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OKEEFE DRILLING CO INC PENSION TRUST 401k Plan overview

Plan NameOKEEFE DRILLING CO INC PENSION TRUST
Plan identification number 002

OKEEFE DRILLING CO INC PENSION TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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.

401k Sponsoring company profile

OKEEFE DRILLING COMPANY INC has sponsored the creation of one or more 401k plans.

Company Name:OKEEFE DRILLING COMPANY INC
Employer identification number (EIN):810298188
NAIC Classification:213110
NAIC Description: Support Activities for Mining

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OKEEFE DRILLING CO INC PENSION TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022016-04-01MARK RULE
0022015-04-01TERRY OKEEFE TERRY OKEEFE2016-12-15
0022014-04-01TERRY OKEEFE TERRY OKEEFE2015-12-14
0022013-04-01
0022012-04-01BOYD TAYLOR
0022011-04-01BOYD TAYLOR
0022009-04-01BOYD TAYLOR

Plan Statistics for OKEEFE DRILLING CO INC PENSION TRUST

401k plan membership statisitcs for OKEEFE DRILLING CO INC PENSION TRUST

Measure Date Value
2016: OKEEFE DRILLING CO INC PENSION TRUST 2016 401k membership
Total participants, beginning-of-year2016-04-019
Total number of active participants reported on line 7a of the Form 55002016-04-010
Total of all active and inactive participants2016-04-010
Total participants2016-04-010
Number of participants with account balances2016-04-010
2015: OKEEFE DRILLING CO INC PENSION TRUST 2015 401k membership
Total participants, beginning-of-year2015-04-0110
Total number of active participants reported on line 7a of the Form 55002015-04-019
Number of retired or separated participants receiving benefits2015-04-011
Total of all active and inactive participants2015-04-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-04-011
Total participants2015-04-0111
Number of participants with account balances2015-04-0110
2014: OKEEFE DRILLING CO INC PENSION TRUST 2014 401k membership
Total participants, beginning-of-year2014-04-0110
Total number of active participants reported on line 7a of the Form 55002014-04-016
Number of other retired or separated participants entitled to future benefits2014-04-013
Total of all active and inactive participants2014-04-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-04-011
Total participants2014-04-0110
2013: OKEEFE DRILLING CO INC PENSION TRUST 2013 401k membership
Total participants, beginning-of-year2013-04-0112
Total number of active participants reported on line 7a of the Form 55002013-04-0111
Total of all active and inactive participants2013-04-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-04-011
Total participants2013-04-0112
Number of participants with account balances2013-04-0110
2012: OKEEFE DRILLING CO INC PENSION TRUST 2012 401k membership
Total participants, beginning-of-year2012-04-0111
Total number of active participants reported on line 7a of the Form 55002012-04-0111
Number of retired or separated participants receiving benefits2012-04-011
Total of all active and inactive participants2012-04-0112
Total participants2012-04-0112
2011: OKEEFE DRILLING CO INC PENSION TRUST 2011 401k membership
Total participants, beginning-of-year2011-04-0112
Total number of active participants reported on line 7a of the Form 55002011-04-0111
Number of retired or separated participants receiving benefits2011-04-011
Total of all active and inactive participants2011-04-0112
Total participants2011-04-0112
Number of participants with account balances2011-04-0111
2009: OKEEFE DRILLING CO INC PENSION TRUST 2009 401k membership
Total participants, beginning-of-year2009-04-0113
Total number of active participants reported on line 7a of the Form 55002009-04-018
Total of all active and inactive participants2009-04-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-04-013
Total participants2009-04-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-04-012

Financial Data on OKEEFE DRILLING CO INC PENSION TRUST

Measure Date Value
2017 : OKEEFE DRILLING CO INC PENSION TRUST 2017 401k financial data
Transfers to/from the plan2017-03-31$-10,486,268
Total income from all sources2017-03-31$0
Expenses. Total of all expenses incurred2017-03-31$0
Total plan assets at end of year2017-03-31$0
Total plan assets at beginning of year2017-03-31$10,486,268
Net income (gross income less expenses)2017-03-31$0
Net plan assets at end of year (total assets less liabilities)2017-03-31$0
Net plan assets at beginning of year (total assets less liabilities)2017-03-31$10,486,268
2016 : OKEEFE DRILLING CO INC PENSION TRUST 2016 401k financial data
Total income from all sources2016-03-31$695,736
Expenses. Total of all expenses incurred2016-03-31$60,200
Benefits paid (including direct rollovers)2016-03-31$60,200
Total plan assets at end of year2016-03-31$10,486,268
Total plan assets at beginning of year2016-03-31$9,850,732
Value of fidelity bond covering the plan2016-03-31$1,000,000
Other income received2016-03-31$650,746
Net income (gross income less expenses)2016-03-31$635,536
Net plan assets at end of year (total assets less liabilities)2016-03-31$10,486,268
Net plan assets at beginning of year (total assets less liabilities)2016-03-31$9,850,732
Assets. Value of participant loans2016-03-31$102,988
Assets. Value of assets in partnership/joint-venture interests2016-03-31$7,172,852
Assets. Value of real-estate (other than employer real property)2016-03-31$185,515
Total contributions received or receivable from employer(s)2016-03-31$44,990
2015 : OKEEFE DRILLING CO INC PENSION TRUST 2015 401k financial data
Total income from all sources2015-03-31$936,741
Expenses. Total of all expenses incurred2015-03-31$129,307
Benefits paid (including direct rollovers)2015-03-31$124,450
Total plan assets at end of year2015-03-31$9,850,732
Total plan assets at beginning of year2015-03-31$9,043,298
Value of fidelity bond covering the plan2015-03-31$1,000,000
Assets. Value of loans (other than to participants)2015-03-31$162,469
Other income received2015-03-31$912,882
Net income (gross income less expenses)2015-03-31$807,434
Net plan assets at end of year (total assets less liabilities)2015-03-31$9,850,732
Net plan assets at beginning of year (total assets less liabilities)2015-03-31$9,043,298
Assets. Value of participant loans2015-03-31$120,000
Assets. Value of assets in partnership/joint-venture interests2015-03-31$6,771,626
Assets. Value of real-estate (other than employer real property)2015-03-31$185,515
Total contributions received or receivable from employer(s)2015-03-31$23,859
Expenses. Administrative service providers (salaries,fees and commissions)2015-03-31$4,857
2014 : OKEEFE DRILLING CO INC PENSION TRUST 2014 401k financial data
Total income from all sources2014-03-31$1,351,604
Expenses. Total of all expenses incurred2014-03-31$164,200
Benefits paid (including direct rollovers)2014-03-31$164,200
Total plan assets at end of year2014-03-31$9,043,298
Total plan assets at beginning of year2014-03-31$7,855,894
Other income received2014-03-31$1,328,331
Net income (gross income less expenses)2014-03-31$1,187,404
Net plan assets at end of year (total assets less liabilities)2014-03-31$9,043,298
Net plan assets at beginning of year (total assets less liabilities)2014-03-31$7,855,894
Total contributions received or receivable from employer(s)2014-03-31$23,273
2013 : OKEEFE DRILLING CO INC PENSION TRUST 2013 401k financial data
Total income from all sources2013-03-31$313,320
Expenses. Total of all expenses incurred2013-03-31$13,200
Benefits paid (including direct rollovers)2013-03-31$13,200
Total plan assets at end of year2013-03-31$7,855,894
Total plan assets at beginning of year2013-03-31$7,555,774
Value of fidelity bond covering the plan2013-03-31$500,000
Other income received2013-03-31$265,376
Net income (gross income less expenses)2013-03-31$300,120
Net plan assets at end of year (total assets less liabilities)2013-03-31$7,855,894
Net plan assets at beginning of year (total assets less liabilities)2013-03-31$7,555,774
Total contributions received or receivable from employer(s)2013-03-31$47,944
2012 : OKEEFE DRILLING CO INC PENSION TRUST 2012 401k financial data
Total income from all sources2012-03-31$536,451
Expenses. Total of all expenses incurred2012-03-31$30,504
Benefits paid (including direct rollovers)2012-03-31$30,504
Total plan assets at end of year2012-03-31$7,555,774
Total plan assets at beginning of year2012-03-31$7,049,827
Value of fidelity bond covering the plan2012-03-31$500,000
Other income received2012-03-31$491,314
Net income (gross income less expenses)2012-03-31$505,947
Net plan assets at end of year (total assets less liabilities)2012-03-31$7,555,774
Net plan assets at beginning of year (total assets less liabilities)2012-03-31$7,049,827
Total contributions received or receivable from employer(s)2012-03-31$45,137
2011 : OKEEFE DRILLING CO INC PENSION TRUST 2011 401k financial data
Total income from all sources2011-03-31$376,203
Expenses. Total of all expenses incurred2011-03-31$13,200
Benefits paid (including direct rollovers)2011-03-31$13,200
Total plan assets at end of year2011-03-31$7,049,827
Total plan assets at beginning of year2011-03-31$6,686,824
Value of fidelity bond covering the plan2011-03-31$500,000
Other income received2011-03-31$335,055
Net income (gross income less expenses)2011-03-31$363,003
Net plan assets at end of year (total assets less liabilities)2011-03-31$7,049,827
Net plan assets at beginning of year (total assets less liabilities)2011-03-31$6,686,824
Total contributions received or receivable from employer(s)2011-03-31$41,148

Form 5500 Responses for OKEEFE DRILLING CO INC PENSION TRUST

2016: OKEEFE DRILLING CO INC PENSION TRUST 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 filingYes
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: OKEEFE DRILLING CO INC PENSION TRUST 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: OKEEFE DRILLING CO INC PENSION TRUST 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: OKEEFE DRILLING CO INC PENSION TRUST 2013 form 5500 responses
2013-04-01Type of plan entitySingle employer plan
2013-04-01Plan funding arrangement – TrustYes
2013-04-01Plan benefit arrangement - TrustYes
2012: OKEEFE DRILLING CO INC PENSION TRUST 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: OKEEFE DRILLING CO INC PENSION TRUST 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 is a collectively bargained planNo
2011-04-01Plan funding arrangement – TrustYes
2011-04-01Plan benefit arrangement - TrustYes
2009: OKEEFE DRILLING CO INC PENSION TRUST 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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