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CLIFFORD FUEL CO., INC. EMPLOYEES' 401(K) SAVINGS & PROFIT SHARING PLAN 401k Plan overview

Plan NameCLIFFORD FUEL CO., INC. EMPLOYEES' 401(K) SAVINGS & PROFIT SHARING PLAN
Plan identification number 005

CLIFFORD FUEL CO., INC. EMPLOYEES' 401(K) SAVINGS & PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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
  • 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

CLIFFORD FUEL CO., INC. has sponsored the creation of one or more 401k plans.

Company Name:CLIFFORD FUEL CO., INC.
Employer identification number (EIN):150620960
NAIC Classification:424700

Additional information about CLIFFORD FUEL CO., INC.

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1961-07-05
Company Identification Number: 139286
Legal Registered Office Address: 63 WURZ AVE
Herkimer
UTICA
United States of America (USA)
135030378

More information about CLIFFORD FUEL CO., INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CLIFFORD FUEL CO., INC. EMPLOYEES' 401(K) SAVINGS & PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0052022-07-01
0052021-07-01
0052020-07-01
0052019-07-01
0052018-07-01
0052017-07-01MICHAEL A ABRAHAM MICHAEL A ABRAHAM2018-12-19
0052016-07-01MICHAEL ABRAHAM
0052015-07-01MICHAEL ABRAHAM
0052014-07-01JAMES G CLIFFORD
0052013-07-01MICHAEL ABRAHAM
0052012-07-01MICHAEL ABRAHAM
0052011-07-01MICHAEL ABRAHAM
0052010-07-01JAMES G CLIFFORD
0052009-07-01MICHAEL ABRAHAM

Plan Statistics for CLIFFORD FUEL CO., INC. EMPLOYEES' 401(K) SAVINGS & PROFIT SHARING PLAN

401k plan membership statisitcs for CLIFFORD FUEL CO., INC. EMPLOYEES' 401(K) SAVINGS & PROFIT SHARING PLAN

Measure Date Value
2022: CLIFFORD FUEL CO., INC. EMPLOYEES' 401(K) SAVINGS & PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-07-01272
Total number of active participants reported on line 7a of the Form 55002022-07-01164
Number of retired or separated participants receiving benefits2022-07-010
Number of other retired or separated participants entitled to future benefits2022-07-0199
Total of all active and inactive participants2022-07-01263
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-07-010
Total participants2022-07-01263
Number of participants with account balances2022-07-01263
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-07-0123
2021: CLIFFORD FUEL CO., INC. EMPLOYEES' 401(K) SAVINGS & PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-01266
Total number of active participants reported on line 7a of the Form 55002021-07-01145
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-0188
Total of all active and inactive participants2021-07-01233
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-010
Total participants2021-07-01233
Number of participants with account balances2021-07-01233
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-0149
2020: CLIFFORD FUEL CO., INC. EMPLOYEES' 401(K) SAVINGS & PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01241
Total number of active participants reported on line 7a of the Form 55002020-07-01174
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-0162
Total of all active and inactive participants2020-07-01236
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-010
Total participants2020-07-01236
Number of participants with account balances2020-07-01236
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-0132
2019: CLIFFORD FUEL CO., INC. EMPLOYEES' 401(K) SAVINGS & PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01209
Total number of active participants reported on line 7a of the Form 55002019-07-01165
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-0145
Total of all active and inactive participants2019-07-01210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
Total participants2019-07-01210
Number of participants with account balances2019-07-01201
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-0123
2018: CLIFFORD FUEL CO., INC. EMPLOYEES' 401(K) SAVINGS & PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01221
Total number of active participants reported on line 7a of the Form 55002018-07-01157
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-0130
Total of all active and inactive participants2018-07-01187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-01187
Number of participants with account balances2018-07-01183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-0123
2017: CLIFFORD FUEL CO., INC. EMPLOYEES' 401(K) SAVINGS & PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01225
Total number of active participants reported on line 7a of the Form 55002017-07-01151
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-0137
Total of all active and inactive participants2017-07-01188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-01188
Number of participants with account balances2017-07-01187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-0130
2016: CLIFFORD FUEL CO., INC. EMPLOYEES' 401(K) SAVINGS & PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01213
Total number of active participants reported on line 7a of the Form 55002016-07-01156
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-0145
Total of all active and inactive participants2016-07-01201
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-011
Total participants2016-07-01202
Number of participants with account balances2016-07-01201
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-0119
2015: CLIFFORD FUEL CO., INC. EMPLOYEES' 401(K) SAVINGS & PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01162
Total number of active participants reported on line 7a of the Form 55002015-07-01139
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-0140
Total of all active and inactive participants2015-07-01179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-011
Total participants2015-07-01180
Number of participants with account balances2015-07-01142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-0118
2014: CLIFFORD FUEL CO., INC. EMPLOYEES' 401(K) SAVINGS & PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01166
Total number of active participants reported on line 7a of the Form 55002014-07-01135
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-0126
Total of all active and inactive participants2014-07-01161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-011
Total participants2014-07-01162
Number of participants with account balances2014-07-01154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-0123
2013: CLIFFORD FUEL CO., INC. EMPLOYEES' 401(K) SAVINGS & PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01176
Total number of active participants reported on line 7a of the Form 55002013-07-01137
Number of retired or separated participants receiving benefits2013-07-018
Number of other retired or separated participants entitled to future benefits2013-07-010
Total of all active and inactive participants2013-07-01145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-011
Total participants2013-07-01146
Number of participants with account balances2013-07-01141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-0120
2012: CLIFFORD FUEL CO., INC. EMPLOYEES' 401(K) SAVINGS & PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01148
Total number of active participants reported on line 7a of the Form 55002012-07-01134
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-0122
Total of all active and inactive participants2012-07-01156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-011
Total participants2012-07-01157
Number of participants with account balances2012-07-01109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-0112
2011: CLIFFORD FUEL CO., INC. EMPLOYEES' 401(K) SAVINGS & PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01180
Total number of active participants reported on line 7a of the Form 55002011-07-01122
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-0112
Total of all active and inactive participants2011-07-01134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-011
Total participants2011-07-01135
Number of participants with account balances2011-07-0197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-0113
2010: CLIFFORD FUEL CO., INC. EMPLOYEES' 401(K) SAVINGS & PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-07-01163
Total number of active participants reported on line 7a of the Form 55002010-07-01115
Number of retired or separated participants receiving benefits2010-07-010
Number of other retired or separated participants entitled to future benefits2010-07-0134
Total of all active and inactive participants2010-07-01149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-010
Total participants2010-07-01149
Number of participants with account balances2010-07-01146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-0116
2009: CLIFFORD FUEL CO., INC. EMPLOYEES' 401(K) SAVINGS & PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01238
Total number of active participants reported on line 7a of the Form 55002009-07-01109
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-0154
Total of all active and inactive participants2009-07-01163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-01163
Number of participants with account balances2009-07-01152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-0113

Financial Data on CLIFFORD FUEL CO., INC. EMPLOYEES' 401(K) SAVINGS & PROFIT SHARING PLAN

Measure Date Value
2023 : CLIFFORD FUEL CO., INC. EMPLOYEES' 401(K) SAVINGS & PROFIT SHARING PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-06-30$0
Total income from all sources (including contributions)2023-06-30$984,689
Total loss/gain on sale of assets2023-06-30$0
Total of all expenses incurred2023-06-30$102,600
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-06-30$77,286
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-06-30$534,029
Value of total assets at end of year2023-06-30$8,071,284
Value of total assets at beginning of year2023-06-30$7,189,195
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-06-30$25,314
Total interest from all sources2023-06-30$19,853
Total dividends received (eg from common stock, registered investment company shares)2023-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-06-30No
Was this plan covered by a fidelity bond2023-06-30Yes
Value of fidelity bond cover2023-06-30$500,000
If this is an individual account plan, was there a blackout period2023-06-30No
Were there any nonexempt tranactions with any party-in-interest2023-06-30No
Contributions received from participants2023-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2023-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-06-30$5,362
Other income not declared elsewhere2023-06-30$24,965
Administrative expenses (other) incurred2023-06-30$0
Total non interest bearing cash at beginning of year2023-06-30$39
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Value of net income/loss2023-06-30$882,089
Value of net assets at end of year (total assets less liabilities)2023-06-30$8,071,284
Value of net assets at beginning of year (total assets less liabilities)2023-06-30$7,189,195
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2023-06-30No
Were any leases to which the plan was party in default or uncollectible2023-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-06-30$390
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-06-30$1,569,285
Value of interest in common/collective trusts at end of year2023-06-30$5,751,631
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-06-30$1,900,037
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-06-30$1,900,037
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-06-30$19,853
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-06-30$1,785,521
Expenses. Payments to insurance carriers foe the provision of benefits2023-06-30$287
Asset value of US Government securities at beginning of year2023-06-30$733,431
Net gain/loss from 103.12 investment entities2023-06-30$405,842
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-06-30Yes
Was there a failure to transmit to the plan any participant contributions2023-06-30No
Has the plan failed to provide any benefit when due under the plan2023-06-30No
Contributions received in cash from employer2023-06-30$534,029
Employer contributions (assets) at end of year2023-06-30$533,742
Employer contributions (assets) at beginning of year2023-06-30$492,306
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-06-30$76,999
Asset. Corporate debt instrument debt (other) at beginning of year2023-06-30$530,717
Contract administrator fees2023-06-30$25,314
Assets. Corporate common stocks other than exployer securities at beginning of year2023-06-30$1,958,018
Did the plan have assets held for investment2023-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-06-30No
Opinion of an independent qualified public accountant for this plan2023-06-30Unqualified
Accountancy firm name2023-06-30BONADIO & CO., LLP
Accountancy firm EIN2023-06-30161131146
2022 : CLIFFORD FUEL CO., INC. EMPLOYEES' 401(K) SAVINGS & PROFIT SHARING PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-06-30$-360,463
Total unrealized appreciation/depreciation of assets2022-06-30$-360,463
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total income from all sources (including contributions)2022-06-30$-413,951
Total loss/gain on sale of assets2022-06-30$-158,455
Total of all expenses incurred2022-06-30$492,212
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$449,192
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$492,306
Value of total assets at end of year2022-06-30$7,189,195
Value of total assets at beginning of year2022-06-30$8,095,358
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$43,020
Total interest from all sources2022-06-30$20,904
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$98,075
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-06-30$55,421
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$500,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2022-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-06-30$5,362
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-06-30$5,607
Other income not declared elsewhere2022-06-30$2,595
Administrative expenses (other) incurred2022-06-30$0
Total non interest bearing cash at end of year2022-06-30$39
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-906,163
Value of net assets at end of year (total assets less liabilities)2022-06-30$7,189,195
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$8,095,358
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$1,569,285
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$2,918,669
Income. Interest from US Government securities2022-06-30$10,013
Income. Interest from corporate debt instruments2022-06-30$10,672
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-06-30$1,900,037
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-06-30$1,107,117
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-06-30$1,107,117
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-06-30$219
Expenses. Payments to insurance carriers foe the provision of benefits2022-06-30$574
Asset value of US Government securities at end of year2022-06-30$733,431
Asset value of US Government securities at beginning of year2022-06-30$642,852
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-508,913
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$492,306
Employer contributions (assets) at end of year2022-06-30$492,306
Employer contributions (assets) at beginning of year2022-06-30$459,813
Income. Dividends from common stock2022-06-30$42,654
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$448,618
Asset. Corporate debt instrument debt (other) at end of year2022-06-30$530,717
Asset. Corporate debt instrument debt (other) at beginning of year2022-06-30$442,018
Contract administrator fees2022-06-30$43,020
Assets. Corporate common stocks other than exployer securities at end of year2022-06-30$1,958,018
Assets. Corporate common stocks other than exployer securities at beginning of year2022-06-30$2,519,282
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Aggregate proceeds on sale of assets2022-06-30$587,016
Aggregate carrying amount (costs) on sale of assets2022-06-30$745,471
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30BONADIO & CO., LLP
Accountancy firm EIN2022-06-30161131146
2021 : CLIFFORD FUEL CO., INC. EMPLOYEES' 401(K) SAVINGS & PROFIT SHARING PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-06-30$589,081
Total unrealized appreciation/depreciation of assets2021-06-30$589,081
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total income from all sources (including contributions)2021-06-30$1,810,118
Total loss/gain on sale of assets2021-06-30$94,765
Total of all expenses incurred2021-06-30$121,819
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$82,258
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$459,813
Value of total assets at end of year2021-06-30$8,095,358
Value of total assets at beginning of year2021-06-30$6,407,059
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$39,561
Total interest from all sources2021-06-30$23,323
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$76,555
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-06-30$41,788
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$500,000
If this is an individual account plan, was there a blackout period2021-06-30No
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2021-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-06-30$5,607
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-06-30$6,694
Other income not declared elsewhere2021-06-30$-496
Administrative expenses (other) incurred2021-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$1,688,299
Value of net assets at end of year (total assets less liabilities)2021-06-30$8,095,358
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$6,407,059
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$2,918,669
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$2,373,539
Income. Interest from US Government securities2021-06-30$9,876
Income. Interest from corporate debt instruments2021-06-30$13,352
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-06-30$1,107,117
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-06-30$526,274
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-06-30$526,274
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-06-30$95
Asset value of US Government securities at end of year2021-06-30$642,852
Asset value of US Government securities at beginning of year2021-06-30$605,424
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$567,077
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$459,813
Employer contributions (assets) at end of year2021-06-30$459,813
Employer contributions (assets) at beginning of year2021-06-30$412,754
Income. Dividends from common stock2021-06-30$34,767
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$82,258
Asset. Corporate debt instrument debt (other) at end of year2021-06-30$442,018
Asset. Corporate debt instrument debt (other) at beginning of year2021-06-30$607,643
Contract administrator fees2021-06-30$39,561
Assets. Corporate common stocks other than exployer securities at end of year2021-06-30$2,519,282
Assets. Corporate common stocks other than exployer securities at beginning of year2021-06-30$1,874,731
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Aggregate proceeds on sale of assets2021-06-30$709,542
Aggregate carrying amount (costs) on sale of assets2021-06-30$614,777
Opinion of an independent qualified public accountant for this plan2021-06-30Unqualified
Accountancy firm name2021-06-30BONADIO & CO., LLP
Accountancy firm EIN2021-06-30161131146
2020 : CLIFFORD FUEL CO., INC. EMPLOYEES' 401(K) SAVINGS & PROFIT SHARING PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-06-30$171,949
Total unrealized appreciation/depreciation of assets2020-06-30$171,949
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$7,209
Total income from all sources (including contributions)2020-06-30$572,839
Total loss/gain on sale of assets2020-06-30$-146,260
Total of all expenses incurred2020-06-30$786,819
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$750,910
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$412,754
Value of total assets at end of year2020-06-30$6,407,059
Value of total assets at beginning of year2020-06-30$6,628,248
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$35,909
Total interest from all sources2020-06-30$27,895
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$98,248
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-06-30$55,309
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$500,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-06-30$6,694
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-06-30$7,205
Other income not declared elsewhere2020-06-30$1,767
Total non interest bearing cash at beginning of year2020-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$-213,980
Value of net assets at end of year (total assets less liabilities)2020-06-30$6,407,059
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$6,621,039
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$2,373,539
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$2,761,910
Income. Interest from US Government securities2020-06-30$14,257
Income. Interest from corporate debt instruments2020-06-30$12,611
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-06-30$526,274
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-06-30$333,153
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-06-30$333,153
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-06-30$1,027
Expenses. Payments to insurance carriers foe the provision of benefits2020-06-30$287
Asset value of US Government securities at end of year2020-06-30$605,424
Asset value of US Government securities at beginning of year2020-06-30$605,964
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$6,486
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$412,754
Employer contributions (assets) at end of year2020-06-30$412,754
Employer contributions (assets) at beginning of year2020-06-30$402,148
Income. Dividends from common stock2020-06-30$42,939
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$750,623
Asset. Corporate debt instrument debt (other) at end of year2020-06-30$607,643
Asset. Corporate debt instrument debt (other) at beginning of year2020-06-30$451,757
Contract administrator fees2020-06-30$35,909
Assets. Corporate common stocks other than exployer securities at end of year2020-06-30$1,874,731
Assets. Corporate common stocks other than exployer securities at beginning of year2020-06-30$2,066,111
Liabilities. Value of benefit claims payable at beginning of year2020-06-30$7,209
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Aggregate proceeds on sale of assets2020-06-30$1,068,590
Aggregate carrying amount (costs) on sale of assets2020-06-30$1,214,850
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30No
Opinion of an independent qualified public accountant for this plan2020-06-30Unqualified
Accountancy firm name2020-06-30BONADIO & CO., LLP
Accountancy firm EIN2020-06-30161131146
2019 : CLIFFORD FUEL CO., INC. EMPLOYEES' 401(K) SAVINGS & PROFIT SHARING PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-06-30$158,375
Total unrealized appreciation/depreciation of assets2019-06-30$158,375
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$7,209
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total income from all sources (including contributions)2019-06-30$678,030
Total loss/gain on sale of assets2019-06-30$-73,010
Total of all expenses incurred2019-06-30$514,106
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$475,618
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$402,148
Value of total assets at end of year2019-06-30$6,628,248
Value of total assets at beginning of year2019-06-30$6,457,115
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$38,488
Total interest from all sources2019-06-30$30,048
