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WESTERN REFINERY SERVICES, INC. 401(K) PLAN 401k Plan overview

Plan NameWESTERN REFINERY SERVICES, INC. 401(K) PLAN
Plan identification number 001

WESTERN REFINERY SERVICES, INC. 401(K) 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.
  • 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

WESTERN REFINERY SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name:WESTERN REFINERY SERVICES, INC.
Employer identification number (EIN):911473401
NAIC Classification:238900

Additional information about WESTERN REFINERY SERVICES, INC.

Jurisdiction of Incorporation: Washington Secretary of State Corporations Division
Incorporation Date: 1990-02-07
Company Identification Number: 601229532
Legal Registered Office Address: 400 N COMMERCIAL ST

BELLINGHAM
United States of America (USA)
982250000

More information about WESTERN REFINERY SERVICES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WESTERN REFINERY SERVICES, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01RYAN LIKKEL2022-10-13
0012020-01-01RYAN LIKKEL2021-10-11
0012019-01-01RYAN LIKKEL2020-10-08
0012018-01-01RYAN LIKKEL2019-10-07
0012017-01-01
0012016-01-01RYAN LIKKEL
0012015-01-01RYAN LIKKEL
0012014-01-01RYAN LIKKEL2015-06-26
0012013-01-01RYAN LIKKEL2014-06-27
0012012-01-01RYAN LIKKEL2013-06-03
0012011-01-01JERRY LIBOLT2012-08-03
0012010-01-01JERRY LIBOLT2011-10-14

Plan Statistics for WESTERN REFINERY SERVICES, INC. 401(K) PLAN

401k plan membership statisitcs for WESTERN REFINERY SERVICES, INC. 401(K) PLAN

Measure Date Value
2021: WESTERN REFINERY SERVICES, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01230
Total number of active participants reported on line 7a of the Form 55002021-01-01203
Number of retired or separated participants receiving benefits2021-01-014
Number of other retired or separated participants entitled to future benefits2021-01-0128
Total of all active and inactive participants2021-01-01235
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01235
Number of participants with account balances2021-01-01137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-015
2020: WESTERN REFINERY SERVICES, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01203
Total number of active participants reported on line 7a of the Form 55002020-01-01199
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0126
Total of all active and inactive participants2020-01-01225
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01225
Number of participants with account balances2020-01-01132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-013
2019: WESTERN REFINERY SERVICES, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01201
Total number of active participants reported on line 7a of the Form 55002019-01-01200
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0125
Total of all active and inactive participants2019-01-01225
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01225
Number of participants with account balances2019-01-01130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-015
2018: WESTERN REFINERY SERVICES, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01193
Total number of active participants reported on line 7a of the Form 55002018-01-01170
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0122
Total of all active and inactive participants2018-01-01192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01192
Number of participants with account balances2018-01-01114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-018
2017: WESTERN REFINERY SERVICES, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01174
Total number of active participants reported on line 7a of the Form 55002017-01-01160
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0123
Total of all active and inactive participants2017-01-01183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01183
Number of participants with account balances2017-01-0196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-015
2016: WESTERN REFINERY SERVICES, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01169
Total number of active participants reported on line 7a of the Form 55002016-01-01164
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0116
Total of all active and inactive participants2016-01-01180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01180
Number of participants with account balances2016-01-0186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0110
2015: WESTERN REFINERY SERVICES, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01164
Total number of active participants reported on line 7a of the Form 55002015-01-01182
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-017
Total of all active and inactive participants2015-01-01189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01189
Number of participants with account balances2015-01-0183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-012

Financial Data on WESTERN REFINERY SERVICES, INC. 401(K) PLAN

Measure Date Value
2021 : WESTERN REFINERY SERVICES, INC. 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$2,311,503
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$791,696
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$738,178
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,036,369
Value of total assets at end of year2021-12-31$9,977,011
Value of total assets at beginning of year2021-12-31$8,457,204
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$53,518
Total interest from all sources2021-12-31$8,409
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$584,757
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$584,757
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$225,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$659,559
Participant contributions at end of year2021-12-31$128,035
Participant contributions at beginning of year2021-12-31$195,050
Participant contributions at end of year2021-12-31$9,363
Participant contributions at beginning of year2021-12-31$6,764
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$95,291
Other income not declared elsewhere2021-12-31$-489
Administrative expenses (other) incurred2021-12-31$15,754
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,519,807
Value of net assets at end of year (total assets less liabilities)2021-12-31$9,977,011
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$8,457,204
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$37,764
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$9,692,441
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$8,192,971
Interest on participant loans2021-12-31$8,409
Value of interest in common/collective trusts at end of year2021-12-31$143,306
Value of interest in common/collective trusts at beginning of year2021-12-31$59,549
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$681,466
Net investment gain or loss from common/collective trusts2021-12-31$991
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$281,519
Employer contributions (assets) at end of year2021-12-31$3,866
Employer contributions (assets) at beginning of year2021-12-31$2,870
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$738,178
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31LARSON GROSS PLLC
Accountancy firm EIN2021-12-31911663574
2020 : WESTERN REFINERY SERVICES, INC. 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$2,502,520
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$508,498
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$459,595
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,112,696
Value of total assets at end of year2020-12-31$8,457,204
Value of total assets at beginning of year2020-12-31$6,463,182
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$48,903
Total interest from all sources2020-12-31$7,733
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$266,563
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$266,563
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$225,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$580,487
Participant contributions at end of year2020-12-31$195,050
Participant contributions at beginning of year2020-12-31$125,242
Participant contributions at end of year2020-12-31$6,764
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$248,388
Administrative expenses (other) incurred2020-12-31$16,975
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,994,022
Value of net assets at end of year (total assets less liabilities)2020-12-31$8,457,204
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$6,463,182
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$31,928
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$8,192,971
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$6,313,578
Interest on participant loans2020-12-31$7,733
Value of interest in common/collective trusts at end of year2020-12-31$59,549
Value of interest in common/collective trusts at beginning of year2020-12-31$24,362
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,114,228
Net investment gain or loss from common/collective trusts2020-12-31$1,300
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$283,821
Employer contributions (assets) at end of year2020-12-31$2,870
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$459,595
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31LARSON GROSS PLLC
Accountancy firm EIN2020-12-31911663574
2019 : WESTERN REFINERY SERVICES, INC. 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$1,904,713
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$117,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$69,465
Value of total corrective distributions2019-12-31$5,295
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$884,868
Value of total assets at end of year2019-12-31$6,463,182
Value of total assets at beginning of year2019-12-31$4,675,469
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$42,240
Total interest from all sources2019-12-31$7,235
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$207,135
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$207,135
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$225,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$594,617
Participant contributions at end of year2019-12-31$125,242
Participant contributions at beginning of year2019-12-31$118,418
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$16,269
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$36,144
Administrative expenses (other) incurred2019-12-31$13,789
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,787,713
Value of net assets at end of year (total assets less liabilities)2019-12-31$6,463,182
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,675,469
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$28,451
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$6,313,578
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$4,466,042
Interest on participant loans2019-12-31$7,235
Value of interest in common/collective trusts at end of year2019-12-31$24,362
Value of interest in common/collective trusts at beginning of year2019-12-31$67,049
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$804,924
Net investment gain or loss from common/collective trusts2019-12-31$551
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$254,107
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$7,691
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$69,465
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31LARSON GROSS PLLC
Accountancy firm EIN2019-12-31911663574
2018 : WESTERN REFINERY SERVICES, INC. 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$483,868
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$306,310
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$261,639
Value of total corrective distributions2018-12-31$5,565
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$664,098
Value of total assets at end of year2018-12-31$4,675,469
Value of total assets at beginning of year2018-12-31$4,497,911
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$39,106
Total interest from all sources2018-12-31$3,904
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$172,549
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$172,549
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$225,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$462,408
Participant contributions at end of year2018-12-31$118,418
Participant contributions at beginning of year2018-12-31$75,397
Participant contributions at end of year2018-12-31$16,269
Participant contributions at beginning of year2018-12-31$7,775
Administrative expenses (other) incurred2018-12-31$12,866
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$177,558
Value of net assets at end of year (total assets less liabilities)2018-12-31$4,675,469
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$4,497,911
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$26,240
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$4,466,042
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$4,385,900
Interest on participant loans2018-12-31$3,904
Value of interest in common/collective trusts at end of year2018-12-31$67,049
Value of interest in common/collective trusts at beginning of year2018-12-31$25,054
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-357,172
Net investment gain or loss from common/collective trusts2018-12-31$489
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$201,690
Employer contributions (assets) at end of year2018-12-31$7,691
Employer contributions (assets) at beginning of year2018-12-31$3,785
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$261,639
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31LARSON GROSS PLLC
Accountancy firm EIN2018-12-31911663574
2017 : WESTERN REFINERY SERVICES, INC. 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$1,155,039
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$150,709
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$116,670
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$582,319
Value of total assets at end of year2017-12-31$4,497,911
Value of total assets at beginning of year2017-12-31$3,493,581
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$34,039
Total interest from all sources2017-12-31$4,017
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$152,881
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$152,881
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$225,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$403,425
Participant contributions at end of year2017-12-31$75,397
Participant contributions at beginning of year2017-12-31$113,917
Participant contributions at end of year2017-12-31$7,775
Participant contributions at beginning of year2017-12-31$6,923
Administrative expenses (other) incurred2017-12-31$11,744
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,004,330
Value of net assets at end of year (total assets less liabilities)2017-12-31$4,497,911
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$3,493,581
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$22,295
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$4,385,900
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$3,343,846
Interest on participant loans2017-12-31$4,017
Value of interest in common/collective trusts at end of year2017-12-31$25,054
Value of interest in common/collective trusts at beginning of year2017-12-31$25,498
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$413,342
Net investment gain or loss from common/collective trusts2017-12-31$2,480
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$178,894
Employer contributions (assets) at end of year2017-12-31$3,785
Employer contributions (assets) at beginning of year2017-12-31$3,397
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$116,670
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31LARSON GROSS PLLC
Accountancy firm EIN2017-12-31911663574
2016 : WESTERN REFINERY SERVICES, INC. 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$611,155
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$88,700
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$58,111
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$374,724
Value of total assets at end of year2016-12-31$3,493,581
Value of total assets at beginning of year2016-12-31$2,971,126
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$30,589
Total interest from all sources2016-12-31$3,955
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$87,616
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$87,616
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$300,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$291,396
Participant contributions at end of year2016-12-31$113,917
Participant contributions at beginning of year2016-12-31$47,433
Participant contributions at end of year2016-12-31$6,923
Participant contributions at beginning of year2016-12-31$11,272
Administrative expenses (other) incurred2016-12-31$11,320
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$522,455
Value of net assets at end of year (total assets less liabilities)2016-12-31$3,493,581
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,971,126
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$19,269
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$3,343,846
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$2,881,955
Interest on participant loans2016-12-31$3,955
Value of interest in common/collective trusts at end of year2016-12-31$25,498
Value of interest in common/collective trusts at beginning of year2016-12-31$27,061
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$142,841
Net investment gain or loss from common/collective trusts2016-12-31$2,019
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$83,328
Employer contributions (assets) at end of year2016-12-31$3,397
Employer contributions (assets) at beginning of year2016-12-31$3,405
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$58,111
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31LARSON GROSS PLLC
Accountancy firm EIN2016-12-31911663574
2015 : WESTERN REFINERY SERVICES, INC. 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
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$720,019
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$96,122
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$71,708
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$700,228
Value of total assets at end of year2015-12-31$2,971,126
Value of total assets at beginning of year2015-12-31$2,347,229
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$24,414
Total interest from all sources2015-12-31$1,534
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$79,372
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$79,372
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$225,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$336,831
Participant contributions at end of year2015-12-31$47,433
Participant contributions at beginning of year2015-12-31$6,788
Participant contributions at end of year2015-12-31$11,272
Participant contributions at beginning of year2015-12-31$3,971
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$214,490
Other income not declared elsewhere2015-12-31$7,014
Administrative expenses (other) incurred2015-12-31$7,767
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$623,897
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,971,126
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,347,229
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
Investment advisory and management fees2015-12-31$16,647
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$2,881,955
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,277,778
Interest on participant loans2015-12-31$1,534
Value of interest in common/collective trusts at end of year2015-12-31$27,061
Value of interest in common/collective trusts at beginning of year2015-12-31$56,706
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-68,480
Net investment gain or loss from common/collective trusts2015-12-31$351
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$148,907
Employer contributions (assets) at end of year2015-12-31$3,405
Employer contributions (assets) at beginning of year2015-12-31$1,986
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$71,708
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 PBGC2015-12-31No
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 name2015-12-31LARSON GROUSS PLLC
Accountancy firm EIN2015-12-31911663574

Form 5500 Responses for WESTERN REFINERY SERVICES, INC. 401(K) PLAN

2021: WESTERN REFINERY SERVICES, INC. 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: WESTERN REFINERY SERVICES, INC. 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: WESTERN REFINERY SERVICES, INC. 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: WESTERN REFINERY SERVICES, INC. 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: WESTERN REFINERY SERVICES, INC. 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: WESTERN REFINERY SERVICES, INC. 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: WESTERN REFINERY SERVICES, INC. 401(K) 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 filingNo
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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes

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