PETRO GUARDIAN LLC has sponsored the creation of one or more 401k plans.
| Measure | Date | Value |
|---|
| 2025 : PETRO GUARDIAN 401(K) PLAN 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-07-21 | 0 |
| Total expenses incurred by plan in this plan year | 2025-07-21 | 719961 |
| Net assets as of the end of the plan year | 2025-07-21 | 2876811 |
| Total assets as of the beginning of the plan year | 2025-07-21 | 2736986 |
| Value of plan covered by a fidelity bond | 2025-07-21 | 280000 |
| Participant contributions to plan in this plan year | 2025-07-21 | 343204 |
| Value of participant loans at end of plan year | 2025-07-21 | 14478 |
| Other contributions to plan in this plan year | 2025-07-21 | 0 |
| Other income to plan in this plan year | 2025-07-21 | 312664 |
| Plan net income in this plan year | 2025-07-21 | 139825 |
| Net assets as of the end of the plan year | 2025-07-21 | 2876811 |
| Net assets as of the beginning of the plan year | 2025-07-21 | 2736986 |
| Value of contributions failed to transmitted timely | 2025-07-21 | 10419 |
| Employer contributions to plan in this plan year | 2025-07-21 | 203918 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-21 | 8745 |
| 2024 : PETRO GUARDIAN 401(K) PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-09-20 | 0 |
| Total expenses incurred by plan in this plan year | 2024-09-20 | 34101 |
| Net assets as of the end of the plan year | 2024-09-20 | 2736986 |
| Total assets as of the beginning of the plan year | 2024-09-20 | 2158786 |
| Value of plan covered by a fidelity bond | 2024-09-20 | 220000 |
| Participant contributions to plan in this plan year | 2024-09-20 | 242237 |
| Value of participant loans at end of plan year | 2024-09-20 | 62073 |
| Other contributions to plan in this plan year | 2024-09-20 | 0 |
| Other income to plan in this plan year | 2024-09-20 | 256458 |
| Plan net income in this plan year | 2024-09-20 | 578200 |
| Net assets as of the end of the plan year | 2024-09-20 | 2736986 |
| Net assets as of the beginning of the plan year | 2024-09-20 | 2158786 |
| Value of contributions failed to transmitted timely | 2024-09-20 | 2240 |
| Employer contributions to plan in this plan year | 2024-09-20 | 113606 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-09-20 | 400 |
| 2020 : PETRO GUARDIAN 401(K) PLAN 2020 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
| Total income from all sources (including contributions) | 2020-12-31 | $1,128,350 |
| Total loss/gain on sale of assets | 2020-12-31 | $0 |
| Total of all expenses incurred | 2020-12-31 | $221,192 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $217,935 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $801,595 |
| Value of total assets at end of year | 2020-12-31 | $2,511,876 |
| Value of total assets at beginning of year | 2020-12-31 | $1,604,718 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $3,257 |
| Total interest from all sources | 2020-12-31 | $1,356 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $0 |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $160,500 |
| If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Contributions received from participants | 2020-12-31 | $298,667 |
| Participant contributions at end of year | 2020-12-31 | $15,920 |
| Participant contributions at beginning of year | 2020-12-31 | $29,593 |
| Participant contributions at beginning of year | 2020-12-31 | $267 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $337,022 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Value of net income/loss | 2020-12-31 | $907,158 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $2,511,876 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,604,718 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $2,443,403 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $1,524,352 |
| Interest on participant loans | 2020-12-31 | $1,356 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $3,966 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $2,554 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $325,399 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
| Contributions received in cash from employer | 2020-12-31 | $165,906 |
| Employer contributions (assets) at end of year | 2020-12-31 | $48,587 |
| Employer contributions (assets) at beginning of year | 2020-12-31 | $47,952 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $217,935 |
| Contract administrator fees | 2020-12-31 | $3,257 |
| Did the plan have assets held for investment | 2020-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
| Accountancy firm name | 2020-12-31 | WEGMAN DAZET & CO. |
| Accountancy firm EIN | 2020-12-31 | 720870824 |
