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LEON H. BARTLETT, INC. EMPLOYEE STOCK OWNERSHIP PLAN 401k Plan overview

Plan NameLEON H. BARTLETT, INC. EMPLOYEE STOCK OWNERSHIP PLAN
Plan identification number 002

LEON H. BARTLETT, INC. EMPLOYEE STOCK OWNERSHIP PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Leveraged ESOP - An ESOP that acquires employer securities with borrowed money or other debt-financing techniques. A completed Schedule E must be attached to a Form 5500 filed for an ESOP.

401k Sponsoring company profile

BARTLETT PETROLEUM, INC. has sponsored the creation of one or more 401k plans.

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.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LEON H. BARTLETT, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022009-11-01LEON H BARTLETT LEON H BARTLETT2011-02-17
0022008-11-01LEON H BARTLETT LEON H BARTLETT2011-02-17
0022008-11-01

Plan Statistics for LEON H. BARTLETT, INC. EMPLOYEE STOCK OWNERSHIP PLAN

401k plan membership statisitcs for LEON H. BARTLETT, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2009: LEON H. BARTLETT, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k membership
Total participants, beginning-of-year2009-11-0133
Total number of active participants reported on line 7a of the Form 55002009-11-0110
Number of retired or separated participants receiving benefits2009-11-010
Number of other retired or separated participants entitled to future benefits2009-11-0122
Total of all active and inactive participants2009-11-0132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-11-010
Total participants2009-11-0132
Number of participants with account balances2009-11-0130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-11-010
2008: LEON H. BARTLETT, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2008 401k membership
Total participants, beginning-of-year2008-11-0136
Total number of active participants reported on line 7a of the Form 55002008-11-0116
Number of retired or separated participants receiving benefits2008-11-010
Number of other retired or separated participants entitled to future benefits2008-11-0116
Total of all active and inactive participants2008-11-0132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2008-11-010
Total participants2008-11-0132
Number of participants with account balances2008-11-0130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2008-11-017

Financial Data on LEON H. BARTLETT, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2011 : LEON H. BARTLETT, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k financial data
Transfers to/from the plan2011-10-31$0
Total plan liabilities at end of year2011-10-31$0
Total plan liabilities at beginning of year2011-10-31$248,294
Total income from all sources2011-10-31$183,670
Expenses. Total of all expenses incurred2011-10-31$35
Benefits paid (including direct rollovers)2011-10-31$0
Total plan assets at end of year2011-10-31$0
Total plan assets at beginning of year2011-10-31$64,659
Value of fidelity bond covering the plan2011-10-31$50,000
Total contributions received or receivable from participants2011-10-31$0
Contributions received from other sources (not participants or employers)2011-10-31$0
Other income received2011-10-31$183,670
Noncash contributions received2011-10-31$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 distributions2011-10-31$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 securities2010-10-31$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 securities2009-10-31$0

Form 5500 Responses for LEON H. BARTLETT, INC. EMPLOYEE STOCK OWNERSHIP PLAN

2009: LEON H. BARTLETT, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2009 form 5500 responses
2009-11-01Type of plan entitySingle employer plan
2009-11-01Submission has been amendedNo
2009-11-01This submission is the final filingNo
2009-11-01This return/report is a short plan year return/report (less than 12 months)No
2009-11-01Plan is a collectively bargained planYes
2009-11-01Plan funding arrangement – TrustYes
2009-11-01Plan benefit arrangement - TrustYes
2008: LEON H. BARTLETT, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2008 form 5500 responses
2008-11-01Type of plan entitySingle employer plan
2008-11-01Submission has been amendedYes
2008-11-01This submission is the final filingNo
2008-11-01This return/report is a short plan year return/report (less than 12 months)No
2008-11-01Plan is a collectively bargained planYes
2008-11-01Plan funding arrangement – TrustYes
2008-11-01Plan benefit arrangement - TrustYes

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