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Plan Name | AMALIE OIL COMPANY PROFIT SHARING/401(K) PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | AMALIE OIL COMPANY |
Employer identification number (EIN): | 590810351 |
NAIC Classification: | 424700 |
Additional information about AMALIE OIL COMPANY
Jurisdiction of Incorporation: | Florida Department of State Division of Corporations |
Incorporation Date: | 1957-01-29 |
Company Identification Number: | 199388 |
Legal Registered Office Address: |
1601 MCCLOSKEY BLVD TAMPA 33605 |
More information about AMALIE OIL COMPANY
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | ||||
001 | 2021-01-01 | ||||
001 | 2020-01-01 | ||||
001 | 2019-01-01 | ||||
001 | 2018-01-01 | ||||
001 | 2017-01-01 | KENNETH BARKETT | KENNETH BARKETT | 2018-10-02 | |
001 | 2016-01-01 | KENNETH BARKETT | KENNETH BARKETT | 2017-10-02 | |
001 | 2015-01-01 | KENNETH BARKETT | KENNETH BARKETT | 2016-09-14 | |
001 | 2014-01-01 | KENNETH BARKETT | KENNETH BARKETT | 2015-09-16 | |
001 | 2013-01-01 | KEN BARKETT | KEN BARKETT | 2014-10-07 | |
001 | 2012-01-01 | KENNETH BARKETT | |||
001 | 2011-01-01 | KENNETH D. BARKETT | |||
001 | 2009-01-01 | KEN BARKETT |
Measure | Date | Value |
---|---|---|
2022: AMALIE OIL COMPANY PROFIT SHARING/401(K) PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 607 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 475 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 111 |
Total of all active and inactive participants | 2022-01-01 | 586 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 3 |
Total participants | 2022-01-01 | 589 |
Number of participants with account balances | 2022-01-01 | 546 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 1 |
2021: AMALIE OIL COMPANY PROFIT SHARING/401(K) PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 598 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 451 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 107 |
Total of all active and inactive participants | 2021-01-01 | 558 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 3 |
Total participants | 2021-01-01 | 561 |
Number of participants with account balances | 2021-01-01 | 529 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 1 |
2020: AMALIE OIL COMPANY PROFIT SHARING/401(K) PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 617 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 470 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 92 |
Total of all active and inactive participants | 2020-01-01 | 562 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 3 |
Total participants | 2020-01-01 | 565 |
Number of participants with account balances | 2020-01-01 | 543 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 11 |
2019: AMALIE OIL COMPANY PROFIT SHARING/401(K) PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 391 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 497 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 54 |
Total of all active and inactive participants | 2019-01-01 | 551 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 3 |
Total participants | 2019-01-01 | 554 |
Number of participants with account balances | 2019-01-01 | 500 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 1 |
2018: AMALIE OIL COMPANY PROFIT SHARING/401(K) PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 347 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 315 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 45 |
Total of all active and inactive participants | 2018-01-01 | 360 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 2 |
Total participants | 2018-01-01 | 362 |
Number of participants with account balances | 2018-01-01 | 326 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 3 |
2017: AMALIE OIL COMPANY PROFIT SHARING/401(K) PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 269 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 246 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 35 |
Total of all active and inactive participants | 2017-01-01 | 281 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 2 |
Total participants | 2017-01-01 | 283 |
Number of participants with account balances | 2017-01-01 | 264 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 3 |
2016: AMALIE OIL COMPANY PROFIT SHARING/401(K) PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 261 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 216 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 38 |
Total of all active and inactive participants | 2016-01-01 | 254 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 1 |
Total participants | 2016-01-01 | 255 |
Number of participants with account balances | 2016-01-01 | 249 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 2 |
2015: AMALIE OIL COMPANY PROFIT SHARING/401(K) PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 207 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 176 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 31 |
Total of all active and inactive participants | 2015-01-01 | 207 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 1 |
Total participants | 2015-01-01 | 208 |
Number of participants with account balances | 2015-01-01 | 194 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 1 |
2014: AMALIE OIL COMPANY PROFIT SHARING/401(K) PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 191 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 161 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 31 |
Total of all active and inactive participants | 2014-01-01 | 192 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 1 |
Total participants | 2014-01-01 | 193 |
Number of participants with account balances | 2014-01-01 | 182 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 2 |
2013: AMALIE OIL COMPANY PROFIT SHARING/401(K) PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 189 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 162 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 23 |
Total of all active and inactive participants | 2013-01-01 | 185 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 185 |
Number of participants with account balances | 2013-01-01 | 179 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 3 |
2012: AMALIE OIL COMPANY PROFIT SHARING/401(K) PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 200 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 166 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 21 |
Total of all active and inactive participants | 2012-01-01 | 187 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 2 |
Total participants | 2012-01-01 | 189 |
Number of participants with account balances | 2012-01-01 | 168 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 2 |
2011: AMALIE OIL COMPANY PROFIT SHARING/401(K) PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 182 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 156 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 43 |
Total of all active and inactive participants | 2011-01-01 | 199 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 1 |
Total participants | 2011-01-01 | 200 |
Number of participants with account balances | 2011-01-01 | 179 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 1 |
2009: AMALIE OIL COMPANY PROFIT SHARING/401(K) PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 173 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 142 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 45 |
Total of all active and inactive participants | 2009-01-01 | 187 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 1 |
Total participants | 2009-01-01 | 188 |
Number of participants with account balances | 2009-01-01 | 174 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 2 |
Measure | Date | Value |
---|---|---|
2022 : AMALIE OIL COMPANY PROFIT SHARING/401(K) PLAN 2022 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total transfer of assets to this plan | 2022-12-31 | $0 |
Total transfer of assets from this plan | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $-3,771,151 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $2,225,247 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $2,101,702 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $5,659,046 |
Value of total assets at end of year | 2022-12-31 | $50,631,022 |
Value of total assets at beginning of year | 2022-12-31 | $56,627,420 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $123,545 |
Total interest from all sources | 2022-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $2,250,464 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $2,250,464 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $2,240,213 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $65,746 |
Other income not declared elsewhere | 2022-12-31 | $19 |
Administrative expenses (other) incurred | 2022-12-31 | $123,545 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-5,996,398 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $50,631,022 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $56,627,420 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $48,631,022 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $55,127,420 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-11,680,680 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $3,353,087 |
Employer contributions (assets) at end of year | 2022-12-31 | $2,000,000 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $1,500,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $2,101,702 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | WARREN AVERETT LLC |
Accountancy firm EIN | 2022-12-31 | 454084437 |
2021 : AMALIE OIL COMPANY PROFIT SHARING/401(K) PLAN 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total transfer of assets to this plan | 2021-12-31 | $0 |
Total transfer of assets from this plan | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $13,713,885 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $1,771,907 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $1,617,891 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $4,963,389 |
Value of total assets at end of year | 2021-12-31 | $56,627,420 |
Value of total assets at beginning of year | 2021-12-31 | $44,685,442 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $154,016 |
Total interest from all sources | 2021-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $4,212,787 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $4,212,787 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $1,978,400 |
Participant contributions at beginning of year | 2021-12-31 | $20 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $262,338 |
Other income not declared elsewhere | 2021-12-31 | $10,965 |
Administrative expenses (other) incurred | 2021-12-31 | $154,016 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $11,941,978 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $56,627,420 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $44,685,442 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $55,127,420 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $44,685,402 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $4,526,744 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $2,722,651 |
Employer contributions (assets) at end of year | 2021-12-31 | $1,500,000 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $20 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $1,617,891 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | WARREN AVERETT LLC |
Accountancy firm EIN | 2021-12-31 | 454084437 |
2020 : AMALIE OIL COMPANY PROFIT SHARING/401(K) PLAN 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total transfer of assets to this plan | 2020-12-31 | $0 |
Total transfer of assets from this plan | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $9,223,066 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $1,300,253 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $1,181,805 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $3,247,454 |
Value of total assets at end of year | 2020-12-31 | $44,685,442 |
Value of total assets at beginning of year | 2020-12-31 | $36,762,629 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $118,448 |
Total interest from all sources | 2020-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $1,506,869 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $1,506,869 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $1,824,923 |
Participant contributions at end of year | 2020-12-31 | $20 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $268,401 |
Administrative expenses (other) incurred | 2020-12-31 | $118,448 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $7,922,813 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $44,685,442 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $36,762,629 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $44,685,402 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $35,649,857 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $4,468,743 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $1,154,130 |
Employer contributions (assets) at end of year | 2020-12-31 | $20 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $1,112,772 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $1,181,805 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | WARREN AVERETT, LLC |
Accountancy firm EIN | 2020-12-31 | 454084437 |
2019 : AMALIE OIL COMPANY PROFIT SHARING/401(K) PLAN 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total transfer of assets to this plan | 2019-12-31 | $0 |
Total transfer of assets from this plan | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $12,124,715 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $2,359,799 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $2,323,529 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $5,300,947 |
Value of total assets at end of year | 2019-12-31 | $36,762,629 |
Value of total assets at beginning of year | 2019-12-31 | $26,997,713 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $36,270 |
Total interest from all sources | 2019-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $1,425,285 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $1,425,285 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $1,448,703 |
Participant contributions at beginning of year | 2019-12-31 | $34,714 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $1,794,379 |
Other income not declared elsewhere | 2019-12-31 | $16,505 |
Administrative expenses (other) incurred | 2019-12-31 | $36,270 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $9,764,916 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $36,762,629 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $26,997,713 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $35,649,857 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $25,939,633 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $5,381,978 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $2,057,865 |
Employer contributions (assets) at end of year | 2019-12-31 | $1,112,772 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $1,023,366 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $2,323,529 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | WARREN AVERETT, LLC |
Accountancy firm EIN | 2019-12-31 | 454084437 |
2018 : AMALIE OIL COMPANY PROFIT SHARING/401(K) PLAN 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total transfer of assets to this plan | 2018-12-31 | $0 |
Total transfer of assets from this plan | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $941,196 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $850,039 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $850,039 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $2,960,435 |
Value of total assets at end of year | 2018-12-31 | $26,997,713 |
Value of total assets at beginning of year | 2018-12-31 | $26,906,556 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $0 |
Total interest from all sources | 2018-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $1,634,832 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $1,634,832 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $1,134,759 |
Participant contributions at end of year | 2018-12-31 | $34,714 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $77,000 |
Other income not declared elsewhere | 2018-12-31 | $743 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $91,157 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $26,997,713 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $26,906,556 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $25,939,633 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $26,019,867 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-3,654,814 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $1,748,676 |
Employer contributions (assets) at end of year | 2018-12-31 | $1,023,366 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $886,689 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $850,039 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | WARREN AVERETT, LLC |
Accountancy firm EIN | 2018-12-31 | 454084437 |
2017 : AMALIE OIL COMPANY PROFIT SHARING/401(K) PLAN 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total transfer of assets to this plan | 2017-12-31 | $0 |
Total transfer of assets from this plan | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $6,155,078 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $602,069 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $600,774 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $2,459,142 |
Value of total assets at end of year | 2017-12-31 | $26,906,556 |
Value of total assets at beginning of year | 2017-12-31 | $21,353,547 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $1,295 |
Total interest from all sources | 2017-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $1,237,399 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $1,237,399 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $952,476 |
Other income not declared elsewhere | 2017-12-31 | $5,000 |
Administrative expenses (other) incurred | 2017-12-31 | $1,295 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $5,553,009 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $26,906,556 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $21,353,547 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $26,019,867 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $20,653,547 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $2,453,537 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $1,506,666 |
Employer contributions (assets) at end of year | 2017-12-31 | $886,689 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $700,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $600,774 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | WARREN AVERETT, LLC |
Accountancy firm EIN | 2017-12-31 | 454084437 |
2016 : AMALIE OIL COMPANY PROFIT SHARING/401(K) PLAN 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total transfer of assets to this plan | 2016-12-31 | $0 |
Total transfer of assets from this plan | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $3,740,287 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $518,718 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $517,493 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $2,185,721 |
Value of total assets at end of year | 2016-12-31 | $21,353,547 |
Value of total assets at beginning of year | 2016-12-31 | $18,131,978 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $1,225 |
Total interest from all sources | 2016-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $659,726 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $659,726 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $832,033 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $88,065 |
Other income not declared elsewhere | 2016-12-31 | $2,068 |
Administrative expenses (other) incurred | 2016-12-31 | $1,225 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $3,221,569 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $21,353,547 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $18,131,978 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $20,653,547 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $17,631,978 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $892,772 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $1,265,623 |
Employer contributions (assets) at end of year | 2016-12-31 | $700,000 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $500,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $517,493 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | WARREN AVERETT, LLC |
Accountancy firm EIN | 2016-12-31 | 454084437 |
2015 : AMALIE OIL COMPANY PROFIT SHARING/401(K) PLAN 2015 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total transfer of assets to this plan | 2015-12-31 | $0 |
Total transfer of assets from this plan | 2015-12-31 | $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 | $1,336,265 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $813,293 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $812,418 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $1,578,669 |
Value of total assets at end of year | 2015-12-31 | $18,131,978 |
Value of total assets at beginning of year | 2015-12-31 | $17,609,006 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $875 |
Total interest from all sources | 2015-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $859,172 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $859,172 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $647,859 |
Administrative expenses (other) incurred | 2015-12-31 | $875 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $522,972 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $18,131,978 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $17,609,006 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $17,631,978 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $17,209,006 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-1,101,576 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $930,810 |
Employer contributions (assets) at end of year | 2015-12-31 | $500,000 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $400,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $812,418 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | WARREN AVERETT, LLC |
Accountancy firm EIN | 2015-12-31 | 454084437 |
2014 : AMALIE OIL COMPANY PROFIT SHARING/401(K) PLAN 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total transfer of assets to this plan | 2014-12-31 | $0 |
Total transfer of assets from this plan | 2014-12-31 | $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 | $2,168,317 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $1,043,081 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $1,042,171 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $1,363,969 |
Value of total assets at end of year | 2014-12-31 | $17,609,006 |
Value of total assets at beginning of year | 2014-12-31 | $16,483,770 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $910 |
Total interest from all sources | 2014-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $1,507,407 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $1,507,407 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $574,522 |
Administrative expenses (other) incurred | 2014-12-31 | $910 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $1,125,236 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $17,609,006 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $16,483,770 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $17,209,006 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $16,159,770 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $-703,059 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $789,447 |
Employer contributions (assets) at end of year | 2014-12-31 | $400,000 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $324,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $1,042,171 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | WARREN AVERETT, LLC |
Accountancy firm EIN | 2014-12-31 | 454084437 |
2013 : AMALIE OIL COMPANY PROFIT SHARING/401(K) PLAN 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $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 | $4,164,689 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $652,647 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $651,457 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $1,178,819 |
Value of total assets at end of year | 2013-12-31 | $16,483,770 |
Value of total assets at beginning of year | 2013-12-31 | $12,971,728 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $1,190 |
Total interest from all sources | 2013-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $768,516 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $768,516 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $499,748 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $18,092 |
Other income not declared elsewhere | 2013-12-31 | $71 |
Administrative expenses (other) incurred | 2013-12-31 | $1,190 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $3,512,042 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $16,483,770 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $12,971,728 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $16,159,770 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $12,649,874 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $2,217,283 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $660,979 |
Employer contributions (assets) at end of year | 2013-12-31 | $324,000 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $321,854 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $651,457 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | WARREN AVERETT, LLC |
Accountancy firm EIN | 2013-12-31 | 454084437 |
2012 : AMALIE OIL COMPANY PROFIT SHARING/401(K) PLAN 2012 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $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 | $2,356,808 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $262,169 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $261,329 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $1,086,810 |
Value of total assets at end of year | 2012-12-31 | $12,971,728 |
Value of total assets at beginning of year | 2012-12-31 | $10,877,089 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $840 |
Total interest from all sources | 2012-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $262,876 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $262,876 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $448,825 |
Administrative expenses (other) incurred | 2012-12-31 | $840 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $2,094,639 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $12,971,728 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $10,877,089 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $12,649,874 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $10,553,089 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $1,007,122 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $637,985 |
Employer contributions (assets) at end of year | 2012-12-31 | $321,854 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $324,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $261,329 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | WARREN AVERETT, LLC |
Accountancy firm EIN | 2012-12-31 | 454084437 |
2011 : AMALIE OIL COMPANY PROFIT SHARING/401(K) PLAN 2011 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $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 | $665,704 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $486,183 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $485,413 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $1,069,886 |
Value of total assets at end of year | 2011-12-31 | $10,877,089 |
Value of total assets at beginning of year | 2011-12-31 | $10,697,568 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $770 |
Total interest from all sources | 2011-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $130,219 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $130,219 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $440,148 |
Administrative expenses (other) incurred | 2011-12-31 | $770 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $179,521 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $10,877,089 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $10,697,568 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $10,553,089 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $10,373,568 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-534,401 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $629,738 |
Employer contributions (assets) at end of year | 2011-12-31 | $324,000 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $324,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $485,413 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | PENDER NEWKIRK & COMPANY, LLP |
Accountancy firm EIN | 2011-12-31 | 591974978 |
2010 : AMALIE OIL COMPANY PROFIT SHARING/401(K) PLAN 2010 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
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 | $2,111,171 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $602,340 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $601,535 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $1,009,011 |
Value of total assets at end of year | 2010-12-31 | $10,697,568 |
Value of total assets at beginning of year | 2010-12-31 | $9,188,737 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $805 |
Total interest from all sources | 2010-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $112,576 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $112,576 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $399,563 |
Other income not declared elsewhere | 2010-12-31 | $1 |
Administrative expenses (other) incurred | 2010-12-31 | $805 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $1,508,831 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $10,697,568 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $9,188,737 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $10,373,568 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $7,671,960 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $1,192,777 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $985,076 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $4,507 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $609,448 |
Employer contributions (assets) at end of year | 2010-12-31 | $324,000 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $324,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $601,535 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | PENDER NEWKIRK & COMPANY, LLP |
Accountancy firm EIN | 2010-12-31 | 591974978 |
2009 : AMALIE OIL COMPANY PROFIT SHARING/401(K) PLAN 2009 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2022: AMALIE OIL COMPANY PROFIT SHARING/401(K) PLAN 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: AMALIE OIL COMPANY PROFIT SHARING/401(K) PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | Yes |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: AMALIE OIL COMPANY PROFIT SHARING/401(K) PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: AMALIE OIL COMPANY PROFIT SHARING/401(K) PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: AMALIE OIL COMPANY PROFIT SHARING/401(K) PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: AMALIE OIL COMPANY PROFIT SHARING/401(K) PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: AMALIE OIL COMPANY PROFIT SHARING/401(K) PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: AMALIE OIL COMPANY PROFIT SHARING/401(K) PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: AMALIE OIL COMPANY PROFIT SHARING/401(K) PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: AMALIE OIL COMPANY PROFIT SHARING/401(K) PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: AMALIE OIL COMPANY PROFIT SHARING/401(K) PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: AMALIE OIL COMPANY PROFIT SHARING/401(K) PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: AMALIE OIL COMPANY PROFIT SHARING/401(K) PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |