401k Plan data: MCALISTER OIL, LLC, 401K PLAN plan

MCALISTER OIL, LLC, 401K PLAN 401k Plan overview

Plan Name	MCALISTER OIL, LLC, 401K PLAN
Plan identification number	001

MCALISTER OIL, LLC, 401K PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

MCALISTER OIL, LLC has sponsored the creation of one or more 401k plans.

Company Name: MCALISTER OIL, LLC

Employer identification number (EIN): 202736557

NAIC Classification: 484200
NAIC Description: Specialized Freight Trucking

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MCALISTER OIL, LLC, 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01 SCOTT SHANK 2020-07-27 SCOTT SHANK 2020-07-27
001 2018-01-01 SCOTT SHANK 2019-07-15 SCOTT SHANK 2019-07-15
001 2017-01-01 SCOTT SHANK 2018-07-31 SCOTT SHANK 2018-07-31
001 2016-01-01 SCOTT SHANK
001 2015-01-01 SCOTT SHANK
001 2014-01-01 SCOTT SHANK
001 2013-01-01 SCOTT SHANK
001 2012-01-01 SCOTT SHANK
001 2011-01-01 SCOTT SHANK
001 2009-01-01 SCOTT SHANK SCOTT SHANK 2010-08-18

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01	SCOTT SHANK	2020-07-27	SCOTT SHANK	2020-07-27
001	2018-01-01	SCOTT SHANK	2019-07-15	SCOTT SHANK	2019-07-15
001	2017-01-01	SCOTT SHANK	2018-07-31	SCOTT SHANK	2018-07-31
001	2016-01-01	SCOTT SHANK
001	2015-01-01	SCOTT SHANK
001	2014-01-01	SCOTT SHANK
001	2013-01-01	SCOTT SHANK
001	2012-01-01	SCOTT SHANK
001	2011-01-01	SCOTT SHANK
001	2009-01-01	SCOTT SHANK		SCOTT SHANK	2010-08-18

Plan Statistics for MCALISTER OIL, LLC, 401K PLAN

401k plan membership statisitcs for MCALISTER OIL, LLC, 401K PLAN

Measure Date Value
2022: MCALISTER OIL, LLC, 401K PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 109
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 0
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 0
Total of all active and inactive participants 2022-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 0
Number of participants with account balances 2022-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: MCALISTER OIL, LLC, 401K PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 121
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 81
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 18
Total of all active and inactive participants 2021-01-01 99
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 99
Number of participants with account balances 2021-01-01 79
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: MCALISTER OIL, LLC, 401K PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 122
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 99
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 18
Total of all active and inactive participants 2020-01-01 117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 117
Number of participants with account balances 2020-01-01 90
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2016: MCALISTER OIL, LLC, 401K PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 59
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 56
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 3
Total of all active and inactive participants 2016-01-01 59
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 59
Number of participants with account balances 2016-01-01 43
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: MCALISTER OIL, LLC, 401K PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 48
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 40
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 5
Total of all active and inactive participants 2015-01-01 45
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 45
Number of participants with account balances 2015-01-01 35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: MCALISTER OIL, LLC, 401K PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 41
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 37
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 5
Total of all active and inactive participants 2014-01-01 42
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 42
Number of participants with account balances 2014-01-01 32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: MCALISTER OIL, LLC, 401K PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 33
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 23
Number of retired or separated participants receiving benefits 2013-01-01 9
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 32
Number of participants with account balances 2013-01-01 27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: MCALISTER OIL, LLC, 401K PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 24
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 22
Number of retired or separated participants receiving benefits 2012-01-01 4
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 26
Number of participants with account balances 2012-01-01 21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: MCALISTER OIL, LLC, 401K PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 25
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 17
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 6
Total of all active and inactive participants 2011-01-01 23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 23
Number of participants with account balances 2011-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: MCALISTER OIL, LLC, 401K PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 26
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 22
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 4
Total of all active and inactive participants 2009-01-01 26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 26
Number of participants with account balances 2009-01-01 20

Measure	Date	Value
2022: MCALISTER OIL, LLC, 401K PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	109
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	0
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	0
Total of all active and inactive participants	2022-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	0
Number of participants with account balances	2022-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: MCALISTER OIL, LLC, 401K PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	121
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	81
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	18
Total of all active and inactive participants	2021-01-01	99
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	99
Number of participants with account balances	2021-01-01	79
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: MCALISTER OIL, LLC, 401K PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	122
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	99
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	18
Total of all active and inactive participants	2020-01-01	117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	117
Number of participants with account balances	2020-01-01	90
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2016: MCALISTER OIL, LLC, 401K PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	59
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	56
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	3
Total of all active and inactive participants	2016-01-01	59
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	59
Number of participants with account balances	2016-01-01	43
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: MCALISTER OIL, LLC, 401K PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	48
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	40
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	5
Total of all active and inactive participants	2015-01-01	45
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	45
Number of participants with account balances	2015-01-01	35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: MCALISTER OIL, LLC, 401K PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	41
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	37
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	5
Total of all active and inactive participants	2014-01-01	42
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	42
Number of participants with account balances	2014-01-01	32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: MCALISTER OIL, LLC, 401K PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	33
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	23
Number of retired or separated participants receiving benefits	2013-01-01	9
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	32
Number of participants with account balances	2013-01-01	27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: MCALISTER OIL, LLC, 401K PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	24
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	22
Number of retired or separated participants receiving benefits	2012-01-01	4
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	26
Number of participants with account balances	2012-01-01	21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: MCALISTER OIL, LLC, 401K PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	25
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	17
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	6
Total of all active and inactive participants	2011-01-01	23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	23
Number of participants with account balances	2011-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: MCALISTER OIL, LLC, 401K PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	26
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	22
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	4
Total of all active and inactive participants	2009-01-01	26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	26
Number of participants with account balances	2009-01-01	20

Financial Data on MCALISTER OIL, LLC, 401K PLAN

Measure	Date	Value
2022 : MCALISTER OIL, LLC, 401K PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-05-31	$0
Total transfer of assets from this plan	2022-05-31	$2,198,459
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-05-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-05-31	$0
Total income from all sources (including contributions)	2022-05-31	$-114,238
Total loss/gain on sale of assets	2022-05-31	$0
Total of all expenses incurred	2022-05-31	$134,789
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-05-31	$131,449
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-05-31	$145,622
Value of total assets at end of year	2022-05-31	$0
Value of total assets at beginning of year	2022-05-31	$2,447,486
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-05-31	$3,340
Total interest from all sources	2022-05-31	$2,392
Total dividends received (eg from common stock, registered investment company shares)	2022-05-31	$1,794
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-05-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2022-05-31	$0
Total dividends received from registered investment company shares (eg mutual funds)	2022-05-31	$1,794
Administrative expenses professional fees incurred	2022-05-31	$3,340
Was this plan covered by a fidelity bond	2022-05-31	Yes
Value of fidelity bond cover	2022-05-31	$1,000,000
If this is an individual account plan, was there a blackout period	2022-05-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2022-05-31	No
Contributions received from participants	2022-05-31	$75,046
Participant contributions at end of year	2022-05-31	$0
Participant contributions at beginning of year	2022-05-31	$148,707
Income. Received or receivable in cash from other sources (including rollovers)	2022-05-31	$20,484
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-05-31	No
Value of net income/loss	2022-05-31	$-249,027
Value of net assets at end of year (total assets less liabilities)	2022-05-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2022-05-31	$2,447,486
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-05-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-05-31	No
Were any leases to which the plan was party in default or uncollectible	2022-05-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-05-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-05-31	$2,151,921
Interest on participant loans	2022-05-31	$2,392
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-05-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-05-31	$146,858
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-05-31	$146,858
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-05-31	$-264,046
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-05-31	No
Was there a failure to transmit to the plan any participant contributions	2022-05-31	No
Has the plan failed to provide any benefit when due under the plan	2022-05-31	No
Contributions received in cash from employer	2022-05-31	$50,092
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-05-31	$131,449
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2022-05-31	Yes
Did the plan have assets held for investment	2022-05-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-05-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-05-31	Yes
Opinion of an independent qualified public accountant for this plan	2022-05-31	Unqualified
Accountancy firm name	2022-05-31	KOCH SIEDHOFF HAND & DUNN, LLP
Accountancy firm EIN	2022-05-31	480922808
2021 : MCALISTER OIL, LLC, 401K PLAN 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$246
Total income from all sources (including contributions)	2021-12-31	$711,868
Total of all expenses incurred	2021-12-31	$389,658
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$384,003
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$430,339
Value of total assets at end of year	2021-12-31	$2,447,486
Value of total assets at beginning of year	2021-12-31	$2,125,522
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$5,655
Total interest from all sources	2021-12-31	$6,100
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$105,811
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$105,811
Administrative expenses professional fees incurred	2021-12-31	$5,655
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$258,041
Participant contributions at end of year	2021-12-31	$148,707
Participant contributions at beginning of year	2021-12-31	$129,211
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-12-31	$246
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$322,210
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$2,447,486
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$2,125,276
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$2,151,921
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$1,853,527
Interest on participant loans	2021-12-31	$6,100
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$146,858
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$142,784
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$142,784
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$169,618
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$172,298
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$384,003
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	KOCH SIEDHOFF HAND & DUNN, LLP
Accountancy firm EIN	2021-12-31	480922808
2020 : MCALISTER OIL, LLC, 401K PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$246
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$446
Total income from all sources (including contributions)	2020-12-31	$759,917
Total of all expenses incurred	2020-12-31	$141,961
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$138,766
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$463,606
Value of total assets at end of year	2020-12-31	$2,125,522
Value of total assets at beginning of year	2020-12-31	$1,507,766
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$3,195
Total interest from all sources	2020-12-31	$5,300
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$56,266
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$56,266
Administrative expenses professional fees incurred	2020-12-31	$3,195
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$283,944
Participant contributions at end of year	2020-12-31	$129,211
Participant contributions at beginning of year	2020-12-31	$96,016
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-12-31	$246
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$446
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$617,956
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$2,125,276
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$1,507,320
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$1,853,527
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$1,270,606
Interest on participant loans	2020-12-31	$5,300
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$142,784
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$141,144
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$141,144
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$234,745
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$179,662
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$138,766
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	KOCH SIEDHOFF HAND & DUNN, LLP
Accountancy firm EIN	2020-12-31	480922808
2016 : MCALISTER OIL, LLC, 401K PLAN 2016 401k financial data
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$253,971
Expenses. Total of all expenses incurred	2016-12-31	$93,971
Benefits paid (including direct rollovers)	2016-12-31	$86,242
Total plan assets at end of year	2016-12-31	$618,968
Total plan assets at beginning of year	2016-12-31	$458,968
Value of fidelity bond covering the plan	2016-12-31	$1,000,000
Total contributions received or receivable from participants	2016-12-31	$132,638
Assets. Value of loans (other than to participants)	2016-12-31	$78,790
Other income received	2016-12-31	$32,070
Net income (gross income less expenses)	2016-12-31	$160,000
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$618,968
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$458,968
Assets. Value of participant loans	2016-12-31	$48,282
Total contributions received or receivable from employer(s)	2016-12-31	$89,263
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$7,729
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : MCALISTER OIL, LLC, 401K PLAN 2015 401k financial data
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$142,659
Expenses. Total of all expenses incurred	2015-12-31	$70,505
Benefits paid (including direct rollovers)	2015-12-31	$64,814
Total plan assets at end of year	2015-12-31	$458,968
Total plan assets at beginning of year	2015-12-31	$386,814
Value of fidelity bond covering the plan	2015-12-31	$1,000,000
Total contributions received or receivable from participants	2015-12-31	$79,271
Assets. Value of loans (other than to participants)	2015-12-31	$79,120
Other income received	2015-12-31	$2,098
Net income (gross income less expenses)	2015-12-31	$72,154
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$458,968
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$386,814
Assets. Value of participant loans	2015-12-31	$32,628
Total contributions received or receivable from employer(s)	2015-12-31	$61,290
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$5,691
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : MCALISTER OIL, LLC, 401K PLAN 2014 401k financial data
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$130,041
Expenses. Total of all expenses incurred	2014-12-31	$60,739
Benefits paid (including direct rollovers)	2014-12-31	$55,527
Total plan assets at end of year	2014-12-31	$386,814
Total plan assets at beginning of year	2014-12-31	$317,512
Value of fidelity bond covering the plan	2014-12-31	$100,000
Total contributions received or receivable from participants	2014-12-31	$64,594
Assets. Value of loans (other than to participants)	2014-12-31	$32,330
Other income received	2014-12-31	$13,501
Net income (gross income less expenses)	2014-12-31	$69,302
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$386,814
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$317,512
Assets. Value of participant loans	2014-12-31	$18,735
Total contributions received or receivable from employer(s)	2014-12-31	$51,946
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$5,212
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : MCALISTER OIL, LLC, 401K PLAN 2013 401k financial data
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$95,174
Expenses. Total of all expenses incurred	2013-12-31	$3,521
Benefits paid (including direct rollovers)	2013-12-31	$52
Total plan assets at end of year	2013-12-31	$317,512
Total plan assets at beginning of year	2013-12-31	$225,859
Total contributions received or receivable from participants	2013-12-31	$46,739
Other income received	2013-12-31	$11,078
Net income (gross income less expenses)	2013-12-31	$91,653
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$317,512
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$225,859
Assets. Value of participant loans	2013-12-31	$1,935
Total contributions received or receivable from employer(s)	2013-12-31	$37,357
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$3,469
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : MCALISTER OIL, LLC, 401K PLAN 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$64,538
Expenses. Total of all expenses incurred	2012-12-31	$4,163
Benefits paid (including direct rollovers)	2012-12-31	$1,040
Total plan assets at end of year	2012-12-31	$225,859
Total plan assets at beginning of year	2012-12-31	$165,484
Total contributions received or receivable from participants	2012-12-31	$31,753
Contributions received from other sources (not participants or employers)	2012-12-31	$2,272
Other income received	2012-12-31	$2,025
Net income (gross income less expenses)	2012-12-31	$60,375
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$225,859
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$165,484
Total contributions received or receivable from employer(s)	2012-12-31	$28,488
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$3,123
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : MCALISTER OIL, LLC, 401K PLAN 2011 401k financial data
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$-9,498
Expenses. Total of all expenses incurred	2011-12-31	$10,622
Benefits paid (including direct rollovers)	2011-12-31	$10,622
Total plan assets at end of year	2011-12-31	$165,484
Total plan assets at beginning of year	2011-12-31	$185,604
Other income received	2011-12-31	$-9,498
Net income (gross income less expenses)	2011-12-31	$-20,120
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$165,484
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$185,604
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : MCALISTER OIL, LLC, 401K PLAN 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$3,349
Expenses. Total of all expenses incurred	2010-12-31	$2,590
Benefits paid (including direct rollovers)	2010-12-31	$2,590
Total plan assets at end of year	2010-12-31	$185,604
Total plan assets at beginning of year	2010-12-31	$184,845
Noncash contributions received	2010-12-31	$3,349
Net income (gross income less expenses)	2010-12-31	$759
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$185,604
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$184,845
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : MCALISTER OIL, LLC, 401K PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for MCALISTER OIL, LLC, 401K PLAN

2022: MCALISTER OIL, LLC, 401K PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	Yes
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: MCALISTER OIL, LLC, 401K PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: MCALISTER OIL, LLC, 401K PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2016: MCALISTER OIL, LLC, 401K PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: MCALISTER OIL, LLC, 401K PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: MCALISTER OIL, LLC, 401K PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: MCALISTER OIL, LLC, 401K PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: MCALISTER OIL, LLC, 401K PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: MCALISTER OIL, LLC, 401K PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: MCALISTER OIL, LLC, 401K PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	MCALISTER OIL, LLC
Employer identification number (EIN):	202736557
NAIC Classification:	484200
NAIC Description:	Specialized Freight Trucking