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MAVERIK, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameMAVERIK, INC. 401(K) PROFIT SHARING PLAN
Plan identification number 002

MAVERIK, INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

MAVERIK INC. has sponsored the creation of one or more 401k plans.

Company Name:MAVERIK INC.
Employer identification number (EIN):830197092
NAIC Classification:447100
NAIC Description: Gasoline Stations, Gas

Additional information about MAVERIK INC.

Jurisdiction of Incorporation: Wyoming Corporations Division
Incorporation Date: 1959-07-08
Company Identification Number: 000080059
Legal Registered Office Address: 880 West Center Street

North Salt Lake
United States of America (USA)
84054

More information about MAVERIK INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MAVERIK, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022015-01-01PAUL DANSIE
0022014-01-01PAUL DANSIE AMANDA POITRA2015-10-15
0022013-04-01MARK FARMER
0022012-04-01SPENCER HEWLETT
0022011-04-01SPENCER HEWLETT
0022010-04-01SPENCER HEWLETT
0022009-04-01SPENCER HEWLETT

Plan Statistics for MAVERIK, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for MAVERIK, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2015: MAVERIK, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-013,129
Total number of active participants reported on line 7a of the Form 55002015-01-010
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-010
Number of participants with account balances2015-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-01549
2014: MAVERIK, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012,799
Total number of active participants reported on line 7a of the Form 55002014-01-012,575
Number of retired or separated participants receiving benefits2014-01-012
Number of other retired or separated participants entitled to future benefits2014-01-01388
Total of all active and inactive participants2014-01-012,965
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-012,965
Number of participants with account balances2014-01-011,874
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-01559
2013: MAVERIK, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-04-011,972
Total number of active participants reported on line 7a of the Form 55002013-04-011,647
Number of retired or separated participants receiving benefits2013-04-012
Number of other retired or separated participants entitled to future benefits2013-04-01107
Total of all active and inactive participants2013-04-011,756
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-04-010
Total participants2013-04-011,756
Number of participants with account balances2013-04-01463
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-04-010
2012: MAVERIK, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-04-011,786
Total number of active participants reported on line 7a of the Form 55002012-04-011,575
Number of retired or separated participants receiving benefits2012-04-011
Number of other retired or separated participants entitled to future benefits2012-04-0165
Total of all active and inactive participants2012-04-011,641
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-04-011
Total participants2012-04-011,642
Number of participants with account balances2012-04-01468
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-04-0111
2011: MAVERIK, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-04-011,651
Total number of active participants reported on line 7a of the Form 55002011-04-011,469
Number of retired or separated participants receiving benefits2011-04-010
Number of other retired or separated participants entitled to future benefits2011-04-0167
Total of all active and inactive participants2011-04-011,536
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-04-011
Total participants2011-04-011,537
Number of participants with account balances2011-04-01444
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-04-0128
2010: MAVERIK, INC. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-04-011,635
Total number of active participants reported on line 7a of the Form 55002010-04-011,368
Number of retired or separated participants receiving benefits2010-04-011
Number of other retired or separated participants entitled to future benefits2010-04-0161
Total of all active and inactive participants2010-04-011,430
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-04-011
Total participants2010-04-011,431
Number of participants with account balances2010-04-01472
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-04-0124
2009: MAVERIK, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-04-011,489
Total number of active participants reported on line 7a of the Form 55002009-04-011,354
Number of retired or separated participants receiving benefits2009-04-010
Number of other retired or separated participants entitled to future benefits2009-04-0163
Total of all active and inactive participants2009-04-011,417
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-04-012
Total participants2009-04-011,419
Number of participants with account balances2009-04-01495
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-04-0128

Financial Data on MAVERIK, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2015 : MAVERIK, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets from this plan2015-12-31$19,944,526
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$4,801,994
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,876,258
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,776,748
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$4,721,533
Value of total assets at end of year2015-12-31$0
Value of total assets at beginning of year2015-12-31$17,018,790
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$99,510
Total interest from all sources2015-12-31$77,993
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2015-12-31$0
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$2,732,129
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$129,887
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$2,925,736
Value of net assets at end of year (total assets less liabilities)2015-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$17,018,790
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$0
Value of interest in pooled separate accounts at beginning of year2015-12-31$12,550,515
Interest earned on other investments2015-12-31$77,993
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$4,468,275
Net investment gain/loss from pooled separate accounts2015-12-31$2,468
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,859,517
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,776,748
Contract administrator fees2015-12-31$99,510
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31WSRP, LLC
Accountancy firm EIN2015-12-31870517754
2014 : MAVERIK, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$3,930,475
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$2,663,147
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,475,518
Value of total corrective distributions2014-12-31$153,547
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,867,580
Value of total assets at end of year2014-12-31$17,018,790
Value of total assets at beginning of year2014-12-31$15,751,462
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$34,082
Total interest from all sources2014-12-31$78,162
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,940,088
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$37,277
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,267,328
Value of net assets at end of year (total assets less liabilities)2014-12-31$17,018,790
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$15,751,462
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$12,550,515
Value of interest in pooled separate accounts at beginning of year2014-12-31$11,465,332
Interest earned on other investments2014-12-31$78,162
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$4,468,275
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$4,286,130
Net investment gain/loss from pooled separate accounts2014-12-31$984,733
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$890,215
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,475,518
Contract administrator fees2014-12-31$34,082
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31WSRP, LLC
Accountancy firm EIN2014-12-31870517754
2013 : MAVERIK, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$164,016
Total income from all sources (including contributions)2013-12-31$3,065,505
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$2,063,906
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,058,239
Value of total corrective distributions2013-12-31$-2,081
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,150,739
Value of total assets at end of year2013-12-31$15,751,462
Value of total assets at beginning of year2013-12-31$14,913,879
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$7,748
Total interest from all sources2013-12-31$63,358
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$793,336
Participant contributions at beginning of year2013-12-31$40,979
Liabilities. Value of operating payables at beginning of year2013-12-31$164,016
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,001,599
Value of net assets at end of year (total assets less liabilities)2013-12-31$15,751,462
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$14,749,863
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$11,465,332
Value of interest in pooled separate accounts at beginning of year2013-12-31$9,833,684
Interest earned on other investments2013-12-31$63,358
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$4,286,130
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$5,020,358
Net investment gain/loss from pooled separate accounts2013-12-31$1,851,408
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$357,403
Employer contributions (assets) at beginning of year2013-12-31$18,858
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,058,239
Contract administrator fees2013-12-31$7,748
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31WISAN SMITH RACKER & PRESCOTT LLP
Accountancy firm EIN2013-12-31870517754
Total unrealized appreciation/depreciation of assets2013-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-03-31$164,016
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-03-31$67,735
Total income from all sources (including contributions)2013-03-31$2,513,610
Total loss/gain on sale of assets2013-03-31$0
Total of all expenses incurred2013-03-31$1,140,726
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-03-31$965,648
Value of total corrective distributions2013-03-31$164,016
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-03-31$1,425,335
Value of total assets at end of year2013-03-31$14,913,879
Value of total assets at beginning of year2013-03-31$13,444,714
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-03-31$11,062
Total interest from all sources2013-03-31$102,336
Total dividends received (eg from common stock, registered investment company shares)2013-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-03-31No
Was this plan covered by a fidelity bond2013-03-31Yes
Value of fidelity bond cover2013-03-31$500,000
If this is an individual account plan, was there a blackout period2013-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-03-31$0
Were there any nonexempt tranactions with any party-in-interest2013-03-31No
Contributions received from participants2013-03-31$975,346
Participant contributions at end of year2013-03-31$40,979
Participant contributions at beginning of year2013-03-31$33,695
Income. Received or receivable in cash from other sources (including rollovers)2013-03-31$6,337
Liabilities. Value of operating payables at end of year2013-03-31$164,016
Liabilities. Value of operating payables at beginning of year2013-03-31$67,735
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-03-31No
Value of net income/loss2013-03-31$1,372,884
Value of net assets at end of year (total assets less liabilities)2013-03-31$14,749,863
Value of net assets at beginning of year (total assets less liabilities)2013-03-31$13,376,979
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-03-31No
Were any leases to which the plan was party in default or uncollectible2013-03-31No
Value of interest in pooled separate accounts at end of year2013-03-31$9,833,684
Value of interest in pooled separate accounts at beginning of year2013-03-31$8,357,527
Interest earned on other investments2013-03-31$102,336
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-03-31$5,020,358
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-03-31$5,040,317
Net investment gain/loss from pooled separate accounts2013-03-31$985,939
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-03-31No
Was there a failure to transmit to the plan any participant contributions2013-03-31No
Has the plan failed to provide any benefit when due under the plan2013-03-31No
Contributions received in cash from employer2013-03-31$443,652
Employer contributions (assets) at end of year2013-03-31$18,858
Employer contributions (assets) at beginning of year2013-03-31$13,175
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-03-31$965,648
Contract administrator fees2013-03-31$11,062
Did the plan have assets held for investment2013-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-03-31Yes
Opinion of an independent qualified public accountant for this plan2013-03-31Disclaimer
Accountancy firm name2013-03-31JONES SIMKINS, LLC
Accountancy firm EIN2013-03-31461592906
2012 : MAVERIK, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-03-31$67,735
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-03-31$66,782
Total income from all sources (including contributions)2012-03-31$1,822,915
Total loss/gain on sale of assets2012-03-31$0
Total of all expenses incurred2012-03-31$1,010,151
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-03-31$932,442
Value of total corrective distributions2012-03-31$67,735
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-03-31$1,344,014
Value of total assets at end of year2012-03-31$13,444,714
Value of total assets at beginning of year2012-03-31$12,630,997
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-03-31$9,974
Total interest from all sources2012-03-31$104,104
Total dividends received (eg from common stock, registered investment company shares)2012-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-03-31No
Was this plan covered by a fidelity bond2012-03-31Yes
Value of fidelity bond cover2012-03-31$500,000
If this is an individual account plan, was there a blackout period2012-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-03-31$0
Were there any nonexempt tranactions with any party-in-interest2012-03-31No
Contributions received from participants2012-03-31$899,322
Participant contributions at end of year2012-03-31$33,695
Participant contributions at beginning of year2012-03-31$33,762
Income. Received or receivable in cash from other sources (including rollovers)2012-03-31$39,664
Liabilities. Value of operating payables at end of year2012-03-31$67,735
Liabilities. Value of operating payables at beginning of year2012-03-31$66,782
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-03-31No
Value of net income/loss2012-03-31$812,764
Value of net assets at end of year (total assets less liabilities)2012-03-31$13,376,979
Value of net assets at beginning of year (total assets less liabilities)2012-03-31$12,564,215
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-03-31No
Were any leases to which the plan was party in default or uncollectible2012-03-31No
Value of interest in pooled separate accounts at end of year2012-03-31$8,357,527
Value of interest in pooled separate accounts at beginning of year2012-03-31$7,872,340
Interest earned on other investments2012-03-31$104,104
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-03-31$5,040,317
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-03-31$4,709,619
Net investment gain/loss from pooled separate accounts2012-03-31$374,797
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-03-31No
Was there a failure to transmit to the plan any participant contributions2012-03-31Yes
Has the plan failed to provide any benefit when due under the plan2012-03-31No
Contributions received in cash from employer2012-03-31$405,028
Employer contributions (assets) at end of year2012-03-31$13,175
Employer contributions (assets) at beginning of year2012-03-31$15,276
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-03-31$932,442
Contract administrator fees2012-03-31$9,974
Did the plan have assets held for investment2012-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-03-31Yes
Opinion of an independent qualified public accountant for this plan2012-03-31Disclaimer
Accountancy firm name2012-03-31JONES SIMKINS, P.C.
Accountancy firm EIN2012-03-31200568678
2011 : MAVERIK, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-03-31$66,782
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-03-31$32,495
Total income from all sources (including contributions)2011-03-31$2,508,040
Total loss/gain on sale of assets2011-03-31$0
Total of all expenses incurred2011-03-31$2,030,299
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-03-31$1,952,370
Value of total corrective distributions2011-03-31$66,782
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-03-31$1,256,415
Value of total assets at end of year2011-03-31$12,630,997
Value of total assets at beginning of year2011-03-31$12,118,969
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-03-31$11,147
Total interest from all sources2011-03-31$117,755
Total dividends received (eg from common stock, registered investment company shares)2011-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-03-31No
Was this plan covered by a fidelity bond2011-03-31Yes
Value of fidelity bond cover2011-03-31$500,000
If this is an individual account plan, was there a blackout period2011-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-03-31$0
Were there any nonexempt tranactions with any party-in-interest2011-03-31No
Contributions received from participants2011-03-31$842,007
Participant contributions at end of year2011-03-31$33,762
Participant contributions at beginning of year2011-03-31$31,703
Income. Received or receivable in cash from other sources (including rollovers)2011-03-31$29,542
Liabilities. Value of operating payables at end of year2011-03-31$66,782
Liabilities. Value of operating payables at beginning of year2011-03-31$32,495
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-03-31No
Value of net income/loss2011-03-31$477,741
Value of net assets at end of year (total assets less liabilities)2011-03-31$12,564,215
Value of net assets at beginning of year (total assets less liabilities)2011-03-31$12,086,474
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-03-31No
Were any leases to which the plan was party in default or uncollectible2011-03-31No
Value of interest in pooled separate accounts at end of year2011-03-31$7,872,340
Value of interest in pooled separate accounts at beginning of year2011-03-31$6,685,650
Interest earned on other investments2011-03-31$117,755
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-03-31$4,709,619
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-03-31$5,386,993
Net investment gain/loss from pooled separate accounts2011-03-31$1,133,870
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-03-31No
Was there a failure to transmit to the plan any participant contributions2011-03-31No
Has the plan failed to provide any benefit when due under the plan2011-03-31No
Contributions received in cash from employer2011-03-31$384,866
Employer contributions (assets) at end of year2011-03-31$15,276
Employer contributions (assets) at beginning of year2011-03-31$14,623
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-03-31$1,952,370
Contract administrator fees2011-03-31$11,147
Did the plan have assets held for investment2011-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-03-31Yes
Opinion of an independent qualified public accountant for this plan2011-03-31Disclaimer
Accountancy firm name2011-03-31JONES SIMKINS, P.C.
Accountancy firm EIN2011-03-31200568678
2010 : MAVERIK, INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-03-31$0

Form 5500 Responses for MAVERIK, INC. 401(K) PROFIT SHARING PLAN

2015: MAVERIK, INC. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingYes
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MAVERIK, INC. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MAVERIK, INC. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-04-01Type of plan entitySingle employer plan
2013-04-01Submission has been amendedNo
2013-04-01This submission is the final filingNo
2013-04-01This return/report is a short plan year return/report (less than 12 months)Yes
2013-04-01Plan is a collectively bargained planNo
2013-04-01Plan funding arrangement – InsuranceYes
2013-04-01Plan funding arrangement – TrustYes
2013-04-01Plan benefit arrangement – InsuranceYes
2013-04-01Plan benefit arrangement - TrustYes
2012: MAVERIK, INC. 401(K) PROFIT SHARING PLAN 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 – InsuranceYes
2012-04-01Plan funding arrangement – TrustYes
2012-04-01Plan benefit arrangement – InsuranceYes
2012-04-01Plan benefit arrangement - TrustYes
2011: MAVERIK, INC. 401(K) PROFIT SHARING PLAN 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 – InsuranceYes
2011-04-01Plan funding arrangement – TrustYes
2011-04-01Plan benefit arrangement – InsuranceYes
2011-04-01Plan benefit arrangement - TrustYes
2010: MAVERIK, INC. 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-04-01Type of plan entitySingle employer plan
2010-04-01Submission has been amendedNo
2010-04-01This submission is the final filingNo
2010-04-01This return/report is a short plan year return/report (less than 12 months)No
2010-04-01Plan is a collectively bargained planNo
2010-04-01Plan funding arrangement – InsuranceYes
2010-04-01Plan funding arrangement – TrustYes
2010-04-01Plan benefit arrangement – InsuranceYes
2010-04-01Plan benefit arrangement - TrustYes
2009: MAVERIK, INC. 401(K) PROFIT SHARING PLAN 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 – InsuranceYes
2009-04-01Plan funding arrangement – TrustYes
2009-04-01Plan benefit arrangement – InsuranceYes
2009-04-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number801869
Policy instance 1
Insurance contract or identification number801869
Number of Individuals Covered0
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $38,408
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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 planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $38,408
Insurance broker organization code?3
Insurance broker nameLPL FINANCIAL LLC
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number801869
Policy instance 1
Insurance contract or identification number801869
Number of Individuals Covered2965
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $33,010
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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 planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $33,010
Insurance broker organization code?3
Insurance broker nameLINSCO PRIVATE LEDGER CORP
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number801869
Policy instance 1
Insurance contract or identification number801869
Number of Individuals Covered1756
Insurance policy start date2013-04-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $22,771
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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 planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $22,771
Insurance broker organization code?3
Insurance broker nameLINSCO PRIVATE LEDGER CORP
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number801869
Policy instance 1
Insurance contract or identification number801869
Number of Individuals Covered1642
Insurance policy start date2012-04-01
Insurance policy end date2013-03-31
Total amount of commissions paid to insurance brokerUSD $38,446
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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 planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $25,981
Insurance broker organization code?3
Insurance broker nameSHAWN C HEWLETT INS ENTERPRISES INC
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number801869
Policy instance 1
Insurance contract or identification number801869
Number of Individuals Covered1537
Insurance policy start date2011-04-01
Insurance policy end date2012-03-31
Total amount of commissions paid to insurance brokerUSD $12,722
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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 planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number801869
Policy instance 1
Insurance contract or identification number801869
Number of Individuals Covered1431
Insurance policy start date2010-04-01
Insurance policy end date2011-03-31
Total amount of commissions paid to insurance brokerUSD $12,205
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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 planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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