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Plan Name | WESTERN REFINERY SERVICES, INC. 401(K) PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
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.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2021-01-01 | RYAN LIKKEL | 2022-10-13 | ||
001 | 2020-01-01 | RYAN LIKKEL | 2021-10-11 | ||
001 | 2019-01-01 | RYAN LIKKEL | 2020-10-08 | ||
001 | 2018-01-01 | RYAN LIKKEL | 2019-10-07 | ||
001 | 2017-01-01 | ||||
001 | 2016-01-01 | RYAN LIKKEL | |||
001 | 2015-01-01 | RYAN LIKKEL | |||
001 | 2014-01-01 | RYAN LIKKEL | 2015-06-26 | ||
001 | 2013-01-01 | RYAN LIKKEL | 2014-06-27 | ||
001 | 2012-01-01 | RYAN LIKKEL | 2013-06-03 | ||
001 | 2011-01-01 | JERRY LIBOLT | 2012-08-03 | ||
001 | 2010-01-01 | JERRY LIBOLT | 2011-10-14 |
Measure | Date | Value |
---|---|---|
2021: WESTERN REFINERY SERVICES, INC. 401(K) PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 230 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 203 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 4 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 28 |
Total of all active and inactive participants | 2021-01-01 | 235 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 235 |
Number of participants with account balances | 2021-01-01 | 137 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 5 |
2020: WESTERN REFINERY SERVICES, INC. 401(K) PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 203 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 199 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 26 |
Total of all active and inactive participants | 2020-01-01 | 225 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 225 |
Number of participants with account balances | 2020-01-01 | 132 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 3 |
2019: WESTERN REFINERY SERVICES, INC. 401(K) PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 201 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 200 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 25 |
Total of all active and inactive participants | 2019-01-01 | 225 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 225 |
Number of participants with account balances | 2019-01-01 | 130 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 5 |
2018: WESTERN REFINERY SERVICES, INC. 401(K) PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 193 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 170 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 22 |
Total of all active and inactive participants | 2018-01-01 | 192 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 192 |
Number of participants with account balances | 2018-01-01 | 114 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 8 |
2017: WESTERN REFINERY SERVICES, INC. 401(K) PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 174 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 160 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 23 |
Total of all active and inactive participants | 2017-01-01 | 183 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 183 |
Number of participants with account balances | 2017-01-01 | 96 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 5 |
2016: WESTERN REFINERY SERVICES, INC. 401(K) PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 169 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 164 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 16 |
Total of all active and inactive participants | 2016-01-01 | 180 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 180 |
Number of participants with account balances | 2016-01-01 | 86 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 10 |
2015: WESTERN REFINERY SERVICES, INC. 401(K) PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 164 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 182 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 7 |
Total of all active and inactive participants | 2015-01-01 | 189 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 189 |
Number of participants with account balances | 2015-01-01 | 83 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 2 |
Measure | Date | Value |
---|---|---|
2021 : WESTERN REFINERY SERVICES, INC. 401(K) PLAN 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $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 assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $791,696 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $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 year | 2021-12-31 | $9,977,011 |
Value of total assets at beginning of year | 2021-12-31 | $8,457,204 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $53,518 |
Total interest from all sources | 2021-12-31 | $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 year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $584,757 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $225,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $659,559 |
Participant contributions at end of year | 2021-12-31 | $128,035 |
Participant contributions at beginning of year | 2021-12-31 | $195,050 |
Participant contributions at end of year | 2021-12-31 | $9,363 |
Participant contributions at beginning of year | 2021-12-31 | $6,764 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $95,291 |
Other income not declared elsewhere | 2021-12-31 | $-489 |
Administrative expenses (other) incurred | 2021-12-31 | $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 appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $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) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Investment advisory and management fees | 2021-12-31 | $37,764 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $9,692,441 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $8,192,971 |
Interest on participant loans | 2021-12-31 | $8,409 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $143,306 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $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 trusts | 2021-12-31 | $991 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $281,519 |
Employer contributions (assets) at end of year | 2021-12-31 | $3,866 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $2,870 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $738,178 |
Did the plan have assets held for investment | 2021-12-31 | 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 | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | LARSON GROSS PLLC |
Accountancy firm EIN | 2021-12-31 | 911663574 |
2020 : WESTERN REFINERY SERVICES, INC. 401(K) PLAN 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $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 assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $508,498 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $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 year | 2020-12-31 | $8,457,204 |
Value of total assets at beginning of year | 2020-12-31 | $6,463,182 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $48,903 |
Total interest from all sources | 2020-12-31 | $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 year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $266,563 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $225,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $580,487 |
Participant contributions at end of year | 2020-12-31 | $195,050 |
Participant contributions at beginning of year | 2020-12-31 | $125,242 |
Participant contributions at end of year | 2020-12-31 | $6,764 |
Participant contributions at beginning of year | 2020-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $248,388 |
Administrative expenses (other) incurred | 2020-12-31 | $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 appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $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) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Investment advisory and management fees | 2020-12-31 | $31,928 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $8,192,971 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $6,313,578 |
Interest on participant loans | 2020-12-31 | $7,733 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $59,549 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $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 trusts | 2020-12-31 | $1,300 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $283,821 |
Employer contributions (assets) at end of year | 2020-12-31 | $2,870 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $459,595 |
Did the plan have assets held for investment | 2020-12-31 | 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 | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | LARSON GROSS PLLC |
Accountancy firm EIN | 2020-12-31 | 911663574 |
2019 : WESTERN REFINERY SERVICES, INC. 401(K) PLAN 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $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 assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $117,000 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $69,465 |
Value of total corrective distributions | 2019-12-31 | $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 year | 2019-12-31 | $6,463,182 |
Value of total assets at beginning of year | 2019-12-31 | $4,675,469 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $42,240 |
Total interest from all sources | 2019-12-31 | $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 year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $207,135 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $225,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $594,617 |
Participant contributions at end of year | 2019-12-31 | $125,242 |
Participant contributions at beginning of year | 2019-12-31 | $118,418 |
Participant contributions at end of year | 2019-12-31 | $0 |
Participant contributions at beginning of year | 2019-12-31 | $16,269 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $36,144 |
Administrative expenses (other) incurred | 2019-12-31 | $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 appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $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) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Investment advisory and management fees | 2019-12-31 | $28,451 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $6,313,578 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $4,466,042 |
Interest on participant loans | 2019-12-31 | $7,235 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $24,362 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $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 trusts | 2019-12-31 | $551 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $254,107 |
Employer contributions (assets) at end of year | 2019-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $7,691 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $69,465 |
Did the plan have assets held for investment | 2019-12-31 | 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 | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | LARSON GROSS PLLC |
Accountancy firm EIN | 2019-12-31 | 911663574 |
2018 : WESTERN REFINERY SERVICES, INC. 401(K) PLAN 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $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 assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $306,310 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $261,639 |
Value of total corrective distributions | 2018-12-31 | $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 year | 2018-12-31 | $4,675,469 |
Value of total assets at beginning of year | 2018-12-31 | $4,497,911 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $39,106 |
Total interest from all sources | 2018-12-31 | $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 year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $172,549 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $225,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $462,408 |
Participant contributions at end of year | 2018-12-31 | $118,418 |
Participant contributions at beginning of year | 2018-12-31 | $75,397 |
Participant contributions at end of year | 2018-12-31 | $16,269 |
Participant contributions at beginning of year | 2018-12-31 | $7,775 |
Administrative expenses (other) incurred | 2018-12-31 | $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 appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $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) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Investment advisory and management fees | 2018-12-31 | $26,240 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $4,466,042 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $4,385,900 |
Interest on participant loans | 2018-12-31 | $3,904 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $67,049 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $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 trusts | 2018-12-31 | $489 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $201,690 |
Employer contributions (assets) at end of year | 2018-12-31 | $7,691 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $3,785 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $261,639 |
Did the plan have assets held for investment | 2018-12-31 | 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 | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | LARSON GROSS PLLC |
Accountancy firm EIN | 2018-12-31 | 911663574 |
2017 : WESTERN REFINERY SERVICES, INC. 401(K) PLAN 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $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 assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $150,709 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $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 year | 2017-12-31 | $4,497,911 |
Value of total assets at beginning of year | 2017-12-31 | $3,493,581 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $34,039 |
Total interest from all sources | 2017-12-31 | $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 year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $152,881 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $225,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $403,425 |
Participant contributions at end of year | 2017-12-31 | $75,397 |
Participant contributions at beginning of year | 2017-12-31 | $113,917 |
Participant contributions at end of year | 2017-12-31 | $7,775 |
Participant contributions at beginning of year | 2017-12-31 | $6,923 |
Administrative expenses (other) incurred | 2017-12-31 | $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 appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $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) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Investment advisory and management fees | 2017-12-31 | $22,295 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $4,385,900 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $3,343,846 |
Interest on participant loans | 2017-12-31 | $4,017 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $25,054 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $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 trusts | 2017-12-31 | $2,480 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $178,894 |
Employer contributions (assets) at end of year | 2017-12-31 | $3,785 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $3,397 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $116,670 |
Did the plan have assets held for investment | 2017-12-31 | 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 | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | LARSON GROSS PLLC |
Accountancy firm EIN | 2017-12-31 | 911663574 |
2016 : WESTERN REFINERY SERVICES, INC. 401(K) PLAN 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $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 assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $88,700 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $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 year | 2016-12-31 | $3,493,581 |
Value of total assets at beginning of year | 2016-12-31 | $2,971,126 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $30,589 |
Total interest from all sources | 2016-12-31 | $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 year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $87,616 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $300,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $291,396 |
Participant contributions at end of year | 2016-12-31 | $113,917 |
Participant contributions at beginning of year | 2016-12-31 | $47,433 |
Participant contributions at end of year | 2016-12-31 | $6,923 |
Participant contributions at beginning of year | 2016-12-31 | $11,272 |
Administrative expenses (other) incurred | 2016-12-31 | $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 appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $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) | 2016-12-31 | 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 |
Investment advisory and management fees | 2016-12-31 | $19,269 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $3,343,846 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $2,881,955 |
Interest on participant loans | 2016-12-31 | $3,955 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $25,498 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $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 trusts | 2016-12-31 | $2,019 |
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 | $83,328 |
Employer contributions (assets) at end of year | 2016-12-31 | $3,397 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $3,405 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $58,111 |
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 | LARSON GROSS PLLC |
Accountancy firm EIN | 2016-12-31 | 911663574 |
2015 : WESTERN REFINERY SERVICES, INC. 401(K) PLAN 2015 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $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 assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $96,122 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $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 year | 2015-12-31 | $2,971,126 |
Value of total assets at beginning of year | 2015-12-31 | $2,347,229 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $24,414 |
Total interest from all sources | 2015-12-31 | $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 year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $79,372 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $225,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $336,831 |
Participant contributions at end of year | 2015-12-31 | $47,433 |
Participant contributions at beginning of year | 2015-12-31 | $6,788 |
Participant contributions at end of year | 2015-12-31 | $11,272 |
Participant contributions at beginning of year | 2015-12-31 | $3,971 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $214,490 |
Other income not declared elsewhere | 2015-12-31 | $7,014 |
Administrative expenses (other) incurred | 2015-12-31 | $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 appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $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) | 2015-12-31 | 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 |
Investment advisory and management fees | 2015-12-31 | $16,647 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $2,881,955 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $2,277,778 |
Interest on participant loans | 2015-12-31 | $1,534 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $27,061 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $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 trusts | 2015-12-31 | $351 |
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 | No |
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 | $148,907 |
Employer contributions (assets) at end of year | 2015-12-31 | $3,405 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $1,986 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $71,708 |
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 | LARSON GROUSS PLLC |
Accountancy firm EIN | 2015-12-31 | 911663574 |
2021: WESTERN REFINERY SERVICES, INC. 401(K) PLAN 2021 form 5500 responses | ||
---|---|---|
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: WESTERN REFINERY SERVICES, INC. 401(K) PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: WESTERN REFINERY SERVICES, INC. 401(K) PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: WESTERN REFINERY SERVICES, INC. 401(K) PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: WESTERN REFINERY SERVICES, INC. 401(K) PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: WESTERN REFINERY SERVICES, INC. 401(K) PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: WESTERN REFINERY SERVICES, INC. 401(K) PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |