 |
|
|
|
| Plan Name | LISI OIL CO. EMPLOYEE BENEFIT PLAN |
| Plan identification number | 501 |
| 401k Plan Type | Welfare Benefit |
| Plan Features/Benefits |
|
| Company Name: | LISI OIL CO. |
| Employer identification number (EIN): | 231989650 |
| NAIC Classification: | 454310 |
| NAIC Description: | Fuel Dealers |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 501 | 2021-12-01 | ||||
| 501 | 2020-12-01 |
| Measure | Date | Value |
|---|---|---|
| 2021: LISI OIL CO. EMPLOYEE BENEFIT PLAN 2021 401k membership | ||
| Total participants, beginning-of-year | 2021-12-01 | 16 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-12-01 | 15 |
| Number of retired or separated participants receiving benefits | 2021-12-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-12-01 | 0 |
| Total of all active and inactive participants | 2021-12-01 | 15 |
| 2020: LISI OIL CO. EMPLOYEE BENEFIT PLAN 2020 401k membership | ||
| Total participants, beginning-of-year | 2020-12-01 | 20 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-12-01 | 16 |
| Number of retired or separated participants receiving benefits | 2020-12-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-12-01 | 0 |
| Total of all active and inactive participants | 2020-12-01 | 16 |
| Measure | Date | Value |
|---|---|---|
| 2021 : LISI OIL CO. EMPLOYEE BENEFIT PLAN 2021 401k financial data | ||
| Total plan liabilities at end of year | 2021-12-31 | $33,720 |
| Total plan liabilities at beginning of year | 2021-12-31 | $11,585 |
| Total income from all sources | 2021-12-31 | $16,500 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $16,042 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $9,006 |
| Total plan assets at end of year | 2021-12-31 | $40,527 |
| Total plan assets at beginning of year | 2021-12-31 | $17,934 |
| Value of fidelity bond covering the plan | 2021-12-31 | $25,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $1,700 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $6,631 |
| Other income received | 2021-12-31 | $17 |
| Net income (gross income less expenses) | 2021-12-31 | $458 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $6,807 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $6,349 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $14,783 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $405 |
| Total plan liabilities at end of year | 2021-11-30 | $11,585 |
| Total income from all sources | 2021-11-30 | $230,488 |
| Expenses. Total of all expenses incurred | 2021-11-30 | $224,139 |
| Benefits paid (including direct rollovers) | 2021-11-30 | $129,250 |
| Total plan assets at end of year | 2021-11-30 | $17,934 |
| Value of fidelity bond covering the plan | 2021-11-30 | $25,000 |
| Total contributions received or receivable from participants | 2021-11-30 | $24,800 |
| Expenses. Other expenses not covered elsewhere | 2021-11-30 | $94,889 |
| Other income received | 2021-11-30 | $361 |
| Net income (gross income less expenses) | 2021-11-30 | $6,349 |
| Net plan assets at end of year (total assets less liabilities) | 2021-11-30 | $6,349 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-11-30 | $0 |
| Total contributions received or receivable from employer(s) | 2021-11-30 | $205,327 |
| 2021: LISI OIL CO. EMPLOYEE BENEFIT PLAN 2021 form 5500 responses | ||
|---|---|---|
| 2021-12-01 | Type of plan entity | Single employer plan |
| 2021-12-01 | Submission has been amended | No |
| 2021-12-01 | This submission is the final filing | No |
| 2021-12-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2021-12-01 | Plan is a collectively bargained plan | No |
| 2021-12-01 | Plan funding arrangement – Insurance | Yes |
| 2021-12-01 | Plan funding arrangement – Trust | Yes |
| 2021-12-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-12-01 | Plan benefit arrangement - Trust | Yes |
| 2020: LISI OIL CO. EMPLOYEE BENEFIT PLAN 2020 form 5500 responses | ||
| 2020-12-01 | Type of plan entity | Single employer plan |
| 2020-12-01 | First time form 5500 has been submitted | Yes |
| 2020-12-01 | Submission has been amended | No |
| 2020-12-01 | This submission is the final filing | No |
| 2020-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-12-01 | Plan is a collectively bargained plan | No |
| 2020-12-01 | Plan funding arrangement – Insurance | Yes |
| 2020-12-01 | Plan funding arrangement – Trust | Yes |
| 2020-12-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-12-01 | Plan benefit arrangement - Trust | Yes |
| EVEREST REINSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Policy contract number | 30700040 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Policy instance | 1 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| CAPITAL ADVANTAGE ASSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 14411 ) | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Policy contract number | 00531843 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Policy instance | 2 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| EVEREST REINSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Policy contract number | 30700040 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Policy instance | 1 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| CAPITAL ADVANTAGE ASSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 14411 ) | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Policy contract number | 00531843 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Policy instance | 2 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 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 | |
| | |
|