 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Assets. Invements in employer securities at end of year | 2019-12-31 | $63,944,300 |
Assets. Invements in employer securities at beginning of year | 2019-12-31 | $63,561,400 |
Contributions received in cash from employer | 2019-12-31 | $4,500,000 |
Employer contributions (assets) at end of year | 2019-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $1,000,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $4,616,573 |
Asset. Corporate debt instrument debt (other) at end of year | 2019-12-31 | $5,595,561 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2019-12-31 | $6,585,030 |
Did the plan have assets held for investment | 2019-12-31 | 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 | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Aggregate proceeds on sale of assets | 2019-12-31 | $3,155,008 |
Aggregate carrying amount (costs) on sale of assets | 2019-12-31 | $3,147,273 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
Accountancy firm name | 2019-12-31 | VON LEHMAN & COMPANY, INC. |
Accountancy firm EIN | 2019-12-31 | 310905417 |
2018 : SUPERIOR OIL COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2018-12-31 | $262,652 |
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $262,652 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $3,536,659 |
Total loss/gain on sale of assets | 2018-12-31 | $-25,368 |
Total of all expenses incurred | 2018-12-31 | $6,414,311 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $6,404,513 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $3,000,000 |
Value of total assets at end of year | 2018-12-31 | $73,952,970 |
Value of total assets at beginning of year | 2018-12-31 | $76,830,622 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $9,798 |
Total interest from all sources | 2018-12-31 | $299,375 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2018-12-31 | $99,667 |
Assets. Other investments not covered elsewhere at beginning of year | 2018-12-31 | $184,725 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $71,846 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $79,623 |
Administrative expenses (other) incurred | 2018-12-31 | $9,798 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-2,877,652 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $73,952,970 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $76,830,622 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $2,635,027 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $4,064,476 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $4,064,476 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $299,375 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Assets. Invements in employer securities at end of year | 2018-12-31 | $63,561,400 |
Assets. Invements in employer securities at beginning of year | 2018-12-31 | $63,178,500 |
Contributions received in cash from employer | 2018-12-31 | $3,000,000 |
Employer contributions (assets) at end of year | 2018-12-31 | $1,000,000 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $6,404,513 |
Asset. Corporate debt instrument debt (other) at end of year | 2018-12-31 | $6,585,030 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2018-12-31 | $9,323,298 |
Did the plan have assets held for investment | 2018-12-31 | 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 | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Aggregate proceeds on sale of assets | 2018-12-31 | $10,027,539 |
Aggregate carrying amount (costs) on sale of assets | 2018-12-31 | $10,052,907 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Unqualified |
Accountancy firm name | 2018-12-31 | VON LEHMAN & COMPANY, INC. |
Accountancy firm EIN | 2018-12-31 | 310905417 |
2017 : SUPERIOR OIL COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2017-12-31 | $317,058 |
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $317,058 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $4,587,590 |
Total loss/gain on sale of assets | 2017-12-31 | $-32,153 |
Total of all expenses incurred | 2017-12-31 | $4,351,375 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $4,341,883 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $4,000,000 |
Value of total assets at end of year | 2017-12-31 | $76,830,622 |
Value of total assets at beginning of year | 2017-12-31 | $76,594,407 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $9,492 |
Total interest from all sources | 2017-12-31 | $302,685 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2017-12-31 | $184,725 |
Assets. Other investments not covered elsewhere at beginning of year | 2017-12-31 | $553,525 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $79,623 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $74,555 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $236,215 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $76,830,622 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $76,594,407 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Investment advisory and management fees | 2017-12-31 | $9,492 |
Income. Interest from corporate debt instruments | 2017-12-31 | $293,743 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $4,064,476 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $5,564,425 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $5,564,425 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $8,942 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Assets. Invements in employer securities at end of year | 2017-12-31 | $63,178,500 |
Assets. Invements in employer securities at beginning of year | 2017-12-31 | $62,795,600 |
Contributions received in cash from employer | 2017-12-31 | $4,000,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $4,341,883 |
Asset. Corporate debt instrument debt (other) at end of year | 2017-12-31 | $9,323,298 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2017-12-31 | $7,606,302 |
Did the plan have assets held for investment | 2017-12-31 | 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 | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Aggregate proceeds on sale of assets | 2017-12-31 | $7,246,906 |
