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JOHN W. STONE OIL DISTRIBUTOR, L.L.C. 401(K) RETIREMENT PLAN 401k Plan overview

Plan NameJOHN W. STONE OIL DISTRIBUTOR, L.L.C. 401(K) RETIREMENT PLAN
Plan identification number 002

JOHN W. STONE OIL DISTRIBUTOR, L.L.C. 401(K) RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

JOHN W. STONE OIL DISTRIBUTOR, L.L.C. has sponsored the creation of one or more 401k plans.

Company Name:JOHN W. STONE OIL DISTRIBUTOR, L.L.C.
Employer identification number (EIN):721322067
NAIC Classification:424700

Additional information about JOHN W. STONE OIL DISTRIBUTOR, L.L.C.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1996-07-24
Company Identification Number: 0701975623
Legal Registered Office Address: PO BOX 2010

GRETNA
United States of America (USA)
70054

More information about JOHN W. STONE OIL DISTRIBUTOR, L.L.C.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN W. STONE OIL DISTRIBUTOR, L.L.C. 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-04-01
0022017-04-01CLAUDELLE VALLETTE
0022016-04-01CLAUDELLE VALLETTE
0022015-04-01CLAUDELLE VALLETTE
0022014-04-01CLAUDELLE VALLETTE
0022013-04-01CLAUDELLE VALLETTE
0022012-04-01THOMAS WILLIS JR THOMAS WILLIS JR2014-01-14
0022011-04-01THOMAS WILLIS JR
0022009-04-01THOMAS WILLIS JR

Plan Statistics for JOHN W. STONE OIL DISTRIBUTOR, L.L.C. 401(K) RETIREMENT PLAN

401k plan membership statisitcs for JOHN W. STONE OIL DISTRIBUTOR, L.L.C. 401(K) RETIREMENT PLAN

Measure Date Value
2022: JOHN W. STONE OIL DISTRIBUTOR, L.L.C. 401(K) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01379
Total number of active participants reported on line 7a of the Form 55002022-01-01305
Number of retired or separated participants receiving benefits2022-01-012
Number of other retired or separated participants entitled to future benefits2022-01-0154
Total of all active and inactive participants2022-01-01361
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-012
Total participants2022-01-01363
Number of participants with account balances2022-01-01348
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-017
2021: JOHN W. STONE OIL DISTRIBUTOR, L.L.C. 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01358
Total number of active participants reported on line 7a of the Form 55002021-01-01308
Number of retired or separated participants receiving benefits2021-01-012
Number of other retired or separated participants entitled to future benefits2021-01-0167
Total of all active and inactive participants2021-01-01377
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012
Total participants2021-01-01379
Number of participants with account balances2021-01-01370
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-019
2020: JOHN W. STONE OIL DISTRIBUTOR, L.L.C. 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01342
Total number of active participants reported on line 7a of the Form 55002020-01-01306
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-0151
Total of all active and inactive participants2020-01-01358
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01358
Number of participants with account balances2020-01-01312
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-011
2019: JOHN W. STONE OIL DISTRIBUTOR, L.L.C. 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01303
Total number of active participants reported on line 7a of the Form 55002019-01-01297
Number of retired or separated participants receiving benefits2019-01-012
Number of other retired or separated participants entitled to future benefits2019-01-0143
Total of all active and inactive participants2019-01-01342
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01342
Number of participants with account balances2019-01-01323
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-011
2018: JOHN W. STONE OIL DISTRIBUTOR, L.L.C. 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-04-01301
Total number of active participants reported on line 7a of the Form 55002018-04-01259
Number of retired or separated participants receiving benefits2018-04-011
Number of other retired or separated participants entitled to future benefits2018-04-0143
Total of all active and inactive participants2018-04-01303
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-04-010
Total participants2018-04-01303
Number of participants with account balances2018-04-01228
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-04-013
2017: JOHN W. STONE OIL DISTRIBUTOR, L.L.C. 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-04-01320
Total number of active participants reported on line 7a of the Form 55002017-04-01259
Number of retired or separated participants receiving benefits2017-04-012
Number of other retired or separated participants entitled to future benefits2017-04-0140
Total of all active and inactive participants2017-04-01301
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-04-010
Total participants2017-04-01301
Number of participants with account balances2017-04-01228
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-04-016
2016: JOHN W. STONE OIL DISTRIBUTOR, L.L.C. 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-04-01359
Total number of active participants reported on line 7a of the Form 55002016-04-01281
Number of retired or separated participants receiving benefits2016-04-012
Number of other retired or separated participants entitled to future benefits2016-04-0137
Total of all active and inactive participants2016-04-01320
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-04-010
Total participants2016-04-01320
Number of participants with account balances2016-04-01239
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-04-0117
2015: JOHN W. STONE OIL DISTRIBUTOR, L.L.C. 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-04-01334
Total number of active participants reported on line 7a of the Form 55002015-04-01328
Number of retired or separated participants receiving benefits2015-04-013
Number of other retired or separated participants entitled to future benefits2015-04-0127
Total of all active and inactive participants2015-04-01358
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-04-011
Total participants2015-04-01359
Number of participants with account balances2015-04-01259
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-04-017
2014: JOHN W. STONE OIL DISTRIBUTOR, L.L.C. 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-04-01308
Total number of active participants reported on line 7a of the Form 55002014-04-01312
Number of retired or separated participants receiving benefits2014-04-011
Number of other retired or separated participants entitled to future benefits2014-04-0121
Total of all active and inactive participants2014-04-01334
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-04-010
Total participants2014-04-01334
Number of participants with account balances2014-04-01227
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-04-011
2013: JOHN W. STONE OIL DISTRIBUTOR, L.L.C. 401(K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-04-01303
Total number of active participants reported on line 7a of the Form 55002013-04-01286
Number of retired or separated participants receiving benefits2013-04-010
Number of other retired or separated participants entitled to future benefits2013-04-0122
Total of all active and inactive participants2013-04-01308
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-04-010
Total participants2013-04-01308
Number of participants with account balances2013-04-01206
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-04-011
2012: JOHN W. STONE OIL DISTRIBUTOR, L.L.C. 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-04-01290
Total number of active participants reported on line 7a of the Form 55002012-04-01283
Number of retired or separated participants receiving benefits2012-04-010
Number of other retired or separated participants entitled to future benefits2012-04-0120
Total of all active and inactive participants2012-04-01303
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-04-010
Total participants2012-04-01303
Number of participants with account balances2012-04-01210
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-04-012
2011: JOHN W. STONE OIL DISTRIBUTOR, L.L.C. 401(K) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-04-01286
Total number of active participants reported on line 7a of the Form 55002011-04-01268
Number of retired or separated participants receiving benefits2011-04-010
Number of other retired or separated participants entitled to future benefits2011-04-0121
Total of all active and inactive participants2011-04-01289
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-04-011
Total participants2011-04-01290
Number of participants with account balances2011-04-01209
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-04-016
2009: JOHN W. STONE OIL DISTRIBUTOR, L.L.C. 401(K) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-04-01261
Total number of active participants reported on line 7a of the Form 55002009-04-01291
Number of retired or separated participants receiving benefits2009-04-010
Number of other retired or separated participants entitled to future benefits2009-04-0117
Total of all active and inactive participants2009-04-01308
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-04-010
Total participants2009-04-01308
Number of participants with account balances2009-04-01221
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-04-013

Financial Data on JOHN W. STONE OIL DISTRIBUTOR, L.L.C. 401(K) RETIREMENT PLAN

Measure Date Value
2022 : JOHN W. STONE OIL DISTRIBUTOR, L.L.C. 401(K) RETIREMENT PLAN 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets2022-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$0
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$0
Total transfer of assets from this plan2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Expenses. Interest paid2022-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022022-12-31$0
Total income from all sources (including contributions)2022-12-31$-2,211,357
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,694,106
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,611,560
Expenses. Certain deemed distributions of participant loans2022-12-31$1,053
Value of total corrective distributions2022-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,802,700
Value of total assets at end of year2022-12-31$21,867,426
Value of total assets at beginning of year2022-12-31$26,772,889
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$81,493
Total income from rents2022-12-31$0
Total interest from all sources2022-12-31$26,780
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$544,995
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$544,995
Assets. Real estate other than employer real property at end of year2022-12-31$0
Assets. Real estate other than employer real property at beginning of year2022-12-31$0
Administrative expenses professional fees incurred2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-12-31$0
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
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$1,726,122
Participant contributions at end of year2022-12-31$731,431
Participant contributions at beginning of year2022-12-31$873,252
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Assets. Other investments not covered elsewhere at end of year2022-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$76,578
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Assets. Loans (other than to participants) at end of year2022-12-31$0
Assets. Loans (other than to participants) at beginning of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Other income not declared elsewhere2022-12-31$0
Administrative expenses (other) incurred2022-12-31$81,493
Liabilities. Value of operating payables at end of year2022-12-31$0
Liabilities. Value of operating payables at beginning of year2022-12-31$0
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Income. Non cash contributions2022-12-31$0
Value of net income/loss2022-12-31$-4,905,463
Value of net assets at end of year (total assets less liabilities)2022-12-31$21,867,426
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$26,772,889
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
Assets. partnership/joint venture interests at end of year2022-12-31$0
Assets. partnership/joint venture interests at beginning of year2022-12-31$0
Investment advisory and management fees2022-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$18,423,362
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$23,641,936
Value of interest in pooled separate accounts at end of year2022-12-31$0
Value of interest in pooled separate accounts at beginning of year2022-12-31$0
Interest on participant loans2022-12-31$26,780
Income. Interest from loans (other than to participants)2022-12-31$0
Interest earned on other investments2022-12-31$0
Income. Interest from US Government securities2022-12-31$0
Income. Interest from corporate debt instruments2022-12-31$0
Value of interest in master investment trust accounts at end of year2022-12-31$0
Value of interest in master investment trust accounts at beginning of year2022-12-31$0
Value of interest in common/collective trusts at end of year2022-12-31$2,712,633
Value of interest in common/collective trusts at beginning of year2022-12-31$2,257,701
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2022-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$0
Asset value of US Government securities at end of year2022-12-31$0
Asset value of US Government securities at beginning of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-4,645,183
Net investment gain/loss from pooled separate accounts2022-12-31$0
Net investment gain or loss from common/collective trusts2022-12-31$59,351
Net gain/loss from 103.12 investment entities2022-12-31$0
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 contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Assets. Invements in employer securities at end of year2022-12-31$0
Assets. Invements in employer securities at beginning of year2022-12-31$0
Assets. Value of employer real property at end of year2022-12-31$0
Assets. Value of employer real property at beginning of year2022-12-31$0
Contributions received in cash from employer2022-12-31$0
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$0
Income. Dividends from preferred stock2022-12-31$0
Income. Dividends from common stock2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,611,560
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$0
Contract administrator fees2022-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$0
Liabilities. Value of benefit claims payable at end of year2022-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$0
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
Aggregate proceeds on sale of assets2022-12-31$0
Aggregate carrying amount (costs) on sale of assets2022-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2022-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2022-12-31$0
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31POSTLETHWAITE & NETTERVILLE
Accountancy firm EIN2022-12-31721202445
2021 : JOHN W. STONE OIL DISTRIBUTOR, L.L.C. 401(K) RETIREMENT PLAN 2021 401k financial data
Unrealized appreciation/depreciation of real estate assets2021-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$0
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$0
Total transfer of assets from this plan2021-12-31$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
Expenses. Interest paid2021-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022021-12-31$0
Total income from all sources (including contributions)2021-12-31$5,312,935
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,884,138
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,768,905
Expenses. Certain deemed distributions of participant loans2021-12-31$6,234
Value of total corrective distributions2021-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,645,452
Value of total assets at end of year2021-12-31$26,772,889
Value of total assets at beginning of year2021-12-31$23,344,092
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$108,999
Total income from rents2021-12-31$0
Total interest from all sources2021-12-31$28,799
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$2,838,255
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$2,838,255
Assets. Real estate other than employer real property at end of year2021-12-31$0
Assets. Real estate other than employer real property at beginning of year2021-12-31$0
Administrative expenses professional fees incurred2021-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2021-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2021-12-31$0
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,584,908
Participant contributions at end of year2021-12-31$873,252
Participant contributions at beginning of year2021-12-31$747,825
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$0
Assets. Other investments not covered elsewhere at end of year2021-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,060,544
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$0
Assets. Loans (other than to participants) at end of year2021-12-31$0
Assets. Loans (other than to participants) at beginning of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$0
Other income not declared elsewhere2021-12-31$0
Administrative expenses (other) incurred2021-12-31$108,999
Liabilities. Value of operating payables at end of year2021-12-31$0
Liabilities. Value of operating payables at beginning of year2021-12-31$0
Total non interest bearing cash at end of year2021-12-31$0
Total non interest bearing cash at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Income. Non cash contributions2021-12-31$0
Value of net income/loss2021-12-31$3,428,797
Value of net assets at end of year (total assets less liabilities)2021-12-31$26,772,889
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$23,344,092
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
Assets. partnership/joint venture interests at end of year2021-12-31$0
Assets. partnership/joint venture interests at beginning of year2021-12-31$0
Investment advisory and management fees2021-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$23,641,936
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$20,810,629
Value of interest in pooled separate accounts at end of year2021-12-31$0
Value of interest in pooled separate accounts at beginning of year2021-12-31$0
Interest on participant loans2021-12-31$28,799
Income. Interest from loans (other than to participants)2021-12-31$0
Interest earned on other investments2021-12-31$0
Income. Interest from US Government securities2021-12-31$0
Income. Interest from corporate debt instruments2021-12-31$0
Value of interest in master investment trust accounts at end of year2021-12-31$0
Value of interest in master investment trust accounts at beginning of year2021-12-31$0
Value of interest in common/collective trusts at end of year2021-12-31$2,257,701
Value of interest in common/collective trusts at beginning of year2021-12-31$1,785,638
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2021-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$0
Asset value of US Government securities at end of year2021-12-31$0
Asset value of US Government securities at beginning of year2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$-250,434
Net investment gain/loss from pooled separate accounts2021-12-31$0
Net investment gain or loss from common/collective trusts2021-12-31$50,863
Net gain/loss from 103.12 investment entities2021-12-31$0
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 contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Assets. Invements in employer securities at end of year2021-12-31$0
Assets. Invements in employer securities at beginning of year2021-12-31$0
Assets. Value of employer real property at end of year2021-12-31$0
Assets. Value of employer real property at beginning of year2021-12-31$0
Contributions received in cash from employer2021-12-31$0
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$0
Income. Dividends from preferred stock2021-12-31$0
Income. Dividends from common stock2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,768,905
Asset. Corporate debt instrument preferred debt at end of year2021-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2021-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$0
Contract administrator fees2021-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$0
Liabilities. Value of benefit claims payable at end of year2021-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2021-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-12-31$0
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
Aggregate proceeds on sale of assets2021-12-31$0
Aggregate carrying amount (costs) on sale of assets2021-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2021-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2021-12-31$0
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31POSTLETHWAITE & NETTERVILLE
Accountancy firm EIN2021-12-31721202445
2020 : JOHN W. STONE OIL DISTRIBUTOR, L.L.C. 401(K) RETIREMENT PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$0
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
Total transfer of assets from this plan2020-12-31$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
Expenses. Interest paid2020-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-12-31$0
Total income from all sources (including contributions)2020-12-31$4,716,492
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$3,091,974
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,988,669
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Value of total corrective distributions2020-12-31$68
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,728,545
Value of total assets at end of year2020-12-31$23,344,092
Value of total assets at beginning of year2020-12-31$21,719,574
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$103,237
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$29,218
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$641,566
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$641,566
Assets. Real estate other than employer real property at end of year2020-12-31$0
Assets. Real estate other than employer real property at beginning of year2020-12-31$0
Administrative expenses professional fees incurred2020-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2020-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
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$1,412,814
Participant contributions at end of year2020-12-31$747,825
Participant contributions at beginning of year2020-12-31$883,844
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Assets. Other investments not covered elsewhere at end of year2020-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$315,731
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Assets. Loans (other than to participants) at end of year2020-12-31$0
Assets. Loans (other than to participants) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$0
Administrative expenses (other) incurred2020-12-31$103,237
Liabilities. Value of operating payables at end of year2020-12-31$0
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Income. Non cash contributions2020-12-31$0
Value of net income/loss2020-12-31$1,624,518
Value of net assets at end of year (total assets less liabilities)2020-12-31$23,344,092
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$21,719,574
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
Assets. partnership/joint venture interests at end of year2020-12-31$0
Assets. partnership/joint venture interests at beginning of year2020-12-31$0
Investment advisory and management fees2020-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$20,810,629
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$18,769,936
Value of interest in pooled separate accounts at end of year2020-12-31$0
Value of interest in pooled separate accounts at beginning of year2020-12-31$0
Interest on participant loans2020-12-31$29,218
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$0
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Value of interest in master investment trust accounts at end of year2020-12-31$0
Value of interest in master investment trust accounts at beginning of year2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$1,785,638
Value of interest in common/collective trusts at beginning of year2020-12-31$2,065,794
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2020-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Asset value of US Government securities at end of year2020-12-31$0
Asset value of US Government securities at beginning of year2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,271,424
Net investment gain/loss from pooled separate accounts2020-12-31$0
Net investment gain or loss from common/collective trusts2020-12-31$45,739
Net gain/loss from 103.12 investment entities2020-12-31$0
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 contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Assets. Invements in employer securities at end of year2020-12-31$0
Assets. Invements in employer securities at beginning of year2020-12-31$0
Assets. Value of employer real property at end of year2020-12-31$0
Assets. Value of employer real property at beginning of year2020-12-31$0
Contributions received in cash from employer2020-12-31$0
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$0
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,988,669
Asset. Corporate debt instrument preferred debt at end of year2020-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2020-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$0
Contract administrator fees2020-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$0
Liabilities. Value of benefit claims payable at end of year2020-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2020-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-12-31$0
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
Aggregate proceeds on sale of assets2020-12-31$0
Aggregate carrying amount (costs) on sale of assets2020-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2020-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31POSTLETHWAITE & NETTERVILLE
Accountancy firm EIN2020-12-31721202445
2019 : JOHN W. STONE OIL DISTRIBUTOR, L.L.C. 401(K) RETIREMENT PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$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
Expenses. Interest paid2019-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022019-12-31$0
Total income from all sources (including contributions)2019-12-31$4,974,007
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,621,610
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,481,064
Expenses. Certain deemed distributions of participant loans2019-12-31$6,958
Value of total corrective distributions2019-12-31$23,656
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,413,381
Value of total assets at end of year2019-12-31$21,719,574
Value of total assets at beginning of year2019-12-31$19,367,177
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$109,932
Total income from rents2019-12-31$0
Total interest from all sources2019-12-31$31,316
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$458,757
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$458,757
Assets. Real estate other than employer real property at end of year2019-12-31$0
Assets. Real estate other than employer real property at beginning of year2019-12-31$0
Administrative expenses professional fees incurred2019-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2019-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
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$1,362,236
Participant contributions at end of year2019-12-31$883,844
Participant contributions at beginning of year2019-12-31$923,842
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Assets. Other investments not covered elsewhere at end of year2019-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$51,145
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Assets. Loans (other than to participants) at end of year2019-12-31$0
Assets. Loans (other than to participants) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$0
Administrative expenses (other) incurred2019-12-31$109,932
Liabilities. Value of operating payables at end of year2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Income. Non cash contributions2019-12-31$0
Value of net income/loss2019-12-31$2,352,397
Value of net assets at end of year (total assets less liabilities)2019-12-31$21,719,574
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$19,367,177
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
Assets. partnership/joint venture interests at end of year2019-12-31$0
Assets. partnership/joint venture interests at beginning of year2019-12-31$0
Investment advisory and management fees2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$18,769,936
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$16,344,285
Value of interest in pooled separate accounts at end of year2019-12-31$0
Value of interest in pooled separate accounts at beginning of year2019-12-31$0
Interest on participant loans2019-12-31$31,316
Income. Interest from loans (other than to participants)2019-12-31$0
Interest earned on other investments2019-12-31$0
Income. Interest from US Government securities2019-12-31$0
Income. Interest from corporate debt instruments2019-12-31$0
Value of interest in master investment trust accounts at end of year2019-12-31$0
Value of interest in master investment trust accounts at beginning of year2019-12-31$0
Value of interest in common/collective trusts at end of year2019-12-31$2,065,794
Value of interest in common/collective trusts at beginning of year2019-12-31$2,099,050
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2019-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2019-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Asset value of US Government securities at end of year2019-12-31$0
Asset value of US Government securities at beginning of year2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,020,296
Net investment gain/loss from pooled separate accounts2019-12-31$0
Net investment gain or loss from common/collective trusts2019-12-31$50,257
Net gain/loss from 103.12 investment entities2019-12-31$0
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 contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Assets. Invements in employer securities at end of year2019-12-31$0
Assets. Invements in employer securities at beginning of year2019-12-31$0
Assets. Value of employer real property at end of year2019-12-31$0
Assets. Value of employer real property at beginning of year2019-12-31$0
Contributions received in cash from employer2019-12-31$0
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Income. Dividends from preferred stock2019-12-31$0
Income. Dividends from common stock2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,481,064
Asset. Corporate debt instrument preferred debt at end of year2019-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2019-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$0
Contract administrator fees2019-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$0
Liabilities. Value of benefit claims payable at end of year2019-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$0
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
Aggregate proceeds on sale of assets2019-12-31$0
Aggregate carrying amount (costs) on sale of assets2019-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2019-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$0
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 name2019-12-31POSTLETHWAITE & NETTERVILLE
Accountancy firm EIN2019-12-31721202445
2018 : JOHN W. STONE OIL DISTRIBUTOR, L.L.C. 401(K) RETIREMENT PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$0
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Expenses. Interest paid2018-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022018-12-31$0
Total income from all sources (including contributions)2018-12-31$-162,411
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,332,655
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,243,843
Expenses. Certain deemed distributions of participant loans2018-12-31$0
Value of total corrective distributions2018-12-31$51,582
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$796,087
Value of total assets at end of year2018-12-31$19,367,177
Value of total assets at beginning of year2018-12-31$20,862,243
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$37,230
Total income from rents2018-12-31$0
Total interest from all sources2018-12-31$41,689
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$642,402
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$642,402
Assets. Real estate other than employer real property at end of year2018-12-31$0
Assets. Real estate other than employer real property at beginning of year2018-12-31$0
Administrative expenses professional fees incurred2018-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2018-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2018-12-31$0
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
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$796,080
Participant contributions at end of year2018-12-31$923,842
Participant contributions at beginning of year2018-12-31$893,880
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$41,317
Assets. Other investments not covered elsewhere at end of year2018-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Assets. Loans (other than to participants) at end of year2018-12-31$0
Assets. Loans (other than to participants) at beginning of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$0
Administrative expenses (other) incurred2018-12-31$37,230
Liabilities. Value of operating payables at end of year2018-12-31$0
Liabilities. Value of operating payables at beginning of year2018-12-31$0
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Income. Non cash contributions2018-12-31$0
Value of net income/loss2018-12-31$-1,495,066
Value of net assets at end of year (total assets less liabilities)2018-12-31$19,367,177
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$20,862,243
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
Assets. partnership/joint venture interests at end of year2018-12-31$0
Assets. partnership/joint venture interests at beginning of year2018-12-31$0
Investment advisory and management fees2018-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$16,344,285
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$18,138,588
Value of interest in pooled separate accounts at end of year2018-12-31$0
Value of interest in pooled separate accounts at beginning of year2018-12-31$0
Interest on participant loans2018-12-31$23,992
Income. Interest from loans (other than to participants)2018-12-31$0
Interest earned on other investments2018-12-31$0
Income. Interest from US Government securities2018-12-31$0
Income. Interest from corporate debt instruments2018-12-31$0
Value of interest in master investment trust accounts at end of year2018-12-31$0
Value of interest in master investment trust accounts at beginning of year2018-12-31$0
Value of interest in common/collective trusts at end of year2018-12-31$2,099,050
Value of interest in common/collective trusts at beginning of year2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$1,788,458
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$1,788,458
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$17,697
Assets. Value of investments in 103.12 investment entities at end of year2018-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2018-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Asset value of US Government securities at end of year2018-12-31$0
Asset value of US Government securities at beginning of year2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,649,312
Net investment gain/loss from pooled separate accounts2018-12-31$0
Net investment gain or loss from common/collective trusts2018-12-31$6,723
Net gain/loss from 103.12 investment entities2018-12-31$0
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 contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Assets. Invements in employer securities at end of year2018-12-31$0
Assets. Invements in employer securities at beginning of year2018-12-31$0
Assets. Value of employer real property at end of year2018-12-31$0
Assets. Value of employer real property at beginning of year2018-12-31$0
Contributions received in cash from employer2018-12-31$7
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$0
Income. Dividends from preferred stock2018-12-31$0
Income. Dividends from common stock2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,243,843
Asset. Corporate debt instrument preferred debt at end of year2018-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2018-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$0
Contract administrator fees2018-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$0
Liabilities. Value of benefit claims payable at end of year2018-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2018-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-12-31$0
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
Aggregate proceeds on sale of assets2018-12-31$0
Aggregate carrying amount (costs) on sale of assets2018-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2018-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2018-12-31$0
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 name2018-12-31POSTLETHWAITE & NETTERVILLE
Accountancy firm EIN2018-12-31721202445
Unrealized appreciation/depreciation of real estate assets2018-03-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2018-03-31$0
Total unrealized appreciation/depreciation of assets2018-03-31$0
Total transfer of assets to this plan2018-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-03-31$0
Expenses. Interest paid2018-03-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022018-03-31$0
Total income from all sources (including contributions)2018-03-31$2,931,407
Total loss/gain on sale of assets2018-03-31$0
Total of all expenses incurred2018-03-31$1,653,632
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-03-31$1,631,498
Expenses. Certain deemed distributions of participant loans2018-03-31$0
Value of total corrective distributions2018-03-31$11,234
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-03-31$1,129,330
Value of total assets at end of year2018-03-31$20,862,243
Value of total assets at beginning of year2018-03-31$19,584,468
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-03-31$10,900
Total income from rents2018-03-31$0
Total interest from all sources2018-03-31$37,307
Total dividends received (eg from common stock, registered investment company shares)2018-03-31$716,615
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-03-31$716,615
Assets. Real estate other than employer real property at end of year2018-03-31$0
Assets. Real estate other than employer real property at beginning of year2018-03-31$0
Administrative expenses professional fees incurred2018-03-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2018-03-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2018-03-31$0
Was this plan covered by a fidelity bond2018-03-31Yes
Value of fidelity bond cover2018-03-31$5,000,000
If this is an individual account plan, was there a blackout period2018-03-31No
Were there any nonexempt tranactions with any party-in-interest2018-03-31No
Contributions received from participants2018-03-31$1,127,816
Participant contributions at end of year2018-03-31$893,880
Participant contributions at beginning of year2018-03-31$878,552
Participant contributions at end of year2018-03-31$41,317
Participant contributions at beginning of year2018-03-31$21,975
Assets. Other investments not covered elsewhere at end of year2018-03-31$0
Assets. Other investments not covered elsewhere at beginning of year2018-03-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-03-31$1,514
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-03-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-03-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-03-31$0
Assets. Loans (other than to participants) at end of year2018-03-31$0
Assets. Loans (other than to participants) at beginning of year2018-03-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-03-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-03-31$0
Other income not declared elsewhere2018-03-31$0
Administrative expenses (other) incurred2018-03-31$10,900
Liabilities. Value of operating payables at end of year2018-03-31$0
Liabilities. Value of operating payables at beginning of year2018-03-31$0
Total non interest bearing cash at end of year2018-03-31$0
Total non interest bearing cash at beginning of year2018-03-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-03-31No
Income. Non cash contributions2018-03-31$0
Value of net income/loss2018-03-31$1,277,775
Value of net assets at end of year (total assets less liabilities)2018-03-31$20,862,243
Value of net assets at beginning of year (total assets less liabilities)2018-03-31$19,584,468
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-03-31No
Were any leases to which the plan was party in default or uncollectible2018-03-31No
Assets. partnership/joint venture interests at end of year2018-03-31$0
Assets. partnership/joint venture interests at beginning of year2018-03-31$0
Investment advisory and management fees2018-03-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-03-31$18,138,588
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-03-31$16,451,467
Value of interest in pooled separate accounts at end of year2018-03-31$0
Value of interest in pooled separate accounts at beginning of year2018-03-31$0
Interest on participant loans2018-03-31$28,885
Income. Interest from loans (other than to participants)2018-03-31$0
Interest earned on other investments2018-03-31$0
Income. Interest from US Government securities2018-03-31$0
Income. Interest from corporate debt instruments2018-03-31$0
Value of interest in master investment trust accounts at end of year2018-03-31$0
Value of interest in master investment trust accounts at beginning of year2018-03-31$0
Value of interest in common/collective trusts at end of year2018-03-31$0
Value of interest in common/collective trusts at beginning of year2018-03-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-03-31$1,788,458
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-03-31$2,232,474
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-03-31$2,232,474
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-03-31$8,422
Assets. Value of investments in 103.12 investment entities at end of year2018-03-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2018-03-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2018-03-31$0
Asset value of US Government securities at end of year2018-03-31$0
Asset value of US Government securities at beginning of year2018-03-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-03-31$1,048,155
Net investment gain/loss from pooled separate accounts2018-03-31$0
Net investment gain or loss from common/collective trusts2018-03-31$0
Net gain/loss from 103.12 investment entities2018-03-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-03-31No
Was there a failure to transmit to the plan any participant contributions2018-03-31No
Has the plan failed to provide any benefit when due under the plan2018-03-31No
Assets. Invements in employer securities at end of year2018-03-31$0
Assets. Invements in employer securities at beginning of year2018-03-31$0
Assets. Value of employer real property at end of year2018-03-31$0
Assets. Value of employer real property at beginning of year2018-03-31$0
Contributions received in cash from employer2018-03-31$0
Employer contributions (assets) at end of year2018-03-31$0
Employer contributions (assets) at beginning of year2018-03-31$0
Income. Dividends from preferred stock2018-03-31$0
Income. Dividends from common stock2018-03-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-03-31$1,631,498
Asset. Corporate debt instrument preferred debt at end of year2018-03-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2018-03-31$0
Asset. Corporate debt instrument debt (other) at end of year2018-03-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2018-03-31$0
Contract administrator fees2018-03-31$0
Assets. Corporate common stocks other than exployer securities at end of year2018-03-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2018-03-31$0
Liabilities. Value of benefit claims payable at end of year2018-03-31$0
Liabilities. Value of benefit claims payable at beginning of year2018-03-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2018-03-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-03-31$0
Did the plan have assets held for investment2018-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-03-31No
Aggregate proceeds on sale of assets2018-03-31$0
Aggregate carrying amount (costs) on sale of assets2018-03-31$0
Liabilities. Value of acquisition indebtedness at end of year2018-03-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2018-03-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-03-31Yes
Opinion of an independent qualified public accountant for this plan2018-03-31Disclaimer
Accountancy firm name2018-03-31POSTLETHWAITE & NETTERVILLE
Accountancy firm EIN2018-03-31721202445
2017 : JOHN W. STONE OIL DISTRIBUTOR, L.L.C. 401(K) RETIREMENT PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-03-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2017-03-31$0
Total unrealized appreciation/depreciation of assets2017-03-31$0
Total transfer of assets to this plan2017-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-03-31$0
Expenses. Interest paid2017-03-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022017-03-31$0
Total income from all sources (including contributions)2017-03-31$3,407,125
Total loss/gain on sale of assets2017-03-31$0
Total of all expenses incurred2017-03-31$1,536,745
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-03-31$1,494,881
Expenses. Certain deemed distributions of participant loans2017-03-31$0
Value of total corrective distributions2017-03-31$30,514
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-03-31$1,696,794
Value of total assets at end of year2017-03-31$19,584,468
Value of total assets at beginning of year2017-03-31$17,714,088
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-03-31$11,350
Total income from rents2017-03-31$0
Total interest from all sources2017-03-31$27,719
Total dividends received (eg from common stock, registered investment company shares)2017-03-31$451,278
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-03-31$451,278
Assets. Real estate other than employer real property at end of year2017-03-31$0
Assets. Real estate other than employer real property at beginning of year2017-03-31$0
Administrative expenses professional fees incurred2017-03-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2017-03-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2017-03-31$0
Was this plan covered by a fidelity bond2017-03-31Yes
Value of fidelity bond cover2017-03-31$5,000,000
If this is an individual account plan, was there a blackout period2017-03-31No
Were there any nonexempt tranactions with any party-in-interest2017-03-31No
Contributions received from participants2017-03-31$1,361,013
Participant contributions at end of year2017-03-31$878,552
Participant contributions at beginning of year2017-03-31$832,429
Participant contributions at end of year2017-03-31$21,975
Participant contributions at beginning of year2017-03-31$30,359
Assets. Other investments not covered elsewhere at end of year2017-03-31$0
Assets. Other investments not covered elsewhere at beginning of year2017-03-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-03-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-03-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-03-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-03-31$0
