401k Plan data: KERR OIL, INC. PROFIT SHARING PLAN plan

KERR OIL, INC. PROFIT SHARING PLAN 401k Plan overview

Plan Name	KERR OIL, INC. PROFIT SHARING PLAN
Plan identification number	001

KERR OIL, INC. PROFIT SHARING PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Profit-sharing 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

KERR OIL, INC. has sponsored the creation of one or more 401k plans.

Company Name: KERR OIL, INC.

Employer identification number (EIN): 820310150

NAIC Classification: 424700

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KERR OIL, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-04-01 JUSTIN KERR 2023-10-26
001 2021-04-01 JUSTIN KERR 2022-10-20
001 2020-04-01 JUSTIN KERR 2021-10-29
001 2019-04-01 JUSTIN KERR 2020-11-02
001 2018-04-01 JUSTIN KERR 2019-10-08
001 2017-04-01
001 2016-04-01
001 2015-04-01
001 2014-04-01
001 2013-04-01
001 2012-04-01 DAVID L. PATZER DAVID L. PATZER 2013-10-31
001 2011-04-01 DAVID L. PATZER DAVID L. PATZER 2012-10-23

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-04-01	JUSTIN KERR	2023-10-26
001	2021-04-01	JUSTIN KERR	2022-10-20
001	2020-04-01	JUSTIN KERR	2021-10-29
001	2019-04-01	JUSTIN KERR	2020-11-02
001	2018-04-01	JUSTIN KERR	2019-10-08
001	2017-04-01
001	2016-04-01
001	2015-04-01
001	2014-04-01
001	2013-04-01
001	2012-04-01	DAVID L. PATZER		DAVID L. PATZER	2013-10-31
001	2011-04-01	DAVID L. PATZER		DAVID L. PATZER	2012-10-23

Plan Statistics for KERR OIL, INC. PROFIT SHARING PLAN

401k plan membership statisitcs for KERR OIL, INC. PROFIT SHARING PLAN

Measure Date Value
2022: KERR OIL, INC. PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-04-01 72
Total number of active participants reported on line 7a of the Form 5500 2022-04-01 40
Number of retired or separated participants receiving benefits 2022-04-01 0
Number of other retired or separated participants entitled to future benefits 2022-04-01 18
Total of all active and inactive participants 2022-04-01 58
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-04-01 0
Total participants 2022-04-01 58
Number of participants with account balances 2022-04-01 58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-04-01 18
2021: KERR OIL, INC. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-04-01 65
Total number of active participants reported on line 7a of the Form 5500 2021-04-01 39
Number of retired or separated participants receiving benefits 2021-04-01 0
Number of other retired or separated participants entitled to future benefits 2021-04-01 15
Total of all active and inactive participants 2021-04-01 54
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-04-01 0
Total participants 2021-04-01 54
Number of participants with account balances 2021-04-01 54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-04-01 13
2020: KERR OIL, INC. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-04-01 77
Total number of active participants reported on line 7a of the Form 5500 2020-04-01 47
Number of retired or separated participants receiving benefits 2020-04-01 0
Number of other retired or separated participants entitled to future benefits 2020-04-01 14
Total of all active and inactive participants 2020-04-01 61
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-04-01 0
Total participants 2020-04-01 61
Number of participants with account balances 2020-04-01 61
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-04-01 13
2019: KERR OIL, INC. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-04-01 72
Total number of active participants reported on line 7a of the Form 5500 2019-04-01 42
Number of retired or separated participants receiving benefits 2019-04-01 1
Number of other retired or separated participants entitled to future benefits 2019-04-01 8
Total of all active and inactive participants 2019-04-01 51
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-04-01 0
Total participants 2019-04-01 51
Number of participants with account balances 2019-04-01 51
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-04-01 7
2018: KERR OIL, INC. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-04-01 67
Total number of active participants reported on line 7a of the Form 5500 2018-04-01 33
Number of retired or separated participants receiving benefits 2018-04-01 2
Number of other retired or separated participants entitled to future benefits 2018-04-01 22
Total of all active and inactive participants 2018-04-01 57
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-04-01 0
Total participants 2018-04-01 57
Number of participants with account balances 2018-04-01 57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-04-01 10
2017: KERR OIL, INC. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-04-01 71
Total number of active participants reported on line 7a of the Form 5500 2017-04-01 32
Number of retired or separated participants receiving benefits 2017-04-01 0
Number of other retired or separated participants entitled to future benefits 2017-04-01 22
Total of all active and inactive participants 2017-04-01 54
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-04-01 0
Total participants 2017-04-01 54
Number of participants with account balances 2017-04-01 54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-04-01 10
2016: KERR OIL, INC. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-04-01 78
Total number of active participants reported on line 7a of the Form 5500 2016-04-01 32
Number of retired or separated participants receiving benefits 2016-04-01 1
Number of other retired or separated participants entitled to future benefits 2016-04-01 29
Total of all active and inactive participants 2016-04-01 62
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-04-01 0
Total participants 2016-04-01 62
Number of participants with account balances 2016-04-01 61
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-04-01 9
2015: KERR OIL, INC. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-04-01 71
Total number of active participants reported on line 7a of the Form 5500 2015-04-01 30
Number of retired or separated participants receiving benefits 2015-04-01 0
Number of other retired or separated participants entitled to future benefits 2015-04-01 38
Total of all active and inactive participants 2015-04-01 68
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-04-01 1
Total participants 2015-04-01 69
Number of participants with account balances 2015-04-01 69
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-04-01 11
2014: KERR OIL, INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-04-01 79
Total number of active participants reported on line 7a of the Form 5500 2014-04-01 34
Number of retired or separated participants receiving benefits 2014-04-01 0
Number of other retired or separated participants entitled to future benefits 2014-04-01 34
Total of all active and inactive participants 2014-04-01 68
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-04-01 0
Total participants 2014-04-01 68
Number of participants with account balances 2014-04-01 68
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-04-01 12
2013: KERR OIL, INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-04-01 72
Total number of active participants reported on line 7a of the Form 5500 2013-04-01 37
Number of retired or separated participants receiving benefits 2013-04-01 0
Number of other retired or separated participants entitled to future benefits 2013-04-01 28
Total of all active and inactive participants 2013-04-01 65
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-04-01 0
Total participants 2013-04-01 65
Number of participants with account balances 2013-04-01 65
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-04-01 7
2012: KERR OIL, INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-04-01 66
Total number of active participants reported on line 7a of the Form 5500 2012-04-01 40
Number of retired or separated participants receiving benefits 2012-04-01 0
Number of other retired or separated participants entitled to future benefits 2012-04-01 23
Total of all active and inactive participants 2012-04-01 63
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-04-01 0
Total participants 2012-04-01 63
Number of participants with account balances 2012-04-01 63
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-04-01 10
2011: KERR OIL, INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-04-01 75
Total number of active participants reported on line 7a of the Form 5500 2011-04-01 43
Number of retired or separated participants receiving benefits 2011-04-01 0
Number of other retired or separated participants entitled to future benefits 2011-04-01 25
Total of all active and inactive participants 2011-04-01 68
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-04-01 0
Total participants 2011-04-01 68
Number of participants with account balances 2011-04-01 66
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-04-01 6

Measure	Date	Value
2022: KERR OIL, INC. PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-04-01	72
Total number of active participants reported on line 7a of the Form 5500	2022-04-01	40
Number of retired or separated participants receiving benefits	2022-04-01	0
Number of other retired or separated participants entitled to future benefits	2022-04-01	18
Total of all active and inactive participants	2022-04-01	58
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-04-01	0
Total participants	2022-04-01	58
Number of participants with account balances	2022-04-01	58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-04-01	18
2021: KERR OIL, INC. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-04-01	65
Total number of active participants reported on line 7a of the Form 5500	2021-04-01	39
Number of retired or separated participants receiving benefits	2021-04-01	0
Number of other retired or separated participants entitled to future benefits	2021-04-01	15
Total of all active and inactive participants	2021-04-01	54
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-04-01	0
Total participants	2021-04-01	54
Number of participants with account balances	2021-04-01	54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-04-01	13
2020: KERR OIL, INC. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-04-01	77
Total number of active participants reported on line 7a of the Form 5500	2020-04-01	47
Number of retired or separated participants receiving benefits	2020-04-01	0
Number of other retired or separated participants entitled to future benefits	2020-04-01	14
Total of all active and inactive participants	2020-04-01	61
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-04-01	0
Total participants	2020-04-01	61
Number of participants with account balances	2020-04-01	61
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-04-01	13
2019: KERR OIL, INC. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-04-01	72
Total number of active participants reported on line 7a of the Form 5500	2019-04-01	42
Number of retired or separated participants receiving benefits	2019-04-01	1
Number of other retired or separated participants entitled to future benefits	2019-04-01	8
Total of all active and inactive participants	2019-04-01	51
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-04-01	0
Total participants	2019-04-01	51
Number of participants with account balances	2019-04-01	51
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-04-01	7
2018: KERR OIL, INC. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-04-01	67
Total number of active participants reported on line 7a of the Form 5500	2018-04-01	33
Number of retired or separated participants receiving benefits	2018-04-01	2
Number of other retired or separated participants entitled to future benefits	2018-04-01	22
Total of all active and inactive participants	2018-04-01	57
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-04-01	0
Total participants	2018-04-01	57
Number of participants with account balances	2018-04-01	57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-04-01	10
2017: KERR OIL, INC. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-04-01	71
Total number of active participants reported on line 7a of the Form 5500	2017-04-01	32
Number of retired or separated participants receiving benefits	2017-04-01	0
Number of other retired or separated participants entitled to future benefits	2017-04-01	22
Total of all active and inactive participants	2017-04-01	54
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-04-01	0
Total participants	2017-04-01	54
Number of participants with account balances	2017-04-01	54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-04-01	10
2016: KERR OIL, INC. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-04-01	78
Total number of active participants reported on line 7a of the Form 5500	2016-04-01	32
Number of retired or separated participants receiving benefits	2016-04-01	1
Number of other retired or separated participants entitled to future benefits	2016-04-01	29
Total of all active and inactive participants	2016-04-01	62
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-04-01	0
Total participants	2016-04-01	62
Number of participants with account balances	2016-04-01	61
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-04-01	9
2015: KERR OIL, INC. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-04-01	71
Total number of active participants reported on line 7a of the Form 5500	2015-04-01	30
Number of retired or separated participants receiving benefits	2015-04-01	0
Number of other retired or separated participants entitled to future benefits	2015-04-01	38
Total of all active and inactive participants	2015-04-01	68
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-04-01	1
Total participants	2015-04-01	69
Number of participants with account balances	2015-04-01	69
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-04-01	11
2014: KERR OIL, INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-04-01	79
Total number of active participants reported on line 7a of the Form 5500	2014-04-01	34
Number of retired or separated participants receiving benefits	2014-04-01	0
Number of other retired or separated participants entitled to future benefits	2014-04-01	34
Total of all active and inactive participants	2014-04-01	68
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-04-01	0
Total participants	2014-04-01	68
Number of participants with account balances	2014-04-01	68
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-04-01	12
2013: KERR OIL, INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-04-01	72
Total number of active participants reported on line 7a of the Form 5500	2013-04-01	37
Number of retired or separated participants receiving benefits	2013-04-01	0
Number of other retired or separated participants entitled to future benefits	2013-04-01	28
Total of all active and inactive participants	2013-04-01	65
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-04-01	0
Total participants	2013-04-01	65
Number of participants with account balances	2013-04-01	65
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-04-01	7
2012: KERR OIL, INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-04-01	66
Total number of active participants reported on line 7a of the Form 5500	2012-04-01	40
Number of retired or separated participants receiving benefits	2012-04-01	0
Number of other retired or separated participants entitled to future benefits	2012-04-01	23
Total of all active and inactive participants	2012-04-01	63
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-04-01	0
Total participants	2012-04-01	63
Number of participants with account balances	2012-04-01	63
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-04-01	10
2011: KERR OIL, INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-04-01	75
Total number of active participants reported on line 7a of the Form 5500	2011-04-01	43
Number of retired or separated participants receiving benefits	2011-04-01	0
Number of other retired or separated participants entitled to future benefits	2011-04-01	25
Total of all active and inactive participants	2011-04-01	68
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-04-01	0
Total participants	2011-04-01	68
Number of participants with account balances	2011-04-01	66
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-04-01	6

Financial Data on KERR OIL, INC. PROFIT SHARING PLAN

Measure	Date	Value
2023 : KERR OIL, INC. PROFIT SHARING PLAN 2023 401k financial data
Total plan liabilities at end of year	2023-03-31	$0
Total plan liabilities at beginning of year	2023-03-31	$0
Total income from all sources	2023-03-31	$390,940
Expenses. Total of all expenses incurred	2023-03-31	$342,363
Benefits paid (including direct rollovers)	2023-03-31	$300,928
Total plan assets at end of year	2023-03-31	$6,244,208
Total plan assets at beginning of year	2023-03-31	$6,195,631
Value of fidelity bond covering the plan	2023-03-31	$1,970,000
Total contributions received or receivable from participants	2023-03-31	$0
Expenses. Other expenses not covered elsewhere	2023-03-31	$0
Contributions received from other sources (not participants or employers)	2023-03-31	$0
Other income received	2023-03-31	$7,307
Noncash contributions received	2023-03-31	$0
Net income (gross income less expenses)	2023-03-31	$48,577
Net plan assets at end of year (total assets less liabilities)	2023-03-31	$6,244,208
Net plan assets at beginning of year (total assets less liabilities)	2023-03-31	$6,195,631
Assets. Value of real-estate (other than employer real property)	2023-03-31	$2,020,000
Total contributions received or receivable from employer(s)	2023-03-31	$383,633
Value of certain deemed distributions of participant loans	2023-03-31	$0
Value of corrective distributions	2023-03-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2023-03-31	$41,435
2022 : KERR OIL, INC. PROFIT SHARING PLAN 2022 401k financial data
Total plan liabilities at end of year	2022-03-31	$0
Total plan liabilities at beginning of year	2022-03-31	$0
Total income from all sources	2022-03-31	$782,315
Expenses. Total of all expenses incurred	2022-03-31	$251,122
Benefits paid (including direct rollovers)	2022-03-31	$205,675
Total plan assets at end of year	2022-03-31	$6,195,631
Total plan assets at beginning of year	2022-03-31	$5,664,438
Value of fidelity bond covering the plan	2022-03-31	$1,750,000
Total contributions received or receivable from participants	2022-03-31	$0
Expenses. Other expenses not covered elsewhere	2022-03-31	$0
Contributions received from other sources (not participants or employers)	2022-03-31	$0
Other income received	2022-03-31	$404,858
Noncash contributions received	2022-03-31	$0
Net income (gross income less expenses)	2022-03-31	$531,193
Net plan assets at end of year (total assets less liabilities)	2022-03-31	$6,195,631
Net plan assets at beginning of year (total assets less liabilities)	2022-03-31	$5,664,438
Assets. Value of real-estate (other than employer real property)	2022-03-31	$1,970,000
Total contributions received or receivable from employer(s)	2022-03-31	$377,457
Value of certain deemed distributions of participant loans	2022-03-31	$0
Value of corrective distributions	2022-03-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-03-31	$45,447
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2022-03-31	$0
2021 : KERR OIL, INC. PROFIT SHARING PLAN 2021 401k financial data
Total plan liabilities at end of year	2021-03-31	$0
Total plan liabilities at beginning of year	2021-03-31	$0
Total income from all sources	2021-03-31	$1,319,391
Expenses. Total of all expenses incurred	2021-03-31	$181,349
Benefits paid (including direct rollovers)	2021-03-31	$124,134
Total plan assets at end of year	2021-03-31	$5,664,438
Total plan assets at beginning of year	2021-03-31	$4,526,396
Value of fidelity bond covering the plan	2021-03-31	$1,615,000
Total contributions received or receivable from participants	2021-03-31	$0
Expenses. Other expenses not covered elsewhere	2021-03-31	$0
Contributions received from other sources (not participants or employers)	2021-03-31	$0
Other income received	2021-03-31	$941,459
Noncash contributions received	2021-03-31	$0
Net income (gross income less expenses)	2021-03-31	$1,138,042
Net plan assets at end of year (total assets less liabilities)	2021-03-31	$5,664,438
Net plan assets at beginning of year (total assets less liabilities)	2021-03-31	$4,526,396
Assets. Value of real-estate (other than employer real property)	2021-03-31	$1,750,000
Total contributions received or receivable from employer(s)	2021-03-31	$377,932
Value of certain deemed distributions of participant loans	2021-03-31	$0
Value of corrective distributions	2021-03-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-03-31	$57,215
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-03-31	$0
2020 : KERR OIL, INC. PROFIT SHARING PLAN 2020 401k financial data
Total plan liabilities at end of year	2020-03-31	$0
Total plan liabilities at beginning of year	2020-03-31	$0
Total income from all sources	2020-03-31	$385,362
Expenses. Total of all expenses incurred	2020-03-31	$573,022
Benefits paid (including direct rollovers)	2020-03-31	$523,144
Total plan assets at end of year	2020-03-31	$4,526,396
Total plan assets at beginning of year	2020-03-31	$4,714,056
Value of fidelity bond covering the plan	2020-03-31	$1,500,000
Total contributions received or receivable from participants	2020-03-31	$0
Expenses. Other expenses not covered elsewhere	2020-03-31	$0
Contributions received from other sources (not participants or employers)	2020-03-31	$0
Other income received	2020-03-31	$82,058
Noncash contributions received	2020-03-31	$0
Net income (gross income less expenses)	2020-03-31	$-187,660
Net plan assets at end of year (total assets less liabilities)	2020-03-31	$4,526,396
Net plan assets at beginning of year (total assets less liabilities)	2020-03-31	$4,714,056
Assets. Value of real-estate (other than employer real property)	2020-03-31	$1,615,000
Total contributions received or receivable from employer(s)	2020-03-31	$303,304
Value of certain deemed distributions of participant loans	2020-03-31	$0
Value of corrective distributions	2020-03-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-03-31	$49,878
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-03-31	$0
2019 : KERR OIL, INC. PROFIT SHARING PLAN 2019 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-03-31	$0
2018 : KERR OIL, INC. PROFIT SHARING PLAN 2018 401k financial data
Total plan liabilities at end of year	2018-03-31	$0
Total plan liabilities at beginning of year	2018-03-31	$0
Total income from all sources	2018-03-31	$375,025
Expenses. Total of all expenses incurred	2018-03-31	$128,542
Benefits paid (including direct rollovers)	2018-03-31	$128,542
Total plan assets at end of year	2018-03-31	$5,745,982
Total plan assets at beginning of year	2018-03-31	$5,499,499
Value of fidelity bond covering the plan	2018-03-31	$1,515,000
Total contributions received or receivable from participants	2018-03-31	$0
Expenses. Other expenses not covered elsewhere	2018-03-31	$0
Contributions received from other sources (not participants or employers)	2018-03-31	$0
Other income received	2018-03-31	$150,631
Noncash contributions received	2018-03-31	$0
Net income (gross income less expenses)	2018-03-31	$246,483
Net plan assets at end of year (total assets less liabilities)	2018-03-31	$5,745,982
Net plan assets at beginning of year (total assets less liabilities)	2018-03-31	$5,499,499
Assets. Value of real-estate (other than employer real property)	2018-03-31	$1,515,000
Total contributions received or receivable from employer(s)	2018-03-31	$224,394
Value of certain deemed distributions of participant loans	2018-03-31	$0
Value of corrective distributions	2018-03-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-03-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-03-31	$0
2017 : KERR OIL, INC. PROFIT SHARING PLAN 2017 401k financial data
Total plan liabilities at end of year	2017-03-31	$0
Total plan liabilities at beginning of year	2017-03-31	$0
Total income from all sources	2017-03-31	$714,508
Expenses. Total of all expenses incurred	2017-03-31	$268,783
Benefits paid (including direct rollovers)	2017-03-31	$258,576
Total plan assets at end of year	2017-03-31	$5,499,499
Total plan assets at beginning of year	2017-03-31	$5,053,774
Value of fidelity bond covering the plan	2017-03-31	$1,496,500
Total contributions received or receivable from participants	2017-03-31	$0
Contributions received from other sources (not participants or employers)	2017-03-31	$0
Other income received	2017-03-31	$453,912
Net income (gross income less expenses)	2017-03-31	$445,725
Net plan assets at end of year (total assets less liabilities)	2017-03-31	$5,499,499
Net plan assets at beginning of year (total assets less liabilities)	2017-03-31	$5,053,774
Assets. Value of real-estate (other than employer real property)	2017-03-31	$1,620,000
Total contributions received or receivable from employer(s)	2017-03-31	$260,596
Value of certain deemed distributions of participant loans	2017-03-31	$0
Value of corrective distributions	2017-03-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-03-31	$10,207
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-03-31	$0
2016 : KERR OIL, INC. PROFIT SHARING PLAN 2016 401k financial data
Transfers to/from the plan	2016-03-31	$0
Total plan liabilities at end of year	2016-03-31	$0
Total plan liabilities at beginning of year	2016-03-31	$0
Total income from all sources	2016-03-31	$454,122
Expenses. Total of all expenses incurred	2016-03-31	$343,269
Benefits paid (including direct rollovers)	2016-03-31	$294,698
Total plan assets at end of year	2016-03-31	$5,053,774
Total plan assets at beginning of year	2016-03-31	$4,942,921
Value of fidelity bond covering the plan	2016-03-31	$1,430,350
Total contributions received or receivable from participants	2016-03-31	$0
Expenses. Other expenses not covered elsewhere	2016-03-31	$48,571
Contributions received from other sources (not participants or employers)	2016-03-31	$0
Other income received	2016-03-31	$184,451
Noncash contributions received	2016-03-31	$0
Net income (gross income less expenses)	2016-03-31	$110,853
Net plan assets at end of year (total assets less liabilities)	2016-03-31	$5,053,774
Net plan assets at beginning of year (total assets less liabilities)	2016-03-31	$4,942,921
Assets. Value of real-estate (other than employer real property)	2016-03-31	$1,496,500
Total contributions received or receivable from employer(s)	2016-03-31	$269,671
Value of certain deemed distributions of participant loans	2016-03-31	$0
Value of corrective distributions	2016-03-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-03-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-03-31	$0
2015 : KERR OIL, INC. PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at end of year	2015-03-31	$0
Total plan liabilities at beginning of year	2015-03-31	$0
Total income from all sources	2015-03-31	$647,028
Expenses. Total of all expenses incurred	2015-03-31	$351,426
Benefits paid (including direct rollovers)	2015-03-31	$299,290
Total plan assets at end of year	2015-03-31	$4,942,921
Total plan assets at beginning of year	2015-03-31	$4,647,319
Value of fidelity bond covering the plan	2015-03-31	$1,307,300
Total contributions received or receivable from participants	2015-03-31	$0
Expenses. Other expenses not covered elsewhere	2015-03-31	$52,136
Contributions received from other sources (not participants or employers)	2015-03-31	$0
Other income received	2015-03-31	$395,247
Noncash contributions received	2015-03-31	$0
Net income (gross income less expenses)	2015-03-31	$295,602
Net plan assets at end of year (total assets less liabilities)	2015-03-31	$4,942,921
Net plan assets at beginning of year (total assets less liabilities)	2015-03-31	$4,647,319
Assets. Value of real-estate (other than employer real property)	2015-03-31	$1,430,350
Total contributions received or receivable from employer(s)	2015-03-31	$251,781
Value of certain deemed distributions of participant loans	2015-03-31	$0
Value of corrective distributions	2015-03-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-03-31	$0
2014 : KERR OIL, INC. PROFIT SHARING PLAN 2014 401k financial data
Total plan liabilities at end of year	2014-03-31	$0
Total plan liabilities at beginning of year	2014-03-31	$0
Total income from all sources	2014-03-31	$491,482
Expenses. Total of all expenses incurred	2014-03-31	$118,205
Benefits paid (including direct rollovers)	2014-03-31	$80,558
Total plan assets at end of year	2014-03-31	$4,647,319
Total plan assets at beginning of year	2014-03-31	$4,274,042
Value of fidelity bond covering the plan	2014-03-31	$1,307,300
Total contributions received or receivable from participants	2014-03-31	$0
Expenses. Other expenses not covered elsewhere	2014-03-31	$37,647
Contributions received from other sources (not participants or employers)	2014-03-31	$0
Other income received	2014-03-31	$259,360
Noncash contributions received	2014-03-31	$0
Net income (gross income less expenses)	2014-03-31	$373,277
Net plan assets at end of year (total assets less liabilities)	2014-03-31	$4,647,319
Net plan assets at beginning of year (total assets less liabilities)	2014-03-31	$4,274,042
Assets. Value of real-estate (other than employer real property)	2014-03-31	$1,313,500
Total contributions received or receivable from employer(s)	2014-03-31	$232,122
Value of certain deemed distributions of participant loans	2014-03-31	$0
Value of corrective distributions	2014-03-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-03-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-03-31	$0
2013 : KERR OIL, INC. PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-03-31	$518,021
Expenses. Total of all expenses incurred	2013-03-31	$1,215,458
Benefits paid (including direct rollovers)	2013-03-31	$1,170,710
Total plan assets at end of year	2013-03-31	$4,274,042
Total plan assets at beginning of year	2013-03-31	$4,971,479
Value of fidelity bond covering the plan	2013-03-31	$1,276,665
Expenses. Other expenses not covered elsewhere	2013-03-31	$44,748
Other income received	2013-03-31	$271,684
Net income (gross income less expenses)	2013-03-31	$-697,437
Net plan assets at end of year (total assets less liabilities)	2013-03-31	$4,274,042
Net plan assets at beginning of year (total assets less liabilities)	2013-03-31	$4,971,479
Assets. Value of real-estate (other than employer real property)	2013-03-31	$1,307,300
Total contributions received or receivable from employer(s)	2013-03-31	$246,337
2012 : KERR OIL, INC. PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-03-31	$355,081
Expenses. Total of all expenses incurred	2012-03-31	$457,058
Benefits paid (including direct rollovers)	2012-03-31	$457,058
Total plan assets at end of year	2012-03-31	$4,971,479
Total plan assets at beginning of year	2012-03-31	$5,073,456
Value of fidelity bond covering the plan	2012-03-31	$1,700,000
Other income received	2012-03-31	$107,868
Net income (gross income less expenses)	2012-03-31	$-101,977
Net plan assets at end of year (total assets less liabilities)	2012-03-31	$4,971,479
Net plan assets at beginning of year (total assets less liabilities)	2012-03-31	$5,073,456
Assets. Value of real-estate (other than employer real property)	2012-03-31	$1,276,665
Total contributions received or receivable from employer(s)	2012-03-31	$247,213
2011 : KERR OIL, INC. PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-03-31	$392,511
Expenses. Total of all expenses incurred	2011-03-31	$149,459
Benefits paid (including direct rollovers)	2011-03-31	$149,459
Total plan assets at end of year	2011-03-31	$5,073,456
Total plan assets at beginning of year	2011-03-31	$4,830,404
Value of fidelity bond covering the plan	2011-03-31	$1,700,000
Other income received	2011-03-31	$159,544
Net income (gross income less expenses)	2011-03-31	$243,052
Net plan assets at end of year (total assets less liabilities)	2011-03-31	$5,073,456
Net plan assets at beginning of year (total assets less liabilities)	2011-03-31	$4,830,404
Assets. Value of real-estate (other than employer real property)	2011-03-31	$1,353,000
Total contributions received or receivable from employer(s)	2011-03-31	$232,967

Form 5500 Responses for KERR OIL, INC. PROFIT SHARING PLAN

2022: KERR OIL, INC. PROFIT SHARING PLAN 2022 form 5500 responses
2022-04-01	Type of plan entity	Single employer plan
2022-04-01	Submission has been amended	No
2022-04-01	This submission is the final filing	No
2022-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-04-01	Plan is a collectively bargained plan	No
2022-04-01	Plan funding arrangement – Trust	Yes
2022-04-01	Plan benefit arrangement - Trust	Yes
2021: KERR OIL, INC. PROFIT SHARING PLAN 2021 form 5500 responses
2021-04-01	Type of plan entity	Single employer plan
2021-04-01	Submission has been amended	No
2021-04-01	This submission is the final filing	No
2021-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-04-01	Plan is a collectively bargained plan	No
2021-04-01	Plan funding arrangement – Trust	Yes
2021-04-01	Plan benefit arrangement - Trust	Yes
2020: KERR OIL, INC. PROFIT SHARING PLAN 2020 form 5500 responses
2020-04-01	Type of plan entity	Single employer plan
2020-04-01	Submission has been amended	No
2020-04-01	This submission is the final filing	No
2020-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-04-01	Plan is a collectively bargained plan	No
2020-04-01	Plan funding arrangement – Trust	Yes
2020-04-01	Plan benefit arrangement - Trust	Yes
2019: KERR OIL, INC. PROFIT SHARING PLAN 2019 form 5500 responses
2019-04-01	Type of plan entity	Single employer plan
2019-04-01	Submission has been amended	No
2019-04-01	This submission is the final filing	No
2019-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-04-01	Plan is a collectively bargained plan	No
2019-04-01	Plan funding arrangement – Trust	Yes
2019-04-01	Plan benefit arrangement - Trust	Yes
2018: KERR OIL, INC. PROFIT SHARING PLAN 2018 form 5500 responses
2018-04-01	Type of plan entity	Single employer plan
2018-04-01	Submission has been amended	No
2018-04-01	This submission is the final filing	No
2018-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-04-01	Plan is a collectively bargained plan	No
2018-04-01	Plan funding arrangement – Trust	Yes
2018-04-01	Plan benefit arrangement - Trust	Yes
2017: KERR OIL, INC. PROFIT SHARING PLAN 2017 form 5500 responses
2017-04-01	Type of plan entity	Single employer plan
2017-04-01	Submission has been amended	No
2017-04-01	This submission is the final filing	No
2017-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-04-01	Plan is a collectively bargained plan	No
2017-04-01	Plan funding arrangement – Insurance	Yes
2017-04-01	Plan funding arrangement – Trust	Yes
2017-04-01	Plan benefit arrangement – Insurance	Yes
2017-04-01	Plan benefit arrangement - Trust	Yes
2016: KERR OIL, INC. PROFIT SHARING PLAN 2016 form 5500 responses
2016-04-01	Type of plan entity	Single employer plan
2016-04-01	Submission has been amended	No
2016-04-01	This submission is the final filing	No
2016-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-04-01	Plan is a collectively bargained plan	No
2016-04-01	Plan funding arrangement – Insurance	Yes
2016-04-01	Plan funding arrangement – Trust	Yes
2016-04-01	Plan benefit arrangement – Insurance	Yes
2016-04-01	Plan benefit arrangement - Trust	Yes
2015: KERR OIL, INC. PROFIT SHARING PLAN 2015 form 5500 responses
2015-04-01	Type of plan entity	Single employer plan
2015-04-01	Submission has been amended	No
2015-04-01	This submission is the final filing	No
2015-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-04-01	Plan is a collectively bargained plan	No
2015-04-01	Plan funding arrangement – Trust	Yes
2015-04-01	Plan benefit arrangement - Trust	Yes
2014: KERR OIL, INC. PROFIT SHARING PLAN 2014 form 5500 responses
2014-04-01	Type of plan entity	Single employer plan
2014-04-01	Submission has been amended	No
2014-04-01	This submission is the final filing	No
2014-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-04-01	Plan is a collectively bargained plan	No
2014-04-01	Plan funding arrangement – Trust	Yes
2014-04-01	Plan benefit arrangement - Trust	Yes
2013: KERR OIL, INC. PROFIT SHARING PLAN 2013 form 5500 responses
2013-04-01	Type of plan entity	Single employer plan
2013-04-01	Submission has been amended	No
2013-04-01	This submission is the final filing	No
2013-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-04-01	Plan is a collectively bargained plan	No
2013-04-01	Plan funding arrangement – Trust	Yes
2013-04-01	Plan benefit arrangement - Trust	Yes
2012: KERR OIL, INC. PROFIT SHARING PLAN 2012 form 5500 responses
2012-04-01	Type of plan entity	Single employer plan
2012-04-01	Submission has been amended	No
2012-04-01	This submission is the final filing	No
2012-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-04-01	Plan is a collectively bargained plan	No
2012-04-01	Plan funding arrangement – Trust	Yes
2012-04-01	Plan benefit arrangement - Trust	Yes
2011: KERR OIL, INC. PROFIT SHARING PLAN 2011 form 5500 responses
2011-04-01	Type of plan entity	Single employer plan
2011-04-01	Submission has been amended	No
2011-04-01	This submission is the final filing	No
2011-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-04-01	Plan is a collectively bargained plan	No
2011-04-01	Plan funding arrangement – Trust	Yes
2011-04-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )

Policy contract number

34825

Policy instance

Insurance contract or identification number	34825
Number of Individuals Covered	0
Insurance policy start date	2017-04-01
Insurance policy end date	2018-03-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $353
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
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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
Amount paid for insurance broker fees	353
Additional information about fees paid to insurance broker	SERVICING FEES
Insurance broker organization code?	3
Insurance broker name	DANIEL B. HUNDRUP

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	KERR OIL, INC.
Employer identification number (EIN):	820310150
NAIC Classification:	424700