Aggregate carrying amount (costs) on sale of assets | 2017-12-31 | $7,279,059 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Unqualified |
Accountancy firm name | 2017-12-31 | VON LEHMAN & COMPANY, INC. |
Accountancy firm EIN | 2017-12-31 | 310905417 |
2016 : SUPERIOR OIL COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2016-12-31 | $10,662,947 |
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $10,662,947 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $15,526,666 |
Total loss/gain on sale of assets | 2016-12-31 | $-18,188 |
Total of all expenses incurred | 2016-12-31 | $2,456,878 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $2,448,578 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $4,600,000 |
Value of total assets at end of year | 2016-12-31 | $76,594,407 |
Value of total assets at beginning of year | 2016-12-31 | $63,524,619 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $8,300 |
Total interest from all sources | 2016-12-31 | $281,907 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2016-12-31 | $553,525 |
Assets. Other investments not covered elsewhere at beginning of year | 2016-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $74,555 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $29,772 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $13,069,788 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $76,594,407 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $63,524,619 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Investment advisory and management fees | 2016-12-31 | $8,300 |
Interest earned on other investments | 2016-12-31 | $14,112 |
Income. Interest from corporate debt instruments | 2016-12-31 | $265,638 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $5,564,425 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $8,861,046 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $8,861,046 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-12-31 | $2,157 |
Asset value of US Government securities at end of year | 2016-12-31 | $0 |
Asset value of US Government securities at beginning of year | 2016-12-31 | $167,288 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Assets. Invements in employer securities at end of year | 2016-12-31 | $62,795,600 |
Assets. Invements in employer securities at beginning of year | 2016-12-31 | $52,074,400 |
Contributions received in cash from employer | 2016-12-31 | $4,600,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $2,448,578 |
Asset. Corporate debt instrument debt (other) at end of year | 2016-12-31 | $7,606,302 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2016-12-31 | $2,392,113 |
Did the plan have assets held for investment | 2016-12-31 | 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 | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Aggregate proceeds on sale of assets | 2016-12-31 | $9,383,187 |
Aggregate carrying amount (costs) on sale of assets | 2016-12-31 | $9,401,375 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Unqualified |
Accountancy firm name | 2016-12-31 | VON LEHMAN & COMPANY, INC. |
Accountancy firm EIN | 2016-12-31 | 310905417 |
2015 : SUPERIOR OIL COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2015-12-31 | $7,238,966 |
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $7,238,966 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $13,311,005 |
Total loss/gain on sale of assets | 2015-12-31 | $1,425 |
Total of all expenses incurred | 2015-12-31 | $2,212,334 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $2,206,700 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $4,670,710 |
Value of total assets at end of year | 2015-12-31 | $63,524,619 |
Value of total assets at beginning of year | 2015-12-31 | $52,425,948 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $5,634 |
Total interest from all sources | 2015-12-31 | $70,614 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $1,329,290 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Administrative expenses professional fees incurred | 2015-12-31 | $5,634 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $29,772 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $17,509 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $11,098,671 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $63,524,619 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $52,425,948 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Income. Interest from US Government securities | 2015-12-31 | $8,800 |
Income. Interest from corporate debt instruments | 2015-12-31 | $60,256 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $8,861,046 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $6,065,839 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $6,065,839 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $1,558 |
Asset value of US Government securities at end of year | 2015-12-31 | $167,288 |
Asset value of US Government securities at beginning of year | 2015-12-31 | $170,901 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Assets. Invements in employer securities at end of year | 2015-12-31 | $52,074,400 |
Assets. Invements in employer securities at beginning of year | 2015-12-31 | $44,799,300 |
Contributions received in cash from employer | 2015-12-31 | $4,670,710 |
Income. Dividends from common stock | 2015-12-31 | $1,329,290 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $2,206,700 |
Asset. Corporate debt instrument debt (other) at end of year | 2015-12-31 | $2,392,113 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2015-12-31 | $1,372,399 |
Did the plan have assets held for investment | 2015-12-31 | 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 | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Aggregate proceeds on sale of assets | 2015-12-31 | $513,192 |
Aggregate carrying amount (costs) on sale of assets | 2015-12-31 | $511,767 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Unqualified |
Accountancy firm name | 2015-12-31 | VON LEHMAN & COMPANY, INC. |
Accountancy firm EIN | 2015-12-31 | 310905417 |
2014 : SUPERIOR OIL COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2014-12-31 | $4,952,009 |
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $4,952,009 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $7,979,510 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $1,726,877 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $1,722,545 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $3,000,000 |
Value of total assets at end of year | 2014-12-31 | $52,425,948 |
Value of total assets at beginning of year | 2014-12-31 | $46,173,315 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $4,332 |
Total interest from all sources | 2014-12-31 | $27,501 |
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 year | 2014-12-31 | No |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2014-12-31 | $170,901 |
Assets. Other investments not covered elsewhere at beginning of year | 2014-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $17,509 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $0 |
Total non interest bearing cash at end of year | 2014-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2014-12-31 | $6,351,715 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $6,252,633 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $52,425,948 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $46,173,315 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Investment advisory and management fees | 2014-12-31 | $4,332 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $6,065,839 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-12-31 | $27,501 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Assets. Invements in employer securities at end of year | 2014-12-31 | $44,799,300 |
Assets. Invements in employer securities at beginning of year | 2014-12-31 | $39,821,600 |
Contributions received in cash from employer | 2014-12-31 | $3,000,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $1,722,545 |
Asset. Corporate debt instrument debt (other) at end of year | 2014-12-31 | $1,372,399 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2014-12-31 | $0 |
Did the plan have assets held for investment | 2014-12-31 | 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 | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Unqualified |
Accountancy firm name | 2014-12-31 | VON LEHMAN & COMPANY, INC. |
Accountancy firm EIN | 2014-12-31 | 310905417 |
2013 : SUPERIOR OIL COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2013-12-31 | $382,900 |
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $382,900 |
Total transfer of assets from this plan | 2013-12-31 | $1,743,720 |
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 | $3,385,048 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $690,225 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $688,000 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $3,000,000 |
Value of total assets at end of year | 2013-12-31 | $46,173,315 |
Value of total assets at beginning of year | 2013-12-31 | $45,222,212 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $2,225 |
Total interest from all sources | 2013-12-31 | $2,148 |
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 year | 2013-12-31 | No |
Administrative expenses professional fees incurred | 2013-12-31 | $2,225 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $1,000,000 |
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 |
Total non interest bearing cash at end of year | 2013-12-31 | $6,351,715 |
Total non interest bearing cash at beginning of year | 2013-12-31 | $5,783,512 |
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 | $2,694,823 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $46,173,315 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $45,222,212 |
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 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $2,148 |
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 |
Assets. Invements in employer securities at end of year | 2013-12-31 | $39,821,600 |
Assets. Invements in employer securities at beginning of year | 2013-12-31 | $39,438,700 |
Contributions received in cash from employer | 2013-12-31 | $3,000,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $688,000 |
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 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Unqualified |
Accountancy firm name | 2013-12-31 | VON LEHMAN & COMPANY, INC. |
Accountancy firm EIN | 2013-12-31 | 310905417 |
2012 : SUPERIOR OIL COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2012-12-31 | $6,482,497 |
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $6,482,497 |
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 | $10,183,731 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $481,612 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $479,012 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $3,700,000 |
Value of total assets at end of year | 2012-12-31 | $45,222,212 |
Value of total assets at beginning of year | 2012-12-31 | $35,520,093 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $2,600 |
Total interest from all sources | 2012-12-31 | $1,234 |
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 year | 2012-12-31 | No |
Administrative expenses professional fees incurred | 2012-12-31 | $2,600 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Total non interest bearing cash at end of year | 2012-12-31 | $5,783,512 |
Total non interest bearing cash at beginning of year | 2012-12-31 | $2,563,890 |
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 | $9,702,119 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $45,222,212 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $35,520,093 |
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 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $1,234 |
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 |
Assets. Invements in employer securities at end of year | 2012-12-31 | $39,438,700 |
Assets. Invements in employer securities at beginning of year | 2012-12-31 | $32,956,203 |
Contributions received in cash from employer | 2012-12-31 | $3,700,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $479,012 |
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 | No |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Unqualified |
Accountancy firm name | 2012-12-31 | VON LEHMAN & COMPANY, INC. |
Accountancy firm EIN | 2012-12-31 | 310905417 |
2011 : SUPERIOR OIL COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2011-12-31 | $3,587,772 |
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $3,587,772 |
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 | $6,437,808 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $299,875 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $297,875 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $2,850,000 |
Value of total assets at end of year | 2011-12-31 | $35,520,093 |
Value of total assets at beginning of year | 2011-12-31 | $29,382,160 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $2,000 |
Total interest from all sources | 2011-12-31 | $36 |
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 year | 2011-12-31 | No |
Administrative expenses professional fees incurred | 2011-12-31 | $2,000 |
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 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $334 |
Total non interest bearing cash at end of year | 2011-12-31 | $2,563,890 |
Total non interest bearing cash at beginning of year | 2011-12-31 | $13,396 |
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 | $6,137,933 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $35,520,093 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $29,382,160 |
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 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $36 |
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 |
Assets. Invements in employer securities at end of year | 2011-12-31 | $32,956,203 |
Assets. Invements in employer securities at beginning of year | 2011-12-31 | $29,368,430 |
Contributions received in cash from employer | 2011-12-31 | $2,850,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $297,875 |
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 | No |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Unqualified |
Accountancy firm name | 2011-12-31 | DUNBAR, COOK, SHEPPARD PC |
Accountancy firm EIN | 2011-12-31 | 351518874 |
2010 : SUPERIOR OIL COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $1,569,890 |
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $1,569,890 |
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 | $3,202,959 |
Total income from all sources (including contributions) | 2010-12-31 | $4,983,193 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $206,220 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $204,220 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $3,413,290 |
Value of total assets at end of year | 2010-12-31 | $29,382,160 |
Value of total assets at beginning of year | 2010-12-31 | $27,808,146 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $2,000 |
Total interest from all sources | 2010-12-31 | $13 |
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 year | 2010-12-31 | No |
Administrative expenses professional fees incurred | 2010-12-31 | $2,000 |
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 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $331 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $334 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2010-12-31 | $3,202,959 |
Total non interest bearing cash at end of year | 2010-12-31 | $13,396 |
Total non interest bearing cash at beginning of year | 2010-12-31 | $9,605 |
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 | $4,776,973 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $29,382,160 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $24,605,187 |
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 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $13 |
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 |
Assets. Invements in employer securities at end of year | 2010-12-31 | $29,368,430 |
Assets. Invements in employer securities at beginning of year | 2010-12-31 | $27,798,541 |
Contributions received in cash from employer | 2010-12-31 | $3,412,959 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $204,220 |
Liabilities. Value of benefit claims payable at beginning of year | 2010-12-31 | $0 |
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 | No |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Unqualified |
Accountancy firm name | 2010-12-31 | DUNBAR, COOK, SHEPPARD PC |
Accountancy firm EIN | 2010-12-31 | 351518874 |
2022: SUPERIOR OIL COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: SUPERIOR OIL COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: SUPERIOR OIL COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | Yes |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: SUPERIOR OIL COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: SUPERIOR OIL COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: SUPERIOR OIL COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: SUPERIOR OIL COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | Yes |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: SUPERIOR OIL COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: SUPERIOR OIL COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: SUPERIOR OIL COMPANY, INC. EMPLOYEE STOCK OWNERSHIP 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 | No |
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: SUPERIOR OIL COMPANY, INC. EMPLOYEE STOCK OWNERSHIP 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: SUPERIOR OIL COMPANY, INC. EMPLOYEE STOCK OWNERSHIP 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: SUPERIOR OIL COMPANY, INC. EMPLOYEE STOCK OWNERSHIP 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 |