Assets. Loans (other than to participants) at end of year2017-03-31$0
Assets. Loans (other than to participants) at beginning of year2017-03-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-03-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-03-31$0
Other income not declared elsewhere2017-03-31$0
Administrative expenses (other) incurred2017-03-31$11,350
Liabilities. Value of operating payables at end of year2017-03-31$0
Liabilities. Value of operating payables at beginning of year2017-03-31$0
Total non interest bearing cash at end of year2017-03-31$0
Total non interest bearing cash at beginning of year2017-03-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-03-31No
Income. Non cash contributions2017-03-31$0
Value of net income/loss2017-03-31$1,870,380
Value of net assets at end of year (total assets less liabilities)2017-03-31$19,584,468
Value of net assets at beginning of year (total assets less liabilities)2017-03-31$17,714,088
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-03-31No
Were any leases to which the plan was party in default or uncollectible2017-03-31No
Assets. partnership/joint venture interests at end of year2017-03-31$0
Assets. partnership/joint venture interests at beginning of year2017-03-31$0
Investment advisory and management fees2017-03-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-03-31$16,451,467
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-03-31$15,051,746
Value of interest in pooled separate accounts at end of year2017-03-31$0
Value of interest in pooled separate accounts at beginning of year2017-03-31$0
Interest on participant loans2017-03-31$27,499
Income. Interest from loans (other than to participants)2017-03-31$0
Interest earned on other investments2017-03-31$0
Income. Interest from US Government securities2017-03-31$0
Income. Interest from corporate debt instruments2017-03-31$0
Value of interest in master investment trust accounts at end of year2017-03-31$0
Value of interest in master investment trust accounts at beginning of year2017-03-31$0
Value of interest in common/collective trusts at end of year2017-03-31$0
Value of interest in common/collective trusts at beginning of year2017-03-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-03-31$2,232,474
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-03-31$1,790,102
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-03-31$1,790,102
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-03-31$220
Assets. Value of investments in 103.12 investment entities at end of year2017-03-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2017-03-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2017-03-31$0
Asset value of US Government securities at end of year2017-03-31$0
Asset value of US Government securities at beginning of year2017-03-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-03-31$1,231,334
Net investment gain/loss from pooled separate accounts2017-03-31$0
Net investment gain or loss from common/collective trusts2017-03-31$0
Net gain/loss from 103.12 investment entities2017-03-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-03-31No
Was there a failure to transmit to the plan any participant contributions2017-03-31No
Has the plan failed to provide any benefit when due under the plan2017-03-31No
Assets. Invements in employer securities at end of year2017-03-31$0
Assets. Invements in employer securities at beginning of year2017-03-31$0
Assets. Value of employer real property at end of year2017-03-31$0
Assets. Value of employer real property at beginning of year2017-03-31$0
Contributions received in cash from employer2017-03-31$335,781
Employer contributions (assets) at end of year2017-03-31$0
Employer contributions (assets) at beginning of year2017-03-31$9,452
Income. Dividends from preferred stock2017-03-31$0
Income. Dividends from common stock2017-03-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-03-31$1,494,881
Asset. Corporate debt instrument preferred debt at end of year2017-03-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2017-03-31$0
Asset. Corporate debt instrument debt (other) at end of year2017-03-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2017-03-31$0
Contract administrator fees2017-03-31$0
Assets. Corporate common stocks other than exployer securities at end of year2017-03-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2017-03-31$0
Liabilities. Value of benefit claims payable at end of year2017-03-31$0
Liabilities. Value of benefit claims payable at beginning of year2017-03-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2017-03-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-03-31$0
Did the plan have assets held for investment2017-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-03-31No
Aggregate proceeds on sale of assets2017-03-31$0
Aggregate carrying amount (costs) on sale of assets2017-03-31$0
Liabilities. Value of acquisition indebtedness at end of year2017-03-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2017-03-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-03-31Yes
Opinion of an independent qualified public accountant for this plan2017-03-31Disclaimer
Accountancy firm name2017-03-31WEGMANN DAZET & COMPANY
Accountancy firm EIN2017-03-31720870824
2016 : JOHN W. STONE OIL DISTRIBUTOR, L.L.C. 401(K) RETIREMENT PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-03-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2016-03-31$0
Total unrealized appreciation/depreciation of assets2016-03-31$0
Total transfer of assets to this plan2016-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-03-31$0
Expenses. Interest paid2016-03-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022016-03-31$0
Total income from all sources (including contributions)2016-03-31$1,551,407
Total loss/gain on sale of assets2016-03-31$0
Total of all expenses incurred2016-03-31$857,423
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-03-31$812,643
Expenses. Certain deemed distributions of participant loans2016-03-31$7,043
Value of total corrective distributions2016-03-31$27,512
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-03-31$2,101,965
Value of total assets at end of year2016-03-31$17,714,088
Value of total assets at beginning of year2016-03-31$17,020,104
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-03-31$10,225
Total income from rents2016-03-31$0
Total interest from all sources2016-03-31$26,902
Total dividends received (eg from common stock, registered investment company shares)2016-03-31$579,672
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-03-31$579,672
Assets. Real estate other than employer real property at end of year2016-03-31$0
Assets. Real estate other than employer real property at beginning of year2016-03-31$0
Administrative expenses professional fees incurred2016-03-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2016-03-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2016-03-31$0
Was this plan covered by a fidelity bond2016-03-31Yes
Value of fidelity bond cover2016-03-31$5,000,000
If this is an individual account plan, was there a blackout period2016-03-31No
Were there any nonexempt tranactions with any party-in-interest2016-03-31No
Contributions received from participants2016-03-31$1,591,228
Participant contributions at end of year2016-03-31$832,429
Participant contributions at beginning of year2016-03-31$794,255
Participant contributions at end of year2016-03-31$30,359
Participant contributions at beginning of year2016-03-31$28,442
Assets. Other investments not covered elsewhere at end of year2016-03-31$0
Assets. Other investments not covered elsewhere at beginning of year2016-03-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-03-31$21,381
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-03-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-03-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-03-31$0
Assets. Loans (other than to participants) at end of year2016-03-31$0
Assets. Loans (other than to participants) at beginning of year2016-03-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-03-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-03-31$0
Other income not declared elsewhere2016-03-31$0
Administrative expenses (other) incurred2016-03-31$10,225
Liabilities. Value of operating payables at end of year2016-03-31$0
Liabilities. Value of operating payables at beginning of year2016-03-31$0
Total non interest bearing cash at end of year2016-03-31$0
Total non interest bearing cash at beginning of year2016-03-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-03-31No
Income. Non cash contributions2016-03-31$0
Value of net income/loss2016-03-31$693,984
Value of net assets at end of year (total assets less liabilities)2016-03-31$17,714,088
Value of net assets at beginning of year (total assets less liabilities)2016-03-31$17,020,104
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-03-31No
Were any leases to which the plan was party in default or uncollectible2016-03-31No
Assets. partnership/joint venture interests at end of year2016-03-31$0
Assets. partnership/joint venture interests at beginning of year2016-03-31$0
Investment advisory and management fees2016-03-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-03-31$15,051,746
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-03-31$14,611,369
Value of interest in pooled separate accounts at end of year2016-03-31$0
Value of interest in pooled separate accounts at beginning of year2016-03-31$0
Interest on participant loans2016-03-31$26,736
Income. Interest from loans (other than to participants)2016-03-31$0
Interest earned on other investments2016-03-31$0
Income. Interest from US Government securities2016-03-31$0
Income. Interest from corporate debt instruments2016-03-31$0
Value of interest in master investment trust accounts at end of year2016-03-31$0
Value of interest in master investment trust accounts at beginning of year2016-03-31$0
Value of interest in common/collective trusts at end of year2016-03-31$0
Value of interest in common/collective trusts at beginning of year2016-03-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-03-31$1,790,102
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-03-31$1,577,489
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-03-31$1,577,489
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-03-31$166
Assets. Value of investments in 103.12 investment entities at end of year2016-03-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2016-03-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2016-03-31$0
Asset value of US Government securities at end of year2016-03-31$0
Asset value of US Government securities at beginning of year2016-03-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-03-31$-1,157,132
Net investment gain/loss from pooled separate accounts2016-03-31$0
Net investment gain or loss from common/collective trusts2016-03-31$0
Net gain/loss from 103.12 investment entities2016-03-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-03-31No
Was there a failure to transmit to the plan any participant contributions2016-03-31No
Has the plan failed to provide any benefit when due under the plan2016-03-31No
Assets. Invements in employer securities at end of year2016-03-31$0
Assets. Invements in employer securities at beginning of year2016-03-31$0
Assets. Value of employer real property at end of year2016-03-31$0
Assets. Value of employer real property at beginning of year2016-03-31$0
Contributions received in cash from employer2016-03-31$489,356
Employer contributions (assets) at end of year2016-03-31$9,452
Employer contributions (assets) at beginning of year2016-03-31$8,549
Income. Dividends from preferred stock2016-03-31$0
Income. Dividends from common stock2016-03-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-03-31$812,643
Asset. Corporate debt instrument preferred debt at end of year2016-03-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2016-03-31$0
Asset. Corporate debt instrument debt (other) at end of year2016-03-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2016-03-31$0
Contract administrator fees2016-03-31$0
Assets. Corporate common stocks other than exployer securities at end of year2016-03-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2016-03-31$0
Liabilities. Value of benefit claims payable at end of year2016-03-31$0
Liabilities. Value of benefit claims payable at beginning of year2016-03-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2016-03-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-03-31$0
Did the plan have assets held for investment2016-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-03-31No
Aggregate proceeds on sale of assets2016-03-31$0
Aggregate carrying amount (costs) on sale of assets2016-03-31$0
Liabilities. Value of acquisition indebtedness at end of year2016-03-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2016-03-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-03-31Yes
Opinion of an independent qualified public accountant for this plan2016-03-31Disclaimer
Accountancy firm name2016-03-31WEGMANN DAZET & COMPANY
Accountancy firm EIN2016-03-31720870824
2015 : JOHN W. STONE OIL DISTRIBUTOR, L.L.C. 401(K) RETIREMENT PLAN 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-03-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2015-03-31$0
Total unrealized appreciation/depreciation of assets2015-03-31$0
Total transfer of assets to this plan2015-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-03-31$0
Expenses. Interest paid2015-03-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022015-03-31$0
Total income from all sources (including contributions)2015-03-31$2,929,517
Total loss/gain on sale of assets2015-03-31$0
Total of all expenses incurred2015-03-31$461,217
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-03-31$434,334
Expenses. Certain deemed distributions of participant loans2015-03-31$0
Value of total corrective distributions2015-03-31$18,283
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-03-31$1,779,116
Value of total assets at end of year2015-03-31$17,020,104
Value of total assets at beginning of year2015-03-31$14,551,804
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-03-31$8,600
Total income from rents2015-03-31$0
Total interest from all sources2015-03-31$24,010
Total dividends received (eg from common stock, registered investment company shares)2015-03-31$588,850
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-03-31$588,850
Assets. Real estate other than employer real property at end of year2015-03-31$0
Assets. Real estate other than employer real property at beginning of year2015-03-31$0
Administrative expenses professional fees incurred2015-03-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2015-03-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2015-03-31$0
Was this plan covered by a fidelity bond2015-03-31Yes
Value of fidelity bond cover2015-03-31$5,000,000
If this is an individual account plan, was there a blackout period2015-03-31No
Were there any nonexempt tranactions with any party-in-interest2015-03-31No
Contributions received from participants2015-03-31$1,359,994
Participant contributions at end of year2015-03-31$794,255
Participant contributions at beginning of year2015-03-31$736,240
Participant contributions at end of year2015-03-31$28,442
Participant contributions at beginning of year2015-03-31$49,683
Assets. Other investments not covered elsewhere at end of year2015-03-31$0
Assets. Other investments not covered elsewhere at beginning of year2015-03-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-03-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-03-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-03-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-03-31$0
Assets. Loans (other than to participants) at end of year2015-03-31$0
Assets. Loans (other than to participants) at beginning of year2015-03-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-03-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-03-31$0
Other income not declared elsewhere2015-03-31$0
Administrative expenses (other) incurred2015-03-31$8,600
Liabilities. Value of operating payables at end of year2015-03-31$0
Liabilities. Value of operating payables at beginning of year2015-03-31$0
Total non interest bearing cash at end of year2015-03-31$0
Total non interest bearing cash at beginning of year2015-03-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-03-31No
Income. Non cash contributions2015-03-31$0
Value of net income/loss2015-03-31$2,468,300
Value of net assets at end of year (total assets less liabilities)2015-03-31$17,020,104
Value of net assets at beginning of year (total assets less liabilities)2015-03-31$14,551,804
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-03-31No
Were any leases to which the plan was party in default or uncollectible2015-03-31No
Assets. partnership/joint venture interests at end of year2015-03-31$0
Assets. partnership/joint venture interests at beginning of year2015-03-31$0
Investment advisory and management fees2015-03-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-03-31$14,611,369
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-03-31$12,267,752
Value of interest in pooled separate accounts at end of year2015-03-31$0
Value of interest in pooled separate accounts at beginning of year2015-03-31$0
Interest on participant loans2015-03-31$23,862
Income. Interest from loans (other than to participants)2015-03-31$0
Interest earned on other investments2015-03-31$0
Income. Interest from US Government securities2015-03-31$0
Income. Interest from corporate debt instruments2015-03-31$0
Value of interest in master investment trust accounts at end of year2015-03-31$0
Value of interest in master investment trust accounts at beginning of year2015-03-31$0
Value of interest in common/collective trusts at end of year2015-03-31$0
Value of interest in common/collective trusts at beginning of year2015-03-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-03-31$1,577,489
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-03-31$1,482,809
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-03-31$1,482,809
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-03-31$148
Assets. Value of investments in 103.12 investment entities at end of year2015-03-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2015-03-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2015-03-31$0
Asset value of US Government securities at end of year2015-03-31$0
Asset value of US Government securities at beginning of year2015-03-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-03-31$537,541
Net investment gain/loss from pooled separate accounts2015-03-31$0
Net investment gain or loss from common/collective trusts2015-03-31$0
Net gain/loss from 103.12 investment entities2015-03-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-03-31No
Was there a failure to transmit to the plan any participant contributions2015-03-31No
Has the plan failed to provide any benefit when due under the plan2015-03-31No
Assets. Invements in employer securities at end of year2015-03-31$0
Assets. Invements in employer securities at beginning of year2015-03-31$0
Assets. Value of employer real property at end of year2015-03-31$0
Assets. Value of employer real property at beginning of year2015-03-31$0
Contributions received in cash from employer2015-03-31$419,122
Employer contributions (assets) at end of year2015-03-31$8,549
Employer contributions (assets) at beginning of year2015-03-31$15,320
Income. Dividends from preferred stock2015-03-31$0
Income. Dividends from common stock2015-03-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-03-31$434,334
Asset. Corporate debt instrument preferred debt at end of year2015-03-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2015-03-31$0
Asset. Corporate debt instrument debt (other) at end of year2015-03-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2015-03-31$0
Contract administrator fees2015-03-31$0
Assets. Corporate common stocks other than exployer securities at end of year2015-03-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2015-03-31$0
Liabilities. Value of benefit claims payable at end of year2015-03-31$0
Liabilities. Value of benefit claims payable at beginning of year2015-03-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2015-03-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-03-31$0
Did the plan have assets held for investment2015-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-03-31No
Aggregate proceeds on sale of assets2015-03-31$0
Aggregate carrying amount (costs) on sale of assets2015-03-31$0
Liabilities. Value of acquisition indebtedness at end of year2015-03-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2015-03-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-03-31Yes
Opinion of an independent qualified public accountant for this plan2015-03-31Disclaimer
Accountancy firm name2015-03-31WEGMANN DAZET & COMPANY
Accountancy firm EIN2015-03-31720870824
2014 : JOHN W. STONE OIL DISTRIBUTOR, L.L.C. 401(K) RETIREMENT PLAN 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets2014-03-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2014-03-31$0
Total unrealized appreciation/depreciation of assets2014-03-31$0
Total transfer of assets to this plan2014-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-03-31$0
Expenses. Interest paid2014-03-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022014-03-31$0
Total income from all sources (including contributions)2014-03-31$2,851,872
Total loss/gain on sale of assets2014-03-31$0
Total of all expenses incurred2014-03-31$882,454
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-03-31$872,930
Expenses. Certain deemed distributions of participant loans2014-03-31$0
Value of total corrective distributions2014-03-31$4,021
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-03-31$1,593,960
Value of total assets at end of year2014-03-31$14,551,804
Value of total assets at beginning of year2014-03-31$12,582,386
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-03-31$5,503
Total income from rents2014-03-31$0
Total interest from all sources2014-03-31$22,782
Total dividends received (eg from common stock, registered investment company shares)2014-03-31$614,003
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-03-31$614,003
Assets. Real estate other than employer real property at end of year2014-03-31$0
Assets. Real estate other than employer real property at beginning of year2014-03-31$0
Administrative expenses professional fees incurred2014-03-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2014-03-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2014-03-31$0
Was this plan covered by a fidelity bond2014-03-31Yes
Value of fidelity bond cover2014-03-31$5,000,000
If this is an individual account plan, was there a blackout period2014-03-31No
Were there any nonexempt tranactions with any party-in-interest2014-03-31No
Contributions received from participants2014-03-31$1,155,046
Participant contributions at end of year2014-03-31$736,240
Participant contributions at beginning of year2014-03-31$696,402
Participant contributions at end of year2014-03-31$49,683
Participant contributions at beginning of year2014-03-31$21,636
Assets. Other investments not covered elsewhere at end of year2014-03-31$0
Assets. Other investments not covered elsewhere at beginning of year2014-03-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-03-31$66,286
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-03-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-03-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-03-31$0
Assets. Loans (other than to participants) at end of year2014-03-31$0
Assets. Loans (other than to participants) at beginning of year2014-03-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-03-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-03-31$0
Other income not declared elsewhere2014-03-31$0
Administrative expenses (other) incurred2014-03-31$5,503
Liabilities. Value of operating payables at end of year2014-03-31$0
Liabilities. Value of operating payables at beginning of year2014-03-31$0
Total non interest bearing cash at end of year2014-03-31$0
Total non interest bearing cash at beginning of year2014-03-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-03-31No
Income. Non cash contributions2014-03-31$0
Value of net income/loss2014-03-31$1,969,418
Value of net assets at end of year (total assets less liabilities)2014-03-31$14,551,804
Value of net assets at beginning of year (total assets less liabilities)2014-03-31$12,582,386
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-03-31No
Were any leases to which the plan was party in default or uncollectible2014-03-31No
Assets. partnership/joint venture interests at end of year2014-03-31$0
Assets. partnership/joint venture interests at beginning of year2014-03-31$0
Investment advisory and management fees2014-03-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-03-31$12,267,752
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-03-31$10,349,839
Value of interest in pooled separate accounts at end of year2014-03-31$0
Value of interest in pooled separate accounts at beginning of year2014-03-31$0
Interest on participant loans2014-03-31$22,641
Income. Interest from loans (other than to participants)2014-03-31$0
Interest earned on other investments2014-03-31$0
Income. Interest from US Government securities2014-03-31$0
Income. Interest from corporate debt instruments2014-03-31$0
Value of interest in master investment trust accounts at end of year2014-03-31$0
Value of interest in master investment trust accounts at beginning of year2014-03-31$0
Value of interest in common/collective trusts at end of year2014-03-31$0
Value of interest in common/collective trusts at beginning of year2014-03-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-03-31$1,482,809
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-03-31$1,507,700
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-03-31$1,507,700
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-03-31$141
Assets. Value of investments in 103.12 investment entities at end of year2014-03-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2014-03-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2014-03-31$0
Asset value of US Government securities at end of year2014-03-31$0
Asset value of US Government securities at beginning of year2014-03-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-03-31$621,127
Net investment gain/loss from pooled separate accounts2014-03-31$0
Net investment gain or loss from common/collective trusts2014-03-31$0
Net gain/loss from 103.12 investment entities2014-03-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-03-31No
Was there a failure to transmit to the plan any participant contributions2014-03-31No
Has the plan failed to provide any benefit when due under the plan2014-03-31No
Assets. Invements in employer securities at end of year2014-03-31$0
Assets. Invements in employer securities at beginning of year2014-03-31$0
Assets. Value of employer real property at end of year2014-03-31$0
Assets. Value of employer real property at beginning of year2014-03-31$0
Contributions received in cash from employer2014-03-31$372,628
Employer contributions (assets) at end of year2014-03-31$15,320
Employer contributions (assets) at beginning of year2014-03-31$6,809
Income. Dividends from preferred stock2014-03-31$0
Income. Dividends from common stock2014-03-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-03-31$872,930
Asset. Corporate debt instrument preferred debt at end of year2014-03-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2014-03-31$0
Asset. Corporate debt instrument debt (other) at end of year2014-03-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2014-03-31$0
Contract administrator fees2014-03-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-03-31No
Assets. Corporate common stocks other than exployer securities at end of year2014-03-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2014-03-31$0
Liabilities. Value of benefit claims payable at end of year2014-03-31$0
Liabilities. Value of benefit claims payable at beginning of year2014-03-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2014-03-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-03-31$0
Did the plan have assets held for investment2014-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-03-31No
Aggregate proceeds on sale of assets2014-03-31$0
Aggregate carrying amount (costs) on sale of assets2014-03-31$0
Liabilities. Value of acquisition indebtedness at end of year2014-03-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2014-03-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-03-31Yes
Opinion of an independent qualified public accountant for this plan2014-03-31Disclaimer
Accountancy firm name2014-03-31WEGMANN DAZET & COMPANY
Accountancy firm EIN2014-03-31720870824
2013 : JOHN W. STONE OIL DISTRIBUTOR, L.L.C. 401(K) RETIREMENT PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-03-31$0
Total income from all sources (including contributions)2013-03-31$2,347,054
Total of all expenses incurred2013-03-31$748,805
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-03-31$725,584
Value of total corrective distributions2013-03-31$18,221
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-03-31$1,508,614
Value of total assets at end of year2013-03-31$12,582,386
Value of total assets at beginning of year2013-03-31$10,984,137
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-03-31$5,000
Total interest from all sources2013-03-31$20,025
Total dividends received (eg from common stock, registered investment company shares)2013-03-31$221,130
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-03-31$221,130
Was this plan covered by a fidelity bond2013-03-31Yes
Value of fidelity bond cover2013-03-31$5,000,000
If this is an individual account plan, was there a blackout period2013-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-03-31$0
Were there any nonexempt tranactions with any party-in-interest2013-03-31No
Contributions received from participants2013-03-31$1,084,297
Participant contributions at end of year2013-03-31$696,402
Participant contributions at beginning of year2013-03-31$635,882
Participant contributions at end of year2013-03-31$21,636
Participant contributions at beginning of year2013-03-31$10,893
Income. Received or receivable in cash from other sources (including rollovers)2013-03-31$71,439
Administrative expenses (other) incurred2013-03-31$5,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-03-31No
Value of net income/loss2013-03-31$1,598,249
Value of net assets at end of year (total assets less liabilities)2013-03-31$12,582,386
Value of net assets at beginning of year (total assets less liabilities)2013-03-31$10,984,137
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-03-31No
Were any leases to which the plan was party in default or uncollectible2013-03-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-03-31$10,349,839
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-03-31$9,458,323
Interest on participant loans2013-03-31$19,915
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-03-31$1,507,700
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-03-31$875,650
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-03-31$875,650
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-03-31$110
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-03-31$597,285
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-03-31No
Was there a failure to transmit to the plan any participant contributions2013-03-31No
Has the plan failed to provide any benefit when due under the plan2013-03-31No
Contributions received in cash from employer2013-03-31$352,878
Employer contributions (assets) at end of year2013-03-31$6,809
Employer contributions (assets) at beginning of year2013-03-31$3,389
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-03-31$725,584
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-03-31No
Did the plan have assets held for investment2013-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-03-31Yes
Opinion of an independent qualified public accountant for this plan2013-03-31Disclaimer
Accountancy firm name2013-03-31WEGMANN DAZET & COMPANY
Accountancy firm EIN2013-03-31720870824
2012 : JOHN W. STONE OIL DISTRIBUTOR, L.L.C. 401(K) RETIREMENT PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-03-31$1,625,432
Total of all expenses incurred2012-03-31$749,566
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-03-31$713,720
Expenses. Certain deemed distributions of participant loans2012-03-31$2,546
Value of total corrective distributions2012-03-31$26,178
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-03-31$1,427,154
Value of total assets at end of year2012-03-31$10,984,137
Value of total assets at beginning of year2012-03-31$10,108,271
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-03-31$7,122
Total interest from all sources2012-03-31$18,498
Total dividends received (eg from common stock, registered investment company shares)2012-03-31$274,741
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-03-31$274,741
Was this plan covered by a fidelity bond2012-03-31Yes
Value of fidelity bond cover2012-03-31$500,000
If this is an individual account plan, was there a blackout period2012-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-03-31$0
Were there any nonexempt tranactions with any party-in-interest2012-03-31No
Contributions received from participants2012-03-31$1,085,131
Participant contributions at end of year2012-03-31$635,882
Participant contributions at beginning of year2012-03-31$512,125
Participant contributions at end of year2012-03-31$10,893
Participant contributions at beginning of year2012-03-31$6,880
Administrative expenses (other) incurred2012-03-31$7,122
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-03-31No
Value of net income/loss2012-03-31$875,866
Value of net assets at end of year (total assets less liabilities)2012-03-31$10,984,137
Value of net assets at beginning of year (total assets less liabilities)2012-03-31$10,108,271
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-03-31No
Were any leases to which the plan was party in default or uncollectible2012-03-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-03-31$9,458,323
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-03-31$8,753,660
Interest on participant loans2012-03-31$18,200
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-03-31$875,650
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-03-31$833,113
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-03-31$833,113
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-03-31$298
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-03-31$-94,961
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-03-31No
Was there a failure to transmit to the plan any participant contributions2012-03-31No
Has the plan failed to provide any benefit when due under the plan2012-03-31No
Contributions received in cash from employer2012-03-31$342,023
Employer contributions (assets) at end of year2012-03-31$3,389
Employer contributions (assets) at beginning of year2012-03-31$2,493
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-03-31$713,720
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-03-31No
Did the plan have assets held for investment2012-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-03-31Yes
Opinion of an independent qualified public accountant for this plan2012-03-31Disclaimer
Accountancy firm name2012-03-31WEGMANN DAZET & COMPANY
Accountancy firm EIN2012-03-31720870824
2011 : JOHN W. STONE OIL DISTRIBUTOR, L.L.C. 401(K) RETIREMENT PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-03-31$2,449,492
Total of all expenses incurred2011-03-31$384,202
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-03-31$351,311
Value of total corrective distributions2011-03-31$28,709
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-03-31$1,393,887
Value of total assets at end of year2011-03-31$10,108,271
Value of total assets at beginning of year2011-03-31$8,042,981
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-03-31$4,182
Total interest from all sources2011-03-31$15,231
Total dividends received (eg from common stock, registered investment company shares)2011-03-31$191,459
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-03-31$191,459
Was this plan covered by a fidelity bond2011-03-31Yes
Value of fidelity bond cover2011-03-31$500,000
If this is an individual account plan, was there a blackout period2011-03-31No
Were there any nonexempt tranactions with any party-in-interest2011-03-31No
Contributions received from participants2011-03-31$1,052,375
Participant contributions at end of year2011-03-31$512,125
Participant contributions at beginning of year2011-03-31$297,419
Participant contributions at end of year2011-03-31$6,880
Participant contributions at beginning of year2011-03-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-03-31$9,979
Administrative expenses (other) incurred2011-03-31$4,182
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-03-31No
Value of net income/loss2011-03-31$2,065,290
Value of net assets at end of year (total assets less liabilities)2011-03-31$10,108,271
Value of net assets at beginning of year (total assets less liabilities)2011-03-31$8,042,981
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-03-31No
Were any leases to which the plan was party in default or uncollectible2011-03-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-03-31$8,753,660
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-03-31$7,161,117
Interest on participant loans2011-03-31$15,142
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-03-31$833,113
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-03-31$584,445
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-03-31$584,445
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-03-31$89
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-03-31$848,915
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-03-31No
Was there a failure to transmit to the plan any participant contributions2011-03-31No
Has the plan failed to provide any benefit when due under the plan2011-03-31No
Contributions received in cash from employer2011-03-31$331,533
Employer contributions (assets) at end of year2011-03-31$2,493
Employer contributions (assets) at beginning of year2011-03-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-03-31$351,311
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-03-31No
Did the plan have assets held for investment2011-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-03-31Yes
Opinion of an independent qualified public accountant for this plan2011-03-31Unqualified
Accountancy firm name2011-03-31WEGMANN DAZET & COMPANY
Accountancy firm EIN2011-03-31720870824

Form 5500 Responses for JOHN W. STONE OIL DISTRIBUTOR, L.L.C. 401(K) RETIREMENT PLAN

2022: JOHN W. STONE OIL DISTRIBUTOR, L.L.C. 401(K) RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: JOHN W. STONE OIL DISTRIBUTOR, L.L.C. 401(K) RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingNo
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: JOHN W. STONE OIL DISTRIBUTOR, L.L.C. 401(K) RETIREMENT 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 – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: JOHN W. STONE OIL DISTRIBUTOR, L.L.C. 401(K) RETIREMENT 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 – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: JOHN W. STONE OIL DISTRIBUTOR, L.L.C. 401(K) RETIREMENT PLAN 2018 form 5500 responses
2018-04-01Type of plan entitySingle employer plan
2018-04-01Submission has been amendedNo
2018-04-01This submission is the final filingNo
2018-04-01This return/report is a short plan year return/report (less than 12 months)Yes
2018-04-01Plan is a collectively bargained planNo
2018-04-01Plan funding arrangement – TrustYes
2018-04-01Plan benefit arrangement - TrustYes
2017: JOHN W. STONE OIL DISTRIBUTOR, L.L.C. 401(K) RETIREMENT PLAN 2017 form 5500 responses
2017-04-01Type of plan entitySingle employer plan
2017-04-01Submission has been amendedNo
2017-04-01This submission is the final filingNo
2017-04-01This return/report is a short plan year return/report (less than 12 months)No
2017-04-01Plan is a collectively bargained planNo
2017-04-01Plan funding arrangement – TrustYes
2017-04-01Plan benefit arrangement - TrustYes
2016: JOHN W. STONE OIL DISTRIBUTOR, L.L.C. 401(K) RETIREMENT PLAN 2016 form 5500 responses
2016-04-01Type of plan entitySingle employer plan
2016-04-01Submission has been amendedNo
2016-04-01This submission is the final filingNo
2016-04-01This return/report is a short plan year return/report (less than 12 months)No
2016-04-01Plan is a collectively bargained planNo
2016-04-01Plan funding arrangement – TrustYes
2016-04-01Plan benefit arrangement - TrustYes
2015: JOHN W. STONE OIL DISTRIBUTOR, L.L.C. 401(K) RETIREMENT PLAN 2015 form 5500 responses
2015-04-01Type of plan entitySingle employer plan
2015-04-01Submission has been amendedNo
2015-04-01This submission is the final filingNo
2015-04-01This return/report is a short plan year return/report (less than 12 months)No
2015-04-01Plan is a collectively bargained planNo
2015-04-01Plan funding arrangement – TrustYes
2015-04-01Plan benefit arrangement - TrustYes
2014: JOHN W. STONE OIL DISTRIBUTOR, L.L.C. 401(K) RETIREMENT PLAN 2014 form 5500 responses
2014-04-01Type of plan entitySingle employer plan
2014-04-01Submission has been amendedNo
2014-04-01This submission is the final filingNo
2014-04-01This return/report is a short plan year return/report (less than 12 months)No
2014-04-01Plan is a collectively bargained planNo
2014-04-01Plan funding arrangement – TrustYes
2014-04-01Plan benefit arrangement - TrustYes
2013: JOHN W. STONE OIL DISTRIBUTOR, L.L.C. 401(K) RETIREMENT PLAN 2013 form 5500 responses
2013-04-01Type of plan entitySingle employer plan
2013-04-01Submission has been amendedNo
2013-04-01This submission is the final filingNo
2013-04-01This return/report is a short plan year return/report (less than 12 months)No
2013-04-01Plan is a collectively bargained planNo
2013-04-01Plan funding arrangement – TrustYes
2013-04-01Plan benefit arrangement - TrustYes
2012: JOHN W. STONE OIL DISTRIBUTOR, L.L.C. 401(K) RETIREMENT PLAN 2012 form 5500 responses
2012-04-01Type of plan entitySingle employer plan
2012-04-01Submission has been amendedNo
2012-04-01This submission is the final filingNo
2012-04-01This return/report is a short plan year return/report (less than 12 months)No
2012-04-01Plan is a collectively bargained planNo
2012-04-01Plan funding arrangement – TrustYes
2012-04-01Plan benefit arrangement - TrustYes
2011: JOHN W. STONE OIL DISTRIBUTOR, L.L.C. 401(K) RETIREMENT PLAN 2011 form 5500 responses
2011-04-01Type of plan entitySingle employer plan
2011-04-01Submission has been amendedNo
2011-04-01This submission is the final filingNo
2011-04-01This return/report is a short plan year return/report (less than 12 months)No
2011-04-01Plan funding arrangement – TrustYes
2011-04-01Plan benefit arrangement - TrustYes
2009: JOHN W. STONE OIL DISTRIBUTOR, L.L.C. 401(K) RETIREMENT PLAN 2009 form 5500 responses
2009-04-01Type of plan entitySingle employer plan
2009-04-01Submission has been amendedNo
2009-04-01This submission is the final filingNo
2009-04-01This return/report is a short plan year return/report (less than 12 months)No
2009-04-01Plan is a collectively bargained planNo
2009-04-01Plan funding arrangement – TrustYes
2009-04-01Plan benefit arrangement - TrustYes

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