?>
Logo

SUNOCO, INC. RETIREMENT PLAN 401k Plan overview

Plan NameSUNOCO, INC. RETIREMENT PLAN
Plan identification number 001

SUNOCO, INC. RETIREMENT PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

SUNOCO, INC. has sponsored the creation of one or more 401k plans.

Company Name:SUNOCO, INC.
Employer identification number (EIN):231743282
NAIC Classification:324110
NAIC Description:Petroleum Refineries

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SUNOCO, INC. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01ROBERT M. KERRIGAN2019-10-14
0012017-01-01
0012017-01-01ROBERT M. KERRIGAN2019-10-15
0012016-01-01
0012015-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01VINCENT J. BRIGANDI
0012011-01-01VINCENT BRIGANDI
0012010-01-01VINCENT BRIGANDI
0012009-01-01VINCENT BRIGANDI

Plan Statistics for SUNOCO, INC. RETIREMENT PLAN

401k plan membership statisitcs for SUNOCO, INC. RETIREMENT PLAN

Measure Date Value
2018: SUNOCO, INC. RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-010
Total number of active participants reported on line 7a of the Form 55002018-01-010
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: SUNOCO, INC. RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-010
Total number of active participants reported on line 7a of the Form 55002017-01-010
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: SUNOCO, INC. RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-014,921
Total number of active participants reported on line 7a of the Form 55002016-01-010
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: SUNOCO, INC. RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-017,986
Total number of active participants reported on line 7a of the Form 55002015-01-01116
Number of retired or separated participants receiving benefits2015-01-012,355
Number of other retired or separated participants entitled to future benefits2015-01-01700
Total of all active and inactive participants2015-01-013,171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011,750
Total participants2015-01-014,921
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: SUNOCO, INC. RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-018,394
Total number of active participants reported on line 7a of the Form 55002014-01-012,047
Number of retired or separated participants receiving benefits2014-01-012,386
Number of other retired or separated participants entitled to future benefits2014-01-011,745
Total of all active and inactive participants2014-01-016,178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011,808
Total participants2014-01-017,986
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: SUNOCO, INC. RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-019,571
Total number of active participants reported on line 7a of the Form 55002013-01-012,181
Number of retired or separated participants receiving benefits2013-01-012,611
Number of other retired or separated participants entitled to future benefits2013-01-011,715
Total of all active and inactive participants2013-01-016,507
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011,887
Total participants2013-01-018,394
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0147
2012: SUNOCO, INC. RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0110,729
Total number of active participants reported on line 7a of the Form 55002012-01-012,532
Number of retired or separated participants receiving benefits2012-01-012,760
Number of other retired or separated participants entitled to future benefits2012-01-012,143
Total of all active and inactive participants2012-01-017,435
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-012,136
Total participants2012-01-019,571
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: SUNOCO, INC. RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0112,338
Total number of active participants reported on line 7a of the Form 55002011-01-014,107
Number of retired or separated participants receiving benefits2011-01-012,882
Number of other retired or separated participants entitled to future benefits2011-01-011,541
Total of all active and inactive participants2011-01-018,530
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-012,199
Total participants2011-01-0110,729
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0111
2010: SUNOCO, INC. RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0113,359
Total number of active participants reported on line 7a of the Form 55002010-01-015,291
Number of retired or separated participants receiving benefits2010-01-013,020
Number of other retired or separated participants entitled to future benefits2010-01-011,583
Total of all active and inactive participants2010-01-019,894
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-012,444
Total participants2010-01-0112,338
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: SUNOCO, INC. RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0114,073
Total number of active participants reported on line 7a of the Form 55002009-01-016,265
Number of retired or separated participants receiving benefits2009-01-013,111
Number of other retired or separated participants entitled to future benefits2009-01-011,732
Total of all active and inactive participants2009-01-0111,108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-012,251
Total participants2009-01-0113,359
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0119

Financial Data on SUNOCO, INC. RETIREMENT PLAN

Measure Date Value
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 incurred2018-12-31$66,322
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$-57,231
Value of total assets at end of year2018-12-31$838,307
Value of total assets at beginning of year2018-12-31$837,087
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$66,322
Total interest from all sources2018-12-31$28,241
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2018-12-31$0
Administrative expenses professional fees incurred2018-12-31$50,932
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$41,586
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$42,524
Administrative expenses (other) incurred2018-12-31$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 appraiser2018-12-31No
Value of net income/loss2018-12-31$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)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Interest earned on other investments2018-12-31$28,241
Value of interest in master investment trust accounts at beginning of year2018-12-31$0
Value of interest in common/collective trusts at end of year2018-12-31$773,809
Value of interest in common/collective trusts at beginning of year2018-12-31$743,065
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$22,912
Asset value of US Government securities at beginning of year2018-12-31$51,468
Net investment gain or loss from common/collective trusts2018-12-31$96,532
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$-57,231
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$30
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BKD, LLP
Accountancy firm EIN2018-12-31440160260
2017 : SUNOCO, INC. RETIREMENT PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$-660,432
Total unrealized appreciation/depreciation of assets2017-12-31$-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 year2017-12-31$1,403,885
Value of total assets at beginning of year2017-12-31$1,904,370
Total interest from all sources2017-12-31$1,332
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$1,356,780
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$26
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$253,000
Other income not declared elsewhere2017-12-31$57,437
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-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)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Interest earned on other investments2017-12-31$1,332
Value of interest in master investment trust accounts at end of year2017-12-31$0
Value of interest in master investment trust accounts at beginning of year2017-12-31$1,861,702
Value of interest in common/collective trusts at end of year2017-12-31$47,105
Value of interest in common/collective trusts at beginning of year2017-12-31$42,642
Asset value of US Government securities at end of year2017-12-31$51,468
Net investment gain or loss from common/collective trusts2017-12-31$5,605
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$-85,318
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$30
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BKD,LLP
Accountancy firm EIN2017-12-31440160260
2016 : SUNOCO, INC. RETIREMENT PLAN 2016 401k financial data
Total transfer of assets to this plan2016-12-31$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 incurred2016-12-31$6,977,754
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$6,470,323
Value of total assets at end of year2016-12-31$1,904,370
Value of total assets at beginning of year2016-12-31$10,631,810
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$507,431
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2016-12-31$0
Administrative expenses professional fees incurred2016-12-31$430,399
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
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 year2016-12-31$26
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$226,188
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$253,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$2,935,000
Other income not declared elsewhere2016-12-31$38,037
Administrative expenses (other) incurred2016-12-31$77,032
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-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)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in master investment trust accounts at end of year2016-12-31$1,861,702
Value of interest in master investment trust accounts at beginning of year2016-12-31$6,526,288
Value of interest in common/collective trusts at end of year2016-12-31$42,642
Value of interest in common/collective trusts at beginning of year2016-12-31$243,131
Net investment gain or loss from common/collective trusts2016-12-31$207
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Employer contributions (assets) at beginning of year2016-12-31$3,636,203
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$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 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BKD, LLP
Accountancy firm EIN2016-12-31440160260
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 incurred2015-12-31$714,345,862
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$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 year2015-12-31$6,769,462
Value of total assets at beginning of year2015-12-31$581,052,601
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$3,507,570
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2015-12-31$0
Administrative expenses professional fees incurred2015-12-31$1,015,160
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
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
Contributions received from participants2015-12-31$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 year2015-12-31$43
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$9
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$2,935,000
Administrative expenses (other) incurred2015-12-31$1,868,548
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-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)2015-12-31No
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
Investment advisory and management fees2015-12-31$623,862
Value of interest in master investment trust accounts at end of year2015-12-31$6,526,288
Value of interest in master investment trust accounts at beginning of year2015-12-31$580,809,645
Value of interest in common/collective trusts at end of year2015-12-31$243,131
Value of interest in common/collective trusts at beginning of year2015-12-31$242,947
Net investment gain or loss from common/collective trusts2015-12-31$218
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$139,599,558
Employer contributions (assets) at end of year2015-12-31$3,636,203
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$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 2520.101-32015-12-31No
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31RSM US LLP
Accountancy firm EIN2015-12-31420714325
2014 : SUNOCO, INC. RETIREMENT PLAN 2014 401k financial data
Total transfer of assets to this plan2014-12-31$387,608
Total income from all sources (including contributions)2014-12-31$70,026,445
Total of all expenses incurred2014-12-31$72,710,522
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$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 year2014-12-31$581,052,601
Value of total assets at beginning of year2014-12-31$583,349,070
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$2,059,867
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2014-12-31$0
Administrative expenses professional fees incurred2014-12-31$844,983
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$9
Other income not declared elsewhere2014-12-31$3,494
Administrative expenses (other) incurred2014-12-31$1,214,884
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-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)2014-12-31No
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 in master investment trust accounts at end of year2014-12-31$580,809,645
Value of interest in master investment trust accounts at beginning of year2014-12-31$583,349,070
Value of interest in common/collective trusts at end of year2014-12-31$242,947
Net investment gain or loss from common/collective trusts2014-12-31$57
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
Contributions received in cash from employer2014-12-31$60,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$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 2520.101-32014-12-31No
Did the plan have assets held for investment2014-12-31No
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)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31PADGETT STRATEMANN & CO LLP
Accountancy firm EIN2014-12-31741650885
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 incurred2013-12-31$194,040,894
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$192,895,998
Value of total assets at end of year2013-12-31$583,349,070
Value of total assets at beginning of year2013-12-31$734,291,034
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,144,896
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2013-12-31$0
Administrative expenses professional fees incurred2013-12-31$269,417
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Administrative expenses (other) incurred2013-12-31$875,479
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$-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)2013-12-31No
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
Value of interest in master investment trust accounts at end of year2013-12-31$583,349,070
Value of interest in master investment trust accounts at beginning of year2013-12-31$734,291,034
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$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 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31No
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)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31PADGETT STRATEMANN & CO LLP
Accountancy firm EIN2013-12-31741650885
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 incurred2012-12-31$185,129,794
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$183,685,739
Value of total assets at end of year2012-12-31$734,291,034
Value of total assets at beginning of year2012-12-31$806,517,754
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,444,055
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$379,273
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$15,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Administrative expenses (other) incurred2012-12-31$1,064,782
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-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)2012-12-31No
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 in master investment trust accounts at end of year2012-12-31$734,291,034
Value of interest in master investment trust accounts at beginning of year2012-12-31$806,517,754
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$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 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31No
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 name2012-12-31GRANT THORNTON LLP
Accountancy firm EIN2012-12-31366055558
2011 : SUNOCO, INC. RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$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 assets2011-12-31$0
Total of all expenses incurred2011-12-31$210,296,775
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$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 year2011-12-31$806,517,754
Value of total assets at beginning of year2011-12-31$960,933,699
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,163,521
Total interest from all sources2011-12-31$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 year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$617,653
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Administrative expenses (other) incurred2011-12-31$466,915
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-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)2011-12-31No
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
Investment advisory and management fees2011-12-31$78,953
Value of interest in master investment trust accounts at end of year2011-12-31$806,517,754
Value of interest in master investment trust accounts at beginning of year2011-12-31$960,933,699
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$209,133,254
Did the plan have assets held for investment2011-12-31No
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
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 name2011-12-31ERNST & YOUNG LLP
Accountancy firm EIN2011-12-31346565596
2010 : SUNOCO, INC. RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$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 assets2010-12-31$0
Total of all expenses incurred2010-12-31$165,307,890
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$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 year2010-12-31$960,933,699
Value of total assets at beginning of year2010-12-31$981,957,491
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,190,717
Total interest from all sources2010-12-31$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 year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$304,316
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$50,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Administrative expenses (other) incurred2010-12-31$819,594
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-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)2010-12-31No
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
Investment advisory and management fees2010-12-31$66,807
Value of interest in master investment trust accounts at end of year2010-12-31$960,933,699
Value of interest in master investment trust accounts at beginning of year2010-12-31$755,032,053
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
Employer contributions (assets) at end of year2010-12-31$0
Employer contributions (assets) at beginning of year2010-12-31$226,925,438
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$164,117,173
Did the plan have assets held for investment2010-12-31No
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
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 name2010-12-31ERNST & YOUNG LLP
Accountancy firm EIN2010-12-31346565596
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 securities2009-12-31$0

Form 5500 Responses for SUNOCO, INC. RETIREMENT PLAN

2018: SUNOCO, INC. RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SUNOCO, INC. RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedYes
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SUNOCO, INC. RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SUNOCO, INC. RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedYes
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SUNOCO, INC. RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SUNOCO, INC. RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SUNOCO, INC. RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SUNOCO, INC. RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: SUNOCO, INC. RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: SUNOCO, INC. RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3