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PUMA ENERGY PUERTO RICO RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NamePUMA ENERGY PUERTO RICO RETIREMENT SAVINGS PLAN
Plan identification number 001

PUMA ENERGY PUERTO RICO RETIREMENT SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • 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.

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):660759525
NAIC Classification:424700

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PUMA ENERGY PUERTO RICO RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01JACQUELINE LEISECA2023-10-11
0012021-01-01JACQUELINE LEISECA2022-10-24 JACQUELINE LEISECA2022-10-24
0012020-01-01JACQUELINE LEISECA2021-10-14 JACQUELINE LEISECA2021-10-14
0012020-01-01JACQUELINE LEISECA2021-10-14 JACQUELINE LEISECA2021-10-14
0012019-01-01
0012018-01-01
0012017-01-01MARALE GUERRERO MARALE GUERRERO2018-10-15
0012016-01-01LEYLA ZELAYA
0012015-01-01SHIRLEY SANABRIA
0012014-01-01SHIRLEY SANABRIA
0012013-01-01SHIRLEY SANABRIA

Plan Statistics for PUMA ENERGY PUERTO RICO RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for PUMA ENERGY PUERTO RICO RETIREMENT SAVINGS PLAN

Measure Date Value
2022: PUMA ENERGY PUERTO RICO RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01252
Total number of active participants reported on line 7a of the Form 55002022-01-01195
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0160
Total of all active and inactive participants2022-01-01255
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01255
Number of participants with account balances2022-01-01255
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: PUMA ENERGY PUERTO RICO RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01248
Total number of active participants reported on line 7a of the Form 55002021-01-01217
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0135
Total of all active and inactive participants2021-01-01252
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01252
Number of participants with account balances2021-01-01252
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-012
2020: PUMA ENERGY PUERTO RICO RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01242
Total number of active participants reported on line 7a of the Form 55002020-01-01248
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-014
Total of all active and inactive participants2020-01-01252
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01252
Number of participants with account balances2020-01-01239
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-012
2019: PUMA ENERGY PUERTO RICO RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01233
Total number of active participants reported on line 7a of the Form 55002019-01-01242
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-014
Total of all active and inactive participants2019-01-01246
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01246
Number of participants with account balances2019-01-01246
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-018
2018: PUMA ENERGY PUERTO RICO RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01174
Total number of active participants reported on line 7a of the Form 55002018-01-01233
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-01233
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01233
Number of participants with account balances2018-01-01226
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: PUMA ENERGY PUERTO RICO RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01227
Total number of active participants reported on line 7a of the Form 55002017-01-01173
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-011
Total of all active and inactive participants2017-01-01174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01174
Number of participants with account balances2017-01-01218
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-018
2016: PUMA ENERGY PUERTO RICO RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01191
Total number of active participants reported on line 7a of the Form 55002016-01-01180
Number of retired or separated participants receiving benefits2016-01-0113
Number of other retired or separated participants entitled to future benefits2016-01-0133
Total of all active and inactive participants2016-01-01226
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01226
Number of participants with account balances2016-01-01225
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-019
2015: PUMA ENERGY PUERTO RICO RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01214
Total number of active participants reported on line 7a of the Form 55002015-01-01183
Number of retired or separated participants receiving benefits2015-01-0111
Number of other retired or separated participants entitled to future benefits2015-01-0131
Total of all active and inactive participants2015-01-01225
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01225
Number of participants with account balances2015-01-01222
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0113
2014: PUMA ENERGY PUERTO RICO RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01158
Total number of active participants reported on line 7a of the Form 55002014-01-01158
Number of retired or separated participants receiving benefits2014-01-0110
Number of other retired or separated participants entitled to future benefits2014-01-0126
Total of all active and inactive participants2014-01-01194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01194
Number of participants with account balances2014-01-01191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-014
2013: PUMA ENERGY PUERTO RICO RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-010
Total number of active participants reported on line 7a of the Form 55002013-01-01116
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0142
Total of all active and inactive participants2013-01-01158
Total participants2013-01-01158
Number of participants with account balances2013-01-01157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-015

Financial Data on PUMA ENERGY PUERTO RICO RETIREMENT SAVINGS PLAN

Measure Date Value
2022 : PUMA ENERGY PUERTO RICO RETIREMENT SAVINGS PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-2,728,951
Total unrealized appreciation/depreciation of assets2022-12-31$-2,728,951
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$0
Total income from all sources (including contributions)2022-12-31$-1,713,553
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,065,255
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$886,518
Expenses. Certain deemed distributions of participant loans2022-12-31$99,584
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$987,500
Value of total assets at end of year2022-12-31$17,178,357
Value of total assets at beginning of year2022-12-31$19,957,165
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$79,153
Total interest from all sources2022-12-31$14,547
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$282,258
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$282,258
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$610,548
Participant contributions at end of year2022-12-31$340,751
Participant contributions at beginning of year2022-12-31$290,645
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$14,138
Administrative expenses (other) incurred2022-12-31$79,153
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,778,808
Value of net assets at end of year (total assets less liabilities)2022-12-31$17,178,357
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$19,957,165
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$10,732,309
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$13,676,072
Interest on participant loans2022-12-31$14,547
Value of interest in common/collective trusts at end of year2022-12-31$2,718,501
Value of interest in common/collective trusts at beginning of year2022-12-31$2,895,119
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$3,386,796
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$3,095,329
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-268,907
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$362,814
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$886,518
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31PSV & CO PSC
Accountancy firm EIN2022-12-31660565796
2021 : PUMA ENERGY PUERTO RICO RETIREMENT SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$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$3,264,688
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$539,415
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$418,579
Expenses. Certain deemed distributions of participant loans2021-12-31$66,862
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,284,302
Value of total assets at end of year2021-12-31$19,957,165
Value of total assets at beginning of year2021-12-31$17,231,892
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$53,974
Total interest from all sources2021-12-31$11,761
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$315,790
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$315,790
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$711,627
Participant contributions at end of year2021-12-31$290,645
Participant contributions at beginning of year2021-12-31$272,605
Participant contributions at beginning of year2021-12-31$48,288
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$54,356
Other income not declared elsewhere2021-12-31$59,940
Administrative expenses (other) incurred2021-12-31$53,974
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$2,725,273
Value of net assets at end of year (total assets less liabilities)2021-12-31$19,957,165
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$17,231,892
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$13,676,072
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$13,800,279
Interest on participant loans2021-12-31$11,761
Value of interest in common/collective trusts at end of year2021-12-31$2,895,119
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$3,095,329
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$3,087,062
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,592,895
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$518,319
Employer contributions (assets) at beginning of year2021-12-31$23,658
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$418,579
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31PSV & CO PSC
Accountancy firm EIN2021-12-31660565796
2020 : PUMA ENERGY PUERTO RICO RETIREMENT SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$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$2,993,185
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,380,379
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,301,713
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,218,344
Value of total assets at end of year2020-12-31$17,231,892
Value of total assets at beginning of year2020-12-31$15,619,086
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$78,666
Total interest from all sources2020-12-31$15,194
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$90,086
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$90,086
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$757,902
Participant contributions at end of year2020-12-31$272,605
Participant contributions at beginning of year2020-12-31$275,546
Participant contributions at end of year2020-12-31$48,288
Participant contributions at beginning of year2020-12-31$24,136
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$11,108
Administrative expenses (other) incurred2020-12-31$78,666
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,612,806
Value of net assets at end of year (total assets less liabilities)2020-12-31$17,231,892
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$15,619,086
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$13,800,279
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$12,223,480
Interest on participant loans2020-12-31$15,194
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$3,087,062
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$3,056,868
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,669,561
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$449,334
Employer contributions (assets) at end of year2020-12-31$23,658
Employer contributions (assets) at beginning of year2020-12-31$39,056
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,301,713
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31PSV & CO PSC
Accountancy firm EIN2020-12-31660565796
2019 : PUMA ENERGY PUERTO RICO RETIREMENT SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$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$3,579,288
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$811,020
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$665,461
Expenses. Certain deemed distributions of participant loans2019-12-31$39,209
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,254,631
Value of total assets at end of year2019-12-31$15,619,086
Value of total assets at beginning of year2019-12-31$12,850,818
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$106,350
Total interest from all sources2019-12-31$14,128
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$98,684
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$98,684
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$798,260
Participant contributions at end of year2019-12-31$275,546
Participant contributions at beginning of year2019-12-31$257,112
Participant contributions at end of year2019-12-31$24,136
Administrative expenses (other) incurred2019-12-31$106,350
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$2,768,268
Value of net assets at end of year (total assets less liabilities)2019-12-31$15,619,086
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$12,850,818
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$12,223,480
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$9,539,205
Interest on participant loans2019-12-31$14,128
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$3,056,868
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$3,044,834
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,211,845
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$456,371
Employer contributions (assets) at end of year2019-12-31$39,056
Employer contributions (assets) at beginning of year2019-12-31$9,667
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$665,461
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31PSV & CO PSC
Accountancy firm EIN2019-12-31660565796
2018 : PUMA ENERGY PUERTO RICO RETIREMENT SAVINGS PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$57,447
Total unrealized appreciation/depreciation of assets2018-12-31$57,447
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$844,112
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,355,355
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,298,506
Expenses. Certain deemed distributions of participant loans2018-12-31$11,651
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,279,389
Value of total assets at end of year2018-12-31$12,850,818
Value of total assets at beginning of year2018-12-31$13,362,061
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$45,198
Total interest from all sources2018-12-31$11,858
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$90,100
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$90,100
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$755,850
Participant contributions at end of year2018-12-31$257,112
Participant contributions at beginning of year2018-12-31$286,404
Participant contributions at beginning of year2018-12-31$49,985
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$46,589
Administrative expenses (other) incurred2018-12-31$45,198
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-511,243
Value of net assets at end of year (total assets less liabilities)2018-12-31$12,850,818
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$13,362,061
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$9,539,205
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$9,769,183
Interest on participant loans2018-12-31$11,858
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$2,422,791
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$2,422,791
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$3,044,834
Asset value of US Government securities at beginning of year2018-12-31$801,318
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-594,682
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$476,950
Employer contributions (assets) at end of year2018-12-31$9,667
Employer contributions (assets) at beginning of year2018-12-31$32,380
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,298,506
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31PSV & CO PSC
Accountancy firm EIN2018-12-31660565796
2017 : PUMA ENERGY PUERTO RICO RETIREMENT SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$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$2,738,217
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,707,410
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,700,882
Expenses. Certain deemed distributions of participant loans2017-12-31$6,528
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,192,074
Value of total assets at end of year2017-12-31$13,362,061
Value of total assets at beginning of year2017-12-31$12,331,254
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$0
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$121,198
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$121,198
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$730,414
Participant contributions at end of year2017-12-31$286,404
Participant contributions at beginning of year2017-12-31$126,468
Participant contributions at end of year2017-12-31$49,985
Participant contributions at beginning of year2017-12-31$35,459
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,030,807
Value of net assets at end of year (total assets less liabilities)2017-12-31$13,362,061
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$12,331,254
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$9,769,183
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$7,831,490
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$2,422,791
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$3,533,080
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$3,533,080
Asset value of US Government securities at end of year2017-12-31$801,318
Asset value of US Government securities at beginning of year2017-12-31$781,631
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,424,945
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$461,660
Employer contributions (assets) at end of year2017-12-31$32,380
Employer contributions (assets) at beginning of year2017-12-31$23,126
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,700,882
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31PSV & CO PSC
Accountancy firm EIN2017-12-31660565796
2016 : PUMA ENERGY PUERTO RICO RETIREMENT SAVINGS PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$355,372
Total unrealized appreciation/depreciation of assets2016-12-31$355,372
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$1,777,126
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$538,752
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$499,177
Value of total corrective distributions2016-12-31$39,575
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,133,148
Value of total assets at end of year2016-12-31$12,331,254
Value of total assets at beginning of year2016-12-31$11,092,880
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$288,606
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$288,606
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$677,463
Participant contributions at end of year2016-12-31$126,468
Participant contributions at beginning of year2016-12-31$69,183
Participant contributions at end of year2016-12-31$35,459
Participant contributions at beginning of year2016-12-31$30,540
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$9,581
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,238,374
Value of net assets at end of year (total assets less liabilities)2016-12-31$12,331,254
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$11,092,880
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$12,146,201
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$10,973,747
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$446,104
Employer contributions (assets) at end of year2016-12-31$23,126
Employer contributions (assets) at beginning of year2016-12-31$19,410
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$499,177
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31PSV & CO, PSC
Accountancy firm EIN2016-12-31660565796
2015 : PUMA ENERGY PUERTO RICO RETIREMENT SAVINGS PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-411,409
Total unrealized appreciation/depreciation of assets2015-12-31$-411,409
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$1,123,188
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$465,357
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$461,381
Value of total corrective distributions2015-12-31$3,976
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,124,734
Value of total assets at end of year2015-12-31$11,092,880
Value of total assets at beginning of year2015-12-31$10,435,049
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$409,863
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$409,863
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$680,653
Participant contributions at end of year2015-12-31$69,183
Participant contributions at beginning of year2015-12-31$31,025
Participant contributions at end of year2015-12-31$30,540
Participant contributions at beginning of year2015-12-31$20,693
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$9,461
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$657,831
Value of net assets at end of year (total assets less liabilities)2015-12-31$11,092,880
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$10,435,049
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$10,973,747
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$10,369,173
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$434,620
Employer contributions (assets) at end of year2015-12-31$19,410
Employer contributions (assets) at beginning of year2015-12-31$14,158
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$461,381
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31PSV & CO, PSC
Accountancy firm EIN2015-12-31660565796
2014 : PUMA ENERGY PUERTO RICO RETIREMENT SAVINGS PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$424,523
Total unrealized appreciation/depreciation of assets2014-12-31$424,523
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$2,931,449
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$3,169,907
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,169,907
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,236,902
Value of total assets at end of year2014-12-31$10,435,049
Value of total assets at beginning of year2014-12-31$10,673,507
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$270,024
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$270,024
Was this plan covered by a fidelity bond2014-12-31No
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$561,108
Participant contributions at end of year2014-12-31$31,025
Participant contributions at beginning of year2014-12-31$58,921
Participant contributions at end of year2014-12-31$20,693
Participant contributions at beginning of year2014-12-31$18,834
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$1,327,868
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-238,458
Value of net assets at end of year (total assets less liabilities)2014-12-31$10,435,049
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$10,673,507
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$10,369,173
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$10,584,404
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$347,926
Employer contributions (assets) at end of year2014-12-31$14,158
Employer contributions (assets) at beginning of year2014-12-31$11,348
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$3,169,907
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BDO PUERTO RICO PSC
Accountancy firm EIN2014-12-31660578857
2013 : PUMA ENERGY PUERTO RICO RETIREMENT SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$10,074,395
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,357,484
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$758,372
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$758,372
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$751,512
Value of total assets at end of year2013-12-31$10,673,507
Value of total assets at beginning of year2013-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$187,502
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$187,502
Was this plan covered by a fidelity bond2013-12-31No
If this is an individual account plan, was there a blackout period2013-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$233,753
Participant contributions at end of year2013-12-31$58,921
Participant contributions at end of year2013-12-31$18,834
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$121,608
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$599,112
Value of net assets at end of year (total assets less liabilities)2013-12-31$10,673,507
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$10,584,404
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$418,470
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$396,151
Employer contributions (assets) at end of year2013-12-31$11,348
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$758,372
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BDO PUERTO RICO PSC
Accountancy firm EIN2013-12-31660578857

Form 5500 Responses for PUMA ENERGY PUERTO RICO RETIREMENT SAVINGS PLAN

2022: PUMA ENERGY PUERTO RICO RETIREMENT SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: PUMA ENERGY PUERTO RICO RETIREMENT SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: PUMA ENERGY PUERTO RICO RETIREMENT SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PUMA ENERGY PUERTO RICO RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PUMA ENERGY PUERTO RICO RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PUMA ENERGY PUERTO RICO RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PUMA ENERGY PUERTO RICO RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PUMA ENERGY PUERTO RICO RETIREMENT SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PUMA ENERGY PUERTO RICO RETIREMENT SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PUMA ENERGY PUERTO RICO RETIREMENT SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01First time form 5500 has been submittedYes
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number511588-P1
Policy instance 1
Insurance contract or identification number511588-P1
Number of Individuals Covered79
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number511588-P1
Policy instance 1
Insurance contract or identification number511588-P1
Number of Individuals Covered84
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM 86384-1
Policy instance 1
Insurance contract or identification numberRM 86384-1
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $44,490
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $20,643
Insurance broker organization code?3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM 86384-1
Policy instance 1
Insurance contract or identification numberRM 86384-1
Number of Individuals Covered246
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $34,491
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $16,005
Insurance broker organization code?3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM 86384-1
Policy instance 1
Insurance contract or identification numberRM 86384-1
Number of Individuals Covered226
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $15,500
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $15,500
Insurance broker organization code?3

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