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CALUMET GP, LLC MONTANA RETIREMENT PLAN 401k Plan overview

Plan NameCALUMET GP, LLC MONTANA RETIREMENT PLAN
Plan identification number 008

CALUMET GP, LLC MONTANA RETIREMENT PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

CALUMET GP, LLC has sponsored the creation of one or more 401k plans.

Company Name:CALUMET GP, LLC
Employer identification number (EIN):364579817
NAIC Classification:213110
NAIC Description: Support Activities for Mining

Additional information about CALUMET GP, LLC

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2012-01-09
Company Identification Number: 0801532157
Legal Registered Office Address: 2780 WATERFRONT PARKWAY EAST DR STE 200

INDIANAPOLIS
United States of America (USA)
46214

More information about CALUMET GP, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CALUMET GP, LLC MONTANA RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0082022-01-01
0082022-01-01
0082021-01-01
0082020-01-01
0082019-01-01
0082018-01-01
0082017-01-01CAROL HUTTON NICK BLAUWIEKEL2018-10-15
0082016-01-01CAROL HUTTON NICK BLAUWIEKEL2017-10-16
0082015-01-01CAROL HUTTON CHRIS SVOBODA2016-10-14
0082014-01-01CAROL HUTTON MIKE NAJAR2015-10-14
0082013-01-01CAROL HUTTON DAVID BURFORD2014-10-15
0082012-01-01CAROL HUTTON2013-10-14 DAVID BURFORD2013-10-13

Plan Statistics for CALUMET GP, LLC MONTANA RETIREMENT PLAN

401k plan membership statisitcs for CALUMET GP, LLC MONTANA RETIREMENT PLAN

Measure Date Value
2022: CALUMET GP, LLC MONTANA RETIREMENT PLAN 2022 401k membership
Market value of plan assets2022-12-314,625,357
Acturial value of plan assets2022-12-314,625,357
Funding target for retired participants and beneficiaries receiving payment2022-12-31395,008
Number of terminated vested participants2022-12-3136
Fundng target for terminated vested participants2022-12-311,306,563
Active participant vested funding target2022-12-312,035,393
Number of active participants2022-12-3177
Total funding liabilities for active participants2022-12-312,043,097
Total participant count2022-12-31129
Total funding target for all participants2022-12-313,744,668
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-311,295,985
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-311,295,985
Present value of excess contributions2022-12-311,121
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-311,179
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-311,390,722
Total employer contributions2022-12-315,000
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-314,923
Liquidity shortfalls end of Q12022-12-310
Liquidity shortfalls end of Q22022-12-310
Liquidity shortfalls end of Q32022-12-310
Liquidity shortfalls end of Q42022-12-310
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-314,200
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-314,200
Additional cash requirement2022-12-314,200
Contributions allocatedtoward minimum required contributions for current year2022-12-314,923
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-01129
Total number of active participants reported on line 7a of the Form 55002022-01-0167
Number of retired or separated participants receiving benefits2022-01-0116
Number of other retired or separated participants entitled to future benefits2022-01-0140
Total of all active and inactive participants2022-01-01123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: CALUMET GP, LLC MONTANA RETIREMENT PLAN 2021 401k membership
Market value of plan assets2021-12-314,397,562
Acturial value of plan assets2021-12-314,397,562
Funding target for retired participants and beneficiaries receiving payment2021-12-31420,058
Number of terminated vested participants2021-12-3130
Fundng target for terminated vested participants2021-12-311,071,397
Active participant vested funding target2021-12-312,379,022
Number of active participants2021-12-3184
Total funding liabilities for active participants2021-12-312,385,516
Total participant count2021-12-31130
Total funding target for all participants2021-12-313,876,971
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-311,220,953
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-311,220,953
Present value of excess contributions2021-12-31112
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-31118
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-3158,174
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-311,295,985
Total employer contributions2021-12-315,500
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-315,421
Liquidity shortfalls end of Q12021-12-310
Liquidity shortfalls end of Q22021-12-310
Liquidity shortfalls end of Q32021-12-310
Liquidity shortfalls end of Q42021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-314,300
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-314,300
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-314,300
Contributions allocatedtoward minimum required contributions for current year2021-12-315,421
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-01130
Total number of active participants reported on line 7a of the Form 55002021-01-0177
Number of retired or separated participants receiving benefits2021-01-0116
Number of other retired or separated participants entitled to future benefits2021-01-0136
Total of all active and inactive participants2021-01-01129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: CALUMET GP, LLC MONTANA RETIREMENT PLAN 2020 401k membership
Market value of plan assets2020-12-314,061,939
Acturial value of plan assets2020-12-314,061,939
Funding target for retired participants and beneficiaries receiving payment2020-12-31417,895
Number of terminated vested participants2020-12-3131
Fundng target for terminated vested participants2020-12-311,027,010
Active participant vested funding target2020-12-312,096,714
Number of active participants2020-12-3185
Total funding liabilities for active participants2020-12-312,106,327
Total participant count2020-12-31133
Total funding target for all participants2020-12-313,551,232
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-311,160,494
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-311,160,494
Present value of excess contributions2020-12-31189
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-31200
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-3172,650
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-311,220,953
Total employer contributions2020-12-315,600
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-315,512
Liquidity shortfalls end of Q12020-12-310
Liquidity shortfalls end of Q22020-12-310
Liquidity shortfalls end of Q32020-12-310
Liquidity shortfalls end of Q42020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-315,400
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-315,400
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-315,400
Contributions allocatedtoward minimum required contributions for current year2020-12-315,512
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-01133
Total number of active participants reported on line 7a of the Form 55002020-01-0184
Number of retired or separated participants receiving benefits2020-01-0116
Number of other retired or separated participants entitled to future benefits2020-01-0130
Total of all active and inactive participants2020-01-01130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: CALUMET GP, LLC MONTANA RETIREMENT PLAN 2019 401k membership
Market value of plan assets2019-12-313,983,499
Acturial value of plan assets2019-12-313,983,499
Funding target for retired participants and beneficiaries receiving payment2019-12-31424,284
Number of terminated vested participants2019-12-3128
Fundng target for terminated vested participants2019-12-31937,908
Active participant vested funding target2019-12-312,121,528
Number of active participants2019-12-3192
Total funding liabilities for active participants2019-12-312,166,564
Total participant count2019-12-31138
Total funding target for all participants2019-12-313,528,756
Prefunding balance at beginning of prior year after applicable adjustments2019-12-311,494,023
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-311,494,023
Present value of excess contributions2019-12-3120
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-3121
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-31235,969
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-311,160,494
Total employer contributions2019-12-315,941
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-315,789
Liquidity shortfalls end of Q12019-12-310
Liquidity shortfalls end of Q22019-12-310
Liquidity shortfalls end of Q32019-12-310
Liquidity shortfalls end of Q42019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-315,600
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-315,600
Additional cash requirement2019-12-315,600
Contributions allocatedtoward minimum required contributions for current year2019-12-315,789
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-01138
Total number of active participants reported on line 7a of the Form 55002019-01-0185
Number of retired or separated participants receiving benefits2019-01-0117
Number of other retired or separated participants entitled to future benefits2019-01-0131
Total of all active and inactive participants2019-01-01133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: CALUMET GP, LLC MONTANA RETIREMENT PLAN 2018 401k membership
Market value of plan assets2018-12-314,470,367
Acturial value of plan assets2018-12-314,470,367
Funding target for retired participants and beneficiaries receiving payment2018-12-31344,184
Number of terminated vested participants2018-12-3124
Fundng target for terminated vested participants2018-12-31759,914
Active participant vested funding target2018-12-312,206,109
Number of active participants2018-12-3199
Total funding liabilities for active participants2018-12-312,284,368
Total participant count2018-12-31141
Total funding target for all participants2018-12-313,388,466
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-311,289,062
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-311,289,062
Present value of excess contributions2018-12-3185
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-3190
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-311,494,023
Total employer contributions2018-12-315,982
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-315,784
Liquidity shortfalls end of Q12018-12-310
Liquidity shortfalls end of Q22018-12-310
Liquidity shortfalls end of Q32018-12-310
Liquidity shortfalls end of Q42018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-315,764
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-315,764
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-315,764
Contributions allocatedtoward minimum required contributions for current year2018-12-315,784
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-01140
Total number of active participants reported on line 7a of the Form 55002018-01-0192
Number of retired or separated participants receiving benefits2018-01-0118
Number of other retired or separated participants entitled to future benefits2018-01-0128
Total of all active and inactive participants2018-01-01138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: CALUMET GP, LLC MONTANA RETIREMENT PLAN 2017 401k membership
Market value of plan assets2017-12-313,879,148
Acturial value of plan assets2017-12-313,879,148
Funding target for retired participants and beneficiaries receiving payment2017-12-31293,662
Number of terminated vested participants2017-12-3121
Fundng target for terminated vested participants2017-12-31650,058
Active participant vested funding target2017-12-311,993,244
Number of active participants2017-12-31103
Total funding liabilities for active participants2017-12-312,093,244
Total participant count2017-12-31141
Total funding target for all participants2017-12-313,036,964
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-311,192,803
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-311,192,803
Present value of excess contributions2017-12-3167
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-3171
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-311,289,062
Total employer contributions2017-12-316,884
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-316,450
Liquidity shortfalls end of Q12017-12-310
Liquidity shortfalls end of Q22017-12-310
Liquidity shortfalls end of Q32017-12-310
Liquidity shortfalls end of Q42017-12-310
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-316,365
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-316,365
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-316,365
Contributions allocatedtoward minimum required contributions for current year2017-12-316,450
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-01140
Total number of active participants reported on line 7a of the Form 55002017-01-0199
Number of retired or separated participants receiving benefits2017-01-0118
Number of other retired or separated participants entitled to future benefits2017-01-0122
Total of all active and inactive participants2017-01-01139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: CALUMET GP, LLC MONTANA RETIREMENT PLAN 2016 401k membership
Market value of plan assets2016-12-314,160,844
Acturial value of plan assets2016-12-314,160,844
Funding target for retired participants and beneficiaries receiving payment2016-12-31293,012
Number of terminated vested participants2016-12-3113
Fundng target for terminated vested participants2016-12-31345,464
Active participant vested funding target2016-12-312,271,126
Number of active participants2016-12-31113
Total funding liabilities for active participants2016-12-312,382,510
Total participant count2016-12-31143
Total funding target for all participants2016-12-313,020,986
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-311,215,162
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-311,215,162
Present value of excess contributions2016-12-3169
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-3173
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-311,192,803
Total employer contributions2016-12-314,500
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-314,052
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-313,985
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-313,985
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-313,985
Contributions allocatedtoward minimum required contributions for current year2016-12-314,052
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-01143
Total number of active participants reported on line 7a of the Form 55002016-01-01103
Number of retired or separated participants receiving benefits2016-01-0117
Number of other retired or separated participants entitled to future benefits2016-01-0119
Total of all active and inactive participants2016-01-01139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: CALUMET GP, LLC MONTANA RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01147
Total number of active participants reported on line 7a of the Form 55002015-01-01113
Number of retired or separated participants receiving benefits2015-01-0117
Number of other retired or separated participants entitled to future benefits2015-01-0112
Total of all active and inactive participants2015-01-01142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-012
2014: CALUMET GP, LLC MONTANA RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01127
Total number of active participants reported on line 7a of the Form 55002014-01-01115
Number of retired or separated participants receiving benefits2014-01-0117
Number of other retired or separated participants entitled to future benefits2014-01-0114
Total of all active and inactive participants2014-01-01146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013: CALUMET GP, LLC MONTANA RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01122
Total number of active participants reported on line 7a of the Form 55002013-01-0197
Number of retired or separated participants receiving benefits2013-01-0117
Number of other retired or separated participants entitled to future benefits2013-01-0112
Total of all active and inactive participants2013-01-01126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-012

Financial Data on CALUMET GP, LLC MONTANA RETIREMENT PLAN

Measure Date Value
2022 : CALUMET GP, LLC MONTANA RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-551,553
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$670,706
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$666,364
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$5,000
Value of total assets at end of year2022-12-31$3,403,098
Value of total assets at beginning of year2022-12-31$4,625,357
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$4,342
Total interest from all sources2022-12-31$96
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$93,319
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$93,319
Administrative expenses professional fees incurred2022-12-31$3,992
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Other income not declared elsewhere2022-12-31$870
Administrative expenses (other) incurred2022-12-31$350
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,222,259
Value of net assets at end of year (total assets less liabilities)2022-12-31$3,403,098
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$4,625,357
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$3,397,357
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$4,612,911
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$5,741
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$12,446
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$12,446
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$96
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-650,838
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$5,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$666,364
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31KATZ, SAPPER AND MILLER, LLP
Accountancy firm EIN2022-12-31351090346
2021 : CALUMET GP, LLC MONTANA RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$323,678
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$95,883
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$91,527
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$5,500
Value of total assets at end of year2021-12-31$4,625,357
Value of total assets at beginning of year2021-12-31$4,397,562
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$4,356
Total interest from all sources2021-12-31$1
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$69,799
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$69,799
Administrative expenses professional fees incurred2021-12-31$4,176
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Administrative expenses (other) incurred2021-12-31$180
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$227,795
Value of net assets at end of year (total assets less liabilities)2021-12-31$4,625,357
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$4,397,562
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$4,612,911
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$4,384,976
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$12,446
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$12,586
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$12,586
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$1
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$248,378
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$5,500
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$91,527
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31KATZ, SAPPER AND MILLER, LLP
Accountancy firm EIN2021-12-31351090346
2020 : CALUMET GP, LLC MONTANA RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$443,621
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$107,998
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$103,403
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$5,600
Value of total assets at end of year2020-12-31$4,397,562
Value of total assets at beginning of year2020-12-31$4,061,939
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$4,595
Total interest from all sources2020-12-31$11
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$80,962
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$80,962
Administrative expenses professional fees incurred2020-12-31$4,167
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$4
Administrative expenses (other) incurred2020-12-31$428
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$335,623
Value of net assets at end of year (total assets less liabilities)2020-12-31$4,397,562
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$4,061,939
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$4,384,976
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$4,022,104
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$12,586
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$39,831
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$39,831
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$11
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$357,048
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$5,600
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$103,403
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31KATZ, SAPPER AND MILLER, LLP
Accountancy firm EIN2020-12-31351090346
2019 : CALUMET GP, LLC MONTANA RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$438,130
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$363,486
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$358,142
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$5,941
Value of total assets at end of year2019-12-31$4,061,939
Value of total assets at beginning of year2019-12-31$3,987,295
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$5,344
Total interest from all sources2019-12-31$446
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$98,968
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$98,968
Administrative expenses professional fees incurred2019-12-31$5,344
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$4
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$8
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$74,644
Value of net assets at end of year (total assets less liabilities)2019-12-31$4,061,939
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,987,295
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$4,022,104
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$0
Value of interest in master investment trust accounts at end of year2019-12-31$0
Value of interest in master investment trust accounts at beginning of year2019-12-31$3,977,782
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$39,831
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$9,505
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$9,505
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$446
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$73,307
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$5,941
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$358,142
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31KATZ, SAPPER AND MILLER, LLP
Accountancy firm EIN2019-12-31351090346
2018 : CALUMET GP, LLC MONTANA RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$-275,580
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$207,613
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$202,037
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$5,982
Value of total assets at end of year2018-12-31$3,987,295
Value of total assets at beginning of year2018-12-31$4,470,488
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$5,576
Total interest from all sources2018-12-31$81
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$5,576
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
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$8
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$5
Other income not declared elsewhere2018-12-31$21
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-483,193
Value of net assets at end of year (total assets less liabilities)2018-12-31$3,987,295
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$4,470,488
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
Value of interest in master investment trust accounts at end of year2018-12-31$3,977,782
Value of interest in master investment trust accounts at beginning of year2018-12-31$4,457,755
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$9,505
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$8,832
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$8,832
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$81
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$5,982
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$3,896
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$202,037
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 name2018-12-31KATZ, SAPPER AND MILLER, LLP
Accountancy firm EIN2018-12-31351090346
2017 : CALUMET GP, LLC MONTANA RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$620,932
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$29,782
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$24,018
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$6,884
Value of total assets at end of year2017-12-31$4,470,488
Value of total assets at beginning of year2017-12-31$3,879,338
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$5,764
Total interest from all sources2017-12-31$48
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
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$5
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$2
Other income not declared elsewhere2017-12-31$17
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$591,150
Value of net assets at end of year (total assets less liabilities)2017-12-31$4,470,488
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$3,879,338
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$48
Value of interest in master investment trust accounts at end of year2017-12-31$4,457,755
Value of interest in master investment trust accounts at beginning of year2017-12-31$3,865,840
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$8,832
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$8,996
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$8,996
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$6,884
Employer contributions (assets) at end of year2017-12-31$3,896
Employer contributions (assets) at beginning of year2017-12-31$4,500
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$24,018
Contract administrator fees2017-12-31$5,764
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 name2017-12-31KATZ, SAPPER AND MILLER, LLP
Accountancy firm EIN2017-12-31351090346
2016 : CALUMET GP, LLC MONTANA RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$311,464
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$596,661
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$590,296
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$4,500
Value of total assets at end of year2016-12-31$3,879,338
Value of total assets at beginning of year2016-12-31$4,164,535
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$6,365
Total interest from all sources2016-12-31$36
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$2
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$1
Other income not declared elsewhere2016-12-31$14
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-285,197
Value of net assets at end of year (total assets less liabilities)2016-12-31$3,879,338
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$4,164,535
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
Interest earned on other investments2016-12-31$36
Value of interest in master investment trust accounts at end of year2016-12-31$3,865,840
Value of interest in master investment trust accounts at beginning of year2016-12-31$4,070,035
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$8,996
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$9,499
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$9,499
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
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
Contributions received in cash from employer2016-12-31$4,500
Employer contributions (assets) at end of year2016-12-31$4,500
Employer contributions (assets) at beginning of year2016-12-31$85,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$590,296
Contract administrator fees2016-12-31$6,365
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 name2016-12-31KATZ, SAPPER AND MILLER, LLP
Accountancy firm EIN2016-12-31351090346
2015 : CALUMET GP, LLC MONTANA RETIREMENT PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$0
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$49,812
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$249,881
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$245,896
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$128,488
Value of total assets at end of year2015-12-31$4,164,535
Value of total assets at beginning of year2015-12-31$4,364,604
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$3,985
Total interest from all sources2015-12-31$6,618
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$1
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
Other income not declared elsewhere2015-12-31$10
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-200,069
Value of net assets at end of year (total assets less liabilities)2015-12-31$4,164,535
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$4,364,604
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
Interest earned on other investments2015-12-31$6,618
Value of interest in master investment trust accounts at end of year2015-12-31$4,070,035
Value of interest in master investment trust accounts at beginning of year2015-12-31$4,355,609
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$9,499
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$8,995
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$8,995
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
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$128,488
Employer contributions (assets) at end of year2015-12-31$85,000
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$245,896
Contract administrator fees2015-12-31$3,985
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$0
Aggregate carrying amount (costs) on sale of assets2015-12-31$0
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 name2015-12-31KATZ, SAPPER AND MILLER, LLP
Accountancy firm EIN2015-12-31351090346
2014 : CALUMET GP, LLC MONTANA RETIREMENT PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$0
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$552,394
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$176,810
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$171,557
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$124,270
Value of total assets at end of year2014-12-31$4,364,604
Value of total assets at beginning of year2014-12-31$3,989,020
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$5,253
Total interest from all sources2014-12-31$337
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
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
Other income not declared elsewhere2014-12-31$1
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$375,584
Value of net assets at end of year (total assets less liabilities)2014-12-31$4,364,604
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,989,020
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
Interest earned on other investments2014-12-31$337
Value of interest in master investment trust accounts at end of year2014-12-31$4,355,609
Value of interest in master investment trust accounts at beginning of year2014-12-31$3,979,523
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$8,995
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$9,497
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$9,497
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
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$124,270
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$171,557
Contract administrator fees2014-12-31$5,253
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$0
Aggregate carrying amount (costs) on sale of assets2014-12-31$0
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 name2014-12-31KATZ, SAPPER AND MILLER, LLP
Accountancy firm EIN2014-12-31351090346
2013 : CALUMET GP, LLC MONTANA RETIREMENT PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$0
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$743,206
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$25,292
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$23,626
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$298,285
Value of total assets at end of year2013-12-31$3,989,020
Value of total assets at beginning of year2013-12-31$3,271,106
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,666
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$22,943
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$22,943
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
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
Other income not declared elsewhere2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$717,914
Value of net assets at end of year (total assets less liabilities)2013-12-31$3,989,020
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,271,106
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 registered invesment companies (eg mutual funds) at beginning of year2013-12-31$2,709,885
Value of interest in master investment trust accounts at end of year2013-12-31$3,979,523
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$9,497
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$124,965
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$124,965
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$254,412
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$298,285
Employer contributions (assets) at beginning of year2013-12-31$436,256
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$23,626
Contract administrator fees2013-12-31$1,666
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$0
Aggregate carrying amount (costs) on sale of assets2013-12-31$0
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 name2013-12-31KATZ, SAPPER AND MILLER, LLP
Accountancy firm EIN2013-12-31351090346

Form 5500 Responses for CALUMET GP, LLC MONTANA RETIREMENT PLAN

2022: CALUMET GP, LLC MONTANA RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: CALUMET GP, LLC MONTANA RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: CALUMET GP, LLC MONTANA RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: CALUMET GP, LLC MONTANA RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: CALUMET GP, LLC MONTANA RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: CALUMET GP, LLC MONTANA RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: CALUMET GP, LLC MONTANA RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CALUMET GP, LLC MONTANA RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CALUMET GP, LLC MONTANA RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CALUMET GP, LLC MONTANA RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes

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