BEUSA ENERGY, LLC has sponsored the creation of one or more 401k plans.
Measure | Date | Value |
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2022 : BEUSA ENERGY 401(K) PLAN 2022 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2022-12-31 | $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 | $3,044,151 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $2,754,550 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $2,614,109 |
Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $10,509 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $8,039,369 |
Value of total assets at end of year | 2022-12-31 | $32,618,938 |
Value of total assets at beginning of year | 2022-12-31 | $32,329,337 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $129,932 |
Total interest from all sources | 2022-12-31 | $119,393 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $1,323,538 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $1,323,538 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | Yes |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $4,349,332 |
Participant contributions at end of year | 2022-12-31 | $1,353,305 |
Participant contributions at beginning of year | 2022-12-31 | $1,308,614 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $176,608 |
Other income not declared elsewhere | 2022-12-31 | $-87,984 |
Administrative expenses (other) incurred | 2022-12-31 | $129,932 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $289,601 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $32,618,938 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $32,329,337 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $29,974,133 |
Value of interest in pooled separate accounts at end of year | 2022-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $30,500,144 |
Interest on participant loans | 2022-12-31 | $68,747 |
Interest earned on other investments | 2022-12-31 | $50,646 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $1,291,500 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $470,691 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-193,136 |
Net investment gain/loss from pooled separate accounts | 2022-12-31 | $-6,160,790 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $3,761 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $3,513,429 |
Employer contributions (assets) at end of year | 2022-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $49,888 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $2,614,109 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2022-12-31 | Yes |
Did the plan have assets held for investment | 2022-12-31 | 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 | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | BDO USA, P.C. |
Accountancy firm EIN | 2022-12-31 | 135381590 |
2021 : BEUSA ENERGY 401(K) PLAN 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2021-12-31 | $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 | $10,995,263 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $1,853,357 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $1,697,464 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $7,148,740 |
Value of total assets at end of year | 2021-12-31 | $32,329,337 |
Value of total assets at beginning of year | 2021-12-31 | $23,187,431 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $155,893 |
Total interest from all sources | 2021-12-31 | $64,844 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $3,924,425 |
Participant contributions at end of year | 2021-12-31 | $1,308,614 |
Participant contributions at beginning of year | 2021-12-31 | $855,924 |
Participant contributions at end of year | 2021-12-31 | $0 |
Participant contributions at beginning of year | 2021-12-31 | $159,811 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $58,365 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $0 |
Administrative expenses (other) incurred | 2021-12-31 | $155,893 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $9,141,906 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $32,329,337 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $23,187,431 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2021-12-31 | $30,500,144 |
Value of interest in pooled separate accounts at beginning of year | 2021-12-31 | $21,987,565 |
Interest on participant loans | 2021-12-31 | $48,115 |
Interest earned on other investments | 2021-12-31 | $6,410 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $10,319 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $470,691 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $0 |
Net investment gain/loss from pooled separate accounts | 2021-12-31 | $3,781,679 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $3,165,950 |
Employer contributions (assets) at end of year | 2021-12-31 | $49,888 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $184,131 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $1,697,464 |
Did the plan have assets held for investment | 2021-12-31 | 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 | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | BDO USA, LLP |
Accountancy firm EIN | 2021-12-31 | 135381590 |
2020 : BEUSA ENERGY 401(K) PLAN 2020 401k financial data |
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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 | $10,333,515 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $1,143,038 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $1,035,801 |
Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $7,223,716 |
Value of total assets at end of year | 2020-12-31 | $23,187,431 |
Value of total assets at beginning of year | 2020-12-31 | $13,996,954 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $107,237 |
Total interest from all sources | 2020-12-31 | $28,040 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $3,240,760 |
Participant contributions at end of year | 2020-12-31 | $855,924 |
Participant contributions at beginning of year | 2020-12-31 | $410,765 |
Participant contributions at end of year | 2020-12-31 | $159,811 |
Participant contributions at beginning of year | 2020-12-31 | $104,397 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $1,278,766 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $42,712 |
Administrative expenses (other) incurred | 2020-12-31 | $107,237 |
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 | $9,190,477 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $23,187,431 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $13,996,954 |
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 pooled separate accounts at end of year | 2020-12-31 | $21,987,565 |
Value of interest in pooled separate accounts at beginning of year | 2020-12-31 | $13,301,048 |
Interest on participant loans | 2020-12-31 | $28,040 |
Interest earned on other investments | 2020-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $0 |
Net investment gain/loss from pooled separate accounts | 2020-12-31 | $3,081,759 |
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 | $2,704,190 |
Employer contributions (assets) at end of year | 2020-12-31 | $184,131 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $138,032 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $1,035,801 |
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 | BDO USA, LLP |
Accountancy firm EIN | 2020-12-31 | 135381590 |
2019 : BEUSA ENERGY 401(K) PLAN 2019 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 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 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 | $7,387,741 |
Total income from all sources (including contributions) | 2019-12-31 | $7,387,741 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $733,059 |
Total of all expenses incurred | 2019-12-31 | $733,059 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $649,734 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $649,734 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $31,528 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $31,528 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $5,331,870 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $5,331,870 |
Value of total assets at end of year | 2019-12-31 | $13,996,954 |
Value of total assets at end of year | 2019-12-31 | $13,996,954 |
Value of total assets at beginning of year | 2019-12-31 | $7,342,272 |
Value of total assets at beginning of year | 2019-12-31 | $7,342,272 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $51,797 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $51,797 |
Total interest from all sources | 2019-12-31 | $20,105 |
Total interest from all sources | 2019-12-31 | $20,105 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $1,000,000 |
Value of fidelity bond cover | 2019-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $2,425,535 |
Contributions received from participants | 2019-12-31 | $2,425,535 |
Participant contributions at end of year | 2019-12-31 | $410,765 |
Participant contributions at end of year | 2019-12-31 | $410,765 |
Participant contributions at beginning of year | 2019-12-31 | $288,640 |
Participant contributions at beginning of year | 2019-12-31 | $288,640 |
Participant contributions at end of year | 2019-12-31 | $104,397 |
Participant contributions at end of year | 2019-12-31 | $104,397 |
Participant contributions at beginning of year | 2019-12-31 | $74,274 |
Participant contributions at beginning of year | 2019-12-31 | $74,274 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $880,262 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $880,262 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $42,712 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $42,712 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $0 |
Administrative expenses (other) incurred | 2019-12-31 | $51,797 |
Administrative expenses (other) incurred | 2019-12-31 | $51,797 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $6,654,682 |
Value of net income/loss | 2019-12-31 | $6,654,682 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $13,996,954 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $13,996,954 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $7,342,272 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $7,342,272 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2019-12-31 | $13,301,048 |
Value of interest in pooled separate accounts at end of year | 2019-12-31 | $13,301,048 |
Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $6,896,342 |
Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $6,896,342 |
Interest on participant loans | 2019-12-31 | $20,105 |
Interest on participant loans | 2019-12-31 | $20,105 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $0 |
Net investment gain/loss from pooled separate accounts | 2019-12-31 | $2,035,766 |
Net investment gain/loss from pooled separate accounts | 2019-12-31 | $2,035,766 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $2,026,073 |
Contributions received in cash from employer | 2019-12-31 | $2,026,073 |
Employer contributions (assets) at end of year | 2019-12-31 | $138,032 |
Employer contributions (assets) at end of year | 2019-12-31 | $138,032 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $83,016 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $83,016 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $649,734 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $649,734 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan have assets held for investment | 2019-12-31 | 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 | 2019-12-31 | No |
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 | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | BDO USA, LLP |
Accountancy firm name | 2019-12-31 | BDO USA, LLP |
Accountancy firm EIN | 2019-12-31 | 135381590 |
Accountancy firm EIN | 2019-12-31 | 135381590 |
2018 : BEUSA ENERGY 401(K) PLAN 2018 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2018-12-31 | $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 |
Total income from all sources (including contributions) | 2018-12-31 | $2,276,235 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $587,500 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $567,783 |
Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $10,014 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $2,741,908 |
Value of total assets at end of year | 2018-12-31 | $7,342,272 |
Value of total assets at beginning of year | 2018-12-31 | $5,653,537 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $9,703 |
Total interest from all sources | 2018-12-31 | $14,745 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $1,161,463 |
Participant contributions at end of year | 2018-12-31 | $288,640 |
Participant contributions at beginning of year | 2018-12-31 | $263,255 |
Participant contributions at end of year | 2018-12-31 | $74,274 |
Participant contributions at beginning of year | 2018-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $640,234 |
Administrative expenses (other) incurred | 2018-12-31 | $9,703 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $1,688,735 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $7,342,272 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $5,653,537 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2018-12-31 | $6,896,342 |
Value of interest in pooled separate accounts at beginning of year | 2018-12-31 | $5,390,282 |
Interest on participant loans | 2018-12-31 | $14,745 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $0 |
Net investment gain/loss from pooled separate accounts | 2018-12-31 | $-480,418 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $940,211 |
Employer contributions (assets) at end of year | 2018-12-31 | $83,016 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $567,783 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2018-12-31 | No |
Did the plan have assets held for investment | 2018-12-31 | 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 | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | BDO USA, LLP |
Accountancy firm EIN | 2018-12-31 | 135381590 |
2009 : BEUSA ENERGY 401(K) PLAN 2009 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |