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BRENNER OIL COMPANY 401(K) PROFIT SHARING RETIREMENT PLAN 401k Plan overview

Plan NameBRENNER OIL COMPANY 401(K) PROFIT SHARING RETIREMENT PLAN
Plan identification number 001

BRENNER OIL COMPANY 401(K) PROFIT SHARING RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

BRENNER OIL COMPANY has sponsored the creation of one or more 401k plans.

Company Name:BRENNER OIL COMPANY
Employer identification number (EIN):382082221
NAIC Classification:424700

Additional information about BRENNER OIL COMPANY

Jurisdiction of Incorporation: Michigan Department of Licensing & Regulatory Affairs
Incorporation Date:
Company Identification Number: 100673

More information about BRENNER OIL COMPANY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BRENNER OIL COMPANY 401(K) PROFIT SHARING RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-10-01DOUGLAS BRENNER2023-06-28
0012020-10-01DOUGLAS BRENNER2022-03-04
0012019-10-01DOUGLAS BRENNER2021-04-21
0012018-10-01DOUGLAS BRENNER2020-04-23
0012017-10-01DOUGLAS BRENNER2019-07-08
0012016-10-01
0012015-10-01
0012014-10-01
0012013-10-01
0012011-10-01BRADLEY BARTELS
0012010-10-01BRADLEY BARTELS
0012009-10-01DOUGLAS BRENNER
0012009-10-01DOUGLAS BRENNER
0012008-10-01

Plan Statistics for BRENNER OIL COMPANY 401(K) PROFIT SHARING RETIREMENT PLAN

401k plan membership statisitcs for BRENNER OIL COMPANY 401(K) PROFIT SHARING RETIREMENT PLAN

Measure Date Value
2021: BRENNER OIL COMPANY 401(K) PROFIT SHARING RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-10-01210
Total number of active participants reported on line 7a of the Form 55002021-10-01191
Number of retired or separated participants receiving benefits2021-10-010
Number of other retired or separated participants entitled to future benefits2021-10-0136
Total of all active and inactive participants2021-10-01227
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-10-010
Total participants2021-10-01227
Number of participants with account balances2021-10-01199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-10-014
2020: BRENNER OIL COMPANY 401(K) PROFIT SHARING RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-10-01206
Total number of active participants reported on line 7a of the Form 55002020-10-01170
Number of retired or separated participants receiving benefits2020-10-010
Number of other retired or separated participants entitled to future benefits2020-10-0131
Total of all active and inactive participants2020-10-01201
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-10-010
Total participants2020-10-01201
Number of participants with account balances2020-10-01181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-10-013
2019: BRENNER OIL COMPANY 401(K) PROFIT SHARING RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-10-01207
Total number of active participants reported on line 7a of the Form 55002019-10-01163
Number of retired or separated participants receiving benefits2019-10-010
Number of other retired or separated participants entitled to future benefits2019-10-0133
Total of all active and inactive participants2019-10-01196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-10-010
Total participants2019-10-01196
Number of participants with account balances2019-10-01176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-10-016
2018: BRENNER OIL COMPANY 401(K) PROFIT SHARING RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-10-01216
Total number of active participants reported on line 7a of the Form 55002018-10-01172
Number of retired or separated participants receiving benefits2018-10-010
Number of other retired or separated participants entitled to future benefits2018-10-0132
Total of all active and inactive participants2018-10-01204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-10-010
Total participants2018-10-01204
Number of participants with account balances2018-10-01183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-10-010
2017: BRENNER OIL COMPANY 401(K) PROFIT SHARING RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-10-01229
Total number of active participants reported on line 7a of the Form 55002017-10-01177
Number of retired or separated participants receiving benefits2017-10-010
Number of other retired or separated participants entitled to future benefits2017-10-0130
Total of all active and inactive participants2017-10-01207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-10-010
Total participants2017-10-01207
Number of participants with account balances2017-10-01184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-10-012
2016: BRENNER OIL COMPANY 401(K) PROFIT SHARING RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-10-01217
Total number of active participants reported on line 7a of the Form 55002016-10-01163
Number of retired or separated participants receiving benefits2016-10-010
Number of other retired or separated participants entitled to future benefits2016-10-0146
Total of all active and inactive participants2016-10-01209
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-10-0146
Total participants2016-10-01255
Number of participants with account balances2016-10-01197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-10-012
2015: BRENNER OIL COMPANY 401(K) PROFIT SHARING RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-10-01154
Total number of active participants reported on line 7a of the Form 55002015-10-01163
Number of retired or separated participants receiving benefits2015-10-010
Number of other retired or separated participants entitled to future benefits2015-10-0144
Total of all active and inactive participants2015-10-01207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-10-010
Total participants2015-10-01207
Number of participants with account balances2015-10-01197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-10-013
2014: BRENNER OIL COMPANY 401(K) PROFIT SHARING RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-10-01135
Total number of active participants reported on line 7a of the Form 55002014-10-01104
Number of retired or separated participants receiving benefits2014-10-010
Number of other retired or separated participants entitled to future benefits2014-10-0129
Total of all active and inactive participants2014-10-01133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-10-010
Total participants2014-10-01133
Number of participants with account balances2014-10-01132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-10-017
2013: BRENNER OIL COMPANY 401(K) PROFIT SHARING RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-10-01136
Total number of active participants reported on line 7a of the Form 55002013-10-01106
Number of retired or separated participants receiving benefits2013-10-012
Number of other retired or separated participants entitled to future benefits2013-10-0120
Total of all active and inactive participants2013-10-01128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-10-010
Total participants2013-10-01128
Number of participants with account balances2013-10-01124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-10-016
2011: BRENNER OIL COMPANY 401(K) PROFIT SHARING RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-10-01140
Total number of active participants reported on line 7a of the Form 55002011-10-01115
Number of retired or separated participants receiving benefits2011-10-011
Number of other retired or separated participants entitled to future benefits2011-10-0119
Total of all active and inactive participants2011-10-01135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-10-010
Total participants2011-10-01135
Number of participants with account balances2011-10-01119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-10-010
2010: BRENNER OIL COMPANY 401(K) PROFIT SHARING RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-10-01127
Total number of active participants reported on line 7a of the Form 55002010-10-01120
Number of retired or separated participants receiving benefits2010-10-010
Number of other retired or separated participants entitled to future benefits2010-10-0114
Total of all active and inactive participants2010-10-01134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-10-010
Total participants2010-10-01134
Number of participants with account balances2010-10-01120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-10-010
2009: BRENNER OIL COMPANY 401(K) PROFIT SHARING RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-10-01163
Total number of active participants reported on line 7a of the Form 55002009-10-01146
Number of retired or separated participants receiving benefits2009-10-0115
Total of all active and inactive participants2009-10-01161
Total participants2009-10-01161
Number of participants with account balances2009-10-01135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-10-010
Number of other retired or separated participants entitled to future benefits2009-10-0115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-10-010

Financial Data on BRENNER OIL COMPANY 401(K) PROFIT SHARING RETIREMENT PLAN

Measure Date Value
2022 : BRENNER OIL COMPANY 401(K) PROFIT SHARING RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-09-30$0
Total income from all sources (including contributions)2022-09-30$-1,150,147
Total loss/gain on sale of assets2022-09-30$0
Total of all expenses incurred2022-09-30$752,768
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-09-30$681,847
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-09-30$1,207,634
Value of total assets at end of year2022-09-30$10,147,621
Value of total assets at beginning of year2022-09-30$12,050,536
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-09-30$70,921
Total interest from all sources2022-09-30$6,057
Total dividends received (eg from common stock, registered investment company shares)2022-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-09-30No
Was this plan covered by a fidelity bond2022-09-30Yes
Value of fidelity bond cover2022-09-30$500,000
If this is an individual account plan, was there a blackout period2022-09-30No
Were there any nonexempt tranactions with any party-in-interest2022-09-30No
Contributions received from participants2022-09-30$809,612
Participant contributions at end of year2022-09-30$91,254
Participant contributions at beginning of year2022-09-30$130,627
Income. Received or receivable in cash from other sources (including rollovers)2022-09-30$218,022
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-09-30No
Value of net income/loss2022-09-30$-1,902,915
Value of net assets at end of year (total assets less liabilities)2022-09-30$10,147,621
Value of net assets at beginning of year (total assets less liabilities)2022-09-30$12,050,536
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-09-30No
Were any leases to which the plan was party in default or uncollectible2022-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-09-30$8,709,737
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-09-30$10,570,148
Interest on participant loans2022-09-30$6,057
Value of interest in common/collective trusts at end of year2022-09-30$0
Value of interest in common/collective trusts at beginning of year2022-09-30$720,013
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-09-30$720,550
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-09-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-09-30$-2,363,838
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-09-30No
Was there a failure to transmit to the plan any participant contributions2022-09-30No
Has the plan failed to provide any benefit when due under the plan2022-09-30No
Contributions received in cash from employer2022-09-30$180,000
Employer contributions (assets) at end of year2022-09-30$180,000
Employer contributions (assets) at beginning of year2022-09-30$180,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-09-30$681,847
Contract administrator fees2022-09-30$70,921
Assets. Corporate common stocks other than exployer securities at end of year2022-09-30$446,080
Assets. Corporate common stocks other than exployer securities at beginning of year2022-09-30$449,748
Did the plan have assets held for investment2022-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-09-30No
Opinion of an independent qualified public accountant for this plan2022-09-30Unqualified
Accountancy firm name2022-09-30NOVOTNY CPA GROUP PLC
Accountancy firm EIN2022-09-30383185476
2021 : BRENNER OIL COMPANY 401(K) PROFIT SHARING RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-09-30$0
Total income from all sources (including contributions)2021-09-30$2,836,145
Total loss/gain on sale of assets2021-09-30$0
Total of all expenses incurred2021-09-30$1,233,171
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-09-30$1,154,349
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-09-30$802,403
Value of total assets at end of year2021-09-30$12,050,536
Value of total assets at beginning of year2021-09-30$10,447,562
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-09-30$78,822
Total interest from all sources2021-09-30$7,897
Total dividends received (eg from common stock, registered investment company shares)2021-09-30$2,196
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-09-30$2,196
Was this plan covered by a fidelity bond2021-09-30Yes
Value of fidelity bond cover2021-09-30$500,000
If this is an individual account plan, was there a blackout period2021-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-09-30$0
Were there any nonexempt tranactions with any party-in-interest2021-09-30No
Contributions received from participants2021-09-30$603,513
Participant contributions at end of year2021-09-30$130,627
Participant contributions at beginning of year2021-09-30$173,595
Income. Received or receivable in cash from other sources (including rollovers)2021-09-30$15,008
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-09-30No
Value of net income/loss2021-09-30$1,602,974
Value of net assets at end of year (total assets less liabilities)2021-09-30$12,050,536
Value of net assets at beginning of year (total assets less liabilities)2021-09-30$10,447,562
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-09-30No
Were any leases to which the plan was party in default or uncollectible2021-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-09-30$10,570,148
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-09-30$9,860,075
Interest on participant loans2021-09-30$7,827
Interest earned on other investments2021-09-30$70
Value of interest in common/collective trusts at end of year2021-09-30$720,013
Value of interest in common/collective trusts at beginning of year2021-09-30$329,739
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-09-30$2,017,050
Net investment gain or loss from common/collective trusts2021-09-30$6,599
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-09-30No
Was there a failure to transmit to the plan any participant contributions2021-09-30No
Has the plan failed to provide any benefit when due under the plan2021-09-30No
Contributions received in cash from employer2021-09-30$183,882
Employer contributions (assets) at end of year2021-09-30$180,000
Employer contributions (assets) at beginning of year2021-09-30$72,790
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-09-30$1,154,349
Contract administrator fees2021-09-30$78,822
Assets. Corporate common stocks other than exployer securities at end of year2021-09-30$449,748
Assets. Corporate common stocks other than exployer securities at beginning of year2021-09-30$11,363
Did the plan have assets held for investment2021-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-09-30No
Opinion of an independent qualified public accountant for this plan2021-09-30Disclaimer
Accountancy firm name2021-09-30NOVOTNY CPA GROUP PLC
Accountancy firm EIN2021-09-30383185476
2020 : BRENNER OIL COMPANY 401(K) PROFIT SHARING RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-09-30$0
Total income from all sources (including contributions)2020-09-30$1,645,559
Total loss/gain on sale of assets2020-09-30$0
Total of all expenses incurred2020-09-30$430,565
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-09-30$347,504
Value of total corrective distributions2020-09-30$11,588
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-09-30$612,389
Value of total assets at end of year2020-09-30$10,447,562
Value of total assets at beginning of year2020-09-30$9,232,568
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-09-30$71,473
Total interest from all sources2020-09-30$12,325
Total dividends received (eg from common stock, registered investment company shares)2020-09-30$253,090
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-09-30$252,921
Was this plan covered by a fidelity bond2020-09-30Yes
Value of fidelity bond cover2020-09-30$500,000
If this is an individual account plan, was there a blackout period2020-09-30No
Were there any nonexempt tranactions with any party-in-interest2020-09-30No
Contributions received from participants2020-09-30$539,599
Participant contributions at end of year2020-09-30$173,595
Participant contributions at beginning of year2020-09-30$240,147
Income. Received or receivable in cash from other sources (including rollovers)2020-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-09-30$138,320
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Value of net income/loss2020-09-30$1,214,994
Value of net assets at end of year (total assets less liabilities)2020-09-30$10,447,562
Value of net assets at beginning of year (total assets less liabilities)2020-09-30$9,232,568
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-09-30No
Were any leases to which the plan was party in default or uncollectible2020-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-09-30$9,860,075
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-09-30$8,597,263
Interest on participant loans2020-09-30$12,323
Interest earned on other investments2020-09-30$1
Value of interest in common/collective trusts at end of year2020-09-30$329,739
Value of interest in common/collective trusts at beginning of year2020-09-30$100,954
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-09-30$1
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-09-30$764,221
Net investment gain or loss from common/collective trusts2020-09-30$3,534
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-09-30No
Was there a failure to transmit to the plan any participant contributions2020-09-30No
Has the plan failed to provide any benefit when due under the plan2020-09-30No
Contributions received in cash from employer2020-09-30$72,790
Employer contributions (assets) at end of year2020-09-30$72,790
Employer contributions (assets) at beginning of year2020-09-30$148,473
Income. Dividends from common stock2020-09-30$169
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-09-30$347,504
Contract administrator fees2020-09-30$71,473
Assets. Corporate common stocks other than exployer securities at end of year2020-09-30$11,363
Assets. Corporate common stocks other than exployer securities at beginning of year2020-09-30$7,411
Did the plan have assets held for investment2020-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-09-30Yes
Opinion of an independent qualified public accountant for this plan2020-09-30Disclaimer
Accountancy firm name2020-09-30NOVOTNY CPA GROUP PLC
Accountancy firm EIN2020-09-30383185476
2019 : BRENNER OIL COMPANY 401(K) PROFIT SHARING RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-09-30$0
Total income from all sources (including contributions)2019-09-30$1,086,032
Total loss/gain on sale of assets2019-09-30$0
Total of all expenses incurred2019-09-30$316,443
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-09-30$250,053
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-09-30$770,802
Value of total assets at end of year2019-09-30$9,232,568
Value of total assets at beginning of year2019-09-30$8,462,979
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-09-30$66,390
Total interest from all sources2019-09-30$10,128
Total dividends received (eg from common stock, registered investment company shares)2019-09-30$161,602
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-09-30$161,419
Was this plan covered by a fidelity bond2019-09-30Yes
Value of fidelity bond cover2019-09-30$500,000
If this is an individual account plan, was there a blackout period2019-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-09-30$0
Were there any nonexempt tranactions with any party-in-interest2019-09-30No
Contributions received from participants2019-09-30$525,856
Participant contributions at end of year2019-09-30$240,147
Participant contributions at beginning of year2019-09-30$179,973
Income. Received or receivable in cash from other sources (including rollovers)2019-09-30$96,473
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-09-30$138,320
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-09-30$0
Administrative expenses (other) incurred2019-09-30$0
Total non interest bearing cash at end of year2019-09-30$0
Total non interest bearing cash at beginning of year2019-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Value of net income/loss2019-09-30$769,589
Value of net assets at end of year (total assets less liabilities)2019-09-30$9,232,568
Value of net assets at beginning of year (total assets less liabilities)2019-09-30$8,462,979
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-09-30No
Were any leases to which the plan was party in default or uncollectible2019-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-09-30$8,597,263
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-09-30$8,156,215
Interest on participant loans2019-09-30$10,062
Value of interest in common/collective trusts at end of year2019-09-30$100,954
Value of interest in common/collective trusts at beginning of year2019-09-30$118,308
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-09-30$66
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-09-30$140,951
Net investment gain or loss from common/collective trusts2019-09-30$2,549
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-09-30No
Was there a failure to transmit to the plan any participant contributions2019-09-30No
Has the plan failed to provide any benefit when due under the plan2019-09-30No
Contributions received in cash from employer2019-09-30$148,473
Employer contributions (assets) at end of year2019-09-30$148,473
Employer contributions (assets) at beginning of year2019-09-30$0
Income. Dividends from common stock2019-09-30$183
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-09-30$250,053
Contract administrator fees2019-09-30$66,390
Assets. Corporate common stocks other than exployer securities at end of year2019-09-30$7,411
Assets. Corporate common stocks other than exployer securities at beginning of year2019-09-30$8,483
Did the plan have assets held for investment2019-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-09-30Yes
Opinion of an independent qualified public accountant for this plan2019-09-30Disclaimer
Accountancy firm name2019-09-30STEENSMA NOVOTNY PLC
Accountancy firm EIN2019-09-30383185476
2018 : BRENNER OIL COMPANY 401(K) PROFIT SHARING RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-09-30$0
Total income from all sources (including contributions)2018-09-30$1,155,445
Total loss/gain on sale of assets2018-09-30$0
Total of all expenses incurred2018-09-30$513,700
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-09-30$441,874
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-09-30$484,744
Value of total assets at end of year2018-09-30$8,462,979
Value of total assets at beginning of year2018-09-30$7,821,234
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-09-30$71,826
Total interest from all sources2018-09-30$8,369
Total dividends received (eg from common stock, registered investment company shares)2018-09-30$146,268
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-09-30$145,273
Was this plan covered by a fidelity bond2018-09-30Yes
Value of fidelity bond cover2018-09-30$500,000
If this is an individual account plan, was there a blackout period2018-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-09-30$0
Were there any nonexempt tranactions with any party-in-interest2018-09-30No
Contributions received from participants2018-09-30$484,744
Participant contributions at end of year2018-09-30$179,973
Participant contributions at beginning of year2018-09-30$127,564
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Value of net income/loss2018-09-30$641,745
Value of net assets at end of year (total assets less liabilities)2018-09-30$8,462,979
Value of net assets at beginning of year (total assets less liabilities)2018-09-30$7,821,234
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-09-30No
Were any leases to which the plan was party in default or uncollectible2018-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-09-30$8,156,215
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-09-30$7,464,826
Interest on participant loans2018-09-30$8,047
Value of interest in common/collective trusts at end of year2018-09-30$118,308
Value of interest in common/collective trusts at beginning of year2018-09-30$118,174
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-09-30$322
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-09-30$513,352
Net investment gain or loss from common/collective trusts2018-09-30$2,712
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-09-30No
Was there a failure to transmit to the plan any participant contributions2018-09-30No
Has the plan failed to provide any benefit when due under the plan2018-09-30No
Income. Dividends from common stock2018-09-30$995
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-09-30$441,874
Contract administrator fees2018-09-30$71,826
Assets. Corporate common stocks other than exployer securities at end of year2018-09-30$8,483
Assets. Corporate common stocks other than exployer securities at beginning of year2018-09-30$110,670
Did the plan have assets held for investment2018-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-09-30Yes
Opinion of an independent qualified public accountant for this plan2018-09-30Disclaimer
Accountancy firm name2018-09-30STEENSMA NOVOTNY PLC
Accountancy firm EIN2018-09-30383185476
2017 : BRENNER OIL COMPANY 401(K) PROFIT SHARING RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-09-30$0
Total income from all sources (including contributions)2017-09-30$1,358,086
Total loss/gain on sale of assets2017-09-30$0
Total of all expenses incurred2017-09-30$743,659
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-09-30$684,773
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-09-30$452,218
Value of total assets at end of year2017-09-30$7,821,234
Value of total assets at beginning of year2017-09-30$7,206,807
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-09-30$58,886
Total interest from all sources2017-09-30$6,290
Total dividends received (eg from common stock, registered investment company shares)2017-09-30$129,922
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-09-30$129,427
Administrative expenses professional fees incurred2017-09-30$8,605
Was this plan covered by a fidelity bond2017-09-30Yes
Value of fidelity bond cover2017-09-30$500,000
If this is an individual account plan, was there a blackout period2017-09-30No
Were there any nonexempt tranactions with any party-in-interest2017-09-30No
Contributions received from participants2017-09-30$450,825
Participant contributions at end of year2017-09-30$127,564
Participant contributions at beginning of year2017-09-30$157,073
Income. Received or receivable in cash from other sources (including rollovers)2017-09-30$1,393
Administrative expenses (other) incurred2017-09-30$77
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Value of net income/loss2017-09-30$614,427
Value of net assets at end of year (total assets less liabilities)2017-09-30$7,821,234
Value of net assets at beginning of year (total assets less liabilities)2017-09-30$7,206,807
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-09-30No
Were any leases to which the plan was party in default or uncollectible2017-09-30No
Investment advisory and management fees2017-09-30$18,096
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-09-30$7,464,826
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-09-30$6,783,866
Interest on participant loans2017-09-30$6,268
Value of interest in common/collective trusts at end of year2017-09-30$118,174
Value of interest in common/collective trusts at beginning of year2017-09-30$152,912
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-09-30$22
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-09-30$766,820
Net investment gain or loss from common/collective trusts2017-09-30$2,836
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-09-30No
Was there a failure to transmit to the plan any participant contributions2017-09-30Yes
Has the plan failed to provide any benefit when due under the plan2017-09-30No
Income. Dividends from common stock2017-09-30$495
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-09-30$684,773
Contract administrator fees2017-09-30$32,108
Assets. Corporate common stocks other than exployer securities at end of year2017-09-30$110,670
Assets. Corporate common stocks other than exployer securities at beginning of year2017-09-30$112,956
Did the plan have assets held for investment2017-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-09-30Yes
Opinion of an independent qualified public accountant for this plan2017-09-30Disclaimer
Accountancy firm name2017-09-30STEENSMA NOVOTNY PLC
Accountancy firm EIN2017-09-30383185476
2016 : BRENNER OIL COMPANY 401(K) PROFIT SHARING RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-09-30$0
Total income from all sources (including contributions)2016-09-30$1,164,831
Total loss/gain on sale of assets2016-09-30$0
Total of all expenses incurred2016-09-30$780,463
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-09-30$722,397
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-09-30$507,479
Value of total assets at end of year2016-09-30$7,206,807
Value of total assets at beginning of year2016-09-30$6,822,439
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-09-30$58,066
Total interest from all sources2016-09-30$8,192
Total dividends received (eg from common stock, registered investment company shares)2016-09-30$121,579
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-09-30$121,358
Administrative expenses professional fees incurred2016-09-30$4,650
Was this plan covered by a fidelity bond2016-09-30Yes
Value of fidelity bond cover2016-09-30$500,000
If this is an individual account plan, was there a blackout period2016-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-09-30$0
Were there any nonexempt tranactions with any party-in-interest2016-09-30No
Contributions received from participants2016-09-30$441,995
Participant contributions at end of year2016-09-30$157,073
Participant contributions at beginning of year2016-09-30$221,259
Income. Received or receivable in cash from other sources (including rollovers)2016-09-30$65,484
Administrative expenses (other) incurred2016-09-30$276
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Value of net income/loss2016-09-30$384,368
Value of net assets at end of year (total assets less liabilities)2016-09-30$7,206,807
Value of net assets at beginning of year (total assets less liabilities)2016-09-30$6,822,439
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-09-30No
Were any leases to which the plan was party in default or uncollectible2016-09-30No
Investment advisory and management fees2016-09-30$19,042
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-09-30$6,783,866
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-09-30$6,422,058
Interest on participant loans2016-09-30$8,179
Value of interest in common/collective trusts at end of year2016-09-30$152,912
Value of interest in common/collective trusts at beginning of year2016-09-30$143,409
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-09-30$13
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-09-30$523,868
Net investment gain or loss from common/collective trusts2016-09-30$3,713
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-09-30No
Was there a failure to transmit to the plan any participant contributions2016-09-30No
Has the plan failed to provide any benefit when due under the plan2016-09-30No
Income. Dividends from common stock2016-09-30$221
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-09-30$722,397
Contract administrator fees2016-09-30$34,098
Assets. Corporate common stocks other than exployer securities at end of year2016-09-30$112,956
Assets. Corporate common stocks other than exployer securities at beginning of year2016-09-30$35,713
Did the plan have assets held for investment2016-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-09-30Yes
Opinion of an independent qualified public accountant for this plan2016-09-30Disclaimer
Accountancy firm name2016-09-30STEENSMA NOVOTNY PLC
Accountancy firm EIN2016-09-30383185476
2015 : BRENNER OIL COMPANY 401(K) PROFIT SHARING RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-09-30$0
Total income from all sources (including contributions)2015-09-30$208,042
Total loss/gain on sale of assets2015-09-30$0
Total of all expenses incurred2015-09-30$373,893
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-09-30$311,154
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-09-30$315,461
Value of total assets at end of year2015-09-30$6,822,439
Value of total assets at beginning of year2015-09-30$6,988,290
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-09-30$62,739
Total interest from all sources2015-09-30$9,404
Total dividends received (eg from common stock, registered investment company shares)2015-09-30$126,340
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-09-30$126,141
Administrative expenses professional fees incurred2015-09-30$4,175
Was this plan covered by a fidelity bond2015-09-30Yes
Value of fidelity bond cover2015-09-30$500,000
If this is an individual account plan, was there a blackout period2015-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-09-30$0
Were there any nonexempt tranactions with any party-in-interest2015-09-30No
Contributions received from participants2015-09-30$288,446
Participant contributions at end of year2015-09-30$221,259
Participant contributions at beginning of year2015-09-30$236,877
Income. Received or receivable in cash from other sources (including rollovers)2015-09-30$27,015
Administrative expenses (other) incurred2015-09-30$3,210
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Value of net income/loss2015-09-30$-165,851
Value of net assets at end of year (total assets less liabilities)2015-09-30$6,822,439
Value of net assets at beginning of year (total assets less liabilities)2015-09-30$6,988,290
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-09-30No
Were any leases to which the plan was party in default or uncollectible2015-09-30No
Investment advisory and management fees2015-09-30$20,543
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-09-30$6,422,058
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-09-30$6,491,856
Interest on participant loans2015-09-30$9,392
Value of interest in common/collective trusts at end of year2015-09-30$143,409
Value of interest in common/collective trusts at beginning of year2015-09-30$119,828
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-09-30$12
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-09-30$-249,762
Net investment gain or loss from common/collective trusts2015-09-30$6,599
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-09-30No
Was there a failure to transmit to the plan any participant contributions2015-09-30No
Has the plan failed to provide any benefit when due under the plan2015-09-30No
Employer contributions (assets) at end of year2015-09-30$0
Employer contributions (assets) at beginning of year2015-09-30$100,000
Income. Dividends from common stock2015-09-30$199
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-09-30$311,154
Contract administrator fees2015-09-30$34,811
Assets. Corporate common stocks other than exployer securities at end of year2015-09-30$35,713
Assets. Corporate common stocks other than exployer securities at beginning of year2015-09-30$39,729
Did the plan have assets held for investment2015-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-09-30Yes
Opinion of an independent qualified public accountant for this plan2015-09-30Disclaimer
Accountancy firm name2015-09-30STEENSMA NOVOTNY PLC
Accountancy firm EIN2015-09-30383185476
2014 : BRENNER OIL COMPANY 401(K) PROFIT SHARING RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-09-30$0
Total income from all sources (including contributions)2014-09-30$851,070
Total loss/gain on sale of assets2014-09-30$0
Total of all expenses incurred2014-09-30$300,937
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-09-30$238,529
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-09-30$398,772
Value of total assets at end of year2014-09-30$6,988,290
Value of total assets at beginning of year2014-09-30$6,438,157
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-09-30$62,408
Total interest from all sources2014-09-30$10,604
Total dividends received (eg from common stock, registered investment company shares)2014-09-30$103,578
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-09-30$103,384
Administrative expenses professional fees incurred2014-09-30$8,416
Was this plan covered by a fidelity bond2014-09-30Yes
Value of fidelity bond cover2014-09-30$1,000,000
If this is an individual account plan, was there a blackout period2014-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-09-30$0
Were there any nonexempt tranactions with any party-in-interest2014-09-30No
Contributions received from participants2014-09-30$278,532
Participant contributions at end of year2014-09-30$236,877
Participant contributions at beginning of year2014-09-30$287,028
Participant contributions at beginning of year2014-09-30$32
Income. Received or receivable in cash from other sources (including rollovers)2014-09-30$20,240
Administrative expenses (other) incurred2014-09-30$110
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Value of net income/loss2014-09-30$550,133
Value of net assets at end of year (total assets less liabilities)2014-09-30$6,988,290
Value of net assets at beginning of year (total assets less liabilities)2014-09-30$6,438,157
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-09-30No
Were any leases to which the plan was party in default or uncollectible2014-09-30No
Investment advisory and management fees2014-09-30$19,832
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-09-30$6,491,856
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-09-30$5,812,102
Interest on participant loans2014-09-30$10,603
Value of interest in common/collective trusts at end of year2014-09-30$119,828
Value of interest in common/collective trusts at beginning of year2014-09-30$121,172
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-09-30$1
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-09-30$332,374
Net investment gain or loss from common/collective trusts2014-09-30$5,742
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-09-30No
Was there a failure to transmit to the plan any participant contributions2014-09-30No
Has the plan failed to provide any benefit when due under the plan2014-09-30No
Contributions received in cash from employer2014-09-30$100,000
Employer contributions (assets) at end of year2014-09-30$100,000
Employer contributions (assets) at beginning of year2014-09-30$100,000
Income. Dividends from common stock2014-09-30$194
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-09-30$238,529
Contract administrator fees2014-09-30$34,050
Assets. Corporate common stocks other than exployer securities at end of year2014-09-30$39,729
Assets. Corporate common stocks other than exployer securities at beginning of year2014-09-30$117,823
Did the plan have assets held for investment2014-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-09-30Yes
Opinion of an independent qualified public accountant for this plan2014-09-30Disclaimer
Accountancy firm name2014-09-30STEENSMA NOVOTNY, PLC
Accountancy firm EIN2014-09-30383185476
2013 : BRENNER OIL COMPANY 401(K) PROFIT SHARING RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-09-30$0
Total income from all sources (including contributions)2013-09-30$1,043,574
Total loss/gain on sale of assets2013-09-30$0
Total of all expenses incurred2013-09-30$458,471
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-09-30$373,796
Value of total corrective distributions2013-09-30$17,195
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-09-30$382,188
Value of total assets at end of year2013-09-30$6,438,157
Value of total assets at beginning of year2013-09-30$5,853,054
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-09-30$67,480
Total interest from all sources2013-09-30$9,765
Total dividends received (eg from common stock, registered investment company shares)2013-09-30$103,071
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-09-30$102,911
Administrative expenses professional fees incurred2013-09-30$9,362
Was this plan covered by a fidelity bond2013-09-30Yes
Value of fidelity bond cover2013-09-30$1,000,000
If this is an individual account plan, was there a blackout period2013-09-30No
Were there any nonexempt tranactions with any party-in-interest2013-09-30No
Contributions received from participants2013-09-30$282,188
Participant contributions at end of year2013-09-30$287,028
Participant contributions at beginning of year2013-09-30$271,011
Participant contributions at end of year2013-09-30$32
Administrative expenses (other) incurred2013-09-30$215
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Value of net income/loss2013-09-30$585,103
Value of net assets at end of year (total assets less liabilities)2013-09-30$6,438,157
Value of net assets at beginning of year (total assets less liabilities)2013-09-30$5,853,054
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-09-30No
Were any leases to which the plan was party in default or uncollectible2013-09-30No
Investment advisory and management fees2013-09-30$23,605
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-09-30$5,812,102
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-09-30$5,352,324
Interest on participant loans2013-09-30$9,656
Value of interest in common/collective trusts at end of year2013-09-30$121,172
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-09-30$109
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-09-30$553,883
Net investment gain or loss from common/collective trusts2013-09-30$-5,333
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-09-30No
Was there a failure to transmit to the plan any participant contributions2013-09-30No
Has the plan failed to provide any benefit when due under the plan2013-09-30No
Contributions received in cash from employer2013-09-30$100,000
Employer contributions (assets) at end of year2013-09-30$100,000
Income. Dividends from common stock2013-09-30$160
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-09-30$373,796
Contract administrator fees2013-09-30$34,298
Assets. Corporate common stocks other than exployer securities at end of year2013-09-30$117,823
Assets. Corporate common stocks other than exployer securities at beginning of year2013-09-30$229,719
Did the plan have assets held for investment2013-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-09-30Yes
Opinion of an independent qualified public accountant for this plan2013-09-30Disclaimer
Accountancy firm name2013-09-30STEENSMA NOVOTNY, PLC
Accountancy firm EIN2013-09-30383185476
2012 : BRENNER OIL COMPANY 401(K) PROFIT SHARING RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-09-30$0
Total income from all sources (including contributions)2012-09-30$1,218,870
Total loss/gain on sale of assets2012-09-30$0
Total of all expenses incurred2012-09-30$239,379
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-09-30$168,143
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-09-30$352,321
Value of total assets at end of year2012-09-30$5,853,054
Value of total assets at beginning of year2012-09-30$4,873,563
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-09-30$71,236
Total interest from all sources2012-09-30$11,503
Total dividends received (eg from common stock, registered investment company shares)2012-09-30$98,784
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-09-30$98,784
Was this plan covered by a fidelity bond2012-09-30Yes
Value of fidelity bond cover2012-09-30$1,000,000
If this is an individual account plan, was there a blackout period2012-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-09-30$0
Were there any nonexempt tranactions with any party-in-interest2012-09-30No
Contributions received from participants2012-09-30$325,439
Participant contributions at end of year2012-09-30$271,011
Participant contributions at beginning of year2012-09-30$214,987
Income. Received or receivable in cash from other sources (including rollovers)2012-09-30$26,882
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Value of net income/loss2012-09-30$979,491
Value of net assets at end of year (total assets less liabilities)2012-09-30$5,853,054
Value of net assets at beginning of year (total assets less liabilities)2012-09-30$4,873,563
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-09-30No
Were any leases to which the plan was party in default or uncollectible2012-09-30No
Investment advisory and management fees2012-09-30$26,618
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-09-30$5,352,324
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-09-30$4,658,576
Interest on participant loans2012-09-30$11,289
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-09-30$214
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-09-30$756,262
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-09-30No
Was there a failure to transmit to the plan any participant contributions2012-09-30No
Has the plan failed to provide any benefit when due under the plan2012-09-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-09-30$168,143
Contract administrator fees2012-09-30$44,618
Assets. Corporate common stocks other than exployer securities at end of year2012-09-30$229,719
Did the plan have assets held for investment2012-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-09-30Yes
Opinion of an independent qualified public accountant for this plan2012-09-30Disclaimer
Accountancy firm name2012-09-30STEENSMA NOVOTNY, PLC
Accountancy firm EIN2012-09-30383185476
2011 : BRENNER OIL COMPANY 401(K) PROFIT SHARING RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-09-30$0
Total income from all sources (including contributions)2011-09-30$491,643
Total loss/gain on sale of assets2011-09-30$0
Total of all expenses incurred2011-09-30$188,650
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-09-30$122,815
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-09-30$382,357
Value of total assets at end of year2011-09-30$4,873,563
Value of total assets at beginning of year2011-09-30$4,570,570
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-09-30$65,835
Total interest from all sources2011-09-30$11,521
Total dividends received (eg from common stock, registered investment company shares)2011-09-30$40,984
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-09-30$40,984
Was this plan covered by a fidelity bond2011-09-30Yes
Value of fidelity bond cover2011-09-30$1,000,000
If this is an individual account plan, was there a blackout period2011-09-30Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-09-30$0
Were there any nonexempt tranactions with any party-in-interest2011-09-30No
Contributions received from participants2011-09-30$356,679
Participant contributions at end of year2011-09-30$214,987
Participant contributions at beginning of year2011-09-30$181,249
Income. Received or receivable in cash from other sources (including rollovers)2011-09-30$25,678
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Value of net income/loss2011-09-30$302,993
Value of net assets at end of year (total assets less liabilities)2011-09-30$4,873,563
Value of net assets at beginning of year (total assets less liabilities)2011-09-30$4,570,570
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-09-30No
Were any leases to which the plan was party in default or uncollectible2011-09-30No
Investment advisory and management fees2011-09-30$33,318
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-09-30$4,658,576
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-09-30$1,377,356
Interest on participant loans2011-09-30$11,502
Value of interest in common/collective trusts at beginning of year2011-09-30$2,824,645
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-09-30$19
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-09-30$56,781
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-09-30No
Was there a failure to transmit to the plan any participant contributions2011-09-30No
Has the plan failed to provide any benefit when due under the plan2011-09-30No
Employer contributions (assets) at beginning of year2011-09-30$187,320
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-09-30$122,815
Contract administrator fees2011-09-30$32,517
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-09-30Yes
Did the plan have assets held for investment2011-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-09-30No
Opinion of an independent qualified public accountant for this plan2011-09-30Unqualified
Accountancy firm name2011-09-30STEENSMA NOVOTNY, PLC
Accountancy firm EIN2011-09-30383185476
2010 : BRENNER OIL COMPANY 401(K) PROFIT SHARING RETIREMENT PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-09-30$0

Form 5500 Responses for BRENNER OIL COMPANY 401(K) PROFIT SHARING RETIREMENT PLAN

2021: BRENNER OIL COMPANY 401(K) PROFIT SHARING RETIREMENT PLAN 2021 form 5500 responses
2021-10-01Type of plan entitySingle employer plan
2021-10-01Submission has been amendedNo
2021-10-01This submission is the final filingNo
2021-10-01This return/report is a short plan year return/report (less than 12 months)No
2021-10-01Plan is a collectively bargained planNo
2021-10-01Plan funding arrangement – InsuranceYes
2021-10-01Plan funding arrangement – TrustYes
2021-10-01Plan benefit arrangement – InsuranceYes
2021-10-01Plan benefit arrangement - TrustYes
2020: BRENNER OIL COMPANY 401(K) PROFIT SHARING RETIREMENT PLAN 2020 form 5500 responses
2020-10-01Type of plan entitySingle employer plan
2020-10-01Submission has been amendedNo
2020-10-01This submission is the final filingNo
2020-10-01This return/report is a short plan year return/report (less than 12 months)No
2020-10-01Plan is a collectively bargained planNo
2020-10-01Plan funding arrangement – InsuranceYes
2020-10-01Plan funding arrangement – TrustYes
2020-10-01Plan benefit arrangement – InsuranceYes
2020-10-01Plan benefit arrangement - TrustYes
2019: BRENNER OIL COMPANY 401(K) PROFIT SHARING RETIREMENT PLAN 2019 form 5500 responses
2019-10-01Type of plan entitySingle employer plan
2019-10-01Submission has been amendedNo
2019-10-01This submission is the final filingNo
2019-10-01This return/report is a short plan year return/report (less than 12 months)No
2019-10-01Plan is a collectively bargained planNo
2019-10-01Plan funding arrangement – InsuranceYes
2019-10-01Plan funding arrangement – TrustYes
2019-10-01Plan benefit arrangement – InsuranceYes
2019-10-01Plan benefit arrangement - TrustYes
2018: BRENNER OIL COMPANY 401(K) PROFIT SHARING RETIREMENT PLAN 2018 form 5500 responses
2018-10-01Type of plan entitySingle employer plan
2018-10-01Submission has been amendedNo
2018-10-01This submission is the final filingNo
2018-10-01This return/report is a short plan year return/report (less than 12 months)No
2018-10-01Plan is a collectively bargained planNo
2018-10-01Plan funding arrangement – InsuranceYes
2018-10-01Plan funding arrangement – TrustYes
2018-10-01Plan benefit arrangement – InsuranceYes
2018-10-01Plan benefit arrangement - TrustYes
2017: BRENNER OIL COMPANY 401(K) PROFIT SHARING RETIREMENT PLAN 2017 form 5500 responses
2017-10-01Type of plan entitySingle employer plan
2017-10-01Submission has been amendedNo
2017-10-01This submission is the final filingNo
2017-10-01This return/report is a short plan year return/report (less than 12 months)No
2017-10-01Plan is a collectively bargained planNo
2017-10-01Plan funding arrangement – InsuranceYes
2017-10-01Plan funding arrangement – TrustYes
2017-10-01Plan benefit arrangement – InsuranceYes
2017-10-01Plan benefit arrangement - TrustYes
2016: BRENNER OIL COMPANY 401(K) PROFIT SHARING RETIREMENT PLAN 2016 form 5500 responses
2016-10-01Type of plan entitySingle employer plan
2016-10-01Submission has been amendedNo
2016-10-01This submission is the final filingNo
2016-10-01This return/report is a short plan year return/report (less than 12 months)No
2016-10-01Plan is a collectively bargained planNo
2016-10-01Plan funding arrangement – InsuranceYes
2016-10-01Plan funding arrangement – TrustYes
2016-10-01Plan benefit arrangement – InsuranceYes
2016-10-01Plan benefit arrangement - TrustYes
2015: BRENNER OIL COMPANY 401(K) PROFIT SHARING RETIREMENT PLAN 2015 form 5500 responses
2015-10-01Type of plan entitySingle employer plan
2015-10-01Submission has been amendedNo
2015-10-01This submission is the final filingNo
2015-10-01This return/report is a short plan year return/report (less than 12 months)No
2015-10-01Plan is a collectively bargained planNo
2015-10-01Plan funding arrangement – InsuranceYes
2015-10-01Plan funding arrangement – TrustYes
2015-10-01Plan benefit arrangement – InsuranceYes
2015-10-01Plan benefit arrangement - TrustYes
2014: BRENNER OIL COMPANY 401(K) PROFIT SHARING RETIREMENT PLAN 2014 form 5500 responses
2014-10-01Type of plan entitySingle employer plan
2014-10-01Submission has been amendedNo
2014-10-01This submission is the final filingNo
2014-10-01This return/report is a short plan year return/report (less than 12 months)No
2014-10-01Plan is a collectively bargained planNo
2014-10-01Plan funding arrangement – InsuranceYes
2014-10-01Plan funding arrangement – TrustYes
2014-10-01Plan benefit arrangement – InsuranceYes
2014-10-01Plan benefit arrangement - TrustYes
2013: BRENNER OIL COMPANY 401(K) PROFIT SHARING RETIREMENT PLAN 2013 form 5500 responses
2013-10-01Type of plan entitySingle employer plan
2013-10-01Submission has been amendedNo
2013-10-01This submission is the final filingNo
2013-10-01This return/report is a short plan year return/report (less than 12 months)No
2013-10-01Plan is a collectively bargained planNo
2013-10-01Plan funding arrangement – TrustYes
2013-10-01Plan benefit arrangement - TrustYes
2011: BRENNER OIL COMPANY 401(K) PROFIT SHARING RETIREMENT PLAN 2011 form 5500 responses
2011-10-01Type of plan entitySingle employer plan
2011-10-01Submission has been amendedNo
2011-10-01This submission is the final filingNo
2011-10-01This return/report is a short plan year return/report (less than 12 months)No
2011-10-01Plan is a collectively bargained planNo
2011-10-01Plan funding arrangement – TrustYes
2011-10-01Plan benefit arrangement - TrustYes
2010: BRENNER OIL COMPANY 401(K) PROFIT SHARING RETIREMENT PLAN 2010 form 5500 responses
2010-10-01Type of plan entitySingle employer plan
2010-10-01Submission has been amendedNo
2010-10-01This submission is the final filingNo
2010-10-01This return/report is a short plan year return/report (less than 12 months)No
2010-10-01Plan is a collectively bargained planNo
2010-10-01Plan funding arrangement – TrustYes
2010-10-01Plan benefit arrangement - TrustYes
2009: BRENNER OIL COMPANY 401(K) PROFIT SHARING RETIREMENT PLAN 2009 form 5500 responses
2009-10-01Type of plan entitySingle employer plan
2009-10-01Submission has been amendedYes
2009-10-01This submission is the final filingNo
2009-10-01This return/report is a short plan year return/report (less than 12 months)No
2009-10-01Plan is a collectively bargained planNo
2009-10-01Plan funding arrangement – TrustYes
2009-10-01Plan benefit arrangement - TrustYes
2008: BRENNER OIL COMPANY 401(K) PROFIT SHARING RETIREMENT PLAN 2008 form 5500 responses
2008-10-01Type of plan entitySingle employer plan
2008-10-01Submission has been amendedNo
2008-10-01This submission is the final filingNo
2008-10-01This return/report is a short plan year return/report (less than 12 months)No
2008-10-01Plan is a collectively bargained planNo

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-CP-FH7G
Policy instance 1
Insurance contract or identification numberGAP-CP-FH7G
Number of Individuals Covered199
Insurance policy start date2021-10-01
Insurance policy end date2022-09-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractGUARANTEED INVESTMENT
Insurance broker organization code?4
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-CP-FH7G
Policy instance 1
Insurance contract or identification numberGAP-CP-FH7G
Number of Individuals Covered181
Insurance policy start date2020-10-01
Insurance policy end date2021-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractGUARANTEED INVESTMENT
Commission paid to Insurance BrokerUSD $0
Insurance broker organization code?4
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-CP-FH7G
Policy instance 1
Insurance contract or identification numberGAP-CP-FH7G
Number of Individuals Covered200
Insurance policy start date2019-10-01
Insurance policy end date2020-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractGUARANTEED INVESTMENT
Commission paid to Insurance BrokerUSD $0
Insurance broker organization code?4
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-CP-FH7G
Policy instance 1
Insurance contract or identification numberGAP-CP-FH7G
Number of Individuals Covered204
Insurance policy start date2018-10-01
Insurance policy end date2019-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractGUARANTEED INVESTMENT
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
Additional information about fees paid to insurance broker0
Insurance broker organization code?4
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-CP-FH7G
Policy instance 1
Insurance contract or identification numberGAP-CP-FH7G
Number of Individuals Covered207
Insurance policy start date2017-10-01
Insurance policy end date2018-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractGUARANTEED INVESTMENT

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