YATES PETROLEUM CORPORATION has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan DEFERRED SALARY PROFIT-SHARING PLAN FOR EMPLOYEES OF YATES PETROLEUM CORPORATION ET AL
401k plan membership statisitcs for DEFERRED SALARY PROFIT-SHARING PLAN FOR EMPLOYEES OF YATES PETROLEUM CORPORATION ET AL
Measure | Date | Value |
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2017 : DEFERRED SALARY PROFIT-SHARING PLAN FOR EMPLOYEES OF YATES PETROLEUM CORPORATION ET AL 2017 401k financial data |
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Total transfer of assets from this plan | 2017-03-31 | $63,186,723 |
Total income from all sources (including contributions) | 2017-03-31 | $2,447,614 |
Total of all expenses incurred | 2017-03-31 | $4,731,667 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-03-31 | $4,725,987 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-03-31 | $0 |
Value of total assets at end of year | 2017-03-31 | $0 |
Value of total assets at beginning of year | 2017-03-31 | $65,470,776 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-03-31 | $5,680 |
Total interest from all sources | 2017-03-31 | $34,893 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-03-31 | $114,858 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-03-31 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2017-03-31 | $0 |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-03-31 | $114,858 |
Was this plan covered by a fidelity bond | 2017-03-31 | Yes |
Value of fidelity bond cover | 2017-03-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2017-03-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-03-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-03-31 | No |
Administrative expenses (other) incurred | 2017-03-31 | $5,680 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-03-31 | No |
Value of net income/loss | 2017-03-31 | $-2,284,053 |
Value of net assets at end of year (total assets less liabilities) | 2017-03-31 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-03-31 | $65,470,776 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-03-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-03-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-03-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-03-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-03-31 | $51,600,349 |
Interest earned on other investments | 2017-03-31 | $34,893 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-03-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-03-31 | $13,870,427 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-03-31 | $2,297,863 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-03-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-03-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-03-31 | No |
Contributions received in cash from employer | 2017-03-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-03-31 | $4,725,987 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2017-03-31 | Yes |
Did the plan have assets held for investment | 2017-03-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-03-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-03-31 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-03-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-03-31 | Disclaimer |
Accountancy firm name | 2017-03-31 | SPROLES WOODWARD LLP |
Accountancy firm EIN | 2017-03-31 | 750807999 |
2016 : DEFERRED SALARY PROFIT-SHARING PLAN FOR EMPLOYEES OF YATES PETROLEUM CORPORATION ET AL 2016 401k financial data |
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Total transfer of assets to this plan | 2016-12-31 | $6,291 |
Total income from all sources (including contributions) | 2016-12-31 | $7,689,157 |
Total of all expenses incurred | 2016-12-31 | $10,683,642 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $10,648,232 |
Value of total corrective distributions | 2016-12-31 | $869 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $2,947,986 |
Value of total assets at end of year | 2016-12-31 | $65,470,776 |
Value of total assets at beginning of year | 2016-12-31 | $68,458,970 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $34,541 |
Total interest from all sources | 2016-12-31 | $202,424 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $1,002,796 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2016-12-31 | $0 |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $1,002,796 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $1,807,205 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $10,695 |
Administrative expenses (other) incurred | 2016-12-31 | $34,541 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $-2,994,485 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $65,470,776 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $68,458,970 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $51,600,349 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $55,716,071 |
Interest earned on other investments | 2016-12-31 | $202,424 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $13,870,427 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $12,742,899 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $3,535,951 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $1,130,086 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $10,648,232 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2016-12-31 | No |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | SPROLES WOODWARD LLP |
Accountancy firm EIN | 2016-12-31 | 750807999 |
2015 : DEFERRED SALARY PROFIT-SHARING PLAN FOR EMPLOYEES OF YATES PETROLEUM CORPORATION ET AL 2015 401k financial data |
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Total transfer of assets from this plan | 2015-12-31 | $19,183,662 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $815 |
Total income from all sources (including contributions) | 2015-12-31 | $3,981,653 |
Total of all expenses incurred | 2015-12-31 | $7,052,168 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $7,021,382 |
Value of total corrective distributions | 2015-12-31 | $743 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $3,608,994 |
Value of total assets at end of year | 2015-12-31 | $68,458,970 |
Value of total assets at beginning of year | 2015-12-31 | $90,713,962 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $30,043 |
Total interest from all sources | 2015-12-31 | $205,816 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $1,173,392 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $1,173,392 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $2,800,156 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $440,676 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-12-31 | $815 |
Administrative expenses (other) incurred | 2015-12-31 | $30,043 |
Total non interest bearing cash at beginning of year | 2015-12-31 | $204,097 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $-3,070,515 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $68,458,970 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $90,713,147 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $55,716,071 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $73,674,806 |
Interest earned on other investments | 2015-12-31 | $205,816 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $12,742,899 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-12-31 | $15,098,130 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-1,006,549 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $368,162 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $1,736,929 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $7,021,382 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2015-12-31 | No |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | SPROLES WOODWARD LLP |
Accountancy firm EIN | 2015-12-31 | 750807999 |
2014 : DEFERRED SALARY PROFIT-SHARING PLAN FOR EMPLOYEES OF YATES PETROLEUM CORPORATION ET AL 2014 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $815 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $3,155 |
Total income from all sources (including contributions) | 2014-12-31 | $12,918,378 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $6,595,891 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $6,591,180 |
Value of total corrective distributions | 2014-12-31 | $815 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $7,890,305 |
Value of total assets at end of year | 2014-12-31 | $90,713,962 |
Value of total assets at beginning of year | 2014-12-31 | $84,393,815 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $3,896 |
Total interest from all sources | 2014-12-31 | $208,404 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $1,568,280 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $1,568,280 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $3,774,145 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $344,343 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-12-31 | $815 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-12-31 | $3,155 |
Administrative expenses (other) incurred | 2014-12-31 | $3,896 |
Total non interest bearing cash at end of year | 2014-12-31 | $204,097 |
Total non interest bearing cash at beginning of year | 2014-12-31 | $126,135 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $6,322,487 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $90,713,147 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $84,390,660 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $73,674,806 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $64,815,354 |
Interest earned on other investments | 2014-12-31 | $208,404 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-12-31 | $15,098,130 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-12-31 | $16,182,762 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $3,251,389 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $3,771,817 |
Employer contributions (assets) at end of year | 2014-12-31 | $1,736,929 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $3,269,564 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $6,591,180 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2014-12-31 | No |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | SPROLES WOODWARD LLP |
Accountancy firm EIN | 2014-12-31 | 750807999 |
2013 : DEFERRED SALARY PROFIT-SHARING PLAN FOR EMPLOYEES OF YATES PETROLEUM CORPORATION ET AL 2013 401k financial data |
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Total transfer of assets from this plan | 2013-12-31 | $11,507,341 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $3,155 |
Total income from all sources (including contributions) | 2013-12-31 | $21,332,816 |
Total of all expenses incurred | 2013-12-31 | $5,552,471 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $5,544,968 |
Value of total corrective distributions | 2013-12-31 | $5,436 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $9,112,908 |
Value of total assets at end of year | 2013-12-31 | $84,393,815 |
Value of total assets at beginning of year | 2013-12-31 | $80,117,656 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $2,067 |
Total interest from all sources | 2013-12-31 | $276,047 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $1,214,357 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $1,214,357 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $4,052,808 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $119,050 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-12-31 | $3,155 |
Administrative expenses (other) incurred | 2013-12-31 | $2,067 |
Total non interest bearing cash at end of year | 2013-12-31 | $126,135 |
Total non interest bearing cash at beginning of year | 2013-12-31 | $69,315 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $15,780,345 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $84,390,660 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $80,117,656 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $64,815,354 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $57,098,620 |
Interest earned on other investments | 2013-12-31 | $276,047 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-12-31 | $16,182,762 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $20,006,464 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $10,729,504 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $4,941,050 |
Employer contributions (assets) at end of year | 2013-12-31 | $3,269,564 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $2,943,257 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $5,544,968 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2013-12-31 | No |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | SPROLES WOODWARD LLP |
Accountancy firm EIN | 2013-12-31 | 750807999 |
2012 : DEFERRED SALARY PROFIT-SHARING PLAN FOR EMPLOYEES OF YATES PETROLEUM CORPORATION ET AL 2012 401k financial data |
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Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $9,760 |
Total income from all sources (including contributions) | 2012-12-31 | $16,611,954 |
Total of all expenses incurred | 2012-12-31 | $8,868,953 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $8,817,094 |
Value of total corrective distributions | 2012-12-31 | $51,770 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $9,251,555 |
Value of total assets at end of year | 2012-12-31 | $80,117,656 |
Value of total assets at beginning of year | 2012-12-31 | $72,384,415 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $89 |
Total interest from all sources | 2012-12-31 | $398,565 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $1,152,494 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $1,152,494 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $3,880,466 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $492,200 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2012-12-31 | $126,125 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $2,294 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-12-31 | $9,760 |
Administrative expenses (other) incurred | 2012-12-31 | $89 |
Total non interest bearing cash at end of year | 2012-12-31 | $69,315 |
Total non interest bearing cash at beginning of year | 2012-12-31 | $4,699 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $7,743,001 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $80,117,656 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $72,374,655 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $57,098,620 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $49,203,897 |
Interest earned on other investments | 2012-12-31 | $398,565 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $20,006,464 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $20,385,367 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $5,809,340 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $4,878,889 |
Employer contributions (assets) at end of year | 2012-12-31 | $2,943,257 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $2,788,158 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $8,690,969 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2012-12-31 | No |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | SPROLES WOODWARD LLP |
Accountancy firm EIN | 2012-12-31 | 750807999 |
2011 : DEFERRED SALARY PROFIT-SHARING PLAN FOR EMPLOYEES OF YATES PETROLEUM CORPORATION ET AL 2011 401k financial data |
---|
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $9,760 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $9,760 |
Total income from all sources (including contributions) | 2011-12-31 | $8,795,542 |
Total of all expenses incurred | 2011-12-31 | $5,179,197 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $5,155,045 |
Value of total corrective distributions | 2011-12-31 | $23,781 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $8,916,080 |
Value of total assets at end of year | 2011-12-31 | $72,384,415 |
Value of total assets at beginning of year | 2011-12-31 | $68,768,070 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $371 |
Total interest from all sources | 2011-12-31 | $546,838 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $1,336,933 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $1,336,933 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $3,882,740 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $465,061 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2011-12-31 | $92,642 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $2,294 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $2,294 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-12-31 | $9,760 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-12-31 | $9,760 |
Administrative expenses (other) incurred | 2011-12-31 | $371 |
Total non interest bearing cash at end of year | 2011-12-31 | $4,699 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $3,616,345 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $72,374,655 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $68,758,310 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $49,203,897 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $45,614,119 |
Interest earned on other investments | 2011-12-31 | $546,838 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $20,385,367 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $20,020,579 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-2,004,309 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $4,568,279 |
Employer contributions (assets) at end of year | 2011-12-31 | $2,788,158 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $3,131,078 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $5,062,403 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2011-12-31 | No |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | SPROLES WOODARD LLP |
Accountancy firm EIN | 2011-12-31 | 750807999 |
2010 : DEFERRED SALARY PROFIT-SHARING PLAN FOR EMPLOYEES OF YATES PETROLEUM CORPORATION ET AL 2010 401k financial data |
---|
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $9,760 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $9,760 |
Total income from all sources (including contributions) | 2010-12-31 | $15,620,706 |
Total of all expenses incurred | 2010-12-31 | $7,872,691 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $7,872,533 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $9,275,648 |
Value of total assets at end of year | 2010-12-31 | $68,768,070 |
Value of total assets at beginning of year | 2010-12-31 | $61,020,055 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $158 |
Total interest from all sources | 2010-12-31 | $1,827,543 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $4,322,454 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $1,067,993 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2010-12-31 | $120,355 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $2,294 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $2,294 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2010-12-31 | $9,760 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2010-12-31 | $9,760 |
Administrative expenses (other) incurred | 2010-12-31 | $158 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $7,748,015 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $68,758,310 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $61,010,295 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $45,614,119 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $38,583,455 |
Interest earned on other investments | 2010-12-31 | $1,827,543 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $20,020,579 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $20,294,272 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $4,517,515 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $3,885,201 |
Employer contributions (assets) at end of year | 2010-12-31 | $3,131,078 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $2,140,034 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $7,752,178 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2010-12-31 | No |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | SPROLES WOODARD LLP |
Accountancy firm EIN | 2010-12-31 | 750807999 |
2009 : DEFERRED SALARY PROFIT-SHARING PLAN FOR EMPLOYEES OF YATES PETROLEUM CORPORATION ET AL 2009 401k financial data |
---|
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |