MOUNTAIN EMPIRE OIL COMPANY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan MOUNTAIN EMPIRE OIL COMPANY 401(K) PLAN
Measure | Date | Value |
---|
2017 : MOUNTAIN EMPIRE OIL COMPANY 401(K) PLAN 2017 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2017-07-12 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-07-12 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-07-12 | $0 |
Total income from all sources (including contributions) | 2017-07-12 | $233,950 |
Total loss/gain on sale of assets | 2017-07-12 | $0 |
Total of all expenses incurred | 2017-07-12 | $2,610,542 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-07-12 | $2,608,124 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-07-12 | $58,014 |
Value of total assets at end of year | 2017-07-12 | $0 |
Value of total assets at beginning of year | 2017-07-12 | $2,376,592 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-07-12 | $2,418 |
Total interest from all sources | 2017-07-12 | $1,372 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-07-12 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-07-12 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2017-07-12 | $0 |
Was this plan covered by a fidelity bond | 2017-07-12 | Yes |
Value of fidelity bond cover | 2017-07-12 | $100,000 |
If this is an individual account plan, was there a blackout period | 2017-07-12 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-07-12 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-07-12 | No |
Contributions received from participants | 2017-07-12 | $34,643 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-07-12 | No |
Value of net income/loss | 2017-07-12 | $-2,376,592 |
Value of net assets at end of year (total assets less liabilities) | 2017-07-12 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-07-12 | $2,376,592 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-07-12 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-07-12 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-07-12 | No |
Investment advisory and management fees | 2017-07-12 | $440 |
Value of interest in pooled separate accounts at end of year | 2017-07-12 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2017-07-12 | $1,825,408 |
Interest on participant loans | 2017-07-12 | $0 |
Income. Interest from loans (other than to participants) | 2017-07-12 | $0 |
Interest earned on other investments | 2017-07-12 | $1,372 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-07-12 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-07-12 | $551,184 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-07-12 | $0 |
Net investment gain/loss from pooled separate accounts | 2017-07-12 | $174,564 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-07-12 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-07-12 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-07-12 | No |
Contributions received in cash from employer | 2017-07-12 | $23,371 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-07-12 | $2,608,124 |
Contract administrator fees | 2017-07-12 | $1,978 |
Did the plan have assets held for investment | 2017-07-12 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-07-12 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-07-12 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-07-12 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-07-12 | Disclaimer |
Accountancy firm name | 2017-07-12 | BLACKBURN CHILDERS STEAGALL |
Accountancy firm EIN | 2017-07-12 | 620647474 |
2016 : MOUNTAIN EMPIRE OIL COMPANY 401(K) PLAN 2016 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
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 | $433,789 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $155,492 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $153,500 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $269,838 |
Value of total assets at end of year | 2016-12-31 | $2,376,592 |
Value of total assets at beginning of year | 2016-12-31 | $2,098,295 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $1,992 |
Total interest from all sources | 2016-12-31 | $2,408 |
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 | $100,000 |
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 |
Contributions received from participants | 2016-12-31 | $161,001 |
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 | $278,297 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $2,376,592 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $2,098,295 |
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 | $1,242 |
Value of interest in pooled separate accounts at end of year | 2016-12-31 | $1,825,408 |
Value of interest in pooled separate accounts at beginning of year | 2016-12-31 | $1,641,357 |
Interest on participant loans | 2016-12-31 | $0 |
Income. Interest from loans (other than to participants) | 2016-12-31 | $0 |
Interest earned on other investments | 2016-12-31 | $2,408 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $551,184 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $456,938 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $0 |
Net investment gain/loss from pooled separate accounts | 2016-12-31 | $161,543 |
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 |
Contributions received in cash from employer | 2016-12-31 | $108,837 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $153,500 |
Contract administrator fees | 2016-12-31 | $750 |
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 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | BLACKBURN CHILDERS STEAGALL |
Accountancy firm EIN | 2016-12-31 | 620647474 |
2015 : MOUNTAIN EMPIRE OIL COMPANY 401(K) PLAN 2015 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
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 | $214,306 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $153,752 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $151,651 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $258,321 |
Value of total assets at end of year | 2015-12-31 | $2,098,295 |
Value of total assets at beginning of year | 2015-12-31 | $2,037,741 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $2,101 |
Total interest from all sources | 2015-12-31 | $745 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $100,000 |
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 |
Contributions received from participants | 2015-12-31 | $155,006 |
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 | $60,554 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $2,098,295 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $2,037,741 |
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 |
Investment advisory and management fees | 2015-12-31 | $1,401 |
Value of interest in pooled separate accounts at end of year | 2015-12-31 | $1,641,357 |
Value of interest in pooled separate accounts at beginning of year | 2015-12-31 | $1,651,359 |
Interest earned on other investments | 2015-12-31 | $745 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $456,938 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-12-31 | $386,382 |
Net investment gain/loss from pooled separate accounts | 2015-12-31 | $-44,760 |
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 |
Contributions received in cash from employer | 2015-12-31 | $103,315 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $151,651 |
Contract administrator fees | 2015-12-31 | $700 |
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 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | BLACKBURN CHILDERS STEAGALL |
Accountancy firm EIN | 2015-12-31 | 620647474 |
2014 : MOUNTAIN EMPIRE OIL COMPANY 401(K) PLAN 2014 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
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 | $356,317 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $117,976 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $115,661 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $263,644 |
Value of total assets at end of year | 2014-12-31 | $2,037,741 |
Value of total assets at beginning of year | 2014-12-31 | $1,799,400 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $2,315 |
Total interest from all sources | 2014-12-31 | $5,225 |
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 | $100,000 |
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 |
Contributions received from participants | 2014-12-31 | $159,938 |
Participant contributions at end of year | 2014-12-31 | $0 |
Participant contributions at beginning of year | 2014-12-31 | $19 |
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 | $238,341 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $2,037,741 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,799,400 |
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 | $1,415 |
Value of interest in pooled separate accounts at end of year | 2014-12-31 | $1,651,359 |
Value of interest in pooled separate accounts at beginning of year | 2014-12-31 | $1,440,070 |
Interest earned on other investments | 2014-12-31 | $5,225 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-12-31 | $386,382 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-12-31 | $359,296 |
Net investment gain/loss from pooled separate accounts | 2014-12-31 | $87,448 |
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 |
Contributions received in cash from employer | 2014-12-31 | $103,706 |
Employer contributions (assets) at end of year | 2014-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $15 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $115,661 |
Contract administrator fees | 2014-12-31 | $900 |
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 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | BLACKBURN CHILDERS STEAGALL |
Accountancy firm EIN | 2014-12-31 | 620647474 |
2013 : MOUNTAIN EMPIRE OIL COMPANY 401(K) PLAN 2013 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $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 | $506,697 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $301,465 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $297,335 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $258,265 |
Value of total assets at end of year | 2013-12-31 | $1,799,400 |
Value of total assets at beginning of year | 2013-12-31 | $1,594,168 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $4,130 |
Total interest from all sources | 2013-12-31 | $1,090 |
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 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $100,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $155,298 |
Participant contributions at end of year | 2013-12-31 | $19 |
Participant contributions at beginning of year | 2013-12-31 | $5,719 |
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 | $205,232 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $1,799,400 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,594,168 |
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 |
Investment advisory and management fees | 2013-12-31 | $1,382 |
Value of interest in pooled separate accounts at end of year | 2013-12-31 | $1,440,070 |
Value of interest in pooled separate accounts at beginning of year | 2013-12-31 | $1,136,321 |
Interest earned on other investments | 2013-12-31 | $1,090 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-12-31 | $359,296 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $448,190 |
Net investment gain/loss from pooled separate accounts | 2013-12-31 | $247,342 |
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 |
Contributions received in cash from employer | 2013-12-31 | $102,967 |
Employer contributions (assets) at end of year | 2013-12-31 | $15 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $3,938 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $297,335 |
Contract administrator fees | 2013-12-31 | $2,748 |
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 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | BLACKBURN CHILDERS STEAGALL |
Accountancy firm EIN | 2013-12-31 | 620647474 |
2012 : MOUNTAIN EMPIRE OIL COMPANY 401(K) PLAN 2012 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total transfer of assets to this plan | 2012-12-31 | $171 |
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 | $427,581 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $322,352 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $321,827 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $291,818 |
Value of total assets at end of year | 2012-12-31 | $1,594,168 |
Value of total assets at beginning of year | 2012-12-31 | $1,488,768 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $525 |
Total interest from all sources | 2012-12-31 | $0 |
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 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $100,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $177,248 |
