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RAMOS OIL COMPANY, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameRAMOS OIL COMPANY, INC. 401(K) PROFIT SHARING PLAN
Plan identification number 001

RAMOS OIL COMPANY, INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

RAMOS OIL COMPANY, INC has sponsored the creation of one or more 401k plans.

Company Name:RAMOS OIL COMPANY, INC
Employer identification number (EIN):942248416
NAIC Classification:424700

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-04-01GREG LUTZ2023-12-21
0012021-04-01GREG LUTZ2023-01-11
0012020-04-01GREG LUTZ2022-01-04
0012019-04-01GREG LUTZ2021-01-14
0012018-04-01
0012017-04-01JANET BARD
0012017-04-01JANET L BARD
0012016-04-01
0012015-04-01JANET BARD JANET BARD2017-12-26
0012014-04-01JANET BARD JANET BARD2016-01-15
0012013-04-01JANET L. BARD JANET L. BARD2015-01-15
0012012-04-01JANET BARD JANET BARD2014-01-07
0012011-04-01JANET L. BARD JANET L. BARD2013-01-15
0012010-04-01JANET BARD JANET BARD2012-01-13
0012009-04-01JOHN BAILEY JOHN BAILEY2011-01-07

Plan Statistics for RAMOS OIL COMPANY, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for RAMOS OIL COMPANY, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: RAMOS OIL COMPANY, INC. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-04-01226
Total number of active participants reported on line 7a of the Form 55002022-04-01175
Number of retired or separated participants receiving benefits2022-04-010
Number of other retired or separated participants entitled to future benefits2022-04-0142
Total of all active and inactive participants2022-04-01217
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-04-010
Total participants2022-04-01217
Number of participants with account balances2022-04-01204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-04-0112
2021: RAMOS OIL COMPANY, INC. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-04-01225
Total number of active participants reported on line 7a of the Form 55002021-04-01166
Number of retired or separated participants receiving benefits2021-04-010
Number of other retired or separated participants entitled to future benefits2021-04-0152
Total of all active and inactive participants2021-04-01218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-04-010
Total participants2021-04-01218
Number of participants with account balances2021-04-01210
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-04-0115
2020: RAMOS OIL COMPANY, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-04-01171
Total number of active participants reported on line 7a of the Form 55002020-04-01173
Number of retired or separated participants receiving benefits2020-04-010
Number of other retired or separated participants entitled to future benefits2020-04-0140
Total of all active and inactive participants2020-04-01213
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-04-010
Total participants2020-04-01213
Number of participants with account balances2020-04-01202
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-04-019
2019: RAMOS OIL COMPANY, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-04-01256
Total number of active participants reported on line 7a of the Form 55002019-04-01159
Number of retired or separated participants receiving benefits2019-04-010
Number of other retired or separated participants entitled to future benefits2019-04-013
Total of all active and inactive participants2019-04-01162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-04-010
Total participants2019-04-01162
Number of participants with account balances2019-04-01137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-04-012
2018: RAMOS OIL COMPANY, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-04-01252
Total number of active participants reported on line 7a of the Form 55002018-04-01160
Number of retired or separated participants receiving benefits2018-04-010
Number of other retired or separated participants entitled to future benefits2018-04-0192
Total of all active and inactive participants2018-04-01252
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-04-010
Total participants2018-04-01252
Number of participants with account balances2018-04-01215
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-04-0110
2017: RAMOS OIL COMPANY, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-04-01221
Total number of active participants reported on line 7a of the Form 55002017-04-01159
Number of retired or separated participants receiving benefits2017-04-019
Number of other retired or separated participants entitled to future benefits2017-04-0184
Total of all active and inactive participants2017-04-01252
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-04-010
Total participants2017-04-01252
Number of participants with account balances2017-04-01223
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-04-015
2016: RAMOS OIL COMPANY, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-04-01203
Total number of active participants reported on line 7a of the Form 55002016-04-01142
Number of retired or separated participants receiving benefits2016-04-0120
Number of other retired or separated participants entitled to future benefits2016-04-0152
Total of all active and inactive participants2016-04-01214
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-04-012
Total participants2016-04-01216
Number of participants with account balances2016-04-01216
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-04-015
2015: RAMOS OIL COMPANY, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-04-01191
Total number of active participants reported on line 7a of the Form 55002015-04-01143
Number of retired or separated participants receiving benefits2015-04-0114
Number of other retired or separated participants entitled to future benefits2015-04-0143
Total of all active and inactive participants2015-04-01200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-04-011
Total participants2015-04-01201
Number of participants with account balances2015-04-01201
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-04-013
2014: RAMOS OIL COMPANY, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-04-01204
Total number of active participants reported on line 7a of the Form 55002014-04-01149
Number of retired or separated participants receiving benefits2014-04-010
Number of other retired or separated participants entitled to future benefits2014-04-0133
Total of all active and inactive participants2014-04-01182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-04-010
Total participants2014-04-01182
Number of participants with account balances2014-04-01169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-04-0114
2013: RAMOS OIL COMPANY, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-04-01203
Total number of active participants reported on line 7a of the Form 55002013-04-01160
Number of retired or separated participants receiving benefits2013-04-010
Number of other retired or separated participants entitled to future benefits2013-04-0143
Total of all active and inactive participants2013-04-01203
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-04-010
Total participants2013-04-01203
Number of participants with account balances2013-04-01203
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-04-014
2012: RAMOS OIL COMPANY, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-04-01197
Total number of active participants reported on line 7a of the Form 55002012-04-01156
Number of retired or separated participants receiving benefits2012-04-010
Number of other retired or separated participants entitled to future benefits2012-04-0136
Total of all active and inactive participants2012-04-01192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-04-010
Total participants2012-04-01192
Number of participants with account balances2012-04-01192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-04-012
2011: RAMOS OIL COMPANY, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-04-01214
Total number of active participants reported on line 7a of the Form 55002011-04-01163
Number of retired or separated participants receiving benefits2011-04-010
Number of other retired or separated participants entitled to future benefits2011-04-0134
Total of all active and inactive participants2011-04-01197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-04-010
Total participants2011-04-01197
Number of participants with account balances2011-04-01197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-04-0110
2010: RAMOS OIL COMPANY, INC. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-04-01233
Total number of active participants reported on line 7a of the Form 55002010-04-01173
Number of retired or separated participants receiving benefits2010-04-010
Number of other retired or separated participants entitled to future benefits2010-04-0141
Total of all active and inactive participants2010-04-01214
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-04-010
Total participants2010-04-01214
Number of participants with account balances2010-04-01173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-04-013
2009: RAMOS OIL COMPANY, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-04-01243
Total number of active participants reported on line 7a of the Form 55002009-04-01170
Number of retired or separated participants receiving benefits2009-04-010
Number of other retired or separated participants entitled to future benefits2009-04-0156
Total of all active and inactive participants2009-04-01226
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-04-010
Total participants2009-04-01226
Number of participants with account balances2009-04-01186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-04-012

Financial Data on RAMOS OIL COMPANY, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2023 : RAMOS OIL COMPANY, INC. 401(K) PROFIT SHARING PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-03-31$0
Total income from all sources (including contributions)2023-03-31$423,229
Total loss/gain on sale of assets2023-03-31$0
Total of all expenses incurred2023-03-31$1,972,674
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-03-31$1,886,593
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-03-31$1,627,460
Value of total assets at end of year2023-03-31$27,011,949
Value of total assets at beginning of year2023-03-31$28,561,394
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-03-31$86,081
Total interest from all sources2023-03-31$136,886
Total dividends received (eg from common stock, registered investment company shares)2023-03-31$941,796
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-03-31$941,796
Was this plan covered by a fidelity bond2023-03-31Yes
Value of fidelity bond cover2023-03-31$500,000
If this is an individual account plan, was there a blackout period2023-03-31No
Were there any nonexempt tranactions with any party-in-interest2023-03-31No
Contributions received from participants2023-03-31$1,025,516
Participant contributions at end of year2023-03-31$235,660
Participant contributions at beginning of year2023-03-31$285,099
Total non interest bearing cash at end of year2023-03-31$1
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-03-31No
Value of net income/loss2023-03-31$-1,549,445
Value of net assets at end of year (total assets less liabilities)2023-03-31$27,011,949
Value of net assets at beginning of year (total assets less liabilities)2023-03-31$28,561,394
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-03-31No
Were any leases to which the plan was party in default or uncollectible2023-03-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-03-31$20,450,814
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-03-31$24,776,950
Interest on participant loans2023-03-31$10,936
Interest earned on other investments2023-03-31$125,950
Value of interest in common/collective trusts at end of year2023-03-31$543,699
Value of interest in common/collective trusts at beginning of year2023-03-31$170,384
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-03-31$5,781,775
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-03-31$3,328,961
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-03-31$-2,284,069
Net investment gain or loss from common/collective trusts2023-03-31$1,156
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-03-31No
Was there a failure to transmit to the plan any participant contributions2023-03-31No
Has the plan failed to provide any benefit when due under the plan2023-03-31No
Contributions received in cash from employer2023-03-31$601,944
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-03-31$1,886,593
Contract administrator fees2023-03-31$86,081
Did the plan have assets held for investment2023-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-03-31No
Opinion of an independent qualified public accountant for this plan2023-03-31Unqualified
Accountancy firm name2023-03-31MOSS ADAMS
Accountancy firm EIN2023-03-31910189318
2022 : RAMOS OIL COMPANY, INC. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-03-31$0
Total income from all sources (including contributions)2022-03-31$2,507,669
Total loss/gain on sale of assets2022-03-31$0
Total of all expenses incurred2022-03-31$1,908,529
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-03-31$1,814,183
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-03-31$1,474,338
Value of total assets at end of year2022-03-31$28,561,394
Value of total assets at beginning of year2022-03-31$27,962,254
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-03-31$94,346
Total interest from all sources2022-03-31$83,915
Total dividends received (eg from common stock, registered investment company shares)2022-03-31$1,412,684
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-03-31$1,412,684
Was this plan covered by a fidelity bond2022-03-31Yes
Value of fidelity bond cover2022-03-31$500,000
If this is an individual account plan, was there a blackout period2022-03-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2022-03-31$0
Were there any nonexempt tranactions with any party-in-interest2022-03-31No
Contributions received from participants2022-03-31$910,851
Participant contributions at end of year2022-03-31$285,099
Participant contributions at beginning of year2022-03-31$284,100
Income. Received or receivable in cash from other sources (including rollovers)2022-03-31$4,078
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-03-31No
Value of net income/loss2022-03-31$599,140
Value of net assets at end of year (total assets less liabilities)2022-03-31$28,561,394
Value of net assets at beginning of year (total assets less liabilities)2022-03-31$27,962,254
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-03-31No
Were any leases to which the plan was party in default or uncollectible2022-03-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-03-31$24,776,950
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-03-31$24,260,978
Interest on participant loans2022-03-31$12,303
Interest earned on other investments2022-03-31$71,612
Value of interest in common/collective trusts at end of year2022-03-31$170,384
Value of interest in common/collective trusts at beginning of year2022-03-31$12,685
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-03-31$3,328,961
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-03-31$3,404,491
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-03-31$-457,898
Net investment gain or loss from common/collective trusts2022-03-31$-5,370
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-03-31No
Was there a failure to transmit to the plan any participant contributions2022-03-31Yes
Has the plan failed to provide any benefit when due under the plan2022-03-31No
Contributions received in cash from employer2022-03-31$559,409
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-03-31$1,814,183
Contract administrator fees2022-03-31$94,346
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-03-31Yes
Did the plan have assets held for investment2022-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-03-31No
Opinion of an independent qualified public accountant for this plan2022-03-31Unqualified
Accountancy firm name2022-03-31MOSS ADAMS
Accountancy firm EIN2022-03-31910189318
2021 : RAMOS OIL COMPANY, INC. 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-03-31$0
Total income from all sources (including contributions)2021-03-31$7,992,333
Total loss/gain on sale of assets2021-03-31$0
Total of all expenses incurred2021-03-31$1,247,469
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-03-31$1,188,293
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-03-31$1,139,603
Value of total assets at end of year2021-03-31$27,962,254
Value of total assets at beginning of year2021-03-31$21,217,390
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-03-31$59,176
Total interest from all sources2021-03-31$54,566
Total dividends received (eg from common stock, registered investment company shares)2021-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-03-31No
Was this plan covered by a fidelity bond2021-03-31Yes
Value of fidelity bond cover2021-03-31$1,000,000
If this is an individual account plan, was there a blackout period2021-03-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-03-31$0
Were there any nonexempt tranactions with any party-in-interest2021-03-31No
Contributions received from participants2021-03-31$685,319
Participant contributions at end of year2021-03-31$284,100
Participant contributions at beginning of year2021-03-31$303,497
Total non interest bearing cash at beginning of year2021-03-31$20,519,169
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-03-31No
Value of net income/loss2021-03-31$6,744,864
Value of net assets at end of year (total assets less liabilities)2021-03-31$27,962,254
Value of net assets at beginning of year (total assets less liabilities)2021-03-31$21,217,390
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-03-31No
Were any leases to which the plan was party in default or uncollectible2021-03-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-03-31$24,260,978
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-03-31$50,471
Interest on participant loans2021-03-31$15,278
Interest earned on other investments2021-03-31$39,288
Value of interest in common/collective trusts at end of year2021-03-31$12,685
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-03-31$3,404,491
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-03-31$344,253
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-03-31$6,796,916
Net investment gain or loss from common/collective trusts2021-03-31$1,248
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-03-31No
Was there a failure to transmit to the plan any participant contributions2021-03-31Yes
Has the plan failed to provide any benefit when due under the plan2021-03-31No
Contributions received in cash from employer2021-03-31$454,284
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-03-31$1,188,293
Contract administrator fees2021-03-31$59,176
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-03-31Yes
Did the plan have assets held for investment2021-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-03-31No
Opinion of an independent qualified public accountant for this plan2021-03-31Unqualified
Accountancy firm name2021-03-31MOSS ADAMS
Accountancy firm EIN2021-03-31910189318
2020 : RAMOS OIL COMPANY, INC. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-03-31$0
Total income from all sources (including contributions)2020-03-31$634,107
Total loss/gain on sale of assets2020-03-31$0
Total of all expenses incurred2020-03-31$1,419,254
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-03-31$1,334,665
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-03-31$1,250,045
Value of total assets at end of year2020-03-31$21,217,390
Value of total assets at beginning of year2020-03-31$22,002,537
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-03-31$84,589
Total interest from all sources2020-03-31$39,223
Total dividends received (eg from common stock, registered investment company shares)2020-03-31$925,159
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-03-31$925,159
Was this plan covered by a fidelity bond2020-03-31Yes
Value of fidelity bond cover2020-03-31$1,000,000
If this is an individual account plan, was there a blackout period2020-03-31Yes
Were there any nonexempt tranactions with any party-in-interest2020-03-31No
Contributions received from participants2020-03-31$733,148
Participant contributions at end of year2020-03-31$303,497
Participant contributions at beginning of year2020-03-31$329,627
Income. Received or receivable in cash from other sources (including rollovers)2020-03-31$2,225
Total non interest bearing cash at end of year2020-03-31$20,519,169
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-03-31No
Value of net income/loss2020-03-31$-785,147
Value of net assets at end of year (total assets less liabilities)2020-03-31$21,217,390
Value of net assets at beginning of year (total assets less liabilities)2020-03-31$22,002,537
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-03-31No
Were any leases to which the plan was party in default or uncollectible2020-03-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-03-31$50,471
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-03-31$21,659,188
Interest on participant loans2020-03-31$16,032
Interest earned on other investments2020-03-31$23,191
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-03-31$344,253
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-03-31$13,722
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-03-31$-1,580,320
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-03-31No
Was there a failure to transmit to the plan any participant contributions2020-03-31No
Has the plan failed to provide any benefit when due under the plan2020-03-31No
Contributions received in cash from employer2020-03-31$514,672
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-03-31$1,334,665
Contract administrator fees2020-03-31$84,589
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-03-31Yes
Did the plan have assets held for investment2020-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-03-31Yes
Opinion of an independent qualified public accountant for this plan2020-03-31Disclaimer
Accountancy firm name2020-03-31MOSS ADAMS
Accountancy firm EIN2020-03-31910189318
2019 : RAMOS OIL COMPANY, INC. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-03-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-03-31$0
Total unrealized appreciation/depreciation of assets2019-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-03-31$15,466
Expenses. Interest paid2019-03-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022019-03-31$0
Total income from all sources (including contributions)2019-03-31$2,086,586
Total loss/gain on sale of assets2019-03-31$0
Total of all expenses incurred2019-03-31$4,423,063
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-03-31$4,373,481
Expenses. Certain deemed distributions of participant loans2019-03-31$0
Value of total corrective distributions2019-03-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-03-31$916,353
Value of total assets at end of year2019-03-31$22,002,537
Value of total assets at beginning of year2019-03-31$24,354,480
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-03-31$49,582
Total income from rents2019-03-31$0
Total interest from all sources2019-03-31$20,250
Total dividends received (eg from common stock, registered investment company shares)2019-03-31$895,548
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-03-31$895,548
Assets. Real estate other than employer real property at end of year2019-03-31$0
Assets. Real estate other than employer real property at beginning of year2019-03-31$0
Administrative expenses professional fees incurred2019-03-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2019-03-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2019-03-31$0
Was this plan covered by a fidelity bond2019-03-31Yes
Value of fidelity bond cover2019-03-31$5,000,000
If this is an individual account plan, was there a blackout period2019-03-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-03-31$0
Were there any nonexempt tranactions with any party-in-interest2019-03-31No
Contributions received from participants2019-03-31$533,698
Participant contributions at end of year2019-03-31$329,627
Participant contributions at beginning of year2019-03-31$314,007
Participant contributions at end of year2019-03-31$0
Participant contributions at beginning of year2019-03-31$21,788
Assets. Other investments not covered elsewhere at end of year2019-03-31$0
Assets. Other investments not covered elsewhere at beginning of year2019-03-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-03-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-03-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-03-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-03-31$0
Assets. Loans (other than to participants) at end of year2019-03-31$0
Assets. Loans (other than to participants) at beginning of year2019-03-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-03-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-03-31$0
Other income not declared elsewhere2019-03-31$10,298
Administrative expenses (other) incurred2019-03-31$171
Total non interest bearing cash at end of year2019-03-31$0
Total non interest bearing cash at beginning of year2019-03-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-03-31No
Income. Non cash contributions2019-03-31$0
Value of net income/loss2019-03-31$-2,336,477
Value of net assets at end of year (total assets less liabilities)2019-03-31$22,002,537
Value of net assets at beginning of year (total assets less liabilities)2019-03-31$24,339,014
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-03-31No
Were any leases to which the plan was party in default or uncollectible2019-03-31No
Assets. partnership/joint venture interests at end of year2019-03-31$0
Assets. partnership/joint venture interests at beginning of year2019-03-31$0
Investment advisory and management fees2019-03-31$30,764
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-03-31$21,659,188
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-03-31$24,002,907
Interest on participant loans2019-03-31$20,108
Income. Interest from loans (other than to participants)2019-03-31$0
Interest earned on other investments2019-03-31$142
Income. Interest from US Government securities2019-03-31$0
Income. Interest from corporate debt instruments2019-03-31$0
Value of interest in master investment trust accounts at end of year2019-03-31$0
Value of interest in master investment trust accounts at beginning of year2019-03-31$0
Value of interest in common/collective trusts at end of year2019-03-31$0
Value of interest in common/collective trusts at beginning of year2019-03-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-03-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-03-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-03-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-03-31$0
Assets. Value of investments in 103.12 investment entities at end of year2019-03-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2019-03-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-03-31$13,722
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-03-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2019-03-31$0
Asset value of US Government securities at end of year2019-03-31$0
Asset value of US Government securities at beginning of year2019-03-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-03-31$244,137
Net investment gain/loss from pooled separate accounts2019-03-31$0
Net investment gain or loss from common/collective trusts2019-03-31$0
Net gain/loss from 103.12 investment entities2019-03-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-03-31No
Was there a failure to transmit to the plan any participant contributions2019-03-31Yes
Has the plan failed to provide any benefit when due under the plan2019-03-31No
Assets. Invements in employer securities at end of year2019-03-31$0
Assets. Invements in employer securities at beginning of year2019-03-31$0
Assets. Value of employer real property at end of year2019-03-31$0
Assets. Value of employer real property at beginning of year2019-03-31$0
Contributions received in cash from employer2019-03-31$382,655
Employer contributions (assets) at end of year2019-03-31$0
Employer contributions (assets) at beginning of year2019-03-31$15,778
Income. Dividends from preferred stock2019-03-31$0
Income. Dividends from common stock2019-03-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-03-31$4,373,481
Asset. Corporate debt instrument preferred debt at end of year2019-03-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2019-03-31$0
Asset. Corporate debt instrument debt (other) at end of year2019-03-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2019-03-31$0
Contract administrator fees2019-03-31$18,647
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-03-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2019-03-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2019-03-31$0
Liabilities. Value of benefit claims payable at end of year2019-03-31$0
Liabilities. Value of benefit claims payable at beginning of year2019-03-31$15,466
Assets. Value of buildings and other operty used in plan operation at end of year2019-03-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-03-31$0
Did the plan have assets held for investment2019-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-03-31No
Aggregate proceeds on sale of assets2019-03-31$0
Aggregate carrying amount (costs) on sale of assets2019-03-31$0
Liabilities. Value of acquisition indebtedness at end of year2019-03-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-03-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-03-31Yes
Opinion of an independent qualified public accountant for this plan2019-03-31Disclaimer
Accountancy firm name2019-03-31PATRICK BUZARELLOS KENDRICK, LLP
Accountancy firm EIN2019-03-31680197298
2018 : RAMOS OIL COMPANY, INC. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-03-31$0
Total income from all sources (including contributions)2018-03-31$2,952,281
Total loss/gain on sale of assets2018-03-31$0
Total of all expenses incurred2018-03-31$2,578,234
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-03-31$2,509,173
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-03-31$887,596
Value of total assets at end of year2018-03-31$24,406,871
Value of total assets at beginning of year2018-03-31$24,032,824
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-03-31$69,061
Total interest from all sources2018-03-31$16,723
Total dividends received (eg from common stock, registered investment company shares)2018-03-31$357,535
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-03-31$357,535
Was this plan covered by a fidelity bond2018-03-31Yes
Value of fidelity bond cover2018-03-31$500,000
If this is an individual account plan, was there a blackout period2018-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-03-31$0
Were there any nonexempt tranactions with any party-in-interest2018-03-31No
Contributions received from participants2018-03-31$532,166
Participant contributions at end of year2018-03-31$314,007
Participant contributions at beginning of year2018-03-31$385,605
Participant contributions at end of year2018-03-31$21,788
Participant contributions at beginning of year2018-03-31$19,357
Income. Received or receivable in cash from other sources (including rollovers)2018-03-31$49,428
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-03-31No
Value of net income/loss2018-03-31$374,047
Value of net assets at end of year (total assets less liabilities)2018-03-31$24,406,871
Value of net assets at beginning of year (total assets less liabilities)2018-03-31$24,032,824
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-03-31No
Were any leases to which the plan was party in default or uncollectible2018-03-31No
Investment advisory and management fees2018-03-31$46,706
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-03-31$24,092,864
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-03-31$23,647,219
Interest on participant loans2018-03-31$16,723
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-03-31$1,690,427
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-03-31No
Was there a failure to transmit to the plan any participant contributions2018-03-31No
Has the plan failed to provide any benefit when due under the plan2018-03-31No
Contributions received in cash from employer2018-03-31$306,002
Employer contributions (assets) at end of year2018-03-31$15,778
Employer contributions (assets) at beginning of year2018-03-31$14,209
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-03-31$2,509,173
Contract administrator fees2018-03-31$22,355
Liabilities. Value of benefit claims payable at end of year2018-03-31$15,466
Liabilities. Value of benefit claims payable at beginning of year2018-03-31$0
Did the plan have assets held for investment2018-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-03-31Yes
Opinion of an independent qualified public accountant for this plan2018-03-31Disclaimer
Accountancy firm name2018-03-31PATRICK & BUZARELLOS LLP
Accountancy firm EIN2018-03-31680197298
2017 : RAMOS OIL COMPANY, INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-03-31$0
Total income from all sources (including contributions)2017-03-31$3,178,202
Total loss/gain on sale of assets2017-03-31$0
Total of all expenses incurred2017-03-31$2,940,278
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-03-31$2,839,578
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-03-31$772,834
Value of total assets at end of year2017-03-31$24,032,824
Value of total assets at beginning of year2017-03-31$23,794,900
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-03-31$100,700
Total interest from all sources2017-03-31$18,543
Total dividends received (eg from common stock, registered investment company shares)2017-03-31$314,746
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-03-31$314,746
Was this plan covered by a fidelity bond2017-03-31Yes
Value of fidelity bond cover2017-03-31$500,000
If this is an individual account plan, was there a blackout period2017-03-31No
Were there any nonexempt tranactions with any party-in-interest2017-03-31No
Contributions received from participants2017-03-31$454,036
Participant contributions at end of year2017-03-31$385,605
Participant contributions at beginning of year2017-03-31$432,255
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-03-31No
Value of net income/loss2017-03-31$237,924
Value of net assets at end of year (total assets less liabilities)2017-03-31$24,032,824
Value of net assets at beginning of year (total assets less liabilities)2017-03-31$23,794,900
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-03-31No
Were any leases to which the plan was party in default or uncollectible2017-03-31No
Investment advisory and management fees2017-03-31$17,730
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-03-31$23,647,219
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-03-31$23,362,645
Interest on participant loans2017-03-31$18,543
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-03-31$2,072,079
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-03-31No
Was there a failure to transmit to the plan any participant contributions2017-03-31No
Has the plan failed to provide any benefit when due under the plan2017-03-31No
Contributions received in cash from employer2017-03-31$318,798
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-03-31$2,839,578
Contract administrator fees2017-03-31$82,970
Did the plan have assets held for investment2017-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-03-31Yes
Opinion of an independent qualified public accountant for this plan2017-03-31Disclaimer
Accountancy firm name2017-03-31PATRICK & BUZARELLOS LLP
Accountancy firm EIN2017-03-31680197298
2016 : RAMOS OIL COMPANY, INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-03-31$512,406
Total loss/gain on sale of assets2016-03-31$-7,295
Total of all expenses incurred2016-03-31$2,141,583
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-03-31$2,062,620
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-03-31$776,274
Value of total assets at end of year2016-03-31$23,726,960
Value of total assets at beginning of year2016-03-31$25,356,137
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-03-31$78,963
Total interest from all sources2016-03-31$30,794
Total dividends received (eg from common stock, registered investment company shares)2016-03-31$727,796
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-03-31$727,796
Assets. Real estate other than employer real property at end of year2016-03-31$0
Assets. Real estate other than employer real property at beginning of year2016-03-31$100,000
Was this plan covered by a fidelity bond2016-03-31Yes
Value of fidelity bond cover2016-03-31$500,000
If this is an individual account plan, was there a blackout period2016-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-03-31$0
Were there any nonexempt tranactions with any party-in-interest2016-03-31No
Contributions received from participants2016-03-31$455,667
Participant contributions at end of year2016-03-31$432,255
Participant contributions at beginning of year2016-03-31$561,226
Participant contributions at end of year2016-03-31$17,742
Participant contributions at beginning of year2016-03-31$19,836
Assets. Loans (other than to participants) at end of year2016-03-31$0
Assets. Loans (other than to participants) at beginning of year2016-03-31$106,053
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-03-31No
Value of net income/loss2016-03-31$-1,629,177
Value of net assets at end of year (total assets less liabilities)2016-03-31$23,726,960
Value of net assets at beginning of year (total assets less liabilities)2016-03-31$25,356,137
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-03-31No
Were any leases to which the plan was party in default or uncollectible2016-03-31No
Investment advisory and management fees2016-03-31$35,478
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-03-31$23,264,335
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-03-31$24,555,416
Interest on participant loans2016-03-31$28,049
Income. Interest from loans (other than to participants)2016-03-31$2,745
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-03-31$-1,015,163
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-03-31No
Was there a failure to transmit to the plan any participant contributions2016-03-31No
Has the plan failed to provide any benefit when due under the plan2016-03-31No
Contributions received in cash from employer2016-03-31$320,607
Employer contributions (assets) at end of year2016-03-31$12,628
Employer contributions (assets) at beginning of year2016-03-31$13,606
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-03-31$2,062,620
Contract administrator fees2016-03-31$43,485
Did the plan have assets held for investment2016-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-03-31No
Aggregate proceeds on sale of assets2016-03-31$92,705
Aggregate carrying amount (costs) on sale of assets2016-03-31$100,000
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-03-31Yes
Opinion of an independent qualified public accountant for this plan2016-03-31Disclaimer
Accountancy firm name2016-03-31PATRICK & BUZARELLOS LLP
Accountancy firm EIN2016-03-31680197298
2015 : RAMOS OIL COMPANY, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-03-31$-10,000
Total unrealized appreciation/depreciation of assets2015-03-31$-10,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-03-31$547
Total income from all sources (including contributions)2015-03-31$2,231,757
Total of all expenses incurred2015-03-31$1,127,165
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-03-31$1,040,521
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-03-31$768,693
Value of total assets at end of year2015-03-31$25,356,137
Value of total assets at beginning of year2015-03-31$24,252,092
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-03-31$86,644
Total interest from all sources2015-03-31$44,709
Total dividends received (eg from common stock, registered investment company shares)2015-03-31$599,763
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-03-31$599,763
Assets. Real estate other than employer real property at end of year2015-03-31$100,000
Assets. Real estate other than employer real property at beginning of year2015-03-31$110,000
Administrative expenses professional fees incurred2015-03-31$19,276
Was this plan covered by a fidelity bond2015-03-31Yes
Value of fidelity bond cover2015-03-31$500,000
If this is an individual account plan, was there a blackout period2015-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-03-31$0
Were there any nonexempt tranactions with any party-in-interest2015-03-31No
Contributions received from participants2015-03-31$452,394
Participant contributions at end of year2015-03-31$561,226
Participant contributions at beginning of year2015-03-31$677,336
Participant contributions at end of year2015-03-31$19,836
Participant contributions at beginning of year2015-03-31$16,604
Assets. Loans (other than to participants) at end of year2015-03-31$106,053
Assets. Loans (other than to participants) at beginning of year2015-03-31$228,228
Liabilities. Value of operating payables at end of year2015-03-31$0
Liabilities. Value of operating payables at beginning of year2015-03-31$547
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-03-31No
Value of net income/loss2015-03-31$1,104,592
Value of net assets at end of year (total assets less liabilities)2015-03-31$25,356,137
Value of net assets at beginning of year (total assets less liabilities)2015-03-31$24,251,545
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-03-31No
Were any leases to which the plan was party in default or uncollectible2015-03-31No
Investment advisory and management fees2015-03-31$67,368
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-03-31$24,555,416
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-03-31$20,328,252
Interest on participant loans2015-03-31$31,598
Income. Interest from loans (other than to participants)2015-03-31$13,111
Value of interest in common/collective trusts at end of year2015-03-31$0
Value of interest in common/collective trusts at beginning of year2015-03-31$2,879,580
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-03-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-03-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-03-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-03-31$828,592
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-03-31No
Was there a failure to transmit to the plan any participant contributions2015-03-31No
Has the plan failed to provide any benefit when due under the plan2015-03-31No
Contributions received in cash from employer2015-03-31$316,299
Employer contributions (assets) at end of year2015-03-31$13,606
Employer contributions (assets) at beginning of year2015-03-31$12,092
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-03-31$1,040,521
Contract administrator fees2015-03-31$0
Did the plan have assets held for investment2015-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-03-31Yes
Opinion of an independent qualified public accountant for this plan2015-03-31Disclaimer
Accountancy firm name2015-03-31PATRICK & BUZARELLOS LLP
Accountancy firm EIN2015-03-31680197298
2014 : RAMOS OIL COMPANY, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-03-31$547
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-03-31$50,052
Total income from all sources (including contributions)2014-03-31$2,849,352
Total of all expenses incurred2014-03-31$1,509,500
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-03-31$1,412,112
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-03-31$711,868
Value of total assets at end of year2014-03-31$24,252,092
Value of total assets at beginning of year2014-03-31$22,961,745
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-03-31$97,388
Total interest from all sources2014-03-31$59,971
Total dividends received (eg from common stock, registered investment company shares)2014-03-31$499,718
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-03-31$499,718
Assets. Real estate other than employer real property at end of year2014-03-31$110,000
Assets. Real estate other than employer real property at beginning of year2014-03-31$110,000
Was this plan covered by a fidelity bond2014-03-31Yes
Value of fidelity bond cover2014-03-31$500,000
If this is an individual account plan, was there a blackout period2014-03-31No
Were there any nonexempt tranactions with any party-in-interest2014-03-31No
Contributions received from participants2014-03-31$410,501
Participant contributions at end of year2014-03-31$677,336
Participant contributions at beginning of year2014-03-31$695,832
Participant contributions at end of year2014-03-31$16,604
Participant contributions at beginning of year2014-03-31$16,678
Income. Received or receivable in cash from other sources (including rollovers)2014-03-31$1,779
Assets. Loans (other than to participants) at end of year2014-03-31$228,228
Assets. Loans (other than to participants) at beginning of year2014-03-31$424,061
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-03-31$50,052
Administrative expenses (other) incurred2014-03-31$9,120
Liabilities. Value of operating payables at end of year2014-03-31$547
Liabilities. Value of operating payables at beginning of year2014-03-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-03-31No
Value of net income/loss2014-03-31$1,339,852
Value of net assets at end of year (total assets less liabilities)2014-03-31$24,251,545
Value of net assets at beginning of year (total assets less liabilities)2014-03-31$22,911,693
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-03-31No
Were any leases to which the plan was party in default or uncollectible2014-03-31No
Investment advisory and management fees2014-03-31$73,222
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-03-31$20,328,252
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-03-31$18,671,096
Interest on participant loans2014-03-31$33,729
Income. Interest from loans (other than to participants)2014-03-31$26,242
Value of interest in common/collective trusts at end of year2014-03-31$2,879,580
Value of interest in common/collective trusts at beginning of year2014-03-31$2,982,039
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-03-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-03-31$49,788
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-03-31$49,788
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-03-31$1,523,871
Net investment gain or loss from common/collective trusts2014-03-31$53,924
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-03-31No
Was there a failure to transmit to the plan any participant contributions2014-03-31No
Has the plan failed to provide any benefit when due under the plan2014-03-31No
Contributions received in cash from employer2014-03-31$299,588
Employer contributions (assets) at end of year2014-03-31$12,092
Employer contributions (assets) at beginning of year2014-03-31$12,251
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-03-31$1,412,112
Contract administrator fees2014-03-31$15,046
Did the plan have assets held for investment2014-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-03-31Yes
Opinion of an independent qualified public accountant for this plan2014-03-31Disclaimer
Accountancy firm name2014-03-31PATRICK & BUZARELLOS LLP
Accountancy firm EIN2014-03-31680197298
2013 : RAMOS OIL COMPANY, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-03-31$50,052
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-03-31$0
Total income from all sources (including contributions)2013-03-31$2,550,451
Total loss/gain on sale of assets2013-03-31$-4,000
Total of all expenses incurred2013-03-31$2,144,728
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-03-31$2,032,976
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-03-31$702,495
Value of total assets at end of year2013-03-31$22,961,745
Value of total assets at beginning of year2013-03-31$22,505,970
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-03-31$111,752
Total interest from all sources2013-03-31$80,065
Total dividends received (eg from common stock, registered investment company shares)2013-03-31$393,541
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-03-31No
Assets. Real estate other than employer real property at end of year2013-03-31$110,000
Assets. Real estate other than employer real property at beginning of year2013-03-31$224,500
Was this plan covered by a fidelity bond2013-03-31Yes
Value of fidelity bond cover2013-03-31$500,000
If this is an individual account plan, was there a blackout period2013-03-31No
Were there any nonexempt tranactions with any party-in-interest2013-03-31No
Contributions received from participants2013-03-31$403,180
Participant contributions at end of year2013-03-31$695,832
Participant contributions at beginning of year2013-03-31$707,226
Participant contributions at end of year2013-03-31$16,678
Participant contributions at beginning of year2013-03-31$14,944
Income. Received or receivable in cash from other sources (including rollovers)2013-03-31$1,897
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-03-31$0
Assets. Loans (other than to participants) at end of year2013-03-31$424,061
Assets. Loans (other than to participants) at beginning of year2013-03-31$436,153
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-03-31$50,052
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-03-31$0
Administrative expenses (other) incurred2013-03-31$16,766
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-03-31No
Value of net income/loss2013-03-31$405,723
Value of net assets at end of year (total assets less liabilities)2013-03-31$22,911,693
Value of net assets at beginning of year (total assets less liabilities)2013-03-31$22,505,970
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-03-31No
Were any leases to which the plan was party in default or uncollectible2013-03-31No
Investment advisory and management fees2013-03-31$82,699
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-03-31$18,671,096
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-03-31$18,209,521
Interest on participant loans2013-03-31$32,625
Income. Interest from loans (other than to participants)2013-03-31$47,440
Value of interest in common/collective trusts at end of year2013-03-31$2,982,039
Value of interest in common/collective trusts at beginning of year2013-03-31$2,902,514
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-03-31$49,788
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-03-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-03-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-03-31$1,197,851
Net investment gain or loss from common/collective trusts2013-03-31$180,499
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-03-31Yes
Was there a failure to transmit to the plan any participant contributions2013-03-31No
Has the plan failed to provide any benefit when due under the plan2013-03-31No
Contributions received in cash from employer2013-03-31$297,418
Employer contributions (assets) at end of year2013-03-31$12,251
Employer contributions (assets) at beginning of year2013-03-31$11,112
Income. Dividends from common stock2013-03-31$393,541
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-03-31$2,032,976
Contract administrator fees2013-03-31$12,287
Did the plan have assets held for investment2013-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-03-31No
Aggregate proceeds on sale of assets2013-03-31$110,500
Aggregate carrying amount (costs) on sale of assets2013-03-31$114,500
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-03-31Yes
Opinion of an independent qualified public accountant for this plan2013-03-31Disclaimer
Accountancy firm name2013-03-31PATRICK & BUZARELLOS LLP
Accountancy firm EIN2013-03-31680197298
2012 : RAMOS OIL COMPANY, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total transfer of assets to this plan2012-03-31$4,338,158
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-03-31$0
Total income from all sources (including contributions)2012-03-31$939,095
Total of all expenses incurred2012-03-31$917,833
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-03-31$819,941
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-03-31$684,773
Value of total assets at end of year2012-03-31$22,505,970
Value of total assets at beginning of year2012-03-31$18,146,550
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-03-31$97,892
Total interest from all sources2012-03-31$37,556
Total dividends received (eg from common stock, registered investment company shares)2012-03-31$218,761
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-03-31$218,761
Assets. Real estate other than employer real property at end of year2012-03-31$224,500
Assets. Real estate other than employer real property at beginning of year2012-03-31$0
Was this plan covered by a fidelity bond2012-03-31Yes
Value of fidelity bond cover2012-03-31$500,000
If this is an individual account plan, was there a blackout period2012-03-31No
Were there any nonexempt tranactions with any party-in-interest2012-03-31No
Contributions received from participants2012-03-31$392,510
Participant contributions at end of year2012-03-31$707,226
Participant contributions at beginning of year2012-03-31$702,784
Participant contributions at end of year2012-03-31$14,944
Participant contributions at beginning of year2012-03-31$15,681
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-03-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-03-31$1,087
Assets. Loans (other than to participants) at end of year2012-03-31$436,153
Assets. Loans (other than to participants) at beginning of year2012-03-31$0
Other income not declared elsewhere2012-03-31$-1,133
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-03-31No
Value of net income/loss2012-03-31$21,262
Value of net assets at end of year (total assets less liabilities)2012-03-31$22,505,970
Value of net assets at beginning of year (total assets less liabilities)2012-03-31$18,146,550
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-03-31No
Were any leases to which the plan was party in default or uncollectible2012-03-31No
Investment advisory and management fees2012-03-31$77,115
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-03-31$18,209,521
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-03-31$14,811,622
Interest on participant loans2012-03-31$37,556
Value of interest in common/collective trusts at end of year2012-03-31$2,902,514
Value of interest in common/collective trusts at beginning of year2012-03-31$2,603,647
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-03-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-03-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-03-31$-79,280
Net investment gain or loss from common/collective trusts2012-03-31$78,418
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-03-31No
Was there a failure to transmit to the plan any participant contributions2012-03-31Yes
Has the plan failed to provide any benefit when due under the plan2012-03-31No
Contributions received in cash from employer2012-03-31$292,263
Employer contributions (assets) at end of year2012-03-31$11,112
Employer contributions (assets) at beginning of year2012-03-31$11,729
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-03-31$819,941
Contract administrator fees2012-03-31$20,777
Did the plan have assets held for investment2012-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-03-31Yes
Opinion of an independent qualified public accountant for this plan2012-03-31Disclaimer
Accountancy firm name2012-03-31PATRICK & BUZARELLOS LLP
Accountancy firm EIN2012-03-31680197298
2011 : RAMOS OIL COMPANY, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-03-31$0
Total income from all sources (including contributions)2011-03-31$2,478,054
Total loss/gain on sale of assets2011-03-31$0
Total of all expenses incurred2011-03-31$615,989
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-03-31$499,129
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-03-31$663,241
Value of total assets at end of year2011-03-31$18,146,550
Value of total assets at beginning of year2011-03-31$16,284,485
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-03-31$116,860
Total interest from all sources2011-03-31$42,926
Total dividends received (eg from common stock, registered investment company shares)2011-03-31$353,896
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-03-31$353,896
Was this plan covered by a fidelity bond2011-03-31Yes
Value of fidelity bond cover2011-03-31$500,000
If this is an individual account plan, was there a blackout period2011-03-31No
Were there any nonexempt tranactions with any party-in-interest2011-03-31No
Contributions received from participants2011-03-31$372,140
Participant contributions at end of year2011-03-31$702,784
Participant contributions at beginning of year2011-03-31$653,955
Participant contributions at end of year2011-03-31$15,681
Participant contributions at beginning of year2011-03-31$14,209
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-03-31$1,087
Other income not declared elsewhere2011-03-31$17,495
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-03-31No
Value of net income/loss2011-03-31$1,862,065
Value of net assets at end of year (total assets less liabilities)2011-03-31$18,146,550
Value of net assets at beginning of year (total assets less liabilities)2011-03-31$16,284,485
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-03-31No
Were any leases to which the plan was party in default or uncollectible2011-03-31No
Investment advisory and management fees2011-03-31$101,978
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-03-31$14,811,622
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-03-31$12,884,686
Interest on participant loans2011-03-31$40,398
Value of interest in common/collective trusts at end of year2011-03-31$2,603,647
Value of interest in common/collective trusts at beginning of year2011-03-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-03-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-03-31$2,720,969
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-03-31$2,720,969
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-03-31$2,528
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-03-31$1,392,499
Net investment gain or loss from common/collective trusts2011-03-31$7,997
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-03-31No
Was there a failure to transmit to the plan any participant contributions2011-03-31No
Has the plan failed to provide any benefit when due under the plan2011-03-31No
Contributions received in cash from employer2011-03-31$291,101
Employer contributions (assets) at end of year2011-03-31$11,729
Employer contributions (assets) at beginning of year2011-03-31$10,666
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-03-31$499,129
Contract administrator fees2011-03-31$14,882
Did the plan have assets held for investment2011-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-03-31Yes
Opinion of an independent qualified public accountant for this plan2011-03-31Disclaimer
Accountancy firm name2011-03-31PATRICK & BUZARELLOS LLP
Accountancy firm EIN2011-03-31680197298

Form 5500 Responses for RAMOS OIL COMPANY, INC. 401(K) PROFIT SHARING PLAN

2022: RAMOS OIL COMPANY, INC. 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-04-01Type of plan entitySingle employer plan
2022-04-01Submission has been amendedNo
2022-04-01This submission is the final filingNo
2022-04-01This return/report is a short plan year return/report (less than 12 months)No
2022-04-01Plan is a collectively bargained planNo
2022-04-01Plan funding arrangement – InsuranceYes
2022-04-01Plan funding arrangement – TrustYes
2022-04-01Plan benefit arrangement – InsuranceYes
2022-04-01Plan benefit arrangement - TrustYes
2021: RAMOS OIL COMPANY, INC. 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-04-01Type of plan entitySingle employer plan
2021-04-01Submission has been amendedNo
2021-04-01This submission is the final filingNo
2021-04-01This return/report is a short plan year return/report (less than 12 months)No
2021-04-01Plan is a collectively bargained planNo
2021-04-01Plan funding arrangement – InsuranceYes
2021-04-01Plan funding arrangement – TrustYes
2021-04-01Plan benefit arrangement – InsuranceYes
2021-04-01Plan benefit arrangement - TrustYes
2020: RAMOS OIL COMPANY, INC. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-04-01Type of plan entitySingle employer plan
2020-04-01Submission has been amendedNo
2020-04-01This submission is the final filingNo
2020-04-01This return/report is a short plan year return/report (less than 12 months)No
2020-04-01Plan is a collectively bargained planNo
2020-04-01Plan funding arrangement – InsuranceYes
2020-04-01Plan funding arrangement – TrustYes
2020-04-01Plan benefit arrangement – InsuranceYes
2020-04-01Plan benefit arrangement - TrustYes
2019: RAMOS OIL COMPANY, INC. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-04-01Type of plan entitySingle employer plan
2019-04-01Submission has been amendedNo
2019-04-01This submission is the final filingNo
2019-04-01This return/report is a short plan year return/report (less than 12 months)No
2019-04-01Plan is a collectively bargained planNo
2019-04-01Plan funding arrangement – InsuranceYes
2019-04-01Plan funding arrangement – TrustYes
2019-04-01Plan benefit arrangement – InsuranceYes
2019-04-01Plan benefit arrangement - TrustYes
2018: RAMOS OIL COMPANY, INC. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-04-01Type of plan entitySingle employer plan
2018-04-01Submission has been amendedNo
2018-04-01This submission is the final filingNo
2018-04-01This return/report is a short plan year return/report (less than 12 months)No
2018-04-01Plan is a collectively bargained planNo
2018-04-01Plan funding arrangement – InsuranceYes
2018-04-01Plan funding arrangement – TrustYes
2018-04-01Plan benefit arrangement – InsuranceYes
2018-04-01Plan benefit arrangement - TrustYes
2017: RAMOS OIL COMPANY, INC. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-04-01Type of plan entitySingle employer plan
2017-04-01Submission has been amendedNo
2017-04-01This submission is the final filingNo
2017-04-01This return/report is a short plan year return/report (less than 12 months)No
2017-04-01Plan is a collectively bargained planNo
2017-04-01Plan funding arrangement – TrustYes
2017-04-01Plan benefit arrangement - TrustYes
2016: RAMOS OIL COMPANY, INC. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-04-01Type of plan entitySingle employer plan
2016-04-01Submission has been amendedNo
2016-04-01This submission is the final filingNo
2016-04-01This return/report is a short plan year return/report (less than 12 months)No
2016-04-01Plan is a collectively bargained planNo
2016-04-01Plan funding arrangement – TrustYes
2016-04-01Plan benefit arrangement - TrustYes
2015: RAMOS OIL COMPANY, INC. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-04-01Type of plan entitySingle employer plan
2015-04-01Submission has been amendedNo
2015-04-01This submission is the final filingNo
2015-04-01This return/report is a short plan year return/report (less than 12 months)No
2015-04-01Plan is a collectively bargained planNo
2015-04-01Plan funding arrangement – TrustYes
2015-04-01Plan benefit arrangement - TrustYes
2014: RAMOS OIL COMPANY, INC. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-04-01Type of plan entitySingle employer plan
2014-04-01Submission has been amendedNo
2014-04-01This submission is the final filingNo
2014-04-01This return/report is a short plan year return/report (less than 12 months)No
2014-04-01Plan is a collectively bargained planNo
2014-04-01Plan funding arrangement – TrustYes
2014-04-01Plan benefit arrangement - TrustYes
2013: RAMOS OIL COMPANY, INC. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-04-01Type of plan entitySingle employer plan
2013-04-01Submission has been amendedNo
2013-04-01This submission is the final filingNo
2013-04-01This return/report is a short plan year return/report (less than 12 months)No
2013-04-01Plan is a collectively bargained planNo
2013-04-01Plan funding arrangement – TrustYes
2013-04-01Plan benefit arrangement - TrustYes
2012: RAMOS OIL COMPANY, INC. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-04-01Type of plan entitySingle employer plan
2012-04-01Submission has been amendedNo
2012-04-01This submission is the final filingNo
2012-04-01This return/report is a short plan year return/report (less than 12 months)No
2012-04-01Plan is a collectively bargained planNo
2012-04-01Plan funding arrangement – TrustYes
2012-04-01Plan benefit arrangement - TrustYes
2011: RAMOS OIL COMPANY, INC. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-04-01Type of plan entitySingle employer plan
2011-04-01Submission has been amendedNo
2011-04-01This submission is the final filingNo
2011-04-01This return/report is a short plan year return/report (less than 12 months)No
2011-04-01Plan is a collectively bargained planNo
2011-04-01Plan funding arrangement – TrustYes
2011-04-01Plan benefit arrangement - TrustYes
2010: RAMOS OIL COMPANY, INC. 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-04-01Type of plan entitySingle employer plan
2010-04-01Submission has been amendedNo
2010-04-01This submission is the final filingNo
2010-04-01This return/report is a short plan year return/report (less than 12 months)No
2010-04-01Plan is a collectively bargained planNo
2010-04-01Plan funding arrangement – TrustYes
2010-04-01Plan benefit arrangement - TrustYes
2009: RAMOS OIL COMPANY, INC. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-04-01Type of plan entitySingle employer plan
2009-04-01Submission has been amendedNo
2009-04-01This submission is the final filingNo
2009-04-01This return/report is a short plan year return/report (less than 12 months)No
2009-04-01Plan is a collectively bargained planNo
2009-04-01Plan funding arrangement – TrustYes
2009-04-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number813891
Policy instance 1
Insurance contract or identification number813891
Number of Individuals Covered217
Insurance policy start date2022-04-01
Insurance policy end date2023-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number813891
Policy instance 1
Insurance contract or identification number813891
Number of Individuals Covered218
Insurance policy start date2021-04-01
Insurance policy end date2022-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number502994-01
Policy instance 1
Insurance contract or identification number502994-01
Number of Individuals Covered0
Insurance policy start date2020-04-01
Insurance policy end date2020-06-26
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number813891
Policy instance 2
Insurance contract or identification number813891
Number of Individuals Covered213
Insurance policy start date2020-04-01
Insurance policy end date2021-03-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number502994-01
Policy instance 1
Insurance contract or identification number502994-01
Number of Individuals Covered5
Insurance policy start date2019-04-01
Insurance policy end date2020-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number813891
Policy instance 2
Insurance contract or identification number813891
Number of Individuals Covered162
Insurance policy start date2020-03-27
Insurance policy end date2020-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number502994-01
Policy instance 1
Insurance contract or identification number502994-01
Number of Individuals Covered1
Insurance policy start date2018-04-01
Insurance policy end date2019-03-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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