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PUGH OIL CO., INC. EMPLOYEES' SUPPLEMENTAL RETIREMENT 401(K) PLAN 401k Plan overview

Plan NamePUGH OIL CO., INC. EMPLOYEES' SUPPLEMENTAL RETIREMENT 401(K) PLAN
Plan identification number 002

PUGH OIL CO., INC. EMPLOYEES' SUPPLEMENTAL RETIREMENT 401(K) 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

PUGH OIL CO., INC. has sponsored the creation of one or more 401k plans.

Company Name:PUGH OIL CO., INC.
Employer identification number (EIN):560788874
NAIC Classification:424700

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PUGH OIL CO., INC. EMPLOYEES' SUPPLEMENTAL RETIREMENT 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022015-01-01THOMAS MORRIS
0022014-01-01THOMAS MORRIS
0022013-01-01THOMAS ERIC MORRIS
0022012-01-01THOMAS ERIC MORRIS
0022011-01-01THOMAS E MORRIS
0022010-01-01THOMAS E MORRIS THOMAS E MORRIS2011-10-13
0022009-01-01THOMAS E MORRIS THOMAS E MORRIS2010-09-22

Plan Statistics for PUGH OIL CO., INC. EMPLOYEES' SUPPLEMENTAL RETIREMENT 401(K) PLAN

401k plan membership statisitcs for PUGH OIL CO., INC. EMPLOYEES' SUPPLEMENTAL RETIREMENT 401(K) PLAN

Measure Date Value
2015: PUGH OIL CO., INC. EMPLOYEES' SUPPLEMENTAL RETIREMENT 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01167
Total number of active participants reported on line 7a of the Form 55002015-01-01150
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0112
Total of all active and inactive participants2015-01-01162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01162
Number of participants with account balances2015-01-01111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: PUGH OIL CO., INC. EMPLOYEES' SUPPLEMENTAL RETIREMENT 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01148
Total number of active participants reported on line 7a of the Form 55002014-01-01148
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0113
Total of all active and inactive participants2014-01-01161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01161
Number of participants with account balances2014-01-01106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: PUGH OIL CO., INC. EMPLOYEES' SUPPLEMENTAL RETIREMENT 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01145
Total number of active participants reported on line 7a of the Form 55002013-01-01129
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0110
Total of all active and inactive participants2013-01-01139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01139
Number of participants with account balances2013-01-01114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: PUGH OIL CO., INC. EMPLOYEES' SUPPLEMENTAL RETIREMENT 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01135
Total number of active participants reported on line 7a of the Form 55002012-01-01120
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0113
Total of all active and inactive participants2012-01-01133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01133
Number of participants with account balances2012-01-01109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: PUGH OIL CO., INC. EMPLOYEES' SUPPLEMENTAL RETIREMENT 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01128
Total number of active participants reported on line 7a of the Form 55002011-01-01121
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-019
Total of all active and inactive participants2011-01-01130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01130
Number of participants with account balances2011-01-0189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: PUGH OIL CO., INC. EMPLOYEES' SUPPLEMENTAL RETIREMENT 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01135
Total number of active participants reported on line 7a of the Form 55002010-01-01114
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-016
Total of all active and inactive participants2010-01-01120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01120
Number of participants with account balances2010-01-0182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-011
2009: PUGH OIL CO., INC. EMPLOYEES' SUPPLEMENTAL RETIREMENT 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01132
Total number of active participants reported on line 7a of the Form 55002009-01-01119
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0110
Total of all active and inactive participants2009-01-01129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01129
Number of participants with account balances2009-01-0188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on PUGH OIL CO., INC. EMPLOYEES' SUPPLEMENTAL RETIREMENT 401(K) PLAN

Measure Date Value
2015 : PUGH OIL CO., INC. EMPLOYEES' SUPPLEMENTAL RETIREMENT 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$618,683
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$697,971
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$692,685
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$698,722
Value of total assets at end of year2015-12-31$6,051,432
Value of total assets at beginning of year2015-12-31$6,130,720
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$5,286
Total interest from all sources2015-12-31$9,141
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$400,967
Participant contributions at end of year2015-12-31$74,973
Participant contributions at beginning of year2015-12-31$73,241
Participant contributions at end of year2015-12-31$7,787
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$64,975
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$535
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-79,288
Value of net assets at end of year (total assets less liabilities)2015-12-31$6,051,432
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$6,130,720
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$5,476,263
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$5,917,099
Interest on participant loans2015-12-31$3,221
Income. Interest from loans (other than to participants)2015-12-31$71
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$5,849
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$483,819
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$138,422
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-89,180
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$232,780
Employer contributions (assets) at end of year2015-12-31$8,590
Employer contributions (assets) at beginning of year2015-12-31$1,423
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$692,685
Contract administrator fees2015-12-31$5,286
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BERNARD ROBINSON & COMPANY, LLP
Accountancy firm EIN2015-12-31560571159
2014 : PUGH OIL CO., INC. EMPLOYEES' SUPPLEMENTAL RETIREMENT 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$988,029
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$134,709
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$124,481
Expenses. Certain deemed distributions of participant loans2014-12-31$-3,870
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$639,531
Value of total assets at end of year2014-12-31$6,130,720
Value of total assets at beginning of year2014-12-31$5,277,400
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$14,098
Total interest from all sources2014-12-31$2,402
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$361,033
Participant contributions at end of year2014-12-31$73,241
Participant contributions at beginning of year2014-12-31$57,690
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$70,750
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$535
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$853,320
Value of net assets at end of year (total assets less liabilities)2014-12-31$6,130,720
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$5,277,400
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$5,917,099
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$4,148,779
Interest on participant loans2014-12-31$2,402
Value of interest in common/collective trusts at end of year2014-12-31$0
Value of interest in common/collective trusts at beginning of year2014-12-31$1,070,931
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$138,422
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$346,096
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$207,748
Employer contributions (assets) at end of year2014-12-31$1,423
Employer contributions (assets) at beginning of year2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$124,481
Contract administrator fees2014-12-31$14,098
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31Yes
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BERNARD ROBINSON & COMPANY, LLP
Accountancy firm EIN2014-12-31560571159
2013 : PUGH OIL CO., INC. EMPLOYEES' SUPPLEMENTAL RETIREMENT 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,243,388
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$646,194
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$629,217
Expenses. Certain deemed distributions of participant loans2013-12-31$3,870
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$510,764
Value of total assets at end of year2013-12-31$5,277,400
Value of total assets at beginning of year2013-12-31$4,680,206
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$13,107
Total interest from all sources2013-12-31$1,695
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$183,062
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$183,062
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$352,808
Participant contributions at end of year2013-12-31$57,690
Participant contributions at beginning of year2013-12-31$33,095
Other income not declared elsewhere2013-12-31$2
Administrative expenses (other) incurred2013-12-31$13,107
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$597,194
Value of net assets at end of year (total assets less liabilities)2013-12-31$5,277,400
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$4,680,206
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$4,148,779
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$3,727,753
Interest on participant loans2013-12-31$1,695
Value of interest in common/collective trusts at end of year2013-12-31$1,070,931
Value of interest in common/collective trusts at beginning of year2013-12-31$919,358
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$369,735
Net investment gain or loss from common/collective trusts2013-12-31$178,130
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$157,956
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$629,217
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BERNARD ROBINSON & COMPANY, LLP
Accountancy firm EIN2013-12-31560571159
2012 : PUGH OIL CO., INC. EMPLOYEES' SUPPLEMENTAL RETIREMENT 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$935,146
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$79,685
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$58,130
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$489,954
Value of total assets at end of year2012-12-31$4,680,206
Value of total assets at beginning of year2012-12-31$3,824,745
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$21,555
Total interest from all sources2012-12-31$1,447
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$111,892
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$111,892
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$343,509
Participant contributions at end of year2012-12-31$33,095
Participant contributions at beginning of year2012-12-31$35,598
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$141
Other income not declared elsewhere2012-12-31$230
Administrative expenses (other) incurred2012-12-31$21,555
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$855,461
Value of net assets at end of year (total assets less liabilities)2012-12-31$4,680,206
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,824,745
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$3,727,753
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$3,318,224
Interest on participant loans2012-12-31$1,447
Value of interest in common/collective trusts at end of year2012-12-31$919,358
Value of interest in common/collective trusts at beginning of year2012-12-31$470,923
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$302,112
Net investment gain or loss from common/collective trusts2012-12-31$29,511
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$146,304
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$58,130
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BERNARD ROBINSON & COMPANY, LLP
Accountancy firm EIN2012-12-31560571159
2011 : PUGH OIL CO., INC. EMPLOYEES' SUPPLEMENTAL RETIREMENT 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$523,343
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$138,101
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$117,778
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$481,860
Value of total assets at end of year2011-12-31$3,824,745
Value of total assets at beginning of year2011-12-31$3,439,503
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$20,323
Total interest from all sources2011-12-31$1,401
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$39,503
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$39,503
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$325,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$332,842
Participant contributions at end of year2011-12-31$35,598
Participant contributions at beginning of year2011-12-31$1,674
Assets. Loans (other than to participants) at beginning of year2011-12-31$56,051
Other income not declared elsewhere2011-12-31$3,146
Administrative expenses (other) incurred2011-12-31$20,323
Total non interest bearing cash at beginning of year2011-12-31$805
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$385,242
Value of net assets at end of year (total assets less liabilities)2011-12-31$3,824,745
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$3,439,503
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$3,318,224
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$3,142,302
Interest on participant loans2011-12-31$1,401
Value of interest in common/collective trusts at end of year2011-12-31$470,923
Value of interest in common/collective trusts at beginning of year2011-12-31$237,656
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-5,138
Net investment gain or loss from common/collective trusts2011-12-31$2,571
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$149,018
Employer contributions (assets) at beginning of year2011-12-31$1,015
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$117,778
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BERNARD ROBINSON & COMPANY, LLP
Accountancy firm EIN2011-12-31560571159
2010 : PUGH OIL CO., INC. EMPLOYEES' SUPPLEMENTAL RETIREMENT 401(K) PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$355,284
Total unrealized appreciation/depreciation of assets2010-12-31$355,284
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$800,296
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$370,463
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$344,649
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$470,737
Value of total assets at end of year2010-12-31$3,439,503
Value of total assets at beginning of year2010-12-31$3,009,670
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$25,814
Total interest from all sources2010-12-31$3,969
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$31,383
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$31,383
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$325,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$326,513
Participant contributions at end of year2010-12-31$1,674
Participant contributions at beginning of year2010-12-31$585
Assets. Loans (other than to participants) at end of year2010-12-31$56,051
Assets. Loans (other than to participants) at beginning of year2010-12-31$72,185
Administrative expenses (other) incurred2010-12-31$25,814
Total non interest bearing cash at end of year2010-12-31$805
Total non interest bearing cash at beginning of year2010-12-31$12,973
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$429,833
Value of net assets at end of year (total assets less liabilities)2010-12-31$3,439,503
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$3,009,670
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$3,142,302
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$2,307,598
Interest on participant loans2010-12-31$3,969
Value of interest in common/collective trusts at end of year2010-12-31$237,656
Value of interest in common/collective trusts at beginning of year2010-12-31$615,967
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$-65,049
Net investment gain or loss from common/collective trusts2010-12-31$3,972
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$144,224
Employer contributions (assets) at end of year2010-12-31$1,015
Employer contributions (assets) at beginning of year2010-12-31$362
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$344,649
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31BERNARD ROBINSON & COMPANY, LLP
Accountancy firm EIN2010-12-31560571159
2009 : PUGH OIL CO., INC. EMPLOYEES' SUPPLEMENTAL RETIREMENT 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for PUGH OIL CO., INC. EMPLOYEES' SUPPLEMENTAL RETIREMENT 401(K) PLAN

