401k Plan data: APEX ENERGY, LLC DEFINED BENEFIT PENSION PLAN plan

APEX ENERGY, LLC DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan Name	APEX ENERGY, LLC DEFINED BENEFIT PENSION PLAN
Plan identification number	001

APEX ENERGY, LLC DEFINED BENEFIT PENSION PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
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.
Life insurance

401k Sponsoring company profile

APEX ENERGY, LLC has sponsored the creation of one or more 401k plans.

Company Name: APEX ENERGY, LLC

Employer identification number (EIN): 954880486

NAIC Classification: 424700

Additional information about APEX ENERGY, LLC

Jurisdiction of Incorporation: California Department of State

Incorporation Date:

Company Identification Number: 200127710044

More information about APEX ENERGY, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan APEX ENERGY, LLC DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2018-01-01
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01 MICHAEL LEE 2015-09-17
001 2013-01-01 MICHAEL LEE 2014-07-01
001 2012-01-01 MICHAEL LEE 2013-06-11
001 2011-01-01 MICHAEL LEE 2012-09-13
001 2010-01-01 MICHAEL LEE
001 2009-01-01 MICHAEL LEE

Plan Statistics for APEX ENERGY, LLC DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for APEX ENERGY, LLC DEFINED BENEFIT PENSION PLAN

Measure Date Value
2018: APEX ENERGY, LLC DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets 2018-08-31 2,084,637
Acturial value of plan assets 2018-08-31 2,084,637
Funding target for retired participants and beneficiaries receiving payment 2018-08-31 0
Number of terminated vested participants 2018-08-31 0
Fundng target for terminated vested participants 2018-08-31 0
Active participant vested funding target 2018-08-31 1,656,904
Number of active participants 2018-08-31 3
Total funding liabilities for active participants 2018-08-31 1,656,904
Total participant count 2018-08-31 3
Total funding target for all participants 2018-08-31 1,656,904
Balance at beginning of prior year after applicable adjustments 2018-08-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-08-31 3,491
Carryover balanced portion elected for use to offset prior years funding requirement 2018-08-31 0
Prefunding balanced used to offset prior years funding requirement 2018-08-31 0
Amount remaining of carryover balance 2018-08-31 0
Amount remaining of prefunding balance 2018-08-31 3,491
Present value of excess contributions 2018-08-31 198,388
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-08-31 198,388
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-08-31 0
Reductions in caryover balances due to elections or deemed elections 2018-08-31 0
Reductions in prefunding balances due to elections or deemed elections 2018-08-31 0
Balance of carryovers at beginning of current year 2018-08-31 0
Balance of prefunding at beginning of current year 2018-08-31 3,924
Total employer contributions 2018-08-31 0
Total employee contributions 2018-08-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-08-31 0
Contributions made to avoid restrictions adjusted to valuation date 2018-08-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-08-31 0
Unpaid minimum required contributions for all prior years 2018-08-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-08-31 0
Remaining amount of unpaid minimum required contributions 2018-08-31 0
Minimum required contributions for current year target normal cost 2018-08-31 0
Net shortfall amortization installment of oustanding balance 2018-08-31 0
Waiver amortization installment 2018-08-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-08-31 0
Carryover balance elected to use to offset funding requirement 2018-08-31 0
Prefunding balance elected to use to offset funding requirement 2018-08-31 0
Additional cash requirement 2018-08-31 0
Contributions allocatedtoward minimum required contributions for current year 2018-08-31 0
Unpaid minimum required contributions for current year 2018-08-31 0
Unpaid minimum required contributions for all years 2018-08-31 0
2017: APEX ENERGY, LLC DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets 2017-12-31 1,886,218
Acturial value of plan assets 2017-12-31 1,886,218
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 0
Fundng target for terminated vested participants 2017-12-31 0
Active participant vested funding target 2017-12-31 1,632,948
Number of active participants 2017-12-31 3
Total funding liabilities for active participants 2017-12-31 1,632,948
Total participant count 2017-12-31 3
Total funding target for all participants 2017-12-31 1,632,948
Balance at beginning of prior year after applicable adjustments 2017-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 3,427
Carryover balanced portion elected for use to offset prior years funding requirement 2017-12-31 0
Prefunding balanced used to offset prior years funding requirement 2017-12-31 0
Amount remaining of carryover balance 2017-12-31 0
Amount remaining of prefunding balance 2017-12-31 3,427
Present value of excess contributions 2017-12-31 176,659
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 176,659
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 0
Reductions in caryover balances due to elections or deemed elections 2017-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2017-12-31 0
Balance of carryovers at beginning of current year 2017-12-31 0
Balance of prefunding at beginning of current year 2017-12-31 3,491
Total employer contributions 2017-12-31 203,296
Total employee contributions 2017-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2017-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-12-31 198,388
Unpaid minimum required contributions for all prior years 2017-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-12-31 0
Remaining amount of unpaid minimum required contributions 2017-12-31 0
Minimum required contributions for current year target normal cost 2017-12-31 0
Net shortfall amortization installment of oustanding balance 2017-12-31 0
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 0
Carryover balance elected to use to offset funding requirement 2017-12-31 0
Prefunding balance elected to use to offset funding requirement 2017-12-31 0
Additional cash requirement 2017-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 198,388
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: APEX ENERGY, LLC DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets 2016-12-31 1,738,963
Acturial value of plan assets 2016-12-31 1,738,963
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 1
Fundng target for terminated vested participants 2016-12-31 233,976
Active participant vested funding target 2016-12-31 1,476,525
Number of active participants 2016-12-31 3
Total funding liabilities for active participants 2016-12-31 1,476,525
Total participant count 2016-12-31 4
Total funding target for all participants 2016-12-31 1,710,501
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 125,849
Carryover balanced portion elected for use to offset prior years funding requirement 2016-12-31 0
Prefunding balanced used to offset prior years funding requirement 2016-12-31 122,286
Amount remaining of carryover balance 2016-12-31 0
Amount remaining of prefunding balance 2016-12-31 3,563
Present value of excess contributions 2016-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 0
Reductions in caryover balances due to elections or deemed elections 2016-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2016-12-31 0
Balance of carryovers at beginning of current year 2016-12-31 0
Balance of prefunding at beginning of current year 2016-12-31 3,427
Total employer contributions 2016-12-31 200,000
Total employee contributions 2016-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2016-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2016-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2016-12-31 195,863
Unpaid minimum required contributions for all prior years 2016-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2016-12-31 0
Remaining amount of unpaid minimum required contributions 2016-12-31 0
Minimum required contributions for current year target normal cost 2016-12-31 44,035
Net shortfall amortization installment of oustanding balance 2016-12-31 0
Waiver amortization installment 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 19,204
Carryover balance elected to use to offset funding requirement 2016-12-31 0
Prefunding balance elected to use to offset funding requirement 2016-12-31 0
Additional cash requirement 2016-12-31 19,204
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 195,863
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0
2010: APEX ENERGY, LLC DEFINED BENEFIT PENSION PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 6
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 0
Total of all active and inactive participants 2010-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: APEX ENERGY, LLC DEFINED BENEFIT PENSION PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 6
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2018: APEX ENERGY, LLC DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets	2018-08-31	2,084,637
Acturial value of plan assets	2018-08-31	2,084,637
Funding target for retired participants and beneficiaries receiving payment	2018-08-31	0
Number of terminated vested participants	2018-08-31	0
Fundng target for terminated vested participants	2018-08-31	0
Active participant vested funding target	2018-08-31	1,656,904
Number of active participants	2018-08-31	3
Total funding liabilities for active participants	2018-08-31	1,656,904
Total participant count	2018-08-31	3
Total funding target for all participants	2018-08-31	1,656,904
Balance at beginning of prior year after applicable adjustments	2018-08-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-08-31	3,491
Carryover balanced portion elected for use to offset prior years funding requirement	2018-08-31	0
Prefunding balanced used to offset prior years funding requirement	2018-08-31	0
Amount remaining of carryover balance	2018-08-31	0
Amount remaining of prefunding balance	2018-08-31	3,491
Present value of excess contributions	2018-08-31	198,388
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-08-31	198,388
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-08-31	0
Reductions in caryover balances due to elections or deemed elections	2018-08-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-08-31	0
Balance of carryovers at beginning of current year	2018-08-31	0
Balance of prefunding at beginning of current year	2018-08-31	3,924
Total employer contributions	2018-08-31	0
Total employee contributions	2018-08-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-08-31	0
Contributions made to avoid restrictions adjusted to valuation date	2018-08-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-08-31	0
Unpaid minimum required contributions for all prior years	2018-08-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-08-31	0
Remaining amount of unpaid minimum required contributions	2018-08-31	0
Minimum required contributions for current year target normal cost	2018-08-31	0
Net shortfall amortization installment of oustanding balance	2018-08-31	0
Waiver amortization installment	2018-08-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-08-31	0
Carryover balance elected to use to offset funding requirement	2018-08-31	0
Prefunding balance elected to use to offset funding requirement	2018-08-31	0
Additional cash requirement	2018-08-31	0
Contributions allocatedtoward minimum required contributions for current year	2018-08-31	0
Unpaid minimum required contributions for current year	2018-08-31	0
Unpaid minimum required contributions for all years	2018-08-31	0
2017: APEX ENERGY, LLC DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets	2017-12-31	1,886,218
Acturial value of plan assets	2017-12-31	1,886,218
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	0
Fundng target for terminated vested participants	2017-12-31	0
Active participant vested funding target	2017-12-31	1,632,948
Number of active participants	2017-12-31	3
Total funding liabilities for active participants	2017-12-31	1,632,948
Total participant count	2017-12-31	3
Total funding target for all participants	2017-12-31	1,632,948
Balance at beginning of prior year after applicable adjustments	2017-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	3,427
Carryover balanced portion elected for use to offset prior years funding requirement	2017-12-31	0
Prefunding balanced used to offset prior years funding requirement	2017-12-31	0
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	3,427
Present value of excess contributions	2017-12-31	176,659
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	176,659
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	0
Reductions in caryover balances due to elections or deemed elections	2017-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-12-31	0
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	3,491
Total employer contributions	2017-12-31	203,296
Total employee contributions	2017-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-31	198,388
Unpaid minimum required contributions for all prior years	2017-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-12-31	0
Remaining amount of unpaid minimum required contributions	2017-12-31	0
Minimum required contributions for current year target normal cost	2017-12-31	0
Net shortfall amortization installment of oustanding balance	2017-12-31	0
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	0
Carryover balance elected to use to offset funding requirement	2017-12-31	0
Prefunding balance elected to use to offset funding requirement	2017-12-31	0
Additional cash requirement	2017-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	198,388
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: APEX ENERGY, LLC DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets	2016-12-31	1,738,963
Acturial value of plan assets	2016-12-31	1,738,963
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	1
Fundng target for terminated vested participants	2016-12-31	233,976
Active participant vested funding target	2016-12-31	1,476,525
Number of active participants	2016-12-31	3
Total funding liabilities for active participants	2016-12-31	1,476,525
Total participant count	2016-12-31	4
Total funding target for all participants	2016-12-31	1,710,501
Balance at beginning of prior year after applicable adjustments	2016-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	125,849
Carryover balanced portion elected for use to offset prior years funding requirement	2016-12-31	0
Prefunding balanced used to offset prior years funding requirement	2016-12-31	122,286
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	3,563
Present value of excess contributions	2016-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	0
Reductions in caryover balances due to elections or deemed elections	2016-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2016-12-31	0
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	3,427
Total employer contributions	2016-12-31	200,000
Total employee contributions	2016-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2016-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2016-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	195,863
Unpaid minimum required contributions for all prior years	2016-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2016-12-31	0
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	44,035
Net shortfall amortization installment of oustanding balance	2016-12-31	0
Waiver amortization installment	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	19,204
Carryover balance elected to use to offset funding requirement	2016-12-31	0
Prefunding balance elected to use to offset funding requirement	2016-12-31	0
Additional cash requirement	2016-12-31	19,204
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	195,863
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0
2010: APEX ENERGY, LLC DEFINED BENEFIT PENSION PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	6
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	0
Total of all active and inactive participants	2010-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: APEX ENERGY, LLC DEFINED BENEFIT PENSION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	6
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on APEX ENERGY, LLC DEFINED BENEFIT PENSION PLAN

Measure	Date	Value
2010 : APEX ENERGY, LLC DEFINED BENEFIT PENSION PLAN 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$7,876
Total income from all sources	2010-12-31	$293,975
Expenses. Total of all expenses incurred	2010-12-31	$92,364
Benefits paid (including direct rollovers)	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$752,126
Total plan assets at beginning of year	2010-12-31	$558,391
Value of fidelity bond covering the plan	2010-12-31	$100,000
Total contributions received or receivable from participants	2010-12-31	$0
Expenses. Other expenses not covered elsewhere	2010-12-31	$92,364
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$135,840
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$201,611
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$752,126
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$550,515
Total contributions received or receivable from employer(s)	2010-12-31	$158,135
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : APEX ENERGY, LLC DEFINED BENEFIT PENSION PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for APEX ENERGY, LLC DEFINED BENEFIT PENSION PLAN

2010: APEX ENERGY, LLC DEFINED BENEFIT PENSION PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: APEX ENERGY, LLC DEFINED BENEFIT PENSION PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )

Policy contract number

VF51881090

Policy instance

Insurance contract or identification number	VF51881090
Number of Individuals Covered	2
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $5,390
Total amount of fees paid to insurance company	USD $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?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	Yes
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Welfare Benefit Premiums Paid to Carrier	USD $92,282
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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See full terms and conditions

Company Name:	APEX ENERGY, LLC
Employer identification number (EIN):	954880486
NAIC Classification:	424700

Jurisdiction of Incorporation:	California Department of State
Incorporation Date:
Company Identification Number:	200127710044

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2018-01-01
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01	MICHAEL LEE	2015-09-17
001	2013-01-01	MICHAEL LEE	2014-07-01
001	2012-01-01	MICHAEL LEE	2013-06-11
001	2011-01-01	MICHAEL LEE	2012-09-13
001	2010-01-01	MICHAEL LEE
001	2009-01-01	MICHAEL LEE