401k Plan data: CHEVRON PUERTO RICO LLC RETIREMENT SAVINGS PLAN plan

CHEVRON PUERTO RICO LLC RETIREMENT SAVINGS PLAN 401k Plan overview

Plan Name	CHEVRON PUERTO RICO LLC RETIREMENT SAVINGS PLAN
Plan identification number	002

CHEVRON PUERTO RICO LLC RETIREMENT SAVINGS PLAN Benefits

401k Plan Type

Defined 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.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan not intended to be qualified - A plan not intended to be qualified under Code sections 401, 403, or 408.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

PUMA ENERGY CARIBE, LLC has sponsored the creation of one or more 401k plans.

Company Name: PUMA ENERGY CARIBE, LLC

Employer identification number (EIN): 660178814

NAIC Classification: 424700

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CHEVRON PUERTO RICO LLC RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2011-01-01 NITZA UBARRI
002 2010-01-01 CLAUDIA POLIDORI
002 2009-01-01 JOSE LUIS FAURE
002 2005-01-01 JOSE LUIS FAURE

Plan id#	Filing Submission Date	Name of Administrator
002	2011-01-01	NITZA UBARRI
002	2010-01-01	CLAUDIA POLIDORI
002	2009-01-01	JOSE LUIS FAURE
002	2005-01-01	JOSE LUIS FAURE

Plan Statistics for CHEVRON PUERTO RICO LLC RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for CHEVRON PUERTO RICO LLC RETIREMENT SAVINGS PLAN

Measure Date Value
2011: CHEVRON PUERTO RICO LLC RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 100
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 73
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 22
Total of all active and inactive participants 2011-01-01 95
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 95
Number of participants with account balances 2011-01-01 93
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: CHEVRON PUERTO RICO LLC RETIREMENT SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 102
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 78
Number of other retired or separated participants entitled to future benefits 2010-01-01 22
Total of all active and inactive participants 2010-01-01 100
Total participants 2010-01-01 100
Number of participants with account balances 2010-01-01 100
2009: CHEVRON PUERTO RICO LLC RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 97
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 79
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 23
Total of all active and inactive participants 2009-01-01 102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 102
Number of participants with account balances 2009-01-01 102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0
2005: CHEVRON PUERTO RICO LLC RETIREMENT SAVINGS PLAN 2005 401k membership
Total participants, beginning-of-year 2005-01-01 126
Total number of active participants reported on line 7a of the Form 5500 2005-01-01 74
Number of other retired or separated participants entitled to future benefits 2005-01-01 34
Total of all active and inactive participants 2005-01-01 108
Total participants 2005-01-01 108
Number of participants with account balances 2005-01-01 108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2005-01-01 0

Measure	Date	Value
2011: CHEVRON PUERTO RICO LLC RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	100
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	73
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	22
Total of all active and inactive participants	2011-01-01	95
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	95
Number of participants with account balances	2011-01-01	93
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: CHEVRON PUERTO RICO LLC RETIREMENT SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	102
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	78
Number of other retired or separated participants entitled to future benefits	2010-01-01	22
Total of all active and inactive participants	2010-01-01	100
Total participants	2010-01-01	100
Number of participants with account balances	2010-01-01	100
2009: CHEVRON PUERTO RICO LLC RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	97
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	79
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	23
Total of all active and inactive participants	2009-01-01	102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	102
Number of participants with account balances	2009-01-01	102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0
2005: CHEVRON PUERTO RICO LLC RETIREMENT SAVINGS PLAN 2005 401k membership
Total participants, beginning-of-year	2005-01-01	126
Total number of active participants reported on line 7a of the Form 5500	2005-01-01	74
Number of other retired or separated participants entitled to future benefits	2005-01-01	34
Total of all active and inactive participants	2005-01-01	108
Total participants	2005-01-01	108
Number of participants with account balances	2005-01-01	108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2005-01-01	0

Financial Data on CHEVRON PUERTO RICO LLC RETIREMENT SAVINGS PLAN

Measure	Date	Value
2011 : CHEVRON PUERTO RICO LLC RETIREMENT SAVINGS PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2011-12-31	$759,118
Total unrealized appreciation/depreciation of assets	2011-12-31	$759,118
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	$1,932,667
Total loss/gain on sale of assets	2011-12-31	$206,857
Total of all expenses incurred	2011-12-31	$1,377,410
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$1,377,410
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$708,171
Value of total assets at end of year	2011-12-31	$11,513,847
Value of total assets at beginning of year	2011-12-31	$10,958,590
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$0
Total interest from all sources	2011-12-31	$16,752
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$222,441
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	$50,936
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
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$468,769
Participant contributions at end of year	2011-12-31	$430,551
Participant contributions at beginning of year	2011-12-31	$358,914
Participant contributions at end of year	2011-12-31	$869
Participant contributions at beginning of year	2011-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-12-31	$1,435
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$0
Other income not declared elsewhere	2011-12-31	$126
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	$555,257
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$11,513,847
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$10,958,590
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	$5,304,563
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$3,996,518
Interest on participant loans	2011-12-31	$16,752
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$3,671
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$3,597
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$3,597
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$19,202
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	Yes
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
Assets. Invements in employer securities at end of year	2011-12-31	$5,772,255
Assets. Invements in employer securities at beginning of year	2011-12-31	$6,599,561
Contributions received in cash from employer	2011-12-31	$239,402
Employer contributions (assets) at end of year	2011-12-31	$503
Employer contributions (assets) at beginning of year	2011-12-31	$0
Income. Dividends from common stock	2011-12-31	$171,505
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$1,377,410
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
Aggregate proceeds on sale of assets	2011-12-31	$2,748,303
Aggregate carrying amount (costs) on sale of assets	2011-12-31	$2,541,446
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	No
Opinion of an independent qualified public accountant for this plan	2011-12-31	Unqualified
Accountancy firm name	2011-12-31	MORRIS, DAVIS & CHAN LLP
Accountancy firm EIN	2011-12-31	942214860
2010 : CHEVRON PUERTO RICO LLC RETIREMENT SAVINGS PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2010-12-31	$1,010,716
Total unrealized appreciation/depreciation of assets	2010-12-31	$1,010,716
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	$2,214,072
Total loss/gain on sale of assets	2010-12-31	$45,880
Total of all expenses incurred	2010-12-31	$576,735
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$576,735
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$708,217
Value of total assets at end of year	2010-12-31	$10,958,590
Value of total assets at beginning of year	2010-12-31	$9,321,253
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$0
Total interest from all sources	2010-12-31	$20,706
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$205,941
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$30,000,000
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	$464,075
Participant contributions at end of year	2010-12-31	$358,914
Participant contributions at beginning of year	2010-12-31	$365,667
Participant contributions at end of year	2010-12-31	$0
Participant contributions at beginning of year	2010-12-31	$15,566
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2010-12-31	$4,007
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	$1,637,337
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$10,958,590
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$9,321,253
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	$3,996,518
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$3,362,859
Interest on participant loans	2010-12-31	$20,706
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$3,597
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$3,574
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$3,574
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$222,612
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	Yes
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
Assets. Invements in employer securities at end of year	2010-12-31	$6,599,561
Assets. Invements in employer securities at beginning of year	2010-12-31	$5,561,386
Contributions received in cash from employer	2010-12-31	$244,142
Employer contributions (assets) at end of year	2010-12-31	$0
Employer contributions (assets) at beginning of year	2010-12-31	$8,194
Income. Dividends from common stock	2010-12-31	$205,941
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$576,735
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
Aggregate proceeds on sale of assets	2010-12-31	$824,908
Aggregate carrying amount (costs) on sale of assets	2010-12-31	$779,028
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	No
Opinion of an independent qualified public accountant for this plan	2010-12-31	Unqualified
Accountancy firm name	2010-12-31	MORRIS, DAVIS & CHAN LLP
Accountancy firm EIN	2010-12-31	942214860
2009 : CHEVRON PUERTO RICO LLC RETIREMENT SAVINGS 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
2008 : CHEVRON PUERTO RICO LLC RETIREMENT SAVINGS PLAN 2008 401k financial data
Unrealized appreciation/depreciation of real estate assets	2008-12-31	$-1,244,066
Total unrealized appreciation/depreciation of assets	2008-12-31	$-1,244,066
Total income from all sources (including contributions)	2008-12-31	$-1,104,630
Total loss/gain on sale of assets	2008-12-31	$-93,988
Total of all expenses incurred	2008-12-31	$510,409
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2008-12-31	$510,409
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2008-12-31	$606,743
Value of total assets at end of year	2008-12-31	$8,272,327
Value of total assets at beginning of year	2008-12-31	$9,887,366
Total interest from all sources	2008-12-31	$27,257
Total dividends received (eg from common stock, registered investment company shares)	2008-12-31	$173,363
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2008-12-31	No
Was this plan covered by a fidelity bond	2008-12-31	Yes
Value of fidelity bond cover	2008-12-31	$30,000,000
If this is an individual account plan, was there a blackout period	2008-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2008-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2008-12-31	No
Contributions received from participants	2008-12-31	$399,598
Participant contributions at end of year	2008-12-31	$391,480
Participant contributions at beginning of year	2008-12-31	$422,780
Participant contributions at end of year	2008-12-31	$0
Participant contributions at beginning of year	2008-12-31	$12,380
Value of other receiveables (less allowance for doubtful accounts) at end of year	2008-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2008-12-31	$3,208
Total non interest bearing cash at end of year	2008-12-31	$0
Total non interest bearing cash at beginning of year	2008-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2008-12-31	No
Value of net income/loss	2008-12-31	$-1,615,039
Value of net assets at end of year (total assets less liabilities)	2008-12-31	$8,272,327
Value of net assets at beginning of year (total assets less liabilities)	2008-12-31	$9,887,366
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2008-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2008-12-31	No
Were any leases to which the plan was party in default or uncollectible	2008-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2008-12-31	$2,648,931
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2008-12-31	$3,093,674
Interest on participant loans	2008-12-31	$27,257
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2008-12-31	$3,530
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2008-12-31	$3,377
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2008-12-31	$3,377
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2008-12-31	$-573,939
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2008-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2008-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2008-12-31	No
Assets. Invements in employer securities at end of year	2008-12-31	$5,228,386
Assets. Invements in employer securities at beginning of year	2008-12-31	$6,345,660
Contributions received in cash from employer	2008-12-31	$207,145
Employer contributions (assets) at end of year	2008-12-31	$0
Employer contributions (assets) at beginning of year	2008-12-31	$6,287
Income. Dividends from common stock	2008-12-31	$173,363
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2008-12-31	$510,409
Did the plan have assets held for investment	2008-12-31	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	2008-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2008-12-31	No
Aggregate proceeds on sale of assets	2008-12-31	$719,332
Aggregate carrying amount (costs) on sale of assets	2008-12-31	$813,320
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2008-12-31	No
Opinion of an independent qualified public accountant for this plan	2008-12-31	Unqualified
Accountancy firm name	2008-12-31	MORRIS, DAVIS & CHAN LLP
Accountancy firm EIN	2008-12-31	942214860
2007 : CHEVRON PUERTO RICO LLC RETIREMENT SAVINGS PLAN 2007 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2007-12-31	$1,278,739
Total unrealized appreciation/depreciation of assets	2007-12-31	$1,278,739
Total income from all sources (including contributions)	2007-12-31	$2,224,427
Total loss/gain on sale of assets	2007-12-31	$97,288
Total of all expenses incurred	2007-12-31	$1,004,475
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2007-12-31	$1,004,475
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2007-12-31	$527,770
Value of total assets at end of year	2007-12-31	$9,887,366
Value of total assets at beginning of year	2007-12-31	$8,667,414
Total interest from all sources	2007-12-31	$32,681
Total dividends received (eg from common stock, registered investment company shares)	2007-12-31	$149,320
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2007-12-31	No
Was this plan covered by a fidelity bond	2007-12-31	Yes
Value of fidelity bond cover	2007-12-31	$20,000,000
If this is an individual account plan, was there a blackout period	2007-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2007-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2007-12-31	No
Contributions received from participants	2007-12-31	$339,678
Participant contributions at end of year	2007-12-31	$422,780
Participant contributions at beginning of year	2007-12-31	$394,867
Participant contributions at end of year	2007-12-31	$12,380
Participant contributions at beginning of year	2007-12-31	$22,330
Value of other receiveables (less allowance for doubtful accounts) at end of year	2007-12-31	$3,208
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2007-12-31	$10,600
Total non interest bearing cash at end of year	2007-12-31	$0
Total non interest bearing cash at beginning of year	2007-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2007-12-31	No
Value of net income/loss	2007-12-31	$1,219,952
Value of net assets at end of year (total assets less liabilities)	2007-12-31	$9,887,366
Value of net assets at beginning of year (total assets less liabilities)	2007-12-31	$8,667,414
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2007-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2007-12-31	No
Were any leases to which the plan was party in default or uncollectible	2007-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2007-12-31	$3,093,674
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2007-12-31	$3,168,873
Interest on participant loans	2007-12-31	$32,681
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2007-12-31	$3,377
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2007-12-31	$2,225
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2007-12-31	$2,225
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2007-12-31	$138,629
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2007-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2007-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2007-12-31	No
Assets. Invements in employer securities at end of year	2007-12-31	$6,345,660
Assets. Invements in employer securities at beginning of year	2007-12-31	$5,055,823
Contributions received in cash from employer	2007-12-31	$188,092
Employer contributions (assets) at end of year	2007-12-31	$6,287
Employer contributions (assets) at beginning of year	2007-12-31	$12,696
Income. Dividends from common stock	2007-12-31	$149,320
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2007-12-31	$1,004,475
Did the plan have assets held for investment	2007-12-31	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	2007-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2007-12-31	No
Aggregate proceeds on sale of assets	2007-12-31	$586,007
Aggregate carrying amount (costs) on sale of assets	2007-12-31	$488,719
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2007-12-31	No
Opinion of an independent qualified public accountant for this plan	2007-12-31	Unqualified
Accountancy firm name	2007-12-31	MORRIS, DAVIS & CHAN LLP
Accountancy firm EIN	2007-12-31	942214860
2006 : CHEVRON PUERTO RICO LLC RETIREMENT SAVINGS PLAN 2006 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2006-12-31	$1,111,866
Total unrealized appreciation/depreciation of assets	2006-12-31	$1,111,866
Total income from all sources (including contributions)	2006-12-31	$2,285,314
Total loss/gain on sale of assets	2006-12-31	$213,200
Total of all expenses incurred	2006-12-31	$1,978,534
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2006-12-31	$1,978,534
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2006-12-31	$459,585
Value of total assets at end of year	2006-12-31	$8,667,414
Value of total assets at beginning of year	2006-12-31	$8,360,634
Total interest from all sources	2006-12-31	$9,836
Total dividends received (eg from common stock, registered investment company shares)	2006-12-31	$147,554
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2006-12-31	No
Was this plan covered by a fidelity bond	2006-12-31	Yes
Value of fidelity bond cover	2006-12-31	$20,000,000
If this is an individual account plan, was there a blackout period	2006-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2006-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2006-12-31	No
Contributions received from participants	2006-12-31	$292,890
Participant contributions at end of year	2006-12-31	$394,867
Participant contributions at beginning of year	2006-12-31	$230,304
Participant contributions at end of year	2006-12-31	$22,330
Participant contributions at beginning of year	2006-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2006-12-31	$10,600
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2006-12-31	$0
Total non interest bearing cash at beginning of year	2006-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2006-12-31	No
Value of net income/loss	2006-12-31	$306,780
Value of net assets at end of year (total assets less liabilities)	2006-12-31	$8,667,414
Value of net assets at beginning of year (total assets less liabilities)	2006-12-31	$8,360,634
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2006-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2006-12-31	No
Were any leases to which the plan was party in default or uncollectible	2006-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2006-12-31	$3,168,873
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2006-12-31	$3,725,688
Interest on participant loans	2006-12-31	$8,204
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2006-12-31	$2,225
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2006-12-31	$919
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2006-12-31	$919
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2006-12-31	$1,632
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2006-12-31	$343,273
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2006-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2006-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2006-12-31	No
Assets. Invements in employer securities at end of year	2006-12-31	$5,055,823
Assets. Invements in employer securities at beginning of year	2006-12-31	$4,403,723
Contributions received in cash from employer	2006-12-31	$166,695
Employer contributions (assets) at end of year	2006-12-31	$12,696
Employer contributions (assets) at beginning of year	2006-12-31	$0
Income. Dividends from common stock	2006-12-31	$147,554
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2006-12-31	$1,978,534
Did the plan have assets held for investment	2006-12-31	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	2006-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2006-12-31	No
Aggregate proceeds on sale of assets	2006-12-31	$1,029,826
Aggregate carrying amount (costs) on sale of assets	2006-12-31	$816,626
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2006-12-31	No
Opinion of an independent qualified public accountant for this plan	2006-12-31	Unqualified
Accountancy firm name	2006-12-31	MORRIS, DAVIS & CHAN LLP
Accountancy firm EIN	2006-12-31	942214860
2005 : CHEVRON PUERTO RICO LLC RETIREMENT SAVINGS PLAN 2005 401k financial data
Unrealized appreciation/depreciation of real estate assets	2005-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2005-12-31	$279,278
Total unrealized appreciation/depreciation of assets	2005-12-31	$279,278
Total income from all sources (including contributions)	2005-12-31	$1,085,936
Total loss/gain on sale of assets	2005-12-31	$46,831
Total of all expenses incurred	2005-12-31	$1,117,461
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2005-12-31	$1,117,461
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2005-12-31	$452,448
Value of total assets at end of year	2005-12-31	$8,360,634
Value of total assets at beginning of year	2005-12-31	$8,392,159
Total interest from all sources	2005-12-31	$7,730
Total dividends received (eg from common stock, registered investment company shares)	2005-12-31	$136,417
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2005-12-31	No
Was this plan covered by a fidelity bond	2005-12-31	Yes
Value of fidelity bond cover	2005-12-31	$20,000,000
If this is an individual account plan, was there a blackout period	2005-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2005-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2005-12-31	No
Contributions received from participants	2005-12-31	$286,201
Participant contributions at end of year	2005-12-31	$230,304
Participant contributions at beginning of year	2005-12-31	$307,763
Participant contributions at end of year	2005-12-31	$0
Participant contributions at beginning of year	2005-12-31	$21,362
Value of other receiveables (less allowance for doubtful accounts) at end of year	2005-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2005-12-31	$7,769
Total non interest bearing cash at end of year	2005-12-31	$0
Total non interest bearing cash at beginning of year	2005-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2005-12-31	No
Value of net income/loss	2005-12-31	$-31,525
Value of net assets at end of year (total assets less liabilities)	2005-12-31	$8,360,634
Value of net assets at beginning of year (total assets less liabilities)	2005-12-31	$8,392,159
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2005-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2005-12-31	No
Were any leases to which the plan was party in default or uncollectible	2005-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2005-12-31	$3,725,688
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2005-12-31	$3,696,083
Interest on participant loans	2005-12-31	$6,811
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2005-12-31	$919
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2005-12-31	$10,500
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2005-12-31	$10,500
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2005-12-31	$919
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2005-12-31	$163,232
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2005-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2005-12-31	No
Has the plan failed to provide any benefit when due under the plan	2005-12-31	No
Assets. Invements in employer securities at end of year	2005-12-31	$4,403,723
Assets. Invements in employer securities at beginning of year	2005-12-31	$4,335,654
Contributions received in cash from employer	2005-12-31	$166,247
Employer contributions (assets) at end of year	2005-12-31	$0
Employer contributions (assets) at beginning of year	2005-12-31	$13,028
Income. Dividends from common stock	2005-12-31	$136,417
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2005-12-31	$1,117,461
Did the plan have assets held for investment	2005-12-31	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	2005-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2005-12-31	No
Aggregate proceeds on sale of assets	2005-12-31	$722,830
Aggregate carrying amount (costs) on sale of assets	2005-12-31	$675,999
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2005-12-31	No
Opinion of an independent qualified public accountant for this plan	2005-12-31	Unqualified
Accountancy firm name	2005-12-31	MORRIS, DAVIS & CHAN LLP
Accountancy firm EIN	2005-12-31	942214860

Form 5500 Responses for CHEVRON PUERTO RICO LLC RETIREMENT SAVINGS PLAN

2011: CHEVRON PUERTO RICO LLC RETIREMENT SAVINGS 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
2010: CHEVRON PUERTO RICO LLC RETIREMENT SAVINGS PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: CHEVRON PUERTO RICO LLC RETIREMENT SAVINGS 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
2005: CHEVRON PUERTO RICO LLC RETIREMENT SAVINGS PLAN 2005 form 5500 responses
2005-01-01	Type of plan entity	Single employer plan
2005-01-01	Submission has been amended	Yes
2005-01-01	This submission is the final filing	No
2005-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2005-01-01	Plan is a collectively bargained plan	No
2005-01-01	Plan funding arrangement – Trust	Yes
2005-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	PUMA ENERGY CARIBE, LLC
Employer identification number (EIN):	660178814
NAIC Classification:	424700