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$92,912
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-06-30$43,441
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$500,000
If this is an individual account plan, was there a blackout period2019-06-30No
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-06-30$7,205
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-06-30$6,145
Other income not declared elsewhere2019-06-30$4,790
Total non interest bearing cash at end of year2019-06-30$0
Total non interest bearing cash at beginning of year2019-06-30$18,763
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$163,924
Value of net assets at end of year (total assets less liabilities)2019-06-30$6,621,039
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$6,457,115
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$2,761,910
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$2,342,665
Interest earned on other investments2019-06-30$115
Income. Interest from US Government securities2019-06-30$14,321
Income. Interest from corporate debt instruments2019-06-30$14,934
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-06-30$333,153
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-06-30$178,219
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-06-30$178,219
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-06-30$678
Expenses. Payments to insurance carriers foe the provision of benefits2019-06-30$574
Asset value of US Government securities at end of year2019-06-30$605,964
Asset value of US Government securities at beginning of year2019-06-30$564,647
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$62,767
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30Yes
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$402,148
Employer contributions (assets) at end of year2019-06-30$402,148
Employer contributions (assets) at beginning of year2019-06-30$348,385
Income. Dividends from common stock2019-06-30$49,471
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$475,044
Asset. Corporate debt instrument debt (other) at end of year2019-06-30$451,757
Asset. Corporate debt instrument debt (other) at beginning of year2019-06-30$529,620
Contract administrator fees2019-06-30$38,488
Assets. Corporate common stocks other than exployer securities at end of year2019-06-30$2,066,111
Assets. Corporate common stocks other than exployer securities at beginning of year2019-06-30$2,468,671
Liabilities. Value of benefit claims payable at end of year2019-06-30$7,209
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Aggregate proceeds on sale of assets2019-06-30$1,953,809
Aggregate carrying amount (costs) on sale of assets2019-06-30$2,026,819
Liabilities. Value of acquisition indebtedness at beginning of year2019-06-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30No
Opinion of an independent qualified public accountant for this plan2019-06-30Unqualified
Accountancy firm name2019-06-30BONADIO & CO., LLP
Accountancy firm EIN2019-06-30161131146
2018 : CLIFFORD FUEL CO., INC. EMPLOYEES' 401(K) SAVINGS & PROFIT SHARING PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-06-30$148,007
Total unrealized appreciation/depreciation of assets2018-06-30$148,007
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total income from all sources (including contributions)2018-06-30$753,208
Total loss/gain on sale of assets2018-06-30$54,685
Total of all expenses incurred2018-06-30$180,513
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$139,116
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$348,385
Value of total assets at end of year2018-06-30$6,457,115
Value of total assets at beginning of year2018-06-30$5,884,420
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$41,397
Total interest from all sources2018-06-30$24,377
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$88,477
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-06-30$49,941
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$500,000
If this is an individual account plan, was there a blackout period2018-06-30No
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-06-30$6,145
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-06-30$5,194
Other income not declared elsewhere2018-06-30$2,510
Total non interest bearing cash at end of year2018-06-30$18,763
Total non interest bearing cash at beginning of year2018-06-30$465
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$572,695
Value of net assets at end of year (total assets less liabilities)2018-06-30$6,457,115
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$5,884,420
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$2,342,665
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$2,278,319
Income. Interest from US Government securities2018-06-30$12,418
Income. Interest from corporate debt instruments2018-06-30$11,300
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-06-30$178,219
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-06-30$282,880
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-06-30$282,880
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-06-30$659
Asset value of US Government securities at end of year2018-06-30$564,647
Asset value of US Government securities at beginning of year2018-06-30$579,396
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$86,767
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$348,385
Employer contributions (assets) at end of year2018-06-30$348,385
Employer contributions (assets) at beginning of year2018-06-30$348,699
Income. Dividends from common stock2018-06-30$38,536
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$139,116
Asset. Corporate debt instrument debt (other) at end of year2018-06-30$529,620
Asset. Corporate debt instrument debt (other) at beginning of year2018-06-30$445,527
Contract administrator fees2018-06-30$41,397
Assets. Corporate common stocks other than exployer securities at end of year2018-06-30$2,468,671
Assets. Corporate common stocks other than exployer securities at beginning of year2018-06-30$1,943,940
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Aggregate proceeds on sale of assets2018-06-30$1,244,549
Aggregate carrying amount (costs) on sale of assets2018-06-30$1,189,864
Liabilities. Value of acquisition indebtedness at end of year2018-06-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2018-06-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30No
Opinion of an independent qualified public accountant for this plan2018-06-30Unqualified
Accountancy firm name2018-06-30BONADIO & CO., LLP
Accountancy firm EIN2018-06-30161131146
2017 : CLIFFORD FUEL CO., INC. EMPLOYEES' 401(K) SAVINGS & PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$5,150
Total income from all sources (including contributions)2017-06-30$738,761
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$153,253
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$117,046
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$348,699
Value of total assets at end of year2017-06-30$5,884,420
Value of total assets at beginning of year2017-06-30$5,304,062
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$36,207
Total interest from all sources2017-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$122,033
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$500,000
If this is an individual account plan, was there a blackout period2017-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-06-30$0
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Assets. Other investments not covered elsewhere at end of year2017-06-30$0
Assets. Other investments not covered elsewhere at beginning of year2017-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-06-30$5,194
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-06-30$5,294
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-06-30$5,150
Other income not declared elsewhere2017-06-30$268,029
Total non interest bearing cash at end of year2017-06-30$465
Total non interest bearing cash at beginning of year2017-06-30$753
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$585,508
Value of net assets at end of year (total assets less liabilities)2017-06-30$5,884,420
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$5,298,912
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$2,278,319
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$1,769,300
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-06-30$282,880
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-06-30$627,486
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-06-30$627,486
Expenses. Payments to insurance carriers foe the provision of benefits2017-06-30$287
Asset value of US Government securities at end of year2017-06-30$579,396
Asset value of US Government securities at beginning of year2017-06-30$673,475
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$348,699
Employer contributions (assets) at end of year2017-06-30$348,699
Employer contributions (assets) at beginning of year2017-06-30$306,976
Income. Dividends from common stock2017-06-30$122,033
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$116,759
Asset. Corporate debt instrument debt (other) at end of year2017-06-30$445,527
Asset. Corporate debt instrument debt (other) at beginning of year2017-06-30$475,237
Contract administrator fees2017-06-30$36,207
Assets. Corporate common stocks other than exployer securities at end of year2017-06-30$1,943,940
Assets. Corporate common stocks other than exployer securities at beginning of year2017-06-30$1,445,541
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30No
Opinion of an independent qualified public accountant for this plan2017-06-30Unqualified
Accountancy firm name2017-06-30BONADIO & CO., LLP
Accountancy firm EIN2017-06-30161131146
2016 : CLIFFORD FUEL CO., INC. EMPLOYEES' 401(K) SAVINGS & PROFIT SHARING PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-06-30$-57,037
Total unrealized appreciation/depreciation of assets2016-06-30$-57,037
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$5,150
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$691
Total income from all sources (including contributions)2016-06-30$366,581
Total loss/gain on sale of assets2016-06-30$-1,525
Total of all expenses incurred2016-06-30$123,985
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$90,427
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$306,976
Value of total assets at end of year2016-06-30$5,304,062
Value of total assets at beginning of year2016-06-30$5,057,007
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$33,558
Total interest from all sources2016-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$118,167
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$500,000
If this is an individual account plan, was there a blackout period2016-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Assets. Other investments not covered elsewhere at end of year2016-06-30$0
Assets. Other investments not covered elsewhere at beginning of year2016-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-06-30$5,294
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-06-30$15,127
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-06-30$5,150
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-06-30$691
Total non interest bearing cash at end of year2016-06-30$753
Total non interest bearing cash at beginning of year2016-06-30$5,956
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$242,596
Value of net assets at end of year (total assets less liabilities)2016-06-30$5,298,912
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$5,056,316
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Investment advisory and management fees2016-06-30$33,558
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$1,769,300
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$1,768,503
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-06-30$627,486
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-06-30$480,959
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-06-30$480,959
Expenses. Payments to insurance carriers foe the provision of benefits2016-06-30$287
Asset value of US Government securities at end of year2016-06-30$673,475
Asset value of US Government securities at beginning of year2016-06-30$645,366
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$306,976
Employer contributions (assets) at end of year2016-06-30$306,976
Employer contributions (assets) at beginning of year2016-06-30$281,560
Income. Dividends from common stock2016-06-30$118,167
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$90,140
Asset. Corporate debt instrument debt (other) at end of year2016-06-30$475,237
Asset. Corporate debt instrument debt (other) at beginning of year2016-06-30$504,952
Assets. Corporate common stocks other than exployer securities at end of year2016-06-30$1,445,541
Assets. Corporate common stocks other than exployer securities at beginning of year2016-06-30$1,354,584
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Aggregate proceeds on sale of assets2016-06-30$-1,525
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30No
Opinion of an independent qualified public accountant for this plan2016-06-30Unqualified
Accountancy firm name2016-06-30BONADIO & CO., LLP
Accountancy firm EIN2016-06-30161131146
2015 : CLIFFORD FUEL CO., INC. EMPLOYEES' 401(K) SAVINGS & PROFIT SHARING PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-06-30$-228,346
Total unrealized appreciation/depreciation of assets2015-06-30$-228,346
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$691
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$283
Total income from all sources (including contributions)2015-06-30$382,550
Total loss/gain on sale of assets2015-06-30$175,402
Total of all expenses incurred2015-06-30$165,958
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$132,582
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$281,560
Value of total assets at end of year2015-06-30$5,057,007
Value of total assets at beginning of year2015-06-30$4,840,007
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$33,376
Total interest from all sources2015-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$153,934
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$400,000
If this is an individual account plan, was there a blackout period2015-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Assets. Other investments not covered elsewhere at end of year2015-06-30$0
Assets. Other investments not covered elsewhere at beginning of year2015-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-06-30$15,127
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-06-30$7,514
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-06-30$691
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-06-30$283
Administrative expenses (other) incurred2015-06-30$54
Total non interest bearing cash at end of year2015-06-30$5,956
Total non interest bearing cash at beginning of year2015-06-30$5,890
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$216,592
Value of net assets at end of year (total assets less liabilities)2015-06-30$5,056,316
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$4,839,724
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Investment advisory and management fees2015-06-30$33,322
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$1,768,503
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$1,704,017
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-06-30$480,959
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-06-30$398,829
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-06-30$398,829
Expenses. Payments to insurance carriers foe the provision of benefits2015-06-30$287
Asset value of US Government securities at end of year2015-06-30$645,366
Asset value of US Government securities at beginning of year2015-06-30$565,573
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$281,560
Employer contributions (assets) at end of year2015-06-30$281,560
Employer contributions (assets) at beginning of year2015-06-30$259,624
Income. Dividends from common stock2015-06-30$153,934
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$132,295
Asset. Corporate debt instrument debt (other) at end of year2015-06-30$504,952
Asset. Corporate debt instrument debt (other) at beginning of year2015-06-30$626,118
Assets. Corporate common stocks other than exployer securities at end of year2015-06-30$1,354,584
Assets. Corporate common stocks other than exployer securities at beginning of year2015-06-30$1,272,442
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Aggregate proceeds on sale of assets2015-06-30$175,402
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30No
Opinion of an independent qualified public accountant for this plan2015-06-30Unqualified
Accountancy firm name2015-06-30BONADIO & CO., LLP
Accountancy firm EIN2015-06-30161131146
2014 : CLIFFORD FUEL CO., INC. EMPLOYEES' 401(K) SAVINGS & PROFIT SHARING PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-06-30$218,791
Total unrealized appreciation/depreciation of assets2014-06-30$218,791
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$283
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$3,897
Total income from all sources (including contributions)2014-06-30$757,667
Total loss/gain on sale of assets2014-06-30$171,133
Total of all expenses incurred2014-06-30$151,281
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$120,716
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$259,624
Value of total assets at end of year2014-06-30$4,840,007
Value of total assets at beginning of year2014-06-30$4,237,235
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$30,565
Total interest from all sources2014-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$107,111
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$400,000
If this is an individual account plan, was there a blackout period2014-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Assets. Other investments not covered elsewhere at end of year2014-06-30$0
Assets. Other investments not covered elsewhere at beginning of year2014-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-06-30$7,514
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-06-30$9,899
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-06-30$283
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-06-30$3,897
Other income not declared elsewhere2014-06-30$1,008
Total non interest bearing cash at end of year2014-06-30$5,890
Total non interest bearing cash at beginning of year2014-06-30$3,370
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$606,386
Value of net assets at end of year (total assets less liabilities)2014-06-30$4,839,724
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$4,233,338
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Investment advisory and management fees2014-06-30$30,565
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$1,704,017
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$1,236,034
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-06-30$398,829
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-06-30$495,969
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-06-30$495,969
Expenses. Payments to insurance carriers foe the provision of benefits2014-06-30$287
Asset value of US Government securities at end of year2014-06-30$565,573
Asset value of US Government securities at beginning of year2014-06-30$704,414
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$259,624
Employer contributions (assets) at end of year2014-06-30$259,624
Employer contributions (assets) at beginning of year2014-06-30$255,419
Income. Dividends from common stock2014-06-30$107,111
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$120,429
Asset. Corporate debt instrument debt (other) at end of year2014-06-30$626,118
Asset. Corporate debt instrument debt (other) at beginning of year2014-06-30$534,405
Assets. Corporate common stocks other than exployer securities at end of year2014-06-30$1,272,442
Assets. Corporate common stocks other than exployer securities at beginning of year2014-06-30$997,725
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Aggregate proceeds on sale of assets2014-06-30$171,133
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30No
Opinion of an independent qualified public accountant for this plan2014-06-30Unqualified
Accountancy firm name2014-06-30TESTONE, MARSHALL & DISCENZA
Accountancy firm EIN2014-06-30161076996
2013 : CLIFFORD FUEL CO., INC. EMPLOYEES' 401(K) SAVINGS & PROFIT SHARING PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-06-30$160,665
Total unrealized appreciation/depreciation of assets2013-06-30$160,665
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$3,897
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total income from all sources (including contributions)2013-06-30$555,153
Total loss/gain on sale of assets2013-06-30$31,460
Total of all expenses incurred2013-06-30$117,008
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$88,755
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$265,554
Value of total assets at end of year2013-06-30$4,237,235
Value of total assets at beginning of year2013-06-30$3,795,193
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$28,253
Total interest from all sources2013-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$400,000
If this is an individual account plan, was there a blackout period2013-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-06-30$9,899
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-06-30$9,677
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-06-30$3,897
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-06-30$0
Other income not declared elsewhere2013-06-30$97,474
Total non interest bearing cash at end of year2013-06-30$3,370
Total non interest bearing cash at beginning of year2013-06-30$4,570
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$438,145
Value of net assets at end of year (total assets less liabilities)2013-06-30$4,233,338
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$3,795,193
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Investment advisory and management fees2013-06-30$28,253
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$1,236,034
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$946,917
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-06-30$495,969
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-06-30$554,633
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-06-30$554,633
Expenses. Payments to insurance carriers foe the provision of benefits2013-06-30$287
Asset value of US Government securities at end of year2013-06-30$704,414
Asset value of US Government securities at beginning of year2013-06-30$662,615
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$265,554
Employer contributions (assets) at end of year2013-06-30$255,419
Employer contributions (assets) at beginning of year2013-06-30$204,874
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$88,468
Asset. Corporate debt instrument debt (other) at end of year2013-06-30$534,405
Asset. Corporate debt instrument debt (other) at beginning of year2013-06-30$550,402
Assets. Corporate common stocks other than exployer securities at end of year2013-06-30$997,725
Assets. Corporate common stocks other than exployer securities at beginning of year2013-06-30$861,505
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Aggregate proceeds on sale of assets2013-06-30$31,460
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30No
Opinion of an independent qualified public accountant for this plan2013-06-30Unqualified
Accountancy firm name2013-06-30TESTONE, MARSHALL & DISCENZA
Accountancy firm EIN2013-06-30161076996
2012 : CLIFFORD FUEL CO., INC. EMPLOYEES' 401(K) SAVINGS & PROFIT SHARING PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-06-30$-99,125
Total unrealized appreciation/depreciation of assets2012-06-30$-99,125
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$1,261
Total income from all sources (including contributions)2012-06-30$200,098
Total loss/gain on sale of assets2012-06-30$6,200
Total of all expenses incurred2012-06-30$343,050
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$316,050
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$203,402
Value of total assets at end of year2012-06-30$3,795,193
Value of total assets at beginning of year2012-06-30$3,939,406
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$27,000
Total interest from all sources2012-06-30$43,066
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$46,555
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-06-30$37,113
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$400,000
If this is an individual account plan, was there a blackout period2012-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Assets. Other investments not covered elsewhere at end of year2012-06-30$0
Assets. Other investments not covered elsewhere at beginning of year2012-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-06-30$9,677
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-06-30$13,358
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-06-30$0
Total non interest bearing cash at end of year2012-06-30$4,570
Total non interest bearing cash at beginning of year2012-06-30$7,672
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$-142,952
Value of net assets at end of year (total assets less liabilities)2012-06-30$3,795,193
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$3,938,145
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Investment advisory and management fees2012-06-30$27,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$946,917
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$1,158,396
Interest earned on other investments2012-06-30$225
Income. Interest from US Government securities2012-06-30$19,343
Income. Interest from corporate debt instruments2012-06-30$21,811
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-06-30$554,633
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-06-30$376,036
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-06-30$376,036
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-06-30$1,687
Expenses. Payments to insurance carriers foe the provision of benefits2012-06-30$287
Asset value of US Government securities at end of year2012-06-30$662,615
Asset value of US Government securities at beginning of year2012-06-30$699,846
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$203,402
Employer contributions (assets) at end of year2012-06-30$204,874
Employer contributions (assets) at beginning of year2012-06-30$236,175
Income. Dividends from common stock2012-06-30$9,442
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$315,763
Asset. Corporate debt instrument debt (other) at end of year2012-06-30$550,402
Asset. Corporate debt instrument debt (other) at beginning of year2012-06-30$538,526
Assets. Corporate common stocks other than exployer securities at end of year2012-06-30$861,505
Assets. Corporate common stocks other than exployer securities at beginning of year2012-06-30$909,397
Liabilities. Value of benefit claims payable at end of year2012-06-30$0
Liabilities. Value of benefit claims payable at beginning of year2012-06-30$1,261
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Aggregate proceeds on sale of assets2012-06-30$6,200
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30No
Opinion of an independent qualified public accountant for this plan2012-06-30Unqualified
Accountancy firm name2012-06-30TESTONE, MARSHALL & DISCENZA
Accountancy firm EIN2012-06-30161076996
2011 : CLIFFORD FUEL CO., INC. EMPLOYEES' 401(K) SAVINGS & PROFIT SHARING PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-06-30$317,454
Total unrealized appreciation/depreciation of assets2011-06-30$317,454
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$1,261
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$237
Total income from all sources (including contributions)2011-06-30$648,994
Total loss/gain on sale of assets2011-06-30$10,681
Total of all expenses incurred2011-06-30$56,533
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$30,805
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$238,263
Value of total assets at end of year2011-06-30$3,939,406
Value of total assets at beginning of year2011-06-30$3,345,921
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$25,728
Total interest from all sources2011-06-30$47,060
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$35,536
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-06-30$23,289
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$400,000
If this is an individual account plan, was there a blackout period2011-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Assets. Other investments not covered elsewhere at end of year2011-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$2,088
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-06-30$13,358
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-06-30$12,327
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-06-30$237
Other income not declared elsewhere2011-06-30$0
Administrative expenses (other) incurred2011-06-30$0
Total non interest bearing cash at end of year2011-06-30$7,672
Total non interest bearing cash at beginning of year2011-06-30$98
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$592,461
Value of net assets at end of year (total assets less liabilities)2011-06-30$3,938,145
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$3,345,684
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Investment advisory and management fees2011-06-30$25,728
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$1,158,396
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$786,986
Income. Interest from US Government securities2011-06-30$19,990
Income. Interest from corporate debt instruments2011-06-30$26,249
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-06-30$376,036
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-06-30$462,797
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-06-30$462,797
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-06-30$821
Expenses. Payments to insurance carriers foe the provision of benefits2011-06-30$287
Asset value of US Government securities at end of year2011-06-30$699,846
Asset value of US Government securities at beginning of year2011-06-30$544,496
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$236,175
Employer contributions (assets) at end of year2011-06-30$236,175
Employer contributions (assets) at beginning of year2011-06-30$229,438
Income. Dividends from common stock2011-06-30$12,247
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$30,518
Asset. Corporate debt instrument debt (other) at end of year2011-06-30$538,526
Asset. Corporate debt instrument debt (other) at beginning of year2011-06-30$577,146
Assets. Corporate common stocks other than exployer securities at end of year2011-06-30$909,397
Assets. Corporate common stocks other than exployer securities at beginning of year2011-06-30$732,633
Liabilities. Value of benefit claims payable at end of year2011-06-30$1,261
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Aggregate proceeds on sale of assets2011-06-30$10,681
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30No
Opinion of an independent qualified public accountant for this plan2011-06-30Unqualified
Accountancy firm name2011-06-30TESTONE, MARSHALL & DISCENZA
Accountancy firm EIN2011-06-30161076996
2010 : CLIFFORD FUEL CO., INC. EMPLOYEES' 401(K) SAVINGS & PROFIT SHARING PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for CLIFFORD FUEL CO., INC. EMPLOYEES' 401(K) SAVINGS & PROFIT SHARING PLAN

2022: CLIFFORD FUEL CO., INC. EMPLOYEES' 401(K) SAVINGS & PROFIT SHARING PLAN 2022 form 5500 responses
2022-07-01Type of plan entitySingle employer plan
2022-07-01Submission has been amendedNo
2022-07-01This submission is the final filingNo
2022-07-01This return/report is a short plan year return/report (less than 12 months)No
2022-07-01Plan is a collectively bargained planNo
2022-07-01Plan funding arrangement – InsuranceYes
2022-07-01Plan funding arrangement – TrustYes
2022-07-01Plan benefit arrangement – InsuranceYes
2022-07-01Plan benefit arrangement - TrustYes
2021: CLIFFORD FUEL CO., INC. EMPLOYEES' 401(K) SAVINGS & PROFIT SHARING PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement - TrustYes
2020: CLIFFORD FUEL CO., INC. EMPLOYEES' 401(K) SAVINGS & PROFIT SHARING PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement - TrustYes
2019: CLIFFORD FUEL CO., INC. EMPLOYEES' 401(K) SAVINGS & PROFIT SHARING PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: CLIFFORD FUEL CO., INC. EMPLOYEES' 401(K) SAVINGS & PROFIT SHARING PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: CLIFFORD FUEL CO., INC. EMPLOYEES' 401(K) SAVINGS & PROFIT SHARING PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: CLIFFORD FUEL CO., INC. EMPLOYEES' 401(K) SAVINGS & PROFIT SHARING PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2015: CLIFFORD FUEL CO., INC. EMPLOYEES' 401(K) SAVINGS & PROFIT SHARING PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes
2014: CLIFFORD FUEL CO., INC. EMPLOYEES' 401(K) SAVINGS & PROFIT SHARING PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: CLIFFORD FUEL CO., INC. EMPLOYEES' 401(K) SAVINGS & PROFIT SHARING PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2012: CLIFFORD FUEL CO., INC. EMPLOYEES' 401(K) SAVINGS & PROFIT SHARING PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes
2011: CLIFFORD FUEL CO., INC. EMPLOYEES' 401(K) SAVINGS & PROFIT SHARING PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement - TrustYes
2010: CLIFFORD FUEL CO., INC. EMPLOYEES' 401(K) SAVINGS & PROFIT SHARING PLAN 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Submission has been amendedNo
2010-07-01This submission is the final filingNo
2010-07-01This return/report is a short plan year return/report (less than 12 months)No
2010-07-01Plan is a collectively bargained planNo
2010-07-01Plan funding arrangement – InsuranceYes
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement – InsuranceYes
2010-07-01Plan benefit arrangement - TrustYes
2009: CLIFFORD FUEL CO., INC. EMPLOYEES' 401(K) SAVINGS & PROFIT SHARING PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement – InsuranceYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

FIRST GREAT WEST LIFE INSURANCE & ANNUITY CO (National Association of Insurance Commissioners NAIC id number: 60214 )
Policy contract number590921-01
Policy instance 2
Insurance contract or identification number590921-01
Number of Individuals Covered263
Insurance policy start date2022-07-01
Insurance policy end date2023-06-30
Total amount of commissions paid to insurance brokerUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
COLUMBIAN MUTUAL LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 62103 )
Policy contract numberC001001587
Policy instance 1
Insurance contract or identification numberC001001587
Number of Individuals Covered1
Insurance policy start date2022-07-01
Insurance policy end date2023-06-30
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?1
COLUMBIAN MUTUAL LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 62103 )
Policy contract numberC001001587
Policy instance 1
Insurance contract or identification numberC001001587
Number of Individuals Covered1
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
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?1
COLUMBIAN MUTUAL LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 62103 )
Policy contract numberC001001587
Policy instance 1
Insurance contract or identification numberC001001587
Number of Individuals Covered1
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
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?1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
COLUMBIAN MUTUAL LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 62103 )
Policy contract numberC001001587
Policy instance 1
Insurance contract or identification numberC001001587
Number of Individuals Covered1
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
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?1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
COLUMBIAN MUTUAL LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 62103 )
Policy contract numberC001001587
Policy instance 1
Insurance contract or identification numberC001001587
Number of Individuals Covered1
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
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?1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
COLUMBIAN MUTUAL LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 62103 )
Policy contract numberC001001587
Policy instance 1
Insurance contract or identification numberC001001587
Number of Individuals Covered1
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Are there contracts with allocated funds for individual policies?1
COLUMBIAN MUTUAL LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 62103 )
Policy contract numberC001001587
Policy instance 1
Insurance contract or identification numberC001001587
Number of Individuals Covered1
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Are there contracts with allocated funds for individual policies?Yes
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 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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
COLUMBIAN MUTUAL LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 62103 )
Policy contract numberC001001587
Policy instance 1
Insurance contract or identification numberC001001587
Number of Individuals Covered1
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Are there contracts with allocated funds for individual policies?Yes
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 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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
COLUMBIAN MUTUAL LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 62103 )
Policy contract numberC001001587
Policy instance 1
Insurance contract or identification numberC001001587
Number of Individuals Covered1
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Are there contracts with allocated funds for individual policies?Yes
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 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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
COLUMBIAN MUTUAL LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 62103 )
Policy contract numberC001001587
Policy instance 1
Insurance contract or identification numberC001001587
Number of Individuals Covered1
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Are there contracts with allocated funds for individual policies?Yes
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 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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
COLUMBIAN FAMILY LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 66443 )
Policy contract numberC001001587
Policy instance 1
Insurance contract or identification numberC001001587
Number of Individuals Covered1
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Are there contracts with allocated funds for individual policies?Yes
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 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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
COLUMBIAN FAMILY LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 66443 )
Policy contract numberC001001587
Policy instance 1
Insurance contract or identification numberC001001587
Number of Individuals Covered1
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Are there contracts with allocated funds for individual policies?Yes
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 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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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