401k Plan data: G.O. CARLSON, INC. SALARIED EMPLOYEES' PENSION PLAN plan

G.O. CARLSON, INC. SALARIED EMPLOYEES' PENSION PLAN 401k Plan overview

Plan Name	G.O. CARLSON, INC. SALARIED EMPLOYEES' PENSION PLAN
Plan identification number	006

G.O. CARLSON, INC. SALARIED EMPLOYEES' PENSION PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
Plan covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.
Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).

401k Sponsoring company profile

G. O. CARLSON, INC. has sponsored the creation of one or more 401k plans.

Company Name: G. O. CARLSON, INC.

Employer identification number (EIN): 230457636

NAIC Classification: 331200

Additional information about G. O. CARLSON, INC.

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 1974-04-17

Company Identification Number: 0003585106

Legal Registered Office Address: 175 MAIN ST

OIL CITY
United States of America (USA)
16301

More information about G. O. CARLSON, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan G.O. CARLSON, INC. SALARIED EMPLOYEES' PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
006 2016-01-01 LINDA ANDERSON
006 2015-01-01 LINDA ANDERSON
006 2014-01-01 LINDA ANDERSON
006 2013-01-01 LINDA ANDERSON
006 2012-01-01 LINDA ANDERSON
006 2011-01-01 LINDA ANDERSON
006 2009-01-01 LINDA ANDERSON

Plan id#	Filing Submission Date	Name of Administrator
006	2016-01-01	LINDA ANDERSON
006	2015-01-01	LINDA ANDERSON
006	2014-01-01	LINDA ANDERSON
006	2013-01-01	LINDA ANDERSON
006	2012-01-01	LINDA ANDERSON
006	2011-01-01	LINDA ANDERSON
006	2009-01-01	LINDA ANDERSON

Plan Statistics for G.O. CARLSON, INC. SALARIED EMPLOYEES' PENSION PLAN

401k plan membership statisitcs for G.O. CARLSON, INC. SALARIED EMPLOYEES' PENSION PLAN

Measure Date Value
2016: G.O. CARLSON, INC. SALARIED EMPLOYEES' PENSION PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 69
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 0
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 0
Total of all active and inactive participants 2016-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: G.O. CARLSON, INC. SALARIED EMPLOYEES' PENSION PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 102
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 0
Number of retired or separated participants receiving benefits 2015-01-01 63
Number of other retired or separated participants entitled to future benefits 2015-01-01 4
Total of all active and inactive participants 2015-01-01 67
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 2
Total participants 2015-01-01 69
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: G.O. CARLSON, INC. SALARIED EMPLOYEES' PENSION PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 104
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 0
Number of retired or separated participants receiving benefits 2014-01-01 63
Number of other retired or separated participants entitled to future benefits 2014-01-01 37
Total of all active and inactive participants 2014-01-01 100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 2
Total participants 2014-01-01 102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: G.O. CARLSON, INC. SALARIED EMPLOYEES' PENSION PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 105
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 0
Number of retired or separated participants receiving benefits 2013-01-01 38
Number of other retired or separated participants entitled to future benefits 2013-01-01 64
Total of all active and inactive participants 2013-01-01 102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 2
Total participants 2013-01-01 104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: G.O. CARLSON, INC. SALARIED EMPLOYEES' PENSION PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 106
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 0
Number of retired or separated participants receiving benefits 2012-01-01 62
Number of other retired or separated participants entitled to future benefits 2012-01-01 40
Total of all active and inactive participants 2012-01-01 102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 3
Total participants 2012-01-01 105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: G.O. CARLSON, INC. SALARIED EMPLOYEES' PENSION PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 106
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 0
Number of retired or separated participants receiving benefits 2011-01-01 60
Number of other retired or separated participants entitled to future benefits 2011-01-01 43
Total of all active and inactive participants 2011-01-01 103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 3
Total participants 2011-01-01 106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: G.O. CARLSON, INC. SALARIED EMPLOYEES' PENSION PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 111
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 0
Number of retired or separated participants receiving benefits 2009-01-01 57
Number of other retired or separated participants entitled to future benefits 2009-01-01 47
Total of all active and inactive participants 2009-01-01 104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 4
Total participants 2009-01-01 108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2016: G.O. CARLSON, INC. SALARIED EMPLOYEES' PENSION PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	69
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	0
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	0
Total of all active and inactive participants	2016-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: G.O. CARLSON, INC. SALARIED EMPLOYEES' PENSION PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	102
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	0
Number of retired or separated participants receiving benefits	2015-01-01	63
Number of other retired or separated participants entitled to future benefits	2015-01-01	4
Total of all active and inactive participants	2015-01-01	67
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	2
Total participants	2015-01-01	69
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: G.O. CARLSON, INC. SALARIED EMPLOYEES' PENSION PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	104
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	0
Number of retired or separated participants receiving benefits	2014-01-01	63
Number of other retired or separated participants entitled to future benefits	2014-01-01	37
Total of all active and inactive participants	2014-01-01	100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	2
Total participants	2014-01-01	102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: G.O. CARLSON, INC. SALARIED EMPLOYEES' PENSION PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	105
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	0
Number of retired or separated participants receiving benefits	2013-01-01	38
Number of other retired or separated participants entitled to future benefits	2013-01-01	64
Total of all active and inactive participants	2013-01-01	102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	2
Total participants	2013-01-01	104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: G.O. CARLSON, INC. SALARIED EMPLOYEES' PENSION PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	106
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	0
Number of retired or separated participants receiving benefits	2012-01-01	62
Number of other retired or separated participants entitled to future benefits	2012-01-01	40
Total of all active and inactive participants	2012-01-01	102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	3
Total participants	2012-01-01	105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: G.O. CARLSON, INC. SALARIED EMPLOYEES' PENSION PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	106
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	0
Number of retired or separated participants receiving benefits	2011-01-01	60
Number of other retired or separated participants entitled to future benefits	2011-01-01	43
Total of all active and inactive participants	2011-01-01	103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	3
Total participants	2011-01-01	106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: G.O. CARLSON, INC. SALARIED EMPLOYEES' PENSION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	111
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	0
Number of retired or separated participants receiving benefits	2009-01-01	57
Number of other retired or separated participants entitled to future benefits	2009-01-01	47
Total of all active and inactive participants	2009-01-01	104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	4
Total participants	2009-01-01	108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on G.O. CARLSON, INC. SALARIED EMPLOYEES' PENSION PLAN

Measure	Date	Value
2016 : G.O. CARLSON, INC. SALARIED EMPLOYEES' PENSION PLAN 2016 401k financial data
Total income from all sources	2016-01-15	$13
Expenses. Total of all expenses incurred	2016-01-15	$4,629,531
Benefits paid (including direct rollovers)	2016-01-15	$4,629,506
Total plan assets at end of year	2016-01-15	$0
Total plan assets at beginning of year	2016-01-15	$4,629,518
Value of fidelity bond covering the plan	2016-01-15	$545,000
Expenses. Other expenses not covered elsewhere	2016-01-15	$25
Other income received	2016-01-15	$13
Net income (gross income less expenses)	2016-01-15	$-4,629,518
Net plan assets at end of year (total assets less liabilities)	2016-01-15	$0
Net plan assets at beginning of year (total assets less liabilities)	2016-01-15	$4,629,518
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-01-15	$0
2015 : G.O. CARLSON, INC. SALARIED EMPLOYEES' PENSION PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$1,228,631
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$2,459,822
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$2,458,892
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,222,795
Value of total assets at end of year	2015-12-31	$4,629,518
Value of total assets at beginning of year	2015-12-31	$5,860,709
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$930
Total interest from all sources	2015-12-31	$5,836
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2015-12-31	$0
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$545,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-12-31	$834
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-1,231,191
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$4,629,518
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$5,860,709
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Investment advisory and management fees	2015-12-31	$930
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$4,206,723
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$5,859,875
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$5,859,875
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$5,836
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$1,222,795
Employer contributions (assets) at end of year	2015-12-31	$422,795
Employer contributions (assets) at beginning of year	2015-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$2,458,892
Did the plan have assets held for investment	2015-12-31	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	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	No
Opinion of an independent qualified public accountant for this plan	2015-12-31	Unqualified
Accountancy firm name	2015-12-31	MCGILL, POWER, BELL & ASSOC., LLP
Accountancy firm EIN	2015-12-31	251031405
2014 : G.O. CARLSON, INC. SALARIED EMPLOYEES' PENSION PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$3,964
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$432,026
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$424,116
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$0
Value of total assets at end of year	2014-12-31	$5,860,709
Value of total assets at beginning of year	2014-12-31	$6,288,771
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$7,910
Total interest from all sources	2014-12-31	$6,656
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2014-12-31	$0
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$0
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$545,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-12-31	$834
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-12-31	$0
Other income not declared elsewhere	2014-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$-428,062
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$5,860,709
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$6,288,771
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Investment advisory and management fees	2014-12-31	$7,910
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$6,083,685
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$5,859,875
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$205,086
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$205,086
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-12-31	$6,656
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$-2,692
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Employer contributions (assets) at end of year	2014-12-31	$0
Employer contributions (assets) at beginning of year	2014-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$424,116
Did the plan have assets held for investment	2014-12-31	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	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	No
Opinion of an independent qualified public accountant for this plan	2014-12-31	Unqualified
Accountancy firm name	2014-12-31	MCGILL, POWER, BELL & ASSOC., LLP
Accountancy firm EIN	2014-12-31	251031405
2013 : G.O. CARLSON, INC. SALARIED EMPLOYEES' PENSION PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$1,459,404
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$444,232
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$425,237
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$0
Value of total assets at end of year	2013-12-31	$6,288,771
Value of total assets at beginning of year	2013-12-31	$5,273,599
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$18,995
Total interest from all sources	2013-12-31	$863
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$80,343
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$80,343
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$625,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$1,015,172
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$6,288,771
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$5,273,599
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Investment advisory and management fees	2013-12-31	$18,995
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$6,083,685
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$4,624,609
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$205,086
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$648,990
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$648,990
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-31	$863
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$1,378,198
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Employer contributions (assets) at end of year	2013-12-31	$0
Employer contributions (assets) at beginning of year	2013-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$425,237
Did the plan have assets held for investment	2013-12-31	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	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	No
Opinion of an independent qualified public accountant for this plan	2013-12-31	Unqualified
Accountancy firm name	2013-12-31	MCGILL,POWER, BELL & ASSOC., LLP
Accountancy firm EIN	2013-12-31	251031405
2012 : G.O. CARLSON, INC. SALARIED EMPLOYEES' PENSION PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$991,157
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$418,160
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$418,130
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$300,000
Value of total assets at end of year	2012-12-31	$5,273,599
Value of total assets at beginning of year	2012-12-31	$4,700,602
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$30
Total interest from all sources	2012-12-31	$6,385
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$73,981
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$73,981
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$625,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$572,997
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$5,273,599
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$4,700,602
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Investment advisory and management fees	2012-12-31	$30
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$4,624,609
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$3,936,258
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$648,990
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$764,344
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$764,344
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$6,385
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$610,791
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$300,000
Employer contributions (assets) at end of year	2012-12-31	$0
Employer contributions (assets) at beginning of year	2012-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$418,130
Did the plan have assets held for investment	2012-12-31	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	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	No
Opinion of an independent qualified public accountant for this plan	2012-12-31	Unqualified
Accountancy firm name	2012-12-31	MCGILL, POWER, BELL & ASSOC., LLP
Accountancy firm EIN	2012-12-31	251031405
2011 : G.O. CARLSON, INC. SALARIED EMPLOYEES' PENSION PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$-141,588
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$415,212
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$415,182
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$0
Value of total assets at end of year	2011-12-31	$4,700,602
Value of total assets at beginning of year	2011-12-31	$5,257,402
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$30
Total interest from all sources	2011-12-31	$8,430
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$62,143
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$62,143
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$625,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-556,800
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$4,700,602
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$5,257,402
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Investment advisory and management fees	2011-12-31	$30
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$3,936,258
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$4,081,364
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$764,344
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$876,038
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$876,038
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$8,430
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-212,161
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$0
Employer contributions (assets) at end of year	2011-12-31	$0
Employer contributions (assets) at beginning of year	2011-12-31	$300,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$415,182
Did the plan have assets held for investment	2011-12-31	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	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	No
Opinion of an independent qualified public accountant for this plan	2011-12-31	Unqualified
Accountancy firm name	2011-12-31	MCGILL, POWER, BELL & ASSOC., LLP
Accountancy firm EIN	2011-12-31	251031405
2010 : G.O. CARLSON, INC. SALARIED EMPLOYEES' PENSION PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$768,263
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$407,336
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$407,256
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$300,000
Value of total assets at end of year	2010-12-31	$5,257,402
Value of total assets at beginning of year	2010-12-31	$4,896,475
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$80
Total interest from all sources	2010-12-31	$21,083
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$59,026
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$59,026
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$625,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2010-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$360,927
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$5,257,402
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$4,896,475
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Investment advisory and management fees	2010-12-31	$80
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$4,081,364
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$3,628,785
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$876,038
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$1,267,690
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$1,267,690
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$21,083
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$388,154
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$300,000
Employer contributions (assets) at end of year	2010-12-31	$300,000
Employer contributions (assets) at beginning of year	2010-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$407,256
Did the plan have assets held for investment	2010-12-31	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	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	No
Opinion of an independent qualified public accountant for this plan	2010-12-31	Unqualified
Accountancy firm name	2010-12-31	MCGILL, POWER, BELL & ASSOC., LLP
Accountancy firm EIN	2010-12-31	251031405
2009 : G.O. CARLSON, INC. SALARIED EMPLOYEES' PENSION PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for G.O. CARLSON, INC. SALARIED EMPLOYEES' PENSION PLAN

2016: G.O. CARLSON, INC. SALARIED EMPLOYEES' PENSION 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	Yes
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
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: G.O. CARLSON, INC. SALARIED EMPLOYEES' PENSION 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: G.O. CARLSON, INC. SALARIED EMPLOYEES' PENSION 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: G.O. CARLSON, INC. SALARIED EMPLOYEES' PENSION 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: G.O. CARLSON, INC. SALARIED EMPLOYEES' PENSION 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: G.O. CARLSON, INC. SALARIED EMPLOYEES' PENSION 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: G.O. CARLSON, INC. SALARIED EMPLOYEES' PENSION PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	G. O. CARLSON, INC.
Employer identification number (EIN):	230457636
NAIC Classification:	331200

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	1974-04-17
Company Identification Number:	0003585106
Legal Registered Office Address:	175 MAIN ST OIL CITY United States of America (USA) 16301