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THE RESTATED YOCUM OIL COMPANY, INC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameTHE RESTATED YOCUM OIL COMPANY, INC 401(K) PROFIT SHARING PLAN
Plan identification number 001

THE RESTATED YOCUM OIL COMPANY, INC 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

YOCUM OIL COMPANY, INC has sponsored the creation of one or more 401k plans.

Company Name:YOCUM OIL COMPANY, INC
Employer identification number (EIN):410857792
NAIC Classification:454310
NAIC Description:Fuel Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE RESTATED YOCUM OIL COMPANY, INC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012014-01-01JONATHAN YOCUM
0012014-01-01JONATHAN YOCUM
0012013-01-01JONATHAN YOCUM
0012012-01-01JONATHAN YOCUM
0012011-01-01JONATHAN YOCUM
0012010-01-01JONATHAN YOCUM JONATHAN YOCUM2011-10-10
0012009-01-01JONATHAN YOCUM JONATHAN YOCUM2010-10-08

Plan Statistics for THE RESTATED YOCUM OIL COMPANY, INC 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for THE RESTATED YOCUM OIL COMPANY, INC 401(K) PROFIT SHARING PLAN

Measure Date Value
2014: THE RESTATED YOCUM OIL COMPANY, INC 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01159
Total number of active participants reported on line 7a of the Form 55002014-01-010
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-010
Number of participants with account balances2014-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: THE RESTATED YOCUM OIL COMPANY, INC 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01170
Total number of active participants reported on line 7a of the Form 55002013-01-01142
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0117
Total of all active and inactive participants2013-01-01159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01159
Number of participants with account balances2013-01-01127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-012
2012: THE RESTATED YOCUM OIL COMPANY, INC 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01184
Total number of active participants reported on line 7a of the Form 55002012-01-01128
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0124
Total of all active and inactive participants2012-01-01152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01152
Number of participants with account balances2012-01-01132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-015
2011: THE RESTATED YOCUM OIL COMPANY, INC 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01170
Total number of active participants reported on line 7a of the Form 55002011-01-01137
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0126
Total of all active and inactive participants2011-01-01163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01163
Number of participants with account balances2011-01-01136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0110
2010: THE RESTATED YOCUM OIL COMPANY, INC 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01173
Total number of active participants reported on line 7a of the Form 55002010-01-01128
Number of retired or separated participants receiving benefits2010-01-017
Number of other retired or separated participants entitled to future benefits2010-01-0128
Total of all active and inactive participants2010-01-01163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01163
Number of participants with account balances2010-01-01148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0115
2009: THE RESTATED YOCUM OIL COMPANY, INC 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01165
Total number of active participants reported on line 7a of the Form 55002009-01-01129
Number of retired or separated participants receiving benefits2009-01-018
Number of other retired or separated participants entitled to future benefits2009-01-0122
Total of all active and inactive participants2009-01-01159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01159
Number of participants with account balances2009-01-01142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0117

Financial Data on THE RESTATED YOCUM OIL COMPANY, INC 401(K) PROFIT SHARING PLAN

Measure Date Value
2014 : THE RESTATED YOCUM OIL COMPANY, INC 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-11-12$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-11-12$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-11-12$0
Total income from all sources (including contributions)2014-11-12$352,088
Total loss/gain on sale of assets2014-11-12$0
Total of all expenses incurred2014-11-12$4,827,065
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-11-12$4,817,945
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-11-12$162,833
Value of total assets at end of year2014-11-12$0
Value of total assets at beginning of year2014-11-12$4,474,977
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-11-12$9,120
Total interest from all sources2014-11-12$0
Total dividends received (eg from common stock, registered investment company shares)2014-11-12$31,910
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-11-12Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2014-11-12$0
Total dividends received from registered investment company shares (eg mutual funds)2014-11-12$31,910
Was this plan covered by a fidelity bond2014-11-12Yes
Value of fidelity bond cover2014-11-12$500,000
If this is an individual account plan, was there a blackout period2014-11-12Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-11-12$0
Were there any nonexempt tranactions with any party-in-interest2014-11-12No
Contributions received from participants2014-11-12$152,745
Participant contributions at end of year2014-11-12$0
Participant contributions at beginning of year2014-11-12$9,938
Assets. Other investments not covered elsewhere at end of year2014-11-12$0
Assets. Other investments not covered elsewhere at beginning of year2014-11-12$22,359
Other income not declared elsewhere2014-11-12$-307
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-11-12No
Value of net income/loss2014-11-12$-4,474,977
Value of net assets at end of year (total assets less liabilities)2014-11-12$0
Value of net assets at beginning of year (total assets less liabilities)2014-11-12$4,474,977
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-11-12No
Were any loans by the plan or fixed income obligations due to the plan in default2014-11-12No
Were any leases to which the plan was party in default or uncollectible2014-11-12No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-11-12$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-11-12$4,211,784
Value of interest in common/collective trusts at end of year2014-11-12$0
Value of interest in common/collective trusts at beginning of year2014-11-12$230,078
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-11-12$156,494
Net investment gain or loss from common/collective trusts2014-11-12$1,158
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-11-12No
Was there a failure to transmit to the plan any participant contributions2014-11-12No
Has the plan failed to provide any benefit when due under the plan2014-11-12No
Contributions received in cash from employer2014-11-12$10,088
Employer contributions (assets) at end of year2014-11-12$0
Employer contributions (assets) at beginning of year2014-11-12$818
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-11-12$4,817,945
Contract administrator fees2014-11-12$9,120
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-11-12Yes
Did the plan have assets held for investment2014-11-12No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-11-12No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-11-12Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-11-12Yes
Opinion of an independent qualified public accountant for this plan2014-11-12Disclaimer
Accountancy firm name2014-11-12WESTBERG EISCHENS, PLLP
Accountancy firm EIN2014-11-12411792388
2013 : THE RESTATED YOCUM OIL COMPANY, INC 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
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$1,158,833
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$245,982
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$244,242
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$446,692
Value of total assets at end of year2013-12-31$4,474,977
Value of total assets at beginning of year2013-12-31$3,562,126
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,740
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$46,645
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$46,645
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$282,453
Participant contributions at end of year2013-12-31$9,938
Participant contributions at beginning of year2013-12-31$10,016
Assets. Other investments not covered elsewhere at end of year2013-12-31$22,359
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$21,848
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$141,819
Other income not declared elsewhere2013-12-31$511
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$912,851
Value of net assets at end of year (total assets less liabilities)2013-12-31$4,474,977
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,562,126
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$4,211,784
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$3,154,272
Value of interest in common/collective trusts at end of year2013-12-31$230,078
Value of interest in common/collective trusts at beginning of year2013-12-31$375,203
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$662,102
Net investment gain or loss from common/collective trusts2013-12-31$2,883
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$22,420
Employer contributions (assets) at end of year2013-12-31$818
Employer contributions (assets) at beginning of year2013-12-31$787
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$244,242
Contract administrator fees2013-12-31$1,740
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31WESTBERG EISCHENS, PLLP
Accountancy firm EIN2013-12-31411792388
2012 : THE RESTATED YOCUM OIL COMPANY, INC 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$842,071
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$2,275,864
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,273,989
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$387,701
Value of total assets at end of year2012-12-31$3,562,126
Value of total assets at beginning of year2012-12-31$4,995,919
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,875
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$44,932
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$44,932
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$314,326
Participant contributions at end of year2012-12-31$10,016
Participant contributions at beginning of year2012-12-31$8,785
Assets. Other investments not covered elsewhere at end of year2012-12-31$21,848
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$20,933
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$49,745
Other income not declared elsewhere2012-12-31$916
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-1,433,793
Value of net assets at end of year (total assets less liabilities)2012-12-31$3,562,126
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$4,995,919
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$3,154,272
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$4,285,150
Value of interest in common/collective trusts at end of year2012-12-31$375,203
Value of interest in common/collective trusts at beginning of year2012-12-31$574,438
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$5,951
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$5,951
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$1,647
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$377,627
Net investment gain or loss from common/collective trusts2012-12-31$30,895
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$23,630
Employer contributions (assets) at end of year2012-12-31$787
Employer contributions (assets) at beginning of year2012-12-31$100,662
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,272,342
Contract administrator fees2012-12-31$1,875
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31Yes
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31WESTBERG EISCHENS, PLLP
Accountancy firm EIN2012-12-31411792388
2011 : THE RESTATED YOCUM OIL COMPANY, INC 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
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$44
Total income from all sources (including contributions)2011-12-31$398,336
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$505,362
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$461,267
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$511,734
Value of total assets at end of year2011-12-31$4,995,919
Value of total assets at beginning of year2011-12-31$5,102,989
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$44,095
Total interest from all sources2011-12-31$6,243
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$95,776
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$95,776
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$279,756
Participant contributions at end of year2011-12-31$8,785
Participant contributions at beginning of year2011-12-31$17,014
Assets. Other investments not covered elsewhere at end of year2011-12-31$20,933
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$88,173
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$111,312
Total non interest bearing cash at beginning of year2011-12-31$9,718
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-107,026
Value of net assets at end of year (total assets less liabilities)2011-12-31$4,995,919
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$5,102,945
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$4,285,150
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,954,184
Value of interest in common/collective trusts at end of year2011-12-31$574,438
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$5,951
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$743,068
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$743,068
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$6,243
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$2,827
Asset value of US Government securities at beginning of year2011-12-31$178,092
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-220,031
Net investment gain or loss from common/collective trusts2011-12-31$4,614
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$120,666
Employer contributions (assets) at end of year2011-12-31$100,662
Employer contributions (assets) at beginning of year2011-12-31$1,310
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$458,440
Contract administrator fees2011-12-31$44,095
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31Yes
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$2,111,430
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$44
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Qualified
Accountancy firm name2011-12-31WESTBERG EISCHENS PLLP
Accountancy firm EIN2011-12-31411792388
2010 : THE RESTATED YOCUM OIL COMPANY, INC 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$44
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$34
Total income from all sources (including contributions)2010-12-31$809,479
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$202,362
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$163,886
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$239,340
Value of total assets at end of year2010-12-31$5,102,989
Value of total assets at beginning of year2010-12-31$4,495,862
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$38,476
Total interest from all sources2010-12-31$6,851
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 year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$221,187
Participant contributions at end of year2010-12-31$17,014
Participant contributions at beginning of year2010-12-31$9,375
Assets. Other investments not covered elsewhere at end of year2010-12-31$88,173
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$116,012
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$638
Total non interest bearing cash at end of year2010-12-31$9,718
Total non interest bearing cash at beginning of year2010-12-31$2,419
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$607,117
Value of net assets at end of year (total assets less liabilities)2010-12-31$5,102,945
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,495,828
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$38,476
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$1,954,184
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,960,408
Interest earned on other investments2010-12-31$2,941
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$743,068
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$404,241
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$404,241
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$3,910
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$7,014
Asset value of US Government securities at end of year2010-12-31$178,092
Asset value of US Government securities at beginning of year2010-12-31$142,473
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$563,288
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$17,515
Employer contributions (assets) at end of year2010-12-31$1,310
Employer contributions (assets) at beginning of year2010-12-31$649
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$156,872
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$2,111,430
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$1,860,285
Liabilities. Value of benefit claims payable at end of year2010-12-31$44
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$34
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Qualified
Accountancy firm name2010-12-31WESTBERG EISCHENS PLLP
Accountancy firm EIN2010-12-31411792388
2009 : THE RESTATED YOCUM OIL COMPANY, INC 401(K) PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for THE RESTATED YOCUM OIL COMPANY, INC 401(K) PROFIT SHARING PLAN

2014: THE RESTATED YOCUM OIL COMPANY, INC 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
2014-01-01This submission is the final filingYes
2014-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE RESTATED YOCUM OIL COMPANY, INC 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THE RESTATED YOCUM OIL COMPANY, INC 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THE RESTATED YOCUM OIL COMPANY, INC 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: THE RESTATED YOCUM OIL COMPANY, INC 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: THE RESTATED YOCUM OIL COMPANY, INC 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

UNITED INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 65765 )
Policy contract numberGO5273
Policy instance 1
Insurance contract or identification numberGO5273
Number of Individuals Covered3
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITED INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 65765 )
Policy contract numberGO5273
Policy instance 1
Insurance contract or identification numberGO5273
Number of Individuals Covered3
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITED INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 65765 )
Policy contract numberGO5273
Policy instance 1
Insurance contract or identification numberGO5273
Number of Individuals Covered3
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $32
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $32
Insurance broker organization code?3
Insurance broker nameKOLKMAN BROKERAGE ENTERPISES
UNITED INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 65765 )
Policy contract numberGO5273
Policy instance 1
Insurance contract or identification numberGO5273
Number of Individuals Covered9
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $32
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
UNITED INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 65765 )
Policy contract numberG05273
Policy instance 1
Insurance contract or identification numberG05273
Number of Individuals Covered9
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $362
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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