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SAN JOAQUIN REFINING COMPANY 401(K) PLAN 401k Plan overview

Plan NameSAN JOAQUIN REFINING COMPANY 401(K) PLAN
Plan identification number 003

SAN JOAQUIN REFINING COMPANY 401(K) 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.
  • 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.

401k Sponsoring company profile

SAN JOAQUIN REFINING COMPANY, INC. has sponsored the creation of one or more 401k plans.

Company Name:SAN JOAQUIN REFINING COMPANY, INC.
Employer identification number (EIN):953341023
NAIC Classification:324110
NAIC Description:Petroleum Refineries

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SAN JOAQUIN REFINING COMPANY 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01CYRUS MOJIBI2023-10-11 CYRUS MOJIBI2023-10-11
0032021-01-01L. JAY PHELPS2022-10-14
0032020-01-01JAY PHELPS2021-10-12 CYRUS MOJIBI2021-10-12
0032019-01-01CYRUS MOJIBI2020-10-15 CYRUS MOJIBI2020-10-15
0032018-01-01L. JAY PHELPS2019-10-15 MAJID MOJIBI2019-10-15
0032017-01-01
0032016-01-01
0032015-01-01L JAY PHELPS
0032014-01-01LARRY JAY PHELPS
0032013-01-01JAY PHELPS
0032012-01-01JAY PHELPS
0032011-01-01JAY PHELPS
0032010-01-01JAY PHELPS
0032009-01-01JAY PHELPS JAY PHELPS2010-07-30

Plan Statistics for SAN JOAQUIN REFINING COMPANY 401(K) PLAN

401k plan membership statisitcs for SAN JOAQUIN REFINING COMPANY 401(K) PLAN

Measure Date Value
2022: SAN JOAQUIN REFINING COMPANY 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01147
Total number of active participants reported on line 7a of the Form 55002022-01-01126
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0120
Total of all active and inactive participants2022-01-01146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01146
Number of participants with account balances2022-01-01145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: SAN JOAQUIN REFINING COMPANY 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01149
Total number of active participants reported on line 7a of the Form 55002021-01-01124
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0118
Total of all active and inactive participants2021-01-01142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01142
Number of participants with account balances2021-01-01140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: SAN JOAQUIN REFINING COMPANY 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01151
Total number of active participants reported on line 7a of the Form 55002020-01-01125
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0124
Total of all active and inactive participants2020-01-01149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01149
Number of participants with account balances2020-01-01149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: SAN JOAQUIN REFINING COMPANY 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01151
Total number of active participants reported on line 7a of the Form 55002019-01-01128
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0120
Total of all active and inactive participants2019-01-01148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01148
Number of participants with account balances2019-01-01148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: SAN JOAQUIN REFINING COMPANY 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01152
Total number of active participants reported on line 7a of the Form 55002018-01-01128
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0119
Total of all active and inactive participants2018-01-01147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01147
Number of participants with account balances2018-01-01147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: SAN JOAQUIN REFINING COMPANY 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01151
Total number of active participants reported on line 7a of the Form 55002017-01-01130
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0122
Total of all active and inactive participants2017-01-01152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01152
Number of participants with account balances2017-01-01151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: SAN JOAQUIN REFINING COMPANY 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01145
Total number of active participants reported on line 7a of the Form 55002016-01-01132
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0118
Total of all active and inactive participants2016-01-01150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01150
Number of participants with account balances2016-01-01146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: SAN JOAQUIN REFINING COMPANY 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01153
Total number of active participants reported on line 7a of the Form 55002015-01-01146
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0110
Total of all active and inactive participants2015-01-01156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
Total participants2015-01-01158
Number of participants with account balances2015-01-01141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: SAN JOAQUIN REFINING COMPANY 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01150
Total number of active participants reported on line 7a of the Form 55002014-01-01142
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-018
Total of all active and inactive participants2014-01-01150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01151
Number of participants with account balances2014-01-01136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: SAN JOAQUIN REFINING COMPANY 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01148
Total number of active participants reported on line 7a of the Form 55002013-01-01141
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-018
Total of all active and inactive participants2013-01-01149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01150
Number of participants with account balances2013-01-01133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: SAN JOAQUIN REFINING COMPANY 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01128
Total number of active participants reported on line 7a of the Form 55002012-01-01138
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-018
Total of all active and inactive participants2012-01-01146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-012
Total participants2012-01-01148
Number of participants with account balances2012-01-01131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: SAN JOAQUIN REFINING COMPANY 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01131
Total number of active participants reported on line 7a of the Form 55002011-01-01120
Number of other retired or separated participants entitled to future benefits2011-01-017
Total of all active and inactive participants2011-01-01127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01128
Number of participants with account balances2011-01-01116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: SAN JOAQUIN REFINING COMPANY 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01135
Total number of active participants reported on line 7a of the Form 55002010-01-01122
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-018
Total of all active and inactive participants2010-01-01130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-01131
Number of participants with account balances2010-01-01127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: SAN JOAQUIN REFINING COMPANY 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01133
Total number of active participants reported on line 7a of the Form 55002009-01-01125
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0110
Total of all active and inactive participants2009-01-01135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01135
Number of participants with account balances2009-01-01130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on SAN JOAQUIN REFINING COMPANY 401(K) PLAN

Measure Date Value
2022 : SAN JOAQUIN REFINING COMPANY 401(K) PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-3,986,333
Total of all expenses incurred2022-12-31$1,522,212
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,485,367
Expenses. Certain deemed distributions of participant loans2022-12-31$4,081
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,295,562
Value of total assets at end of year2022-12-31$29,638,365
Value of total assets at beginning of year2022-12-31$35,146,910
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$32,764
Total interest from all sources2022-12-31$38,602
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$77,229
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$77,229
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$821,282
Participant contributions at end of year2022-12-31$830,802
Participant contributions at beginning of year2022-12-31$854,542
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$31,908
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-5,508,545
Value of net assets at end of year (total assets less liabilities)2022-12-31$29,638,365
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$35,146,910
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in pooled separate accounts at end of year2022-12-31$22,232,375
Value of interest in pooled separate accounts at beginning of year2022-12-31$28,379,967
Interest on participant loans2022-12-31$38,602
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$6,575,188
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$5,912,401
Net investment gain/loss from pooled separate accounts2022-12-31$-5,397,726
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$442,372
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,485,367
Contract administrator fees2022-12-31$32,764
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BARBICH HOOPER KING DILL HOFFMAN
Accountancy firm EIN2022-12-31953705481
2021 : SAN JOAQUIN REFINING COMPANY 401(K) PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$5,529,296
Total of all expenses incurred2021-12-31$1,783,372
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,739,454
Expenses. Certain deemed distributions of participant loans2021-12-31$11,621
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,301,025
Value of total assets at end of year2021-12-31$35,146,910
Value of total assets at beginning of year2021-12-31$31,400,986
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$32,297
Total interest from all sources2021-12-31$41,473
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$81,244
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$81,244
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$853,817
Participant contributions at end of year2021-12-31$854,542
Participant contributions at beginning of year2021-12-31$726,972
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$15,696
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$3,745,924
Value of net assets at end of year (total assets less liabilities)2021-12-31$35,146,910
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$31,400,986
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$32,297
Value of interest in pooled separate accounts at end of year2021-12-31$28,379,967
Value of interest in pooled separate accounts at beginning of year2021-12-31$25,361,832
Interest on participant loans2021-12-31$41,443
Interest earned on other investments2021-12-31$30
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$5,912,401
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$5,312,182
Net investment gain/loss from pooled separate accounts2021-12-31$4,105,554
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$431,512
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,739,454
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BARBICH HOOPER KING DILL HOFFMAN
Accountancy firm EIN2021-12-31953705481
2020 : SAN JOAQUIN REFINING COMPANY 401(K) PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$4,944,869
Total of all expenses incurred2020-12-31$1,452,391
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,425,090
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,246,991
Value of total assets at end of year2020-12-31$31,400,986
Value of total assets at beginning of year2020-12-31$27,908,508
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$27,301
Total interest from all sources2020-12-31$46,462
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$75,572
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$75,572
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$796,182
Participant contributions at end of year2020-12-31$726,972
Participant contributions at beginning of year2020-12-31$903,381
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$3,492,478
Value of net assets at end of year (total assets less liabilities)2020-12-31$31,400,986
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$27,908,508
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in pooled separate accounts at end of year2020-12-31$25,361,832
Value of interest in pooled separate accounts at beginning of year2020-12-31$22,998,198
Interest on participant loans2020-12-31$46,462
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$5,312,182
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$4,006,929
Net investment gain/loss from pooled separate accounts2020-12-31$3,575,844
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$450,809
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,425,090
Contract administrator fees2020-12-31$27,301
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BARBICH HOOPER KING DILL HOFFMAN
Accountancy firm EIN2020-12-31953705481
2019 : SAN JOAQUIN REFINING COMPANY 401(K) PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$5,837,077
Total income from all sources (including contributions)2019-12-31$5,837,077
Total of all expenses incurred2019-12-31$584,003
Total of all expenses incurred2019-12-31$584,003
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$558,868
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$558,868
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,170,323
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,170,323
Value of total assets at end of year2019-12-31$27,908,508
Value of total assets at end of year2019-12-31$27,908,508
Value of total assets at beginning of year2019-12-31$22,655,434
Value of total assets at beginning of year2019-12-31$22,655,434
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$25,135
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$25,135
Total interest from all sources2019-12-31$50,913
Total interest from all sources2019-12-31$50,913
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$4,182
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$4,182
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$727,519
Contributions received from participants2019-12-31$727,519
Participant contributions at end of year2019-12-31$903,381
Participant contributions at end of year2019-12-31$903,381
Participant contributions at beginning of year2019-12-31$838,602
Participant contributions at beginning of year2019-12-31$838,602
Participant contributions at beginning of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$5,253,074
Value of net income/loss2019-12-31$5,253,074
Value of net assets at end of year (total assets less liabilities)2019-12-31$27,908,508
Value of net assets at end of year (total assets less liabilities)2019-12-31$27,908,508
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$22,655,434
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$22,655,434
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$22,998,198
Value of interest in pooled separate accounts at end of year2019-12-31$22,998,198
Value of interest in pooled separate accounts at beginning of year2019-12-31$19,053,107
Value of interest in pooled separate accounts at beginning of year2019-12-31$19,053,107
Interest on participant loans2019-12-31$50,913
Interest on participant loans2019-12-31$50,913
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$4,006,929
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$4,006,929
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$2,763,725
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$0
Net investment gain/loss from pooled separate accounts2019-12-31$4,611,659
Net investment gain/loss from pooled separate accounts2019-12-31$4,611,659
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$442,804
Contributions received in cash from employer2019-12-31$442,804
Employer contributions (assets) at beginning of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Income. Dividends from common stock2019-12-31$4,182
Income. Dividends from common stock2019-12-31$4,182
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$558,868
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$558,868
Contract administrator fees2019-12-31$25,135
Contract administrator fees2019-12-31$25,135
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BARBICH HOOPER KING DILL HOFFMAN
Accountancy firm name2019-12-31BARBICH HOOPER KING DILL HOFFMAN
Accountancy firm EIN2019-12-31953705481
Accountancy firm EIN2019-12-31953705481
2018 : SAN JOAQUIN REFINING COMPANY 401(K) PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$320,762
Total of all expenses incurred2018-12-31$1,317,224
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,257,801
Expenses. Certain deemed distributions of participant loans2018-12-31$37,389
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,149,319
Value of total assets at end of year2018-12-31$22,655,434
Value of total assets at beginning of year2018-12-31$23,651,896
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$22,034
Total interest from all sources2018-12-31$43,824
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$4,663
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$721,575
Participant contributions at end of year2018-12-31$838,602
Participant contributions at beginning of year2018-12-31$944,016
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-996,462
Value of net assets at end of year (total assets less liabilities)2018-12-31$22,655,434
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$23,651,896
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$0
Value of interest in pooled separate accounts at end of year2018-12-31$19,053,107
Value of interest in pooled separate accounts at beginning of year2018-12-31$21,358,232
Interest on participant loans2018-12-31$43,824
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$2,763,725
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,349,648
Net investment gain/loss from pooled separate accounts2018-12-31$-877,044
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$427,744
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$0
Income. Dividends from common stock2018-12-31$4,663
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,257,801
Contract administrator fees2018-12-31$22,034
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31KEATHLEY,MAXWELL&ANTONGIOVANNI,LLP
Accountancy firm EIN2018-12-31770344660
2017 : SAN JOAQUIN REFINING COMPANY 401(K) PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$4,555,428
Total of all expenses incurred2017-12-31$1,096,199
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,041,135
Expenses. Certain deemed distributions of participant loans2017-12-31$36,184
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,081,170
Value of total assets at end of year2017-12-31$23,651,896
Value of total assets at beginning of year2017-12-31$20,192,667
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$18,880
Total interest from all sources2017-12-31$50,607
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$3,604
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$478
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$647,614
Participant contributions at end of year2017-12-31$944,016
Participant contributions at beginning of year2017-12-31$1,151,244
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$4,091
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$3,459,229
Value of net assets at end of year (total assets less liabilities)2017-12-31$23,651,896
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$20,192,667
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,751
Value of interest in pooled separate accounts at end of year2017-12-31$21,358,232
Value of interest in pooled separate accounts at beginning of year2017-12-31$18,855,683
Interest on participant loans2017-12-31$50,607
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,349,648
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$183,989
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$19,022
Net investment gain/loss from pooled separate accounts2017-12-31$3,401,025
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$429,465
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$0
Income. Dividends from common stock2017-12-31$3,126
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,041,135
Contract administrator fees2017-12-31$18,880
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31KEATHLEY,MAXWELL&ANTONGIOVANNI,LLP
Accountancy firm EIN2017-12-31770344660
2016 : SAN JOAQUIN REFINING COMPANY 401(K) PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$2,469,275
Total of all expenses incurred2016-12-31$1,004,556
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$910,055
Expenses. Certain deemed distributions of participant loans2016-12-31$26,938
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,179,409
Value of total assets at end of year2016-12-31$20,192,667
Value of total assets at beginning of year2016-12-31$18,727,948
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$67,563
Total interest from all sources2016-12-31$48,753
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$84,911
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$84,911
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$581,546
Participant contributions at end of year2016-12-31$1,151,244
Participant contributions at beginning of year2016-12-31$1,197,806
Participant contributions at end of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$159,879
Other income not declared elsewhere2016-12-31$1,125
Total non interest bearing cash at beginning of year2016-12-31$1
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,464,719
Value of net assets at end of year (total assets less liabilities)2016-12-31$20,192,667
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$18,727,948
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$1,751
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$13,985,104
Value of interest in pooled separate accounts at end of year2016-12-31$18,855,683
Interest on participant loans2016-12-31$48,753
Value of interest in common/collective trusts at beginning of year2016-12-31$3,545,037
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$183,989
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,117,617
Net investment gain/loss from pooled separate accounts2016-12-31$-112,337
Net investment gain or loss from common/collective trusts2016-12-31$149,797
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$437,984
Employer contributions (assets) at end of year2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$910,055
Contract administrator fees2016-12-31$67,563
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31KEATHLEY,MAXWELL&ANTONGIOVANNI,LLP
Accountancy firm EIN2016-12-31770344660
2015 : SAN JOAQUIN REFINING COMPANY 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$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$942,319
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,020,212
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$934,111
Expenses. Certain deemed distributions of participant loans2015-12-31$15,103
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,062,936
Value of total assets at end of year2015-12-31$18,727,948
Value of total assets at beginning of year2015-12-31$18,805,841
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$70,998
Total interest from all sources2015-12-31$49,208
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$130,053
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$130,053
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$750,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$561,110
Participant contributions at end of year2015-12-31$1,197,806
Participant contributions at beginning of year2015-12-31$1,043,196
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$100,000
Other income not declared elsewhere2015-12-31$1,842
Administrative expenses (other) incurred2015-12-31$70,998
Total non interest bearing cash at end of year2015-12-31$1
Total non interest bearing cash at beginning of year2015-12-31$-1,455
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-77,893
Value of net assets at end of year (total assets less liabilities)2015-12-31$18,727,948
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$18,805,841
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$13,985,104
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$14,791,258
Value of interest in pooled separate accounts at beginning of year2015-12-31$323,597
Interest on participant loans2015-12-31$49,208
Value of interest in common/collective trusts at end of year2015-12-31$3,545,037
Value of interest in common/collective trusts at beginning of year2015-12-31$2,649,245
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-344,095
Net investment gain/loss from pooled separate accounts2015-12-31$171
Net investment gain or loss from common/collective trusts2015-12-31$42,204
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$401,826
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$934,111
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31FISHER, KEATHLEY & ROSS
Accountancy firm EIN2015-12-31770344660
2014 : SAN JOAQUIN REFINING COMPANY 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$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$2,142,099
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$513,357
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$449,491
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,124,563
Value of total assets at end of year2014-12-31$18,805,841
Value of total assets at beginning of year2014-12-31$17,177,099
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$63,866
Total interest from all sources2014-12-31$45,393
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$759,156
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$759,156
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$750,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$518,813
Participant contributions at end of year2014-12-31$1,043,196
Participant contributions at beginning of year2014-12-31$1,058,343
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$209,464
Other income not declared elsewhere2014-12-31$-22
Administrative expenses (other) incurred2014-12-31$63,866
Total non interest bearing cash at end of year2014-12-31$-1,455
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,628,742
Value of net assets at end of year (total assets less liabilities)2014-12-31$18,805,841
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$17,177,099
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$14,791,258
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$13,865,395
Value of interest in pooled separate accounts at end of year2014-12-31$323,597
Interest on participant loans2014-12-31$45,393
Value of interest in common/collective trusts at end of year2014-12-31$2,649,245
Value of interest in common/collective trusts at beginning of year2014-12-31$2,253,361
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$170,158
Net investment gain/loss from pooled separate accounts2014-12-31$23,825
Net investment gain or loss from common/collective trusts2014-12-31$19,026
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$396,286
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$449,491
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31FISHER, KEATHLEY & ROSS
Accountancy firm EIN2014-12-31770344660
2013 : SAN JOAQUIN REFINING COMPANY 401(K) 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$3,613,750
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$533,262
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$505,696
Expenses. Certain deemed distributions of participant loans2013-12-31$-21,873
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$850,670
Value of total assets at end of year2013-12-31$17,177,099
Value of total assets at beginning of year2013-12-31$14,096,611
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$49,439
Total interest from all sources2013-12-31$43,939
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$440,656
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$440,656
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$750,000
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$470,065
Participant contributions at end of year2013-12-31$1,058,343
Participant contributions at beginning of year2013-12-31$945,176
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$0
Other income not declared elsewhere2013-12-31$-48
Administrative expenses (other) incurred2013-12-31$49,439
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$3,080,488
Value of net assets at end of year (total assets less liabilities)2013-12-31$17,177,099
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$14,096,611
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$13,865,395
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$11,076,951
Interest on participant loans2013-12-31$43,939
Value of interest in common/collective trusts at end of year2013-12-31$2,253,361
Value of interest in common/collective trusts at beginning of year2013-12-31$2,074,484
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,256,237
Net investment gain or loss from common/collective trusts2013-12-31$22,296
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$380,605
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$505,696
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 name2013-12-31BROWN ARMSTRONG
Accountancy firm EIN2013-12-31953109182
2012 : SAN JOAQUIN REFINING COMPANY 401(K) 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$2,288,586
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$728,257
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$662,353
Expenses. Certain deemed distributions of participant loans2012-12-31$21,873
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$825,395
Value of total assets at end of year2012-12-31$14,096,611
Value of total assets at beginning of year2012-12-31$12,536,282
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$44,031
Total interest from all sources2012-12-31$43,183
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$373,719
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$373,719
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$750,000
If this is an individual account plan, was there a blackout period2012-12-31No
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$433,905
Participant contributions at end of year2012-12-31$945,176
Participant contributions at beginning of year2012-12-31$911,290
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$17,729
Other income not declared elsewhere2012-12-31$-38
Administrative expenses (other) incurred2012-12-31$44,031
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$1,560,329
Value of net assets at end of year (total assets less liabilities)2012-12-31$14,096,611
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$12,536,282
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$11,076,951
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$9,386,777
Interest on participant loans2012-12-31$43,183
Value of interest in common/collective trusts at end of year2012-12-31$2,074,484
Value of interest in common/collective trusts at beginning of year2012-12-31$2,238,215
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,017,905
Net investment gain or loss from common/collective trusts2012-12-31$28,422
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$373,761
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$662,353
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 name2012-12-31BROWN ARMSTRONG
Accountancy firm EIN2012-12-31953109182
2011 : SAN JOAQUIN REFINING COMPANY 401(K) 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$0
Total income from all sources (including contributions)2011-12-31$465,267
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$803,396
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$769,104
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$815,944
Value of total assets at end of year2011-12-31$12,536,282
Value of total assets at beginning of year2011-12-31$12,874,411
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$34,292
Total interest from all sources2011-12-31$49,175
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$108,307
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$108,307
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$750,000
If this is an individual account plan, was there a blackout period2011-12-31No
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$441,356
Participant contributions at end of year2011-12-31$911,290
Participant contributions at beginning of year2011-12-31$985,835
Other income not declared elsewhere2011-12-31$30,794
Administrative expenses (other) incurred2011-12-31$34,292
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-338,129
Value of net assets at end of year (total assets less liabilities)2011-12-31$12,536,282
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$12,874,411
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$9,386,777
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$10,208,066
Interest on participant loans2011-12-31$49,175
Value of interest in common/collective trusts at end of year2011-12-31$2,238,215
Value of interest in common/collective trusts at beginning of year2011-12-31$1,680,510
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-575,631
Net investment gain or loss from common/collective trusts2011-12-31$36,678
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$374,588
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$769,104
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)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BROWN ARMSTRONG, CPA
Accountancy firm EIN2011-12-31953109182
2010 : SAN JOAQUIN REFINING COMPANY 401(K) 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$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$2,273,913
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$548,951
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$544,956
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$857,223
Value of total assets at end of year2010-12-31$12,874,411
Value of total assets at beginning of year2010-12-31$11,149,449
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$3,995
Total interest from all sources2010-12-31$53,411
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$106,158
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$106,158
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$750,000
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$410,506
Participant contributions at end of year2010-12-31$985,835
Participant contributions at beginning of year2010-12-31$895,865
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$63,624
Administrative expenses (other) incurred2010-12-31$3,995
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$1,724,962
Value of net assets at end of year (total assets less liabilities)2010-12-31$12,874,411
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$11,149,449
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$10,208,066
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$8,750,700
Interest on participant loans2010-12-31$53,411
Value of interest in common/collective trusts at end of year2010-12-31$1,680,510
Value of interest in common/collective trusts at beginning of year2010-12-31$1,502,884
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,217,661
Net investment gain or loss from common/collective trusts2010-12-31$39,460
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$383,093
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$544,956
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)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31BROWN ARMSTRONG, CPA
Accountancy firm EIN2010-12-31953109182
2009 : SAN JOAQUIN REFINING 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 securities2009-12-31$0

