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W. B. MCCARTNEY OIL CO INC PS PLAN 401k Plan overview

Plan NameW. B. MCCARTNEY OIL CO INC PS PLAN
Plan identification number 001

W. B. MCCARTNEY OIL CO INC PS 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.
  • 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.
  • Plan covering Self-Employed individuals.
  • 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.

401k Sponsoring company profile

W.B. MCCARTNEY OIL CO. INC. has sponsored the creation of one or more 401k plans.

Company Name:W.B. MCCARTNEY OIL CO. INC.
Employer identification number (EIN):720682111
NAIC Classification:424700

Form 5500 Filing Information

Submission information for form 5500 for 401k plan W. B. MCCARTNEY OIL CO INC PS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01J DREW PENDARVIS2024-10-04
0012022-01-01J DREW PENDARVIS2023-08-10
0012021-01-01J DREW PENDARVIS2022-07-01
0012021-01-01J DREW PENDARVIS2022-07-01
0012020-01-01J DREW PENDARVIS2021-09-30
0012019-01-01J DREW PENDARVIS2020-10-07
0012018-01-01J. DREW PENDARVIS2019-07-18
0012017-01-01JOE D MCCARTNEY2018-06-11 JOE D MCCARTNEY2018-06-11
0012016-01-01JOE D. MCCARTNEY2017-06-07
0012015-01-01JOE MCCARTNEY2016-06-29
0012014-01-01JOE D MCCARTNEY JOE MCCARTNEY2015-06-22
0012013-01-01JOE MCCARTNEY JOE MCCARTNEY2014-06-03
0012012-01-01JOE MCCARTNEY
0012011-01-01JOE MCCARTNEY
0012010-01-01JOE MCCARTNEY2011-03-01

Financial Data on W. B. MCCARTNEY OIL CO INC PS PLAN

Measure Date Value
2025 : W. B. MCCARTNEY OIL CO INC PS PLAN 2025 401k financial data
Total liabilities as of the end of the plan year2025-07-030
Total liabilities as of the beginning of the plan year2025-07-030
Total expenses incurred by plan in this plan year2025-07-031590044
Net assets as of the end of the plan year2025-07-035650585
Total assets as of the beginning of the plan year2025-07-036240331
Value of plan covered by a fidelity bond2025-07-03100000
Participant contributions to plan in this plan year2025-07-03188494
Other expenses paid from plan in this plan year2025-07-030
Other contributions to plan in this plan year2025-07-030
Other income to plan in this plan year2025-07-03703727
Plan net income in this plan year2025-07-03-589746
Net assets as of the end of the plan year2025-07-035650585
Net assets as of the beginning of the plan year2025-07-036240331
Employer contributions to plan in this plan year2025-07-03108077
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-03200
2024 : W. B. MCCARTNEY OIL CO INC PS PLAN 2024 401k financial data
Total liabilities as of the end of the plan year2024-10-040
Total liabilities as of the beginning of the plan year2024-10-040
Total expenses incurred by plan in this plan year2024-10-04372133
Net assets as of the end of the plan year2024-10-046240331
Total assets as of the beginning of the plan year2024-10-045435068
Value of plan covered by a fidelity bond2024-10-04100000
Participant contributions to plan in this plan year2024-10-04181791
Other expenses paid from plan in this plan year2024-10-040
Other contributions to plan in this plan year2024-10-0449367
Other income to plan in this plan year2024-10-04845772
Plan net income in this plan year2024-10-04805263
Net assets as of the end of the plan year2024-10-046240331
Net assets as of the beginning of the plan year2024-10-045435068
Employer contributions to plan in this plan year2024-10-04100466
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-04160
2014 : W. B. MCCARTNEY OIL CO INC PS PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total income from all sources2014-12-31$348,786
Expenses. Total of all expenses incurred2014-12-31$143,978
Benefits paid (including direct rollovers)2014-12-31$143,878
Total plan assets at end of year2014-12-31$3,172,956
Total plan assets at beginning of year2014-12-31$2,968,148
Value of fidelity bond covering the plan2014-12-31$220,000
Total contributions received or receivable from participants2014-12-31$116,538
Expenses. Other expenses not covered elsewhere2014-12-31$100
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$171,435
Net income (gross income less expenses)2014-12-31$204,808
Net plan assets at end of year (total assets less liabilities)2014-12-31$3,172,956
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$2,968,148
Assets. Value of participant loans2014-12-31$0
Total contributions received or receivable from employer(s)2014-12-31$60,813
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$0
Amount contributed by the employer to the plan for this plan year2014-12-31$0
2013 : W. B. MCCARTNEY OIL CO INC PS PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total income from all sources2013-12-31$656,762
Expenses. Total of all expenses incurred2013-12-31$24,656
Benefits paid (including direct rollovers)2013-12-31$24,631
Total plan assets at end of year2013-12-31$2,968,148
Total plan assets at beginning of year2013-12-31$2,336,042
Value of fidelity bond covering the plan2013-12-31$220,000
Total contributions received or receivable from participants2013-12-31$115,518
Expenses. Other expenses not covered elsewhere2013-12-31$25
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$481,359
Net income (gross income less expenses)2013-12-31$632,106
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,968,148
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$2,336,042
Assets. Value of participant loans2013-12-31$0
Total contributions received or receivable from employer(s)2013-12-31$59,885
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$0
Amount contributed by the employer to the plan for this plan year2013-12-31$0
2012 : W. B. MCCARTNEY OIL CO INC PS PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total income from all sources2012-12-31$425,576
Expenses. Total of all expenses incurred2012-12-31$69,285
Benefits paid (including direct rollovers)2012-12-31$69,235
Total plan assets at end of year2012-12-31$2,336,042
Total plan assets at beginning of year2012-12-31$1,979,751
Value of fidelity bond covering the plan2012-12-31$220,000
Total contributions received or receivable from participants2012-12-31$117,250
Expenses. Other expenses not covered elsewhere2012-12-31$50
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$250,867
Net income (gross income less expenses)2012-12-31$356,291
Net plan assets at end of year (total assets less liabilities)2012-12-31$2,336,042
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,979,751
Assets. Value of participant loans2012-12-31$0
Total contributions received or receivable from employer(s)2012-12-31$57,459
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$0
Amount contributed by the employer to the plan for this plan year2012-12-31$0
2011 : W. B. MCCARTNEY OIL CO INC PS PLAN 2011 401k financial data
Total income from all sources2011-12-31$146,100
Expenses. Total of all expenses incurred2011-12-31$73,549
Benefits paid (including direct rollovers)2011-12-31$73,549
Total plan assets at end of year2011-12-31$1,979,750
Total plan assets at beginning of year2011-12-31$1,907,199
Value of fidelity bond covering the plan2011-12-31$200,000
Total contributions received or receivable from participants2011-12-31$107,371
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-14,806
Net income (gross income less expenses)2011-12-31$72,551
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,979,750
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,907,199
Total contributions received or receivable from employer(s)2011-12-31$53,535
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$0
Amount contributed by the employer to the plan for this plan year2011-12-31$0

Form 5500 Responses for W. B. MCCARTNEY OIL CO INC PS PLAN

2014: W. B. MCCARTNEY OIL CO INC PS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
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
2013: W. B. MCCARTNEY OIL CO INC PS 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
2012: W. B. MCCARTNEY OIL CO INC PS 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
2011: W. B. MCCARTNEY OIL CO INC PS 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

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-827959
Policy instance 1
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-827959
Policy instance 1
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-827959
Policy instance 1
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-827959
Policy instance 1

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