SUNOCO, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan SUNOCO, INC. RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2024 : SUNOCO, INC. RETIREMENT PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-09-20 | 51068 |
| Net assets as of the end of the plan year | 2024-09-20 | 484820 |
| Total assets as of the beginning of the plan year | 2024-09-20 | 512842 |
| Value of plan covered by a fidelity bond | 2024-09-20 | 500000 |
| Other income to plan in this plan year | 2024-09-20 | 23046 |
| Plan net income in this plan year | 2024-09-20 | -28022 |
| Net assets as of the end of the plan year | 2024-09-20 | 484820 |
| Net assets as of the beginning of the plan year | 2024-09-20 | 512842 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-09-20 | 51068 |
| 2018 : SUNOCO, INC. RETIREMENT PLAN 2018 401k financial data |
|---|
| Total income from all sources (including contributions) | 2018-12-31 | $67,542 |
| Total of all expenses incurred | 2018-12-31 | $66,322 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $-57,231 |
| Value of total assets at end of year | 2018-12-31 | $838,307 |
| Value of total assets at beginning of year | 2018-12-31 | $837,087 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $66,322 |
| Total interest from all sources | 2018-12-31 | $28,241 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | Yes |
| Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2018-12-31 | $0 |
| Administrative expenses professional fees incurred | 2018-12-31 | $50,932 |
| Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
| Value of fidelity bond cover | 2018-12-31 | $500,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $41,586 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $42,524 |
| Administrative expenses (other) incurred | 2018-12-31 | $15,390 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Value of net income/loss | 2018-12-31 | $1,220 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $838,307 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $837,087 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
| Interest earned on other investments | 2018-12-31 | $28,241 |
| Value of interest in master investment trust accounts at beginning of year | 2018-12-31 | $0 |
| Value of interest in common/collective trusts at end of year | 2018-12-31 | $773,809 |
| Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $743,065 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $22,912 |
| Asset value of US Government securities at beginning of year | 2018-12-31 | $51,468 |
| Net investment gain or loss from common/collective trusts | 2018-12-31 | $96,532 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
| Contributions received in cash from employer | 2018-12-31 | $-57,231 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2018-12-31 | $30 |
| Did the plan have assets held for investment | 2018-12-31 | 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 | 2018-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
| Accountancy firm name | 2018-12-31 | BKD, LLP |
| Accountancy firm EIN | 2018-12-31 | 440160260 |
| 2017 : SUNOCO, INC. RETIREMENT PLAN 2017 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2017-12-31 | $-660,432 |
| Total unrealized appreciation/depreciation of assets | 2017-12-31 | $-660,432 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $253,000 |
| Total income from all sources (including contributions) | 2017-12-31 | $-247,485 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $-85,318 |
| Value of total assets at end of year | 2017-12-31 | $1,403,885 |
| Value of total assets at beginning of year | 2017-12-31 | $1,904,370 |
| Total interest from all sources | 2017-12-31 | $1,332 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | Yes |
| Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2017-12-31 | $0 |
| Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
| Value of fidelity bond cover | 2017-12-31 | $5,000,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $1,356,780 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $26 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-12-31 | $253,000 |
| Other income not declared elsewhere | 2017-12-31 | $57,437 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Value of net income/loss | 2017-12-31 | $-247,485 |
| Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $1,403,885 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $1,651,370 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
| Interest earned on other investments | 2017-12-31 | $1,332 |
| Value of interest in master investment trust accounts at end of year | 2017-12-31 | $0 |
| Value of interest in master investment trust accounts at beginning of year | 2017-12-31 | $1,861,702 |
| Value of interest in common/collective trusts at end of year | 2017-12-31 | $47,105 |
| Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $42,642 |
| Asset value of US Government securities at end of year | 2017-12-31 | $51,468 |
| Net investment gain or loss from common/collective trusts | 2017-12-31 | $5,605 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
| Contributions received in cash from employer | 2017-12-31 | $-85,318 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2017-12-31 | $30 |
| Did the plan have assets held for investment | 2017-12-31 | 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 | 2017-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
| Accountancy firm name | 2017-12-31 | BKD,LLP |
| Accountancy firm EIN | 2017-12-31 | 440160260 |
| 2016 : SUNOCO, INC. RETIREMENT PLAN 2016 401k financial data |
|---|
| Total transfer of assets to this plan | 2016-12-31 | $232,349 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $253,000 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $2,935,000 |
| Total income from all sources (including contributions) | 2016-12-31 | $699,965 |
| Total of all expenses incurred | 2016-12-31 | $6,977,754 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $6,470,323 |
| Value of total assets at end of year | 2016-12-31 | $1,904,370 |
| Value of total assets at beginning of year | 2016-12-31 | $10,631,810 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $507,431 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | Yes |
| Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2016-12-31 | $0 |
| Administrative expenses professional fees incurred | 2016-12-31 | $430,399 |
| Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
| Value of fidelity bond cover | 2016-12-31 | $5,000,000 |
| If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2016-12-31 | $3,289,203 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $26 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $226,188 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-12-31 | $253,000 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-12-31 | $2,935,000 |
| Other income not declared elsewhere | 2016-12-31 | $38,037 |
| Administrative expenses (other) incurred | 2016-12-31 | $77,032 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Value of net income/loss | 2016-12-31 | $-6,277,789 |
| Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $1,651,370 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $7,696,810 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
| Value of interest in master investment trust accounts at end of year | 2016-12-31 | $1,861,702 |
| Value of interest in master investment trust accounts at beginning of year | 2016-12-31 | $6,526,288 |
| Value of interest in common/collective trusts at end of year | 2016-12-31 | $42,642 |
| Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $243,131 |
| Net investment gain or loss from common/collective trusts | 2016-12-31 | $207 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
| Employer contributions (assets) at beginning of year | 2016-12-31 | $3,636,203 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $3,181,120 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2016-12-31 | No |
| Did the plan have assets held for investment | 2016-12-31 | 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 | 2016-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
| Accountancy firm name | 2016-12-31 | BKD, LLP |
| Accountancy firm EIN | 2016-12-31 | 440160260 |
| 2015 : SUNOCO, INC. RETIREMENT PLAN 2015 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $2,935,000 |
| Total income from all sources (including contributions) | 2015-12-31 | $140,062,723 |
| Total of all expenses incurred | 2015-12-31 | $714,345,862 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $710,838,292 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $138,640,169 |
| Value of total assets at end of year | 2015-12-31 | $6,769,462 |
| Value of total assets at beginning of year | 2015-12-31 | $581,052,601 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $3,507,570 |
| 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 |
| Administrative expenses professional fees incurred | 2015-12-31 | $1,015,160 |
| Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
| Value of fidelity bond cover | 2015-12-31 | $5,000,000 |
| 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 |
| Contributions received from participants | 2015-12-31 | $138,640,169 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2015-12-31 | $398,472,652 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $43 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $9 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-12-31 | $2,935,000 |
| Administrative expenses (other) incurred | 2015-12-31 | $1,868,548 |
| 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 | $-574,283,139 |
| Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $6,769,462 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $581,052,601 |
| 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 | $623,862 |
| Value of interest in master investment trust accounts at end of year | 2015-12-31 | $6,526,288 |
| Value of interest in master investment trust accounts at beginning of year | 2015-12-31 | $580,809,645 |
| Value of interest in common/collective trusts at end of year | 2015-12-31 | $243,131 |
| Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $242,947 |
| Net investment gain or loss from common/collective trusts | 2015-12-31 | $218 |
| 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 | $139,599,558 |
| Employer contributions (assets) at end of year | 2015-12-31 | $3,636,203 |
| 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 | $312,365,640 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2015-12-31 | No |
| 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 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
| Accountancy firm name | 2015-12-31 | RSM US LLP |
| Accountancy firm EIN | 2015-12-31 | 420714325 |
| 2014 : SUNOCO, INC. RETIREMENT PLAN 2014 401k financial data |
|---|
| Total transfer of assets to this plan | 2014-12-31 | $387,608 |
| Total income from all sources (including contributions) | 2014-12-31 | $70,026,445 |
| Total of all expenses incurred | 2014-12-31 | $72,710,522 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $70,650,655 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $60,000 |
| Value of total assets at end of year | 2014-12-31 | $581,052,601 |
| Value of total assets at beginning of year | 2014-12-31 | $583,349,070 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $2,059,867 |
| 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 |
| Administrative expenses professional fees incurred | 2014-12-31 | $844,983 |
| Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
| Value of fidelity bond cover | 2014-12-31 | $500,000 |
| 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 | $9 |
| Other income not declared elsewhere | 2014-12-31 | $3,494 |
| Administrative expenses (other) incurred | 2014-12-31 | $1,214,884 |
| 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 | $-2,684,077 |
| Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $581,052,601 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $583,349,070 |
| 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 |
| Value of interest in master investment trust accounts at end of year | 2014-12-31 | $580,809,645 |
| Value of interest in master investment trust accounts at beginning of year | 2014-12-31 | $583,349,070 |
| Value of interest in common/collective trusts at end of year | 2014-12-31 | $242,947 |
| Net investment gain or loss from common/collective trusts | 2014-12-31 | $57 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
| 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 |
| Contributions received in cash from employer | 2014-12-31 | $60,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $70,650,655 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2014-12-31 | No |
| Did the plan have assets held for investment | 2014-12-31 | No |
| 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 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
| Accountancy firm name | 2014-12-31 | PADGETT STRATEMANN & CO LLP |
| Accountancy firm EIN | 2014-12-31 | 741650885 |
| 2013 : SUNOCO, INC. RETIREMENT PLAN 2013 401k financial data |
|---|
| Total income from all sources (including contributions) | 2013-12-31 | $43,098,930 |
| Total of all expenses incurred | 2013-12-31 | $194,040,894 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $192,895,998 |
| Value of total assets at end of year | 2013-12-31 | $583,349,070 |
| Value of total assets at beginning of year | 2013-12-31 | $734,291,034 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $1,144,896 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | Yes |
| Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2013-12-31 | $0 |
| Administrative expenses professional fees incurred | 2013-12-31 | $269,417 |
| Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
| Value of fidelity bond cover | 2013-12-31 | $500,000 |
| 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 |
| Administrative expenses (other) incurred | 2013-12-31 | $875,479 |
| 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 | $-150,941,964 |
| Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $583,349,070 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $734,291,034 |
| 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 |
| Value of interest in master investment trust accounts at end of year | 2013-12-31 | $583,349,070 |
| Value of interest in master investment trust accounts at beginning of year | 2013-12-31 | $734,291,034 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
| 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 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $192,895,998 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2013-12-31 | No |
| Did the plan have assets held for investment | 2013-12-31 | No |
| 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 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
| Accountancy firm name | 2013-12-31 | PADGETT STRATEMANN & CO LLP |
| Accountancy firm EIN | 2013-12-31 | 741650885 |
| 2012 : SUNOCO, INC. RETIREMENT PLAN 2012 401k financial data |
|---|
| Total income from all sources (including contributions) | 2012-12-31 | $112,903,074 |
| Total of all expenses incurred | 2012-12-31 | $185,129,794 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $183,685,739 |
| Value of total assets at end of year | 2012-12-31 | $734,291,034 |
| Value of total assets at beginning of year | 2012-12-31 | $806,517,754 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $1,444,055 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
| Administrative expenses professional fees incurred | 2012-12-31 | $379,273 |
| Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
| Value of fidelity bond cover | 2012-12-31 | $15,000,000 |
| 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 |
| Administrative expenses (other) incurred | 2012-12-31 | $1,064,782 |
| 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 | $-72,226,720 |
| Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $734,291,034 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $806,517,754 |
| 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 |
| Value of interest in master investment trust accounts at end of year | 2012-12-31 | $734,291,034 |
| Value of interest in master investment trust accounts at beginning of year | 2012-12-31 | $806,517,754 |
| 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 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $183,685,739 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2012-12-31 | No |
| Did the plan have assets held for investment | 2012-12-31 | No |
| 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 | GRANT THORNTON LLP |
| Accountancy firm EIN | 2012-12-31 | 366055558 |
| 2011 : SUNOCO, INC. RETIREMENT 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 | $55,880,830 |
| Total loss/gain on sale of assets | 2011-12-31 | $0 |
| Total of all expenses incurred | 2011-12-31 | $210,296,775 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $209,133,254 |
| 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 | $806,517,754 |
| Value of total assets at beginning of year | 2011-12-31 | $960,933,699 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $1,163,521 |
| Total interest from all sources | 2011-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
| Administrative expenses professional fees incurred | 2011-12-31 | $617,653 |
| Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
| Value of fidelity bond cover | 2011-12-31 | $500,000 |
| 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 |
| Administrative expenses (other) incurred | 2011-12-31 | $466,915 |
| 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 | $-154,415,945 |
| Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $806,517,754 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $960,933,699 |
| 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 | $78,953 |
| Value of interest in master investment trust accounts at end of year | 2011-12-31 | $806,517,754 |
| Value of interest in master investment trust accounts at beginning of year | 2011-12-31 | $960,933,699 |
| 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 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $209,133,254 |
| Did the plan have assets held for investment | 2011-12-31 | No |
| 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 | ERNST & YOUNG LLP |
| Accountancy firm EIN | 2011-12-31 | 346565596 |
| 2010 : SUNOCO, INC. RETIREMENT 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 | $144,284,098 |
| Total loss/gain on sale of assets | 2010-12-31 | $0 |
| Total of all expenses incurred | 2010-12-31 | $165,307,890 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $164,117,173 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $0 |
| Value of total assets at end of year | 2010-12-31 | $960,933,699 |
| Value of total assets at beginning of year | 2010-12-31 | $981,957,491 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $1,190,717 |
| Total interest from all sources | 2010-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
| Administrative expenses professional fees incurred | 2010-12-31 | $304,316 |
| Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
| Value of fidelity bond cover | 2010-12-31 | $50,000,000 |
| 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 |
| Administrative expenses (other) incurred | 2010-12-31 | $819,594 |
| 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 | $-21,023,792 |
| Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $960,933,699 |
| Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $981,957,491 |
| 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 | $66,807 |
| Value of interest in master investment trust accounts at end of year | 2010-12-31 | $960,933,699 |
| Value of interest in master investment trust accounts at beginning of year | 2010-12-31 | $755,032,053 |
| 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 |
| Employer contributions (assets) at end of year | 2010-12-31 | $0 |
| Employer contributions (assets) at beginning of year | 2010-12-31 | $226,925,438 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $164,117,173 |
| Did the plan have assets held for investment | 2010-12-31 | No |
| 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 | ERNST & YOUNG LLP |
| Accountancy firm EIN | 2010-12-31 | 346565596 |
| 2009 : SUNOCO, INC. RETIREMENT 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 |
