401k Plan data: BIG WEST OIL OF CALIFORNIA CONTRACTED EMPLOYEE PENSION PLAN plan

BIG WEST OIL OF CALIFORNIA CONTRACTED EMPLOYEE PENSION PLAN 401k Plan overview

Plan Name	BIG WEST OIL OF CALIFORNIA CONTRACTED EMPLOYEE PENSION PLAN
Plan identification number	002

BIG WEST OIL OF CALIFORNIA CONTRACTED EMPLOYEE PENSION PLAN Benefits

401k Plan Type	Defined Benefit Pension
Plan Features/Benefits	Benefits are primarily pay related Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021). Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name: FJ MANAGEMENT INC.

Employer identification number (EIN): 941663458

NAIC Classification: 424700

Additional information about FJ MANAGEMENT INC.

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 1985-09-30

Company Identification Number: 0006706606

Legal Registered Office Address: 185 S STATE ST STE 1300

SALT LAKE CTY
United States of America (USA)
84111

More information about FJ MANAGEMENT INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BIG WEST OIL OF CALIFORNIA CONTRACTED EMPLOYEE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2012-01-01 KAREN MCCABE
002 2011-01-01 KAREN MCCABE
002 2010-01-01 KAREN MCCABE

Plan id#	Filing Submission Date	Name of Administrator
002	2012-01-01	KAREN MCCABE
002	2011-01-01	KAREN MCCABE
002	2010-01-01	KAREN MCCABE

Plan Statistics for BIG WEST OIL OF CALIFORNIA CONTRACTED EMPLOYEE PENSION PLAN

401k plan membership statisitcs for BIG WEST OIL OF CALIFORNIA CONTRACTED EMPLOYEE PENSION PLAN

Measure Date Value
2012: BIG WEST OIL OF CALIFORNIA CONTRACTED EMPLOYEE PENSION PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 163
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 0
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 0
2011: BIG WEST OIL OF CALIFORNIA CONTRACTED EMPLOYEE PENSION PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 151
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 0
Number of retired or separated participants receiving benefits 2011-01-01 23
Number of other retired or separated participants entitled to future benefits 2011-01-01 140
Total of all active and inactive participants 2011-01-01 163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: BIG WEST OIL OF CALIFORNIA CONTRACTED EMPLOYEE PENSION PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 153
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 0
Number of retired or separated participants receiving benefits 2010-01-01 5
Number of other retired or separated participants entitled to future benefits 2010-01-01 146
Total of all active and inactive participants 2010-01-01 151
Total participants 2010-01-01 151

Measure	Date	Value
2012: BIG WEST OIL OF CALIFORNIA CONTRACTED EMPLOYEE PENSION PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	163
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	0
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	0
2011: BIG WEST OIL OF CALIFORNIA CONTRACTED EMPLOYEE PENSION PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	151
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	0
Number of retired or separated participants receiving benefits	2011-01-01	23
Number of other retired or separated participants entitled to future benefits	2011-01-01	140
Total of all active and inactive participants	2011-01-01	163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: BIG WEST OIL OF CALIFORNIA CONTRACTED EMPLOYEE PENSION PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	153
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	0
Number of retired or separated participants receiving benefits	2010-01-01	5
Number of other retired or separated participants entitled to future benefits	2010-01-01	146
Total of all active and inactive participants	2010-01-01	151
Total participants	2010-01-01	151

Financial Data on BIG WEST OIL OF CALIFORNIA CONTRACTED EMPLOYEE PENSION PLAN

Measure	Date	Value
2012 : BIG WEST OIL OF CALIFORNIA CONTRACTED EMPLOYEE PENSION PLAN 2012 401k financial data
Total income from all sources (including contributions)	2012-10-12	$786,540
Total loss/gain on sale of assets	2012-10-12	$0
Total of all expenses incurred	2012-10-12	$3,413,418
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-10-12	$3,401,572
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-10-12	$755,971
Value of total assets at end of year	2012-10-12	$0
Value of total assets at beginning of year	2012-10-12	$2,626,878
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-10-12	$11,846
Total interest from all sources	2012-10-12	$271
Total dividends received (eg from common stock, registered investment company shares)	2012-10-12	$20,375
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-10-12	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2012-10-12	$0
Total dividends received from registered investment company shares (eg mutual funds)	2012-10-12	$20,375
Administrative expenses professional fees incurred	2012-10-12	$5,764
Was this plan covered by a fidelity bond	2012-10-12	Yes
Value of fidelity bond cover	2012-10-12	$3,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-10-12	$0
Were there any nonexempt tranactions with any party-in-interest	2012-10-12	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-10-12	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-10-12	$49,911
Other income not declared elsewhere	2012-10-12	$1,094
Administrative expenses (other) incurred	2012-10-12	$1,094
Total non interest bearing cash at end of year	2012-10-12	$0
Total non interest bearing cash at beginning of year	2012-10-12	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-10-12	No
Value of net income/loss	2012-10-12	$-2,626,878
Value of net assets at end of year (total assets less liabilities)	2012-10-12	$0
Value of net assets at beginning of year (total assets less liabilities)	2012-10-12	$2,626,878
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-10-12	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-10-12	No
Were any leases to which the plan was party in default or uncollectible	2012-10-12	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-10-12	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-10-12	$2,391,839
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-10-12	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-10-12	$185,128
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-10-12	$185,128
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-10-12	$271
Expenses. Payments to insurance carriers foe the provision of benefits	2012-10-12	$1,088,600
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-10-12	$8,829
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-10-12	Yes
Was there a failure to transmit to the plan any participant contributions	2012-10-12	No
Has the plan failed to provide any benefit when due under the plan	2012-10-12	No
Contributions received in cash from employer	2012-10-12	$755,971
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-10-12	$2,312,972
Contract administrator fees	2012-10-12	$4,988
Did the plan have assets held for investment	2012-10-12	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	2012-10-12	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-10-12	Yes
Aggregate proceeds on sale of assets	2012-10-12	$3,445,733
Aggregate carrying amount (costs) on sale of assets	2012-10-12	$3,445,733
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-10-12	Yes
Opinion of an independent qualified public accountant for this plan	2012-10-12	Disclaimer
Accountancy firm name	2012-10-12	WISAN SMITH RACKER & PRESCOTT, LLP
Accountancy firm EIN	2012-10-12	870517754
2011 : BIG WEST OIL OF CALIFORNIA CONTRACTED EMPLOYEE PENSION PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2011-12-31	$-371,900
Total unrealized appreciation/depreciation of assets	2011-12-31	$-371,900
Total income from all sources (including contributions)	2011-12-31	$186,405
Total loss/gain on sale of assets	2011-12-31	$479,386
Total of all expenses incurred	2011-12-31	$63,413
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$57,645
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$41,793
Value of total assets at end of year	2011-12-31	$2,626,878
Value of total assets at beginning of year	2011-12-31	$2,503,886
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$5,768
Total interest from all sources	2011-12-31	$97
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$33,394
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2011-12-31	$0
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$33,394
Administrative expenses professional fees incurred	2011-12-31	$0
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$3,000,000
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
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-12-31	$49,911
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$449
Other income not declared elsewhere	2011-12-31	$3,635
Administrative expenses (other) incurred	2011-12-31	$750
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	$122,992
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$2,626,878
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$2,503,886
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
Investment advisory and management fees	2011-12-31	$5,018
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$2,391,839
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$2,379,020
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$185,128
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$83,210
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$83,210
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$97
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	Yes
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	$41,793
Employer contributions (assets) at end of year	2011-12-31	$0
Employer contributions (assets) at beginning of year	2011-12-31	$41,207
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$57,645
Contract administrator fees	2011-12-31	$0
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
Aggregate proceeds on sale of assets	2011-12-31	$5,906,505
Aggregate carrying amount (costs) on sale of assets	2011-12-31	$5,427,119
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	WISAN, SMITH, RACKER & PRESCOTT,LLP
Accountancy firm EIN	2011-12-31	870517754
2010 : BIG WEST OIL OF CALIFORNIA CONTRACTED EMPLOYEE PENSION PLAN 2010 401k financial data
Total income from all sources (including contributions)	2010-12-31	$455,836
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$13,415
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$12,347
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$119,207
Value of total assets at end of year	2010-12-31	$2,503,886
Value of total assets at beginning of year	2010-12-31	$2,061,464
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$1,068
Total interest from all sources	2010-12-31	$103
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$20,306
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$20,306
Administrative expenses professional fees incurred	2010-12-31	$1,068
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$3,000,000
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$449
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2010-12-31	$466
Other income not declared elsewhere	2010-12-31	$3,607
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	$442,421
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$2,503,886
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$2,061,464
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	$2,379,020
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$1,587,842
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$83,210
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$45,809
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$45,809
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$103
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$312,613
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	Yes
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	$119,207
Employer contributions (assets) at end of year	2010-12-31	$41,207
Employer contributions (assets) at beginning of year	2010-12-31	$427,347
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$12,347
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
Aggregate proceeds on sale of assets	2010-12-31	$563,850
Aggregate carrying amount (costs) on sale of assets	2010-12-31	$563,850
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	No
Opinion of an independent qualified public accountant for this plan	2010-12-31	Unqualified
Accountancy firm name	2010-12-31	DAVIS & BOTT CPA'S LC
Accountancy firm EIN	2010-12-31	870357392

Form 5500 Responses for BIG WEST OIL OF CALIFORNIA CONTRACTED EMPLOYEE PENSION PLAN

2012: BIG WEST OIL OF CALIFORNIA CONTRACTED EMPLOYEE PENSION PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	Yes
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: BIG WEST OIL OF CALIFORNIA CONTRACTED EMPLOYEE PENSION PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: BIG WEST OIL OF CALIFORNIA CONTRACTED EMPLOYEE PENSION PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	FJ MANAGEMENT INC.
Employer identification number (EIN):	941663458
NAIC Classification:	424700

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	1985-09-30
Company Identification Number:	0006706606
Legal Registered Office Address:	185 S STATE ST STE 1300 SALT LAKE CTY United States of America (USA) 84111