Form 5500 Responses for SAN JOAQUIN REFINING COMPANY 401(K) PLAN

2022: SAN JOAQUIN REFINING COMPANY 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SAN JOAQUIN REFINING COMPANY 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SAN JOAQUIN REFINING COMPANY 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SAN JOAQUIN REFINING COMPANY 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SAN JOAQUIN REFINING COMPANY 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SAN JOAQUIN REFINING COMPANY 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SAN JOAQUIN REFINING COMPANY 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SAN JOAQUIN REFINING COMPANY 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SAN JOAQUIN REFINING COMPANY 401(K) 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
2014-01-01Plan benefit arrangement - TrustYes
2013: SAN JOAQUIN REFINING COMPANY 401(K) 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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SAN JOAQUIN REFINING COMPANY 401(K) 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 – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SAN JOAQUIN REFINING COMPANY 401(K) 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 – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: SAN JOAQUIN REFINING COMPANY 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
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 – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: SAN JOAQUIN REFINING COMPANY 401(K) 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 – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number816609
Policy instance 1
Insurance contract or identification number816609
Number of Individuals Covered147
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $30,276
Total amount of fees paid to insurance companyUSD $0
Commission paid to Insurance BrokerUSD $30,276
Insurance broker organization code?5
Amount paid for insurance broker fees0
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number816609
Policy instance 1
Insurance contract or identification number816609
Number of Individuals Covered141
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $32,199
Total amount of fees paid to insurance companyUSD $0
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
Insurance broker organization code?5
Additional information about fees paid to insurance brokerADVISOR
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number816609
Policy instance 1
Insurance contract or identification number816609
Number of Individuals Covered149
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $26,609
Total amount of fees paid to insurance companyUSD $15,716
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees15716
Additional information about fees paid to insurance brokerTPA
Insurance broker organization code?5
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number816609
Policy instance 1
Insurance contract or identification number816609
Number of Individuals Covered148
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $21,714
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees21714
Additional information about fees paid to insurance brokerTPA
Insurance broker organization code?5
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberWF535853
Policy instance 2
Insurance contract or identification numberWF535853
Insurance policy start date2018-01-01
Insurance policy end date2018-12-15
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Other information about contractGROUP VARIABLE ANNUITY
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number816609
Policy instance 1
Insurance contract or identification number816609
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $20,904
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees20904
Additional information about fees paid to insurance brokerTHIRD PARTY ADMINISTRATOR FEES
Insurance broker organization code?5
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number816609
Policy instance 2
Insurance contract or identification number816609
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $29,534
Amount paid for insurance broker fees29534
Additional information about fees paid to insurance brokerTPA
Insurance broker organization code?5
Insurance broker nameQUALIFIED SERVICES INC DBA HICKS
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberWF535853
Policy instance 1
Insurance contract or identification numberWF535853
Insurance policy start date2017-01-01
Insurance policy end date2017-12-15
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 types other than group deferred annuity or individual?Yes
Other information about contractGROUP VARIABLE ANNUITY
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberWF535853
Policy instance 1
Insurance contract or identification numberWF535853
Number of Individuals Covered158
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
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?Yes
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
Other information about contractGROUP VARIABLE ANNUITY
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberWF535853
Policy instance 1
Insurance contract or identification numberWF535853
Number of Individuals Covered151
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?Yes
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
Other information about contractGROUP VARIABLE ANNUITY

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