2015: PUGH OIL CO., INC. EMPLOYEES' SUPPLEMENTAL RETIREMENT 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PUGH OIL CO., INC. EMPLOYEES' SUPPLEMENTAL RETIREMENT 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PUGH OIL CO., INC. EMPLOYEES' SUPPLEMENTAL RETIREMENT 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PUGH OIL CO., INC. EMPLOYEES' SUPPLEMENTAL RETIREMENT 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PUGH OIL CO., INC. EMPLOYEES' SUPPLEMENTAL RETIREMENT 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: PUGH OIL CO., INC. EMPLOYEES' SUPPLEMENTAL RETIREMENT 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: PUGH OIL CO., INC. EMPLOYEES' SUPPLEMENTAL RETIREMENT 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number298-80180
Policy instance 1
Insurance contract or identification number298-80180
Number of Individuals Covered111
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $321
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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?No
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?Yes
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
Commission paid to Insurance BrokerUSD $321
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerFINANCIAL ADVISEMENT
Insurance broker organization code?3
Insurance broker nameWELLS FARGO ADVISORS, LLC
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number298-80180
Policy instance 1
Insurance contract or identification number298-80180
Number of Individuals Covered158
Insurance policy start date2014-10-07
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $11
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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?No
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?Yes
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
Commission paid to Insurance BrokerUSD $11
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerFINANCIAL ADVISEMENT
Insurance broker organization code?3
Insurance broker nameWELLS FARGO ADVISORS, LLC

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