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TAYLOR OIL CO., INC. PROFIT SHARING PLAN 401k Plan overview

Plan NameTAYLOR OIL CO., INC. PROFIT SHARING PLAN
Plan identification number 001

TAYLOR OIL CO., INC. 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.
  • 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

TAYLOR OIL CO., INC. has sponsored the creation of one or more 401k plans.

Company Name:TAYLOR OIL CO., INC.
Employer identification number (EIN):221739466
NAIC Classification:424700

Additional information about TAYLOR OIL CO., INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1983-05-16
Company Identification Number: G38578
Legal Registered Office Address: 900 S. VERONA AVE.

AVON PARK

33825

More information about TAYLOR OIL CO., INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAYLOR OIL CO., INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01JODI GRANDUKE2023-10-04
0012021-01-01JODI GRANDUKE2022-06-17
0012020-01-01JODI GRANDUKE2021-10-13
0012019-01-01JODI GRANDUKE2020-12-11
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01JODI GRANDUKE2017-06-01
0012015-01-01JODI GRANDUKE JODI GRANDUKE2016-10-17
0012014-01-01JODI GRANDUKE JODI GRANDUKE2015-10-12
0012013-01-01JODI GRANDUKE JODI GRANDUKE2014-10-13
0012012-01-01JODI GRANDUKE
0012011-01-01FRANKIE SPALDIMG
0012010-01-01FRANKIE SPALDING
0012009-01-01FRANKIE SPALDING

Plan Statistics for TAYLOR OIL CO., INC. PROFIT SHARING PLAN

401k plan membership statisitcs for TAYLOR OIL CO., INC. PROFIT SHARING PLAN

Measure Date Value
2019: TAYLOR OIL CO., INC. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01177
Total number of active participants reported on line 7a of the Form 55002019-01-01165
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-016
Total of all active and inactive participants2019-01-01171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01171
Number of participants with account balances2019-01-0166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-012
2015: TAYLOR OIL CO., INC. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01100
Total number of active participants reported on line 7a of the Form 55002015-01-0178
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0111
Total of all active and inactive participants2015-01-0189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0189
Number of participants with account balances2015-01-0189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011
2014: TAYLOR OIL CO., INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01101
Total number of active participants reported on line 7a of the Form 55002014-01-0181
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0114
Total of all active and inactive participants2014-01-0195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0195
Number of participants with account balances2014-01-0195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-013
2013: TAYLOR OIL CO., INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01104
Total number of active participants reported on line 7a of the Form 55002013-01-0189
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-019
Total of all active and inactive participants2013-01-0198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0198
Number of participants with account balances2013-01-0195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-012
2012: TAYLOR OIL CO., INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01104
Total number of active participants reported on line 7a of the Form 55002012-01-0154
Number of retired or separated participants receiving benefits2012-01-010
Total of all active and inactive participants2012-01-0154
Total participants2012-01-0154
Number of participants with account balances2012-01-01102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: TAYLOR OIL CO., INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01108
Total number of active participants reported on line 7a of the Form 55002011-01-01104
Number of retired or separated participants receiving benefits2011-01-012
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-01106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01106
Number of participants with account balances2011-01-01104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-014
2010: TAYLOR OIL CO., INC. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01111
Total number of active participants reported on line 7a of the Form 55002010-01-01108
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-01108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01108
Number of participants with account balances2010-01-01108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-012
2009: TAYLOR OIL CO., INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01133
Total number of active participants reported on line 7a of the Form 55002009-01-01110
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-01111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01111
Number of participants with account balances2009-01-01110

Financial Data on TAYLOR OIL CO., INC. PROFIT SHARING PLAN

Measure Date Value
2019 : TAYLOR OIL CO., INC. PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets from this plan2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$579,513
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$5,826,133
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$5,826,023
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$486
Value of total assets at end of year2019-12-31$3,109,783
Value of total assets at beginning of year2019-12-31$8,356,403
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$110
Total interest from all sources2019-12-31$251
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$188
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$188
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Administrative expenses (other) incurred2019-12-31$110
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$-5,246,620
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,109,783
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$8,356,403
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$7,618
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$8,356,403
Value of interest in common/collective trusts at end of year2019-12-31$3,102,165
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$251
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$491,037
Net investment gain or loss from common/collective trusts2019-12-31$87,551
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$486
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$5,826,023
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31SOBEL & CO. LLC
Accountancy firm EIN2019-12-31221430039
2015 : TAYLOR OIL CO., INC. PROFIT SHARING PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-397,963
Total unrealized appreciation/depreciation of assets2015-12-31$-397,963
Total income from all sources (including contributions)2015-12-31$200,842
Total loss/gain on sale of assets2015-12-31$90,656
Total of all expenses incurred2015-12-31$1,031,900
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,013,194
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$90,002
Value of total assets at end of year2015-12-31$8,884,501
Value of total assets at beginning of year2015-12-31$9,715,559
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$18,706
Total interest from all sources2015-12-31$270,437
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$130,903
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$81,929
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Assets. Other investments not covered elsewhere at end of year2015-12-31$5,027,910
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$296,932
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$68,342
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$93,090
Other income not declared elsewhere2015-12-31$16,807
Administrative expenses (other) incurred2015-12-31$18,706
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-831,058
Value of net assets at end of year (total assets less liabilities)2015-12-31$8,884,501
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$9,715,559
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$1,705,396
Interest earned on other investments2015-12-31$236,733
Income. Interest from corporate debt instruments2015-12-31$33,704
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$29,694
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$10,154
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$10,154
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$9,359
Asset value of US Government securities at beginning of year2015-12-31$2,348,942
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$90,002
Employer contributions (assets) at end of year2015-12-31$90,002
Employer contributions (assets) at beginning of year2015-12-31$105,690
Income. Dividends from common stock2015-12-31$48,974
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,003,835
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$892,015
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$1,071,142
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$6,860,751
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$3,121,786
Aggregate carrying amount (costs) on sale of assets2015-12-31$3,031,130
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31SOBEL & CO., LLC
Accountancy firm EIN2015-12-31221430039
2014 : TAYLOR OIL CO., INC. PROFIT SHARING PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$454,974
Total unrealized appreciation/depreciation of assets2014-12-31$454,974
Total income from all sources (including contributions)2014-12-31$962,874
Total of all expenses incurred2014-12-31$1,214,801
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,194,887
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$105,690
Value of total assets at end of year2014-12-31$9,715,559
Value of total assets at beginning of year2014-12-31$9,967,486
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$19,914
Total interest from all sources2014-12-31$384,952
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$105,690
Assets. Other investments not covered elsewhere at end of year2014-12-31$296,932
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$279,675
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$93,090
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$93,681
Other income not declared elsewhere2014-12-31$17,258
Administrative expenses (other) incurred2014-12-31$19,914
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-251,927
Value of net assets at end of year (total assets less liabilities)2014-12-31$9,715,559
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$9,967,486
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$10,154
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$42,398
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$42,398
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$384,952
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$9,396
Asset value of US Government securities at end of year2014-12-31$2,348,942
Asset value of US Government securities at beginning of year2014-12-31$2,167,767
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Employer contributions (assets) at end of year2014-12-31$105,690
Employer contributions (assets) at beginning of year2014-12-31$77,500
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,185,491
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$6,860,751
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$7,306,465
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31SOBEL & CO., LLC
Accountancy firm EIN2014-12-31221430039
2013 : TAYLOR OIL CO., INC. PROFIT SHARING PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$121,348
Total unrealized appreciation/depreciation of assets2013-12-31$121,348
Total income from all sources (including contributions)2013-12-31$733,396
Total of all expenses incurred2013-12-31$499,618
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$480,995
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$87,500
Value of total assets at end of year2013-12-31$9,967,486
Value of total assets at beginning of year2013-12-31$9,733,708
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$18,623
Total interest from all sources2013-12-31$524,548
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Assets. Other investments not covered elsewhere at end of year2013-12-31$279,675
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$239,088
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$93,681
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$96,645
Administrative expenses (other) incurred2013-12-31$18,623
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$233,778
Value of net assets at end of year (total assets less liabilities)2013-12-31$9,967,486
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$9,733,708
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Interest earned on other investments2013-12-31$40,587
Income. Interest from US Government securities2013-12-31$154,802
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$42,398
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$679,303
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$679,303
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$329,159
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$9,433
Asset value of US Government securities at end of year2013-12-31$2,167,767
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$87,500
Employer contributions (assets) at end of year2013-12-31$77,500
Employer contributions (assets) at beginning of year2013-12-31$134,713
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$471,562
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$7,306,465
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$8,583,959
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31SOBEL & CO., LLC
Accountancy firm EIN2013-12-31221430039
2012 : TAYLOR OIL CO., INC. PROFIT SHARING PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$321,226
Total unrealized appreciation/depreciation of assets2012-12-31$321,226
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$1,739
Total income from all sources (including contributions)2012-12-31$937,718
Total of all expenses incurred2012-12-31$720,439
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$709,099
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$171,107
Value of total assets at end of year2012-12-31$9,733,708
Value of total assets at beginning of year2012-12-31$9,518,168
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$11,340
Total interest from all sources2012-12-31$364,188
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$81,197
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Assets. Other investments not covered elsewhere at end of year2012-12-31$239,088
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$243,236
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$96,645
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$103,353
Administrative expenses (other) incurred2012-12-31$11,340
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$217,279
Value of net assets at end of year (total assets less liabilities)2012-12-31$9,733,708
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$9,516,429
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$679,303
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$9,654
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$9,654
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$364,188
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$171,107
Employer contributions (assets) at end of year2012-12-31$134,713
Employer contributions (assets) at beginning of year2012-12-31$124,501
Income. Dividends from common stock2012-12-31$81,197
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$709,099
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$8,583,959
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$9,037,424
Liabilities. Value of benefit claims payable at end of year2012-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$1,739
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31SOBEL & CO., LLC
Accountancy firm EIN2012-12-31221430039
2011 : TAYLOR OIL CO., INC. PROFIT SHARING PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$459,623
Total unrealized appreciation/depreciation of assets2011-12-31$459,623
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$1,739
Total income from all sources (including contributions)2011-12-31$981,755
Total loss/gain on sale of assets2011-12-31$-64,979
Total of all expenses incurred2011-12-31$516,598
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$506,851
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$147,636
Value of total assets at end of year2011-12-31$9,518,167
Value of total assets at beginning of year2011-12-31$9,051,271
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$9,747
Total interest from all sources2011-12-31$373,240
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$37,498
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Assets. Other investments not covered elsewhere at end of year2011-12-31$243,236
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$214,499
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$103,353
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$112,800
Other income not declared elsewhere2011-12-31$28,737
Administrative expenses (other) incurred2011-12-31$9,747
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$465,157
Value of net assets at end of year (total assets less liabilities)2011-12-31$9,516,428
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$9,051,271
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$9,653
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$9,305
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$9,305
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$373,240
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$147,636
Employer contributions (assets) at end of year2011-12-31$124,501
Employer contributions (assets) at beginning of year2011-12-31$172,088
Income. Dividends from common stock2011-12-31$37,498
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$506,851
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$9,037,424
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$8,542,579
Liabilities. Value of benefit claims payable at end of year2011-12-31$1,739
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$-64,979
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31GOLDSMITH & PLATTER, PA
Accountancy firm EIN2011-12-31222553113
2010 : TAYLOR OIL CO., INC. PROFIT SHARING PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$358,566
Total unrealized appreciation/depreciation of assets2010-12-31$358,566
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$1,672
Total income from all sources (including contributions)2010-12-31$1,039,708
Total loss/gain on sale of assets2010-12-31$-12,304
Total of all expenses incurred2010-12-31$382,347
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$375,336
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$183,763
Value of total assets at end of year2010-12-31$9,051,271
Value of total assets at beginning of year2010-12-31$8,395,582
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$7,011
Total interest from all sources2010-12-31$390,148
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$12,786
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31No
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Assets. Other investments not covered elsewhere at end of year2010-12-31$214,499
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$321,029
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$112,800
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$97,751
Other income not declared elsewhere2010-12-31$106,749
Administrative expenses (other) incurred2010-12-31$7,011
Liabilities. Value of operating payables at beginning of year2010-12-31$1,672
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$657,361
Value of net assets at end of year (total assets less liabilities)2010-12-31$9,051,271
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$8,393,910
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$9,305
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$5,079
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$5,079
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$390,148
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$9,188
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$183,763
Employer contributions (assets) at end of year2010-12-31$172,088
Employer contributions (assets) at beginning of year2010-12-31$196,756
Income. Dividends from common stock2010-12-31$12,786
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$366,148
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$8,542,579
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$7,774,967
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$-12,304
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31GOLDSMITH & PLATTER, PA
Accountancy firm EIN2010-12-31222553113

Form 5500 Responses for TAYLOR OIL CO., INC. PROFIT SHARING PLAN

2019: TAYLOR OIL CO., INC. PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2015: TAYLOR OIL CO., INC. PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: TAYLOR OIL CO., INC. PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: TAYLOR OIL CO., INC. PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: TAYLOR OIL CO., INC. PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: TAYLOR OIL CO., INC. PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: TAYLOR OIL CO., INC. PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: TAYLOR OIL CO., INC. PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract numberEZ/PP780
Policy instance 1
Insurance contract or identification numberEZ/PP780
Number of Individuals Covered1
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Insurance broker organization code?3
Insurance broker nameBARRY GIMELSTOB
MONY LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 66370 )
Policy contract number095817
Policy instance 2
Insurance contract or identification number095817
Number of Individuals Covered1
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract numberEZ/PP780
Policy instance 1
Insurance contract or identification numberEZ/PP780
Number of Individuals Covered1
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Insurance broker organization code?3
Insurance broker nameBARRY GIMELSTOB
MONY LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 66370 )
Policy contract number095817
Policy instance 2
Insurance contract or identification number095817
Number of Individuals Covered1
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract numberEZ/PP780
Policy instance 1
Insurance contract or identification numberEZ/PP780
Number of Individuals Covered1
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Insurance broker organization code?3
Insurance broker nameBARRY GIMELSTOB
MONY LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 66370 )
Policy contract number095817
Policy instance 2
Insurance contract or identification number095817
Number of Individuals Covered1
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract numberEZ/PP780
Policy instance 1
Insurance contract or identification numberEZ/PP780
Number of Individuals Covered1
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker nameBARRY GIMELSTOP
MONY LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 66370 )
Policy contract number095817
Policy instance 2
Insurance contract or identification number095817
Number of Individuals Covered2
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract numberEZPP780
Policy instance 1
Insurance contract or identification numberEZPP780
Number of Individuals Covered1
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MONY LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 66370 )
Policy contract number095817
Policy instance 2
Insurance contract or identification number095817
Number of Individuals Covered2
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract numberEZPP780
Policy instance 1
Insurance contract or identification numberEZPP780
Number of Individuals Covered1
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MONY LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 66370 )
Policy contract number095817
Policy instance 2
Insurance contract or identification number095817
Number of Individuals Covered2
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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