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Plan Name | LEON H. BARTLETT, INC. EMPLOYEE STOCK OWNERSHIP PLAN |
Plan identification number | 002 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | BARTLETT PETROLEUM, INC. |
Employer identification number (EIN): | 942627293 |
NAIC Classification: | 424700 |
Additional information about BARTLETT PETROLEUM, INC.
Jurisdiction of Incorporation: | Texas Secretary of State |
Incorporation Date: | 2006-11-08 |
Company Identification Number: | 0800731525 |
Legal Registered Office Address: |
PO BOX 1367 GEORGE WEST United States of America (USA) 78022 |
More information about BARTLETT PETROLEUM, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
002 | 2009-11-01 | LEON H BARTLETT | LEON H BARTLETT | 2011-02-17 | |
002 | 2008-11-01 | LEON H BARTLETT | LEON H BARTLETT | 2011-02-17 | |
002 | 2008-11-01 |
Measure | Date | Value |
---|---|---|
2009: LEON H. BARTLETT, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-11-01 | 33 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-11-01 | 10 |
Number of retired or separated participants receiving benefits | 2009-11-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-11-01 | 22 |
Total of all active and inactive participants | 2009-11-01 | 32 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-11-01 | 0 |
Total participants | 2009-11-01 | 32 |
Number of participants with account balances | 2009-11-01 | 30 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-11-01 | 0 |
2008: LEON H. BARTLETT, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2008 401k membership | ||
Total participants, beginning-of-year | 2008-11-01 | 36 |
Total number of active participants reported on line 7a of the Form 5500 | 2008-11-01 | 16 |
Number of retired or separated participants receiving benefits | 2008-11-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2008-11-01 | 16 |
Total of all active and inactive participants | 2008-11-01 | 32 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2008-11-01 | 0 |
Total participants | 2008-11-01 | 32 |
Number of participants with account balances | 2008-11-01 | 30 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2008-11-01 | 7 |
Measure | Date | Value |
---|---|---|
2011 : LEON H. BARTLETT, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k financial data | ||
Transfers to/from the plan | 2011-10-31 | $0 |
Total plan liabilities at end of year | 2011-10-31 | $0 |
Total plan liabilities at beginning of year | 2011-10-31 | $248,294 |
Total income from all sources | 2011-10-31 | $183,670 |
Expenses. Total of all expenses incurred | 2011-10-31 | $35 |
Benefits paid (including direct rollovers) | 2011-10-31 | $0 |
Total plan assets at end of year | 2011-10-31 | $0 |
Total plan assets at beginning of year | 2011-10-31 | $64,659 |
Value of fidelity bond covering the plan | 2011-10-31 | $50,000 |
Total contributions received or receivable from participants | 2011-10-31 | $0 |
Contributions received from other sources (not participants or employers) | 2011-10-31 | $0 |
Other income received | 2011-10-31 | $183,670 |
Noncash contributions received | 2011-10-31 | $0 |
Net income (gross income less expenses) | 2011-10-31 | $183,635 |
Net plan assets at end of year (total assets less liabilities) | 2011-10-31 | $0 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-10-31 | $-183,635 |
Total contributions received or receivable from employer(s) | 2011-10-31 | $0 |
Value of corrective distributions | 2011-10-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-10-31 | $35 |
2010 : LEON H. BARTLETT, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-10-31 | $0 |
2009 : LEON H. BARTLETT, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-10-31 | $0 |
2009: LEON H. BARTLETT, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2009 form 5500 responses | ||
---|---|---|
2009-11-01 | Type of plan entity | Single employer plan |
2009-11-01 | Submission has been amended | No |
2009-11-01 | This submission is the final filing | No |
2009-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-11-01 | Plan is a collectively bargained plan | Yes |
2009-11-01 | Plan funding arrangement – Trust | Yes |
2009-11-01 | Plan benefit arrangement - Trust | Yes |
2008: LEON H. BARTLETT, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2008 form 5500 responses | ||
2008-11-01 | Type of plan entity | Single employer plan |
2008-11-01 | Submission has been amended | Yes |
2008-11-01 | This submission is the final filing | No |
2008-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2008-11-01 | Plan is a collectively bargained plan | Yes |
2008-11-01 | Plan funding arrangement – Trust | Yes |
2008-11-01 | Plan benefit arrangement - Trust | Yes |