Participant contributions at end of year | 2012-12-31 | $5,719 |
Participant contributions at beginning of year | 2012-12-31 | $3,288 |
Other income not declared elsewhere | 2012-12-31 | $7,115 |
Total non interest bearing cash at beginning of year | 2012-12-31 | $829 |
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 | $105,229 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $1,594,168 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,488,768 |
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 |
Value of interest in pooled separate accounts at end of year | 2012-12-31 | $1,136,321 |
Value of interest in pooled separate accounts at beginning of year | 2012-12-31 | $1,207,473 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $448,190 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $275,008 |
Net investment gain/loss from pooled separate accounts | 2012-12-31 | $128,648 |
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 |
Contributions received in cash from employer | 2012-12-31 | $114,570 |
Employer contributions (assets) at end of year | 2012-12-31 | $3,938 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $2,170 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $321,827 |
Contract administrator fees | 2012-12-31 | $525 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2012-12-31 | Yes |
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 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | BLACKBURN CHILDERS STEAGALL |
Accountancy firm EIN | 2012-12-31 | 620647474 |
2011 : MOUNTAIN EMPIRE OIL COMPANY 401(K) PLAN 2011 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $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 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $212,782 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $141,189 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $141,125 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $269,507 |
Value of total assets at end of year | 2011-12-31 | $1,488,768 |
Value of total assets at beginning of year | 2011-12-31 | $1,417,175 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $64 |
Total interest from all sources | 2011-12-31 | $7,766 |
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 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $100,000 |
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 |
Contributions received from participants | 2011-12-31 | $164,894 |
Participant contributions at end of year | 2011-12-31 | $3,288 |
Participant contributions at beginning of year | 2011-12-31 | $784 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $0 |
Total non interest bearing cash at end of year | 2011-12-31 | $829 |
Total non interest bearing cash at beginning of year | 2011-12-31 | $861 |
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 | $71,593 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $1,488,768 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,417,175 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2011-12-31 | $1,207,473 |
Value of interest in pooled separate accounts at beginning of year | 2011-12-31 | $1,168,557 |
Interest earned on other investments | 2011-12-31 | $64 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $7,702 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $275,008 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $246,446 |
Net investment gain/loss from pooled separate accounts | 2011-12-31 | $-64,491 |
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 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $104,613 |
Employer contributions (assets) at end of year | 2011-12-31 | $2,170 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $527 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $141,125 |
Contract administrator fees | 2011-12-31 | $64 |
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 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | BLACKBURN, CHILDERS & STEAGALL PLC |
Accountancy firm EIN | 2011-12-31 | 620647474 |
2010 : MOUNTAIN EMPIRE OIL COMPANY 401(K) PLAN 2010 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total transfer of assets from this plan | 2010-12-31 | $217,048 |
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 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $397,721 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $95,778 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $94,859 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $268,045 |
Value of total assets at end of year | 2010-12-31 | $1,417,175 |
Value of total assets at beginning of year | 2010-12-31 | $1,332,280 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $919 |
Total interest from all sources | 2010-12-31 | $8,141 |
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 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $100,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $147,218 |
Participant contributions at end of year | 2010-12-31 | $784 |
Participant contributions at beginning of year | 2010-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $30,455 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $0 |
Other income not declared elsewhere | 2010-12-31 | $0 |
Total non interest bearing cash at end of year | 2010-12-31 | $861 |
Total non interest bearing cash at beginning of year | 2010-12-31 | $323,419 |
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 | $301,943 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $1,417,175 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,332,280 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2010-12-31 | $1,168,557 |
Value of interest in pooled separate accounts at beginning of year | 2010-12-31 | $1,008,861 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $8,141 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $246,446 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $0 |
Net investment gain/loss from pooled separate accounts | 2010-12-31 | $121,535 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $90,372 |
Employer contributions (assets) at end of year | 2010-12-31 | $527 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $94,859 |
Contract administrator fees | 2010-12-31 | $919 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | BLACKBURN, CHILDERS & STEAGALL PLC |
Accountancy firm EIN | 2010-12-31 | 620647474 |
2009 : MOUNTAIN EMPIRE OIL COMPANY 401(K) PLAN 2009 401k financial data |
---|
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |