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AMSOIL, INC. RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameAMSOIL, INC. RETIREMENT SAVINGS PLAN
Plan identification number 001

AMSOIL, INC. RETIREMENT SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name:AMSOIL INC
Employer identification number (EIN):410965915
NAIC Classification:424700

Additional information about AMSOIL INC

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 0857471

More information about AMSOIL INC

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-07-01
0012020-07-01
0012019-07-01
0012018-07-01
0012017-07-01DEAN ALEXANDER
0012016-07-01DEAN ALEXANDER
0012015-07-01DEAN ALEXANDER
0012014-07-01DEAN ALEXANDER
0012013-07-01DEAN ALEXANDER
0012012-07-01DEAN ALEXANDER
0012011-07-01DEAN ALEXANDER
0012009-07-01DEAN ALEXANDER

Plan Statistics for AMSOIL, INC. RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for AMSOIL, INC. RETIREMENT SAVINGS PLAN

Measure Date Value
2021: AMSOIL, INC. RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-01402
Total number of active participants reported on line 7a of the Form 55002021-07-01350
Number of retired or separated participants receiving benefits2021-07-011
Number of other retired or separated participants entitled to future benefits2021-07-0179
Total of all active and inactive participants2021-07-01430
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-012
Total participants2021-07-01432
Number of participants with account balances2021-07-01414
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-0124
2020: AMSOIL, INC. RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01380
Total number of active participants reported on line 7a of the Form 55002020-07-01328
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-0171
Total of all active and inactive participants2020-07-01399
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-013
Total participants2020-07-01402
Number of participants with account balances2020-07-01380
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-0115
2019: AMSOIL, INC. RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01380
Total number of active participants reported on line 7a of the Form 55002019-07-01300
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-0175
Total of all active and inactive participants2019-07-01375
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-013
Total participants2019-07-01378
Number of participants with account balances2019-07-01371
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-0123
2018: AMSOIL, INC. RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01374
Total number of active participants reported on line 7a of the Form 55002018-07-01314
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-0164
Total of all active and inactive participants2018-07-01378
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-012
Total participants2018-07-01380
Number of participants with account balances2018-07-01371
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-0118
2017: AMSOIL, INC. RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01354
Total number of active participants reported on line 7a of the Form 55002017-07-01311
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-0162
Total of all active and inactive participants2017-07-01373
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-011
Total participants2017-07-01374
Number of participants with account balances2017-07-01368
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-0120
2016: AMSOIL, INC. RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01359
Total number of active participants reported on line 7a of the Form 55002016-07-01297
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-0156
Total of all active and inactive participants2016-07-01353
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-011
Total participants2016-07-01354
Number of participants with account balances2016-07-01348
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-0123
2015: AMSOIL, INC. RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01324
Total number of active participants reported on line 7a of the Form 55002015-07-01310
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-0148
Total of all active and inactive participants2015-07-01358
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-011
Total participants2015-07-01359
Number of participants with account balances2015-07-01341
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-0114
2014: AMSOIL, INC. RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01315
Total number of active participants reported on line 7a of the Form 55002014-07-01279
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-0144
Total of all active and inactive participants2014-07-01323
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-011
Total participants2014-07-01324
Number of participants with account balances2014-07-01322
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-0115
2013: AMSOIL, INC. RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01306
Total number of active participants reported on line 7a of the Form 55002013-07-01281
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-0134
Total of all active and inactive participants2013-07-01315
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-01315
Number of participants with account balances2013-07-01307
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-0112
2012: AMSOIL, INC. RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01284
Total number of active participants reported on line 7a of the Form 55002012-07-01271
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-0134
Total of all active and inactive participants2012-07-01305
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-011
Total participants2012-07-01306
Number of participants with account balances2012-07-01292
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-0111
2011: AMSOIL, INC. RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01264
Total number of active participants reported on line 7a of the Form 55002011-07-01259
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-0125
Total of all active and inactive participants2011-07-01284
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-01284
Number of participants with account balances2011-07-01225
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-010
2009: AMSOIL, INC. RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01264
Total number of active participants reported on line 7a of the Form 55002009-07-01239
Number of retired or separated participants receiving benefits2009-07-011
Number of other retired or separated participants entitled to future benefits2009-07-0119
Total of all active and inactive participants2009-07-01259
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-01259
Number of participants with account balances2009-07-01193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-010

Financial Data on AMSOIL, INC. RETIREMENT SAVINGS PLAN

Measure Date Value
2022 : AMSOIL, INC. RETIREMENT SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total income from all sources (including contributions)2022-06-30$-2,302,862
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$1,755,487
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$1,694,726
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$2,737,463
Value of total assets at end of year2022-06-30$31,843,467
Value of total assets at beginning of year2022-06-30$35,901,816
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$60,761
Total interest from all sources2022-06-30$17,159
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$2,074,196
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-06-30$2,074,196
Administrative expenses professional fees incurred2022-06-30$60,761
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$500,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$1,853,897
Participant contributions at end of year2022-06-30$449,771
Participant contributions at beginning of year2022-06-30$390,857
Income. Received or receivable in cash from other sources (including rollovers)2022-06-30$311,186
Other income not declared elsewhere2022-06-30$9,436
Total non interest bearing cash at end of year2022-06-30$6,375
Total non interest bearing cash at beginning of year2022-06-30$5,455
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-4,058,349
Value of net assets at end of year (total assets less liabilities)2022-06-30$31,843,467
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$35,901,816
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$29,024,695
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$34,073,553
Interest on participant loans2022-06-30$17,159
Value of interest in common/collective trusts at end of year2022-06-30$2,362,626
Value of interest in common/collective trusts at beginning of year2022-06-30$1,289,951
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-7,156,020
Net investment gain or loss from common/collective trusts2022-06-30$14,904
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30Yes
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$572,380
Employer contributions (assets) at end of year2022-06-30$0
Employer contributions (assets) at beginning of year2022-06-30$142,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$1,694,726
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Disclaimer
Accountancy firm name2022-06-30JOHNSON & COMPANY LTD
Accountancy firm EIN2022-06-30411437543
2021 : AMSOIL, INC. RETIREMENT SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total income from all sources (including contributions)2021-06-30$10,667,716
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$733,930
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$660,691
Value of total corrective distributions2021-06-30$2,931
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$2,529,777
Value of total assets at end of year2021-06-30$35,901,816
Value of total assets at beginning of year2021-06-30$25,968,030
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$70,308
Total interest from all sources2021-06-30$17,825
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$431,799
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-06-30$431,799
Administrative expenses professional fees incurred2021-06-30$70,308
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$500,000
If this is an individual account plan, was there a blackout period2021-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$1,648,447
Participant contributions at end of year2021-06-30$390,857
Participant contributions at beginning of year2021-06-30$451,406
Income. Received or receivable in cash from other sources (including rollovers)2021-06-30$89,276
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-06-30$3,114
Other income not declared elsewhere2021-06-30$1,465
Total non interest bearing cash at end of year2021-06-30$5,455
Total non interest bearing cash at beginning of year2021-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$9,933,786
Value of net assets at end of year (total assets less liabilities)2021-06-30$35,901,816
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$25,968,030
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$34,073,553
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$23,777,479
Interest on participant loans2021-06-30$17,825
Value of interest in common/collective trusts at end of year2021-06-30$1,289,951
Value of interest in common/collective trusts at beginning of year2021-06-30$1,736,031
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$7,670,621
Net investment gain or loss from common/collective trusts2021-06-30$16,229
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30Yes
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$792,054
Employer contributions (assets) at end of year2021-06-30$142,000
Employer contributions (assets) at beginning of year2021-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$660,691
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Disclaimer
Accountancy firm name2021-06-30JOHNSON & COMPANY LTD
Accountancy firm EIN2021-06-30411437543
2020 : AMSOIL, INC. RETIREMENT SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total income from all sources (including contributions)2020-06-30$3,465,638
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$1,763,277
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$1,682,975
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$2,159,047
Value of total assets at end of year2020-06-30$25,968,030
Value of total assets at beginning of year2020-06-30$24,265,669
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$80,302
Total interest from all sources2020-06-30$20,768
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$326,770
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-06-30$326,770
Administrative expenses professional fees incurred2020-06-30$80,302
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$500,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$1,464,527
Participant contributions at end of year2020-06-30$451,406
Participant contributions at beginning of year2020-06-30$484,184
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$77,131
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-06-30$3,114
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-06-30$6,062
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$1,702,361
Value of net assets at end of year (total assets less liabilities)2020-06-30$25,968,030
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$24,265,669
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$23,777,479
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$20,491,698
Interest on participant loans2020-06-30$20,768
Value of interest in common/collective trusts at end of year2020-06-30$1,736,031
Value of interest in common/collective trusts at beginning of year2020-06-30$3,283,725
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$905,908
Net investment gain or loss from common/collective trusts2020-06-30$53,145
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$617,389
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$1,682,975
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30JOHNSON & COMPANY LTD
Accountancy firm EIN2020-06-30411437543
2019 : AMSOIL, INC. RETIREMENT SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total income from all sources (including contributions)2019-06-30$3,635,465
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$2,732,220
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$2,656,598
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$2,392,819
Value of total assets at end of year2019-06-30$24,265,669
Value of total assets at beginning of year2019-06-30$23,362,424
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$75,622
Total interest from all sources2019-06-30$22,216
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$386,698
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-06-30$386,698
Administrative expenses professional fees incurred2019-06-30$75,622
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$500,000
If this is an individual account plan, was there a blackout period2019-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$1,381,249
Participant contributions at end of year2019-06-30$484,184
Participant contributions at beginning of year2019-06-30$484,521
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$411,319
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-06-30$6,062
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-06-30$4,348
Total non interest bearing cash at end of year2019-06-30$0
Total non interest bearing cash at beginning of year2019-06-30$312
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$903,245
Value of net assets at end of year (total assets less liabilities)2019-06-30$24,265,669
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$23,362,424
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$20,491,698
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$19,575,663
Interest on participant loans2019-06-30$22,216
Value of interest in common/collective trusts at end of year2019-06-30$3,283,725
Value of interest in common/collective trusts at beginning of year2019-06-30$3,297,580
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$776,751
Net investment gain or loss from common/collective trusts2019-06-30$56,981
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$600,251
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$2,656,598
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30JOHNSON & COMPANY LTD
Accountancy firm EIN2019-06-30411437543
2018 : AMSOIL, INC. RETIREMENT SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total income from all sources (including contributions)2018-06-30$3,803,285
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$1,343,319
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$1,265,177
Value of total corrective distributions2018-06-30$4
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$1,931,541
Value of total assets at end of year2018-06-30$23,362,424
Value of total assets at beginning of year2018-06-30$20,902,458
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$78,138
Total interest from all sources2018-06-30$16,999
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$342,226
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-06-30$342,226
Administrative expenses professional fees incurred2018-06-30$78,138
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$500,000
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$1,315,952
Participant contributions at end of year2018-06-30$484,521
Participant contributions at beginning of year2018-06-30$448,729
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$26,383
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-06-30$4,348
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-06-30$5,099
Other income not declared elsewhere2018-06-30$97
Total non interest bearing cash at end of year2018-06-30$312
Total non interest bearing cash at beginning of year2018-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$2,459,966
Value of net assets at end of year (total assets less liabilities)2018-06-30$23,362,424
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$20,902,458
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$19,575,663
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$16,473,677
Interest on participant loans2018-06-30$16,999
Value of interest in common/collective trusts at end of year2018-06-30$3,297,580
Value of interest in common/collective trusts at beginning of year2018-06-30$3,974,953
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$1,456,914
Net investment gain or loss from common/collective trusts2018-06-30$55,508
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$589,206
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$1,265,177
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30JOHNSON & COMPANY LTD
Accountancy firm EIN2018-06-30411437543
2017 : AMSOIL, INC. RETIREMENT SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$5,243,455
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$557,020
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$486,504
Value of total corrective distributions2017-06-30$629
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$2,894,044
Value of total assets at end of year2017-06-30$20,902,458
Value of total assets at beginning of year2017-06-30$16,216,023
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$69,887
Total interest from all sources2017-06-30$12,782
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$252,256
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-06-30$252,256
Administrative expenses professional fees incurred2017-06-30$69,887
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$500,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$1,255,884
Participant contributions at end of year2017-06-30$448,729
Participant contributions at beginning of year2017-06-30$338,480
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$1,053,355
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-06-30$5,099
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-06-30$3,951
Other income not declared elsewhere2017-06-30$375
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$4,686,435
Value of net assets at end of year (total assets less liabilities)2017-06-30$20,902,458
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$16,216,023
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$16,473,677
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$12,601,153
Interest on participant loans2017-06-30$12,782
Value of interest in common/collective trusts at end of year2017-06-30$3,974,953
Value of interest in common/collective trusts at beginning of year2017-06-30$3,272,439
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$2,020,092
Net investment gain or loss from common/collective trusts2017-06-30$63,906
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30Yes
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$584,805
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$486,504
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30JOHNSON & COMPANY LTD
Accountancy firm EIN2017-06-30411437543
2016 : AMSOIL, INC. RETIREMENT SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$1,581,196
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$1,260,718
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$1,206,140
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$1,761,633
Value of total assets at end of year2016-06-30$16,216,023
Value of total assets at beginning of year2016-06-30$15,895,545
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$54,578
Total interest from all sources2016-06-30$10,256
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$221,596
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-06-30$221,596
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$500,000
If this is an individual account plan, was there a blackout period2016-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$1,178,629
Participant contributions at end of year2016-06-30$338,480
Participant contributions at beginning of year2016-06-30$276,418
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$36,619
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-06-30$3,951
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-06-30$2,733
Other income not declared elsewhere2016-06-30$659
Administrative expenses (other) incurred2016-06-30$54,578
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$320,478
Value of net assets at end of year (total assets less liabilities)2016-06-30$16,216,023
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$15,895,545
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$12,601,153
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$13,225,985
Interest on participant loans2016-06-30$10,256
Value of interest in common/collective trusts at end of year2016-06-30$3,272,439
Value of interest in common/collective trusts at beginning of year2016-06-30$2,390,409
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$-468,281
Net investment gain or loss from common/collective trusts2016-06-30$55,333
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30Yes
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$546,385
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$1,206,140
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30JOHNSON & COMPANY LTD
Accountancy firm EIN2016-06-30411437543
2015 : AMSOIL, INC. RETIREMENT SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total income from all sources (including contributions)2015-06-30$2,488,036
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$243,343
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$228,738
Value of total corrective distributions2015-06-30$10,788
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$1,956,209
Value of total assets at end of year2015-06-30$15,895,545
Value of total assets at beginning of year2015-06-30$13,650,852
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$3,817
Total interest from all sources2015-06-30$8,416
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$162,187
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-06-30$162,187
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$500,000
If this is an individual account plan, was there a blackout period2015-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30Yes
Amount of non-exempt transactions with any party-in-interest2015-06-30$3,179
Contributions received from participants2015-06-30$1,041,643
Participant contributions at end of year2015-06-30$276,418
Participant contributions at beginning of year2015-06-30$248,096
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$412,546
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-06-30$2,733
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-06-30$2,451
Other income not declared elsewhere2015-06-30$3,180
Administrative expenses (other) incurred2015-06-30$3,817
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$2,244,693
Value of net assets at end of year (total assets less liabilities)2015-06-30$15,895,545
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$13,650,852
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$13,225,985
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$11,180,301
Interest on participant loans2015-06-30$8,416
Value of interest in common/collective trusts at end of year2015-06-30$2,390,409
Value of interest in common/collective trusts at beginning of year2015-06-30$2,220,004
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$326,203
Net investment gain or loss from common/collective trusts2015-06-30$31,841
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$502,020
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$228,738
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30JOHNSON & COMPANY LTD
Accountancy firm EIN2015-06-30411437543
2014 : AMSOIL, INC. RETIREMENT SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total income from all sources (including contributions)2014-06-30$3,338,824
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$633,136
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$630,476
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$1,468,878
Value of total assets at end of year2014-06-30$13,650,852
Value of total assets at beginning of year2014-06-30$10,945,164
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$2,660
Total interest from all sources2014-06-30$8,802
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$54,986
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-06-30$54,986
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$500,000
If this is an individual account plan, was there a blackout period2014-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$936,684
Participant contributions at end of year2014-06-30$248,096
Participant contributions at beginning of year2014-06-30$290,625
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$99,205
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-06-30$2,451
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-06-30$2,953
Other income not declared elsewhere2014-06-30$39
Administrative expenses (other) incurred2014-06-30$2,660
Total non interest bearing cash at beginning of year2014-06-30$50
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$2,705,688
Value of net assets at end of year (total assets less liabilities)2014-06-30$13,650,852
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$10,945,164
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$11,180,301
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$2,237,534
Interest on participant loans2014-06-30$8,802
Value of interest in common/collective trusts at end of year2014-06-30$2,220,004
Value of interest in common/collective trusts at beginning of year2014-06-30$8,414,002
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$1,726,612
Net investment gain or loss from common/collective trusts2014-06-30$79,507
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$432,989
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$630,476
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30JOHNSON & COMPANY LTD
Accountancy firm EIN2014-06-30411437543
2013 : AMSOIL, INC. RETIREMENT SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total income from all sources (including contributions)2013-06-30$2,887,452
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$109,898
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$106,903
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$1,658,271
Value of total assets at end of year2013-06-30$10,945,164
Value of total assets at beginning of year2013-06-30$8,167,610
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$2,995
Total interest from all sources2013-06-30$7,055
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$18,240
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-06-30$18,240
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$500,000
If this is an individual account plan, was there a blackout period2013-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$815,635
Participant contributions at end of year2013-06-30$290,625
Participant contributions at beginning of year2013-06-30$154,179
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$276,271
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-06-30$2,953
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-06-30$3,042
Other income not declared elsewhere2013-06-30$397
Administrative expenses (other) incurred2013-06-30$2,995
Total non interest bearing cash at end of year2013-06-30$50
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$2,777,554
Value of net assets at end of year (total assets less liabilities)2013-06-30$10,945,164
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$8,167,610
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$2,237,534
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$1,315,663
Interest on participant loans2013-06-30$7,055
Value of interest in common/collective trusts at end of year2013-06-30$8,414,002
Value of interest in common/collective trusts at beginning of year2013-06-30$6,694,726
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$329,781
Net investment gain or loss from common/collective trusts2013-06-30$873,708
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$566,365
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$106,903
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30JOHNSON & COMPANY LTD
Accountancy firm EIN2013-06-30411437543
2012 : AMSOIL, INC. RETIREMENT SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total income from all sources (including contributions)2012-06-30$903,840
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$247,157
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$237,324
Value of total corrective distributions2012-06-30$7,909
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$939,925
Value of total assets at end of year2012-06-30$8,167,610
Value of total assets at beginning of year2012-06-30$7,510,927
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$1,924
Total interest from all sources2012-06-30$5,065
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$11,669
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-06-30$11,669
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$500,000
If this is an individual account plan, was there a blackout period2012-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$666,178
Participant contributions at end of year2012-06-30$154,179
Participant contributions at beginning of year2012-06-30$106,490
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$31,819
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-06-30$3,042
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-06-30$2,929
Other income not declared elsewhere2012-06-30$36
Administrative expenses (other) incurred2012-06-30$1,924
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$656,683
Value of net assets at end of year (total assets less liabilities)2012-06-30$8,167,610
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$7,510,927
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$1,315,663
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$1,315,619
Interest on participant loans2012-06-30$5,065
Value of interest in common/collective trusts at end of year2012-06-30$6,694,726
Value of interest in common/collective trusts at beginning of year2012-06-30$6,085,889
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$-40,170
Net investment gain or loss from common/collective trusts2012-06-30$-12,685
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30Yes
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$241,928
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$237,324
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30JOHNSON & COMPANY LTD
Accountancy firm EIN2012-06-30411437543
2011 : AMSOIL, INC. RETIREMENT SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total income from all sources (including contributions)2011-06-30$2,628,624
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$100,580
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$99,012
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$1,409,963
Value of total assets at end of year2011-06-30$7,510,927
Value of total assets at beginning of year2011-06-30$4,982,883
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$1,568
Total interest from all sources2011-06-30$3,618
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$11,562
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-06-30$11,562
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$500,000
If this is an individual account plan, was there a blackout period2011-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$582,533
Participant contributions at end of year2011-06-30$106,490
Participant contributions at beginning of year2011-06-30$80,093
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$616,996
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-06-30$2,929
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-06-30$1,484
Administrative expenses (other) incurred2011-06-30$1,568
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$2,528,044
Value of net assets at end of year (total assets less liabilities)2011-06-30$7,510,927
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$4,982,883
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$1,315,619
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$782,105
Interest on participant loans2011-06-30$3,618
Value of interest in common/collective trusts at end of year2011-06-30$6,085,889
Value of interest in common/collective trusts at beginning of year2011-06-30$4,119,201
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$268,668
Net investment gain or loss from common/collective trusts2011-06-30$934,813
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$210,434
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$99,012
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30JOHNSON & COMPANY LTD
Accountancy firm EIN2011-06-30411437543
2010 : AMSOIL, INC. RETIREMENT SAVINGS PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for AMSOIL, INC. RETIREMENT SAVINGS PLAN

2021: AMSOIL, INC. RETIREMENT SAVINGS PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement - TrustYes
2020: AMSOIL, INC. RETIREMENT SAVINGS PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement - TrustYes
2019: AMSOIL, INC. RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement - TrustYes
2018: AMSOIL, INC. RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement - TrustYes
2017: AMSOIL, INC. RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement - TrustYes
2016: AMSOIL, INC. RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement - TrustYes
2015: AMSOIL, INC. RETIREMENT SAVINGS PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement - TrustYes
2014: AMSOIL, INC. RETIREMENT SAVINGS PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement - TrustYes
2013: AMSOIL, INC. RETIREMENT SAVINGS PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement - TrustYes
2012: AMSOIL, INC. RETIREMENT SAVINGS PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement - TrustYes
2011: AMSOIL, INC. RETIREMENT SAVINGS PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement - TrustYes
2009: AMSOIL, INC. RETIREMENT SAVINGS PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement - TrustYes

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