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NORTHWEST PETROLEUM LP 401 K PROFIT SHARING PLAN TRUST 401k Plan overview

Plan NameNORTHWEST PETROLEUM LP 401 K PROFIT SHARING PLAN TRUST
Plan identification number 001

NORTHWEST PETROLEUM LP 401 K PROFIT SHARING PLAN TRUST 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

NORTHWEST PETROLEUM LP has sponsored the creation of one or more 401k plans.

Company Name:NORTHWEST PETROLEUM LP
Employer identification number (EIN):760336717
NAIC Classification:447100
NAIC Description: Gasoline Stations, Gas

Additional information about NORTHWEST PETROLEUM LP

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1999-04-15
Company Identification Number: 0011956610
Legal Registered Office Address: 12900 QUEENSBURY LN STE 201

HOUSTON

77079

More information about NORTHWEST PETROLEUM LP

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NORTHWEST PETROLEUM LP 401 K PROFIT SHARING PLAN TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012017-01-01CERENA ARTHUR
0012017-01-01
0012016-01-01CERENA ARTHUR2017-10-09

Plan Statistics for NORTHWEST PETROLEUM LP 401 K PROFIT SHARING PLAN TRUST

401k plan membership statisitcs for NORTHWEST PETROLEUM LP 401 K PROFIT SHARING PLAN TRUST

Measure Date Value
2022: NORTHWEST PETROLEUM LP 401 K PROFIT SHARING PLAN TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-01228
Total number of active participants reported on line 7a of the Form 55002022-01-01190
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0112
Total of all active and inactive participants2022-01-01202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01202
Number of participants with account balances2022-01-0172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: NORTHWEST PETROLEUM LP 401 K PROFIT SHARING PLAN TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-01285
Total number of active participants reported on line 7a of the Form 55002021-01-01197
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0110
Total of all active and inactive participants2021-01-01207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01207
Number of participants with account balances2021-01-0168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: NORTHWEST PETROLEUM LP 401 K PROFIT SHARING PLAN TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-01272
Total number of active participants reported on line 7a of the Form 55002020-01-01257
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-013
Total of all active and inactive participants2020-01-01260
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01260
Number of participants with account balances2020-01-0172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: NORTHWEST PETROLEUM LP 401 K PROFIT SHARING PLAN TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-01193
Total number of active participants reported on line 7a of the Form 55002019-01-01256
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-012
Total of all active and inactive participants2019-01-01258
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01258
Number of participants with account balances2019-01-0141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2017: NORTHWEST PETROLEUM LP 401 K PROFIT SHARING PLAN TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-01335
Total number of active participants reported on line 7a of the Form 55002017-01-01231
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-014
Total of all active and inactive participants2017-01-01235
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01235
Number of participants with account balances2017-01-0115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010

Financial Data on NORTHWEST PETROLEUM LP 401 K PROFIT SHARING PLAN TRUST

Measure Date Value
2022 : NORTHWEST PETROLEUM LP 401 K PROFIT SHARING PLAN TRUST 2022 401k financial data
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
Total income from all sources (including contributions)2022-12-31$159,782
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$70,380
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$63,930
Expenses. Certain deemed distributions of participant loans2022-12-31$65
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$243,424
Value of total assets at end of year2022-12-31$555,891
Value of total assets at beginning of year2022-12-31$466,489
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$6,385
Total interest from all sources2022-12-31$597
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$13,718
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$13,718
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$47,000
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$156,416
Participant contributions at end of year2022-12-31$11,827
Participant contributions at beginning of year2022-12-31$17,057
Administrative expenses (other) incurred2022-12-31$6,385
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$89,402
Value of net assets at end of year (total assets less liabilities)2022-12-31$555,891
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$466,489
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$544,064
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$449,432
Interest on participant loans2022-12-31$597
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-97,957
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
Contributions received in cash from employer2022-12-31$87,008
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$63,930
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31WEAVER & TIDWELL, LLP
Accountancy firm EIN2022-12-31750786316
2021 : NORTHWEST PETROLEUM LP 401 K PROFIT SHARING PLAN TRUST 2021 401k financial data
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
Total income from all sources (including contributions)2021-12-31$242,165
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$109,433
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$102,144
Expenses. Certain deemed distributions of participant loans2021-12-31$1,038
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$187,347
Value of total assets at end of year2021-12-31$466,489
Value of total assets at beginning of year2021-12-31$333,757
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$6,251
Total interest from all sources2021-12-31$290
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$53,346
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$53,346
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$34,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$115,489
Participant contributions at end of year2021-12-31$17,057
Participant contributions at beginning of year2021-12-31$10,999
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$302
Other income not declared elsewhere2021-12-31$433
Administrative expenses (other) incurred2021-12-31$6,251
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$132,732
Value of net assets at end of year (total assets less liabilities)2021-12-31$466,489
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$333,757
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$449,432
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$322,758
Interest on participant loans2021-12-31$290
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$749
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
Contributions received in cash from employer2021-12-31$71,556
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$102,144
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31WEAVER & TIDWELL, LLP
Accountancy firm EIN2021-12-31750786316
2020 : NORTHWEST PETROLEUM LP 401 K PROFIT SHARING PLAN TRUST 2020 401k financial data
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
Total income from all sources (including contributions)2020-12-31$221,528
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$22,557
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$19,000
Value of total corrective distributions2020-12-31$481
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$173,877
Value of total assets at end of year2020-12-31$333,757
Value of total assets at beginning of year2020-12-31$134,786
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$3,076
Total interest from all sources2020-12-31$254
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$6,550
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$6,550
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$14,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$104,096
Participant contributions at end of year2020-12-31$10,999
Participant contributions at beginning of year2020-12-31$4,715
Administrative expenses (other) incurred2020-12-31$3,076
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$198,971
Value of net assets at end of year (total assets less liabilities)2020-12-31$333,757
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$134,786
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$322,758
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$130,071
Interest on participant loans2020-12-31$254
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$40,847
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
Contributions received in cash from employer2020-12-31$69,781
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$19,000
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BRIGGS & VESELKA CO
Accountancy firm EIN2020-12-31741769118
2019 : NORTHWEST PETROLEUM LP 401 K PROFIT SHARING PLAN TRUST 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets from this plan2019-12-31$0
Total transfer of assets from 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 end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$79,859
Total income from all sources (including contributions)2019-12-31$79,859
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$21,631
Total of all expenses incurred2019-12-31$21,631
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$19,730
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$19,730
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$62,937
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$62,937
Value of total assets at end of year2019-12-31$134,786
Value of total assets at end of year2019-12-31$134,786
Value of total assets at beginning of year2019-12-31$76,558
Value of total assets at beginning of year2019-12-31$76,558
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,901
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,901
Total interest from all sources2019-12-31$52
Total interest from all sources2019-12-31$52
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,899
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,899
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
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$2,899
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$2,899
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$8,000
Value of fidelity bond cover2019-12-31$8,000
If this is an individual account plan, was there a blackout period2019-12-31Yes
If this is an individual account plan, was there a blackout period2019-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$35,652
Contributions received from participants2019-12-31$35,652
Participant contributions at end of year2019-12-31$4,715
Participant contributions at end of year2019-12-31$4,715
Administrative expenses (other) incurred2019-12-31$1,901
Administrative expenses (other) incurred2019-12-31$1,901
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
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$58,228
Value of net income/loss2019-12-31$58,228
Value of net assets at end of year (total assets less liabilities)2019-12-31$134,786
Value of net assets at end of year (total assets less liabilities)2019-12-31$134,786
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$76,558
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$76,558
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$130,071
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$130,071
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$76,558
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$76,558
Interest on participant loans2019-12-31$52
Interest on participant loans2019-12-31$52
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$13,971
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$13,971
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$27,285
Contributions received in cash from employer2019-12-31$27,285
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$19,730
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$19,730
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
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
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
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BRIGGS & VESELKA CO
Accountancy firm name2019-12-31BRIGGS & VESELKA CO
Accountancy firm EIN2019-12-31741769118
Accountancy firm EIN2019-12-31741769118
2017 : NORTHWEST PETROLEUM LP 401 K PROFIT SHARING PLAN TRUST 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$0
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$0
Total transfer of assets from this plan2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Expenses. Interest paid2017-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022017-12-31$0
Total income from all sources (including contributions)2017-12-31$40,648
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$2,140
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,226
Expenses. Certain deemed distributions of participant loans2017-12-31$0
Value of total corrective distributions2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$37,914
Value of total assets at end of year2017-12-31$44,288
Value of total assets at beginning of year2017-12-31$5,780
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$914
Total income from rents2017-12-31$0
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Assets. Real estate other than employer real property at beginning of year2017-12-31$0
Administrative expenses professional fees incurred2017-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$20,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$13,628
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$12,675
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Assets. Loans (other than to participants) at beginning of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Other income not declared elsewhere2017-12-31$0
Administrative expenses (other) incurred2017-12-31$0
Liabilities. Value of operating payables at beginning of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$38,508
Value of net assets at end of year (total assets less liabilities)2017-12-31$44,288
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$5,780
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Assets. partnership/joint venture interests at beginning of year2017-12-31$0
Investment advisory and management fees2017-12-31$914
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$5,690
Value of interest in pooled separate accounts at end of year2017-12-31$44,288
Value of interest in pooled separate accounts at beginning of year2017-12-31$0
Interest on participant loans2017-12-31$0
Income. Interest from loans (other than to participants)2017-12-31$0
Interest earned on other investments2017-12-31$0
Income. Interest from US Government securities2017-12-31$0
Income. Interest from corporate debt instruments2017-12-31$0
Value of interest in master investment trust accounts at beginning of year2017-12-31$0
Value of interest in common/collective trusts at beginning of year2017-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$90
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$90
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2017-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Asset value of US Government securities at beginning of year2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$0
Net investment gain/loss from pooled separate accounts2017-12-31$2,734
Net investment gain or loss from common/collective trusts2017-12-31$0
Net gain/loss from 103.12 investment entities2017-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Assets. Invements in employer securities at beginning of year2017-12-31$0
Assets. Value of employer real property at beginning of year2017-12-31$0
Contributions received in cash from employer2017-12-31$11,611
Employer contributions (assets) at beginning of year2017-12-31$0
Income. Dividends from preferred stock2017-12-31$0
Income. Dividends from common stock2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,226
Asset. Corporate debt instrument preferred debt at beginning of year2017-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$0
Contract administrator fees2017-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-12-31$0
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$0
Aggregate carrying amount (costs) on sale of assets2017-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2017-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BRIGGS & VESELKA CO.
Accountancy firm EIN2017-12-31741769118

Form 5500 Responses for NORTHWEST PETROLEUM LP 401 K PROFIT SHARING PLAN TRUST

2022: NORTHWEST PETROLEUM LP 401 K PROFIT SHARING PLAN TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: NORTHWEST PETROLEUM LP 401 K PROFIT SHARING PLAN TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: NORTHWEST PETROLEUM LP 401 K PROFIT SHARING PLAN TRUST 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: NORTHWEST PETROLEUM LP 401 K PROFIT SHARING PLAN TRUST 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
2017: NORTHWEST PETROLEUM LP 401 K PROFIT SHARING PLAN TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number130851
Policy instance 1
Insurance contract or identification number130851
Number of Individuals Covered15
Insurance policy start date2017-11-29
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo

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