STAN BOYETT & SON, INC. has sponsored the creation of one or more 401k plans.
Additional information about STAN BOYETT & SON, INC.
Submission information for form 5500 for 401k plan STAN BOYETT PETROLEUM & SON, INC PROFIT SHARING PLAN
401k plan membership statisitcs for STAN BOYETT PETROLEUM & SON, INC PROFIT SHARING PLAN
Measure | Date | Value |
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2022 : STAN BOYETT PETROLEUM & SON, INC PROFIT SHARING PLAN 2022 401k financial data |
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Total income from all sources (including contributions) | 2022-12-31 | $-439,330 |
Total of all expenses incurred | 2022-12-31 | $623,195 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $547,368 |
Value of total corrective distributions | 2022-12-31 | $9,782 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $1,009,270 |
Value of total assets at end of year | 2022-12-31 | $8,965,232 |
Value of total assets at beginning of year | 2022-12-31 | $10,027,757 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $66,045 |
Total interest from all sources | 2022-12-31 | $11,824 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $630,913 |
Participant contributions at end of year | 2022-12-31 | $229,603 |
Participant contributions at beginning of year | 2022-12-31 | $331,578 |
Participant contributions at end of year | 2022-12-31 | $16,467 |
Participant contributions at beginning of year | 2022-12-31 | $17,657 |
Other income not declared elsewhere | 2022-12-31 | $1,528 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-1,062,525 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $8,965,232 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $10,027,757 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $7,636,292 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $8,248,443 |
Interest on participant loans | 2022-12-31 | $11,824 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $704,513 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $1,090,698 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-1,461,952 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $378,357 |
Employer contributions (assets) at end of year | 2022-12-31 | $378,357 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $339,381 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $547,368 |
Contract administrator fees | 2022-12-31 | $66,045 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | PRIEST AMISTADI |
Accountancy firm EIN | 2022-12-31 | 942507389 |
2021 : STAN BOYETT PETROLEUM & SON, INC PROFIT SHARING PLAN 2021 401k financial data |
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Total income from all sources (including contributions) | 2021-12-31 | $2,000,319 |
Total of all expenses incurred | 2021-12-31 | $110,645 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $30,113 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $920,760 |
Value of total assets at end of year | 2021-12-31 | $10,027,757 |
Value of total assets at beginning of year | 2021-12-31 | $8,138,083 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $80,532 |
Total interest from all sources | 2021-12-31 | $14,919 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $581,379 |
Participant contributions at end of year | 2021-12-31 | $331,578 |
Participant contributions at beginning of year | 2021-12-31 | $319,488 |
Participant contributions at end of year | 2021-12-31 | $17,657 |
Participant contributions at beginning of year | 2021-12-31 | $14,071 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $0 |
Other income not declared elsewhere | 2021-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Income. Non cash contributions | 2021-12-31 | $0 |
Value of net income/loss | 2021-12-31 | $1,889,674 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $10,027,757 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $8,138,083 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $8,248,443 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $6,260,200 |
Interest on participant loans | 2021-12-31 | $14,919 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $1,090,698 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $1,271,163 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $1,064,640 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $339,381 |
Employer contributions (assets) at end of year | 2021-12-31 | $339,381 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $273,161 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $30,113 |
Contract administrator fees | 2021-12-31 | $80,532 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | PRIEST AMISTADI |
Accountancy firm EIN | 2021-12-31 | 942507389 |
2020 : STAN BOYETT PETROLEUM & SON, INC PROFIT SHARING PLAN 2020 401k financial data |
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Total income from all sources (including contributions) | 2020-12-31 | $1,714,120 |
Total of all expenses incurred | 2020-12-31 | $379,824 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $341,917 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $810,649 |
Value of total assets at end of year | 2020-12-31 | $8,138,083 |
Value of total assets at beginning of year | 2020-12-31 | $6,803,787 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $37,907 |
Total interest from all sources | 2020-12-31 | $10,636 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $475,243 |
Participant contributions at end of year | 2020-12-31 | $319,488 |
Participant contributions at beginning of year | 2020-12-31 | $240,419 |
Participant contributions at end of year | 2020-12-31 | $14,071 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $62,245 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $0 |
Other income not declared elsewhere | 2020-12-31 | $9,826 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Income. Non cash contributions | 2020-12-31 | $0 |
Value of net income/loss | 2020-12-31 | $1,334,296 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $8,138,083 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $6,803,787 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Investment advisory and management fees | 2020-12-31 | $37,907 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $6,260,200 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $5,395,701 |
Interest on participant loans | 2020-12-31 | $10,636 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $6,221 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $6,221 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $1,271,163 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $878,105 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $883,009 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $273,161 |
Employer contributions (assets) at end of year | 2020-12-31 | $273,161 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $283,341 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $341,917 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | PRIEST AMISTADI |
Accountancy firm EIN | 2020-12-31 | 942507389 |
2019 : STAN BOYETT PETROLEUM & SON, INC PROFIT SHARING PLAN 2019 401k financial data |
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Total income from all sources (including contributions) | 2019-12-31 | $1,729,563 |
Total income from all sources (including contributions) | 2019-12-31 | $1,729,563 |
Total of all expenses incurred | 2019-12-31 | $322,816 |
Total of all expenses incurred | 2019-12-31 | $322,816 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $301,011 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $301,011 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $749,281 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $749,281 |
Value of total assets at end of year | 2019-12-31 | $6,803,787 |
Value of total assets at end of year | 2019-12-31 | $6,803,787 |
Value of total assets at beginning of year | 2019-12-31 | $5,397,040 |
Value of total assets at beginning of year | 2019-12-31 | $5,397,040 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $21,805 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $21,805 |
Total interest from all sources | 2019-12-31 | $13,909 |
Total interest from all sources | 2019-12-31 | $13,909 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $465,940 |
Contributions received from participants | 2019-12-31 | $465,940 |
Participant contributions at end of year | 2019-12-31 | $240,419 |
Participant contributions at end of year | 2019-12-31 | $240,419 |
Participant contributions at beginning of year | 2019-12-31 | $217,833 |
Participant contributions at beginning of year | 2019-12-31 | $217,833 |
Other income not declared elsewhere | 2019-12-31 | $66 |
Other income not declared elsewhere | 2019-12-31 | $66 |
Administrative expenses (other) incurred | 2019-12-31 | $20,667 |
Administrative expenses (other) incurred | 2019-12-31 | $20,667 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $1,406,747 |
Value of net income/loss | 2019-12-31 | $1,406,747 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $6,803,787 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $6,803,787 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $5,397,040 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $5,397,040 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Investment advisory and management fees | 2019-12-31 | $1,138 |
Investment advisory and management fees | 2019-12-31 | $1,138 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $5,395,701 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $5,395,701 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $4,394,751 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $4,394,751 |
Interest on participant loans | 2019-12-31 | $13,909 |
Interest on participant loans | 2019-12-31 | $13,909 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $6,221 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $6,221 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $20,265 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $20,265 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $20,265 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $20,265 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $878,105 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $878,105 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $519,665 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $519,665 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $966,307 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $966,307 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $283,341 |
Contributions received in cash from employer | 2019-12-31 | $283,341 |
Employer contributions (assets) at end of year | 2019-12-31 | $283,341 |
Employer contributions (assets) at end of year | 2019-12-31 | $283,341 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $244,526 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $244,526 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $301,011 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $301,011 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | MARK ANDERSON CPA |
Accountancy firm name | 2019-12-31 | MARK ANDERSON CPA |
Accountancy firm EIN | 2019-12-31 | 461376748 |
Accountancy firm EIN | 2019-12-31 | 461376748 |
2018 : STAN BOYETT PETROLEUM & SON, INC PROFIT SHARING PLAN 2018 401k financial data |
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Total income from all sources (including contributions) | 2018-12-31 | $396,113 |
Total of all expenses incurred | 2018-12-31 | $269,179 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $263,290 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $660,837 |
Value of total assets at end of year | 2018-12-31 | $5,397,040 |
Value of total assets at beginning of year | 2018-12-31 | $5,270,106 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $5,889 |
Total interest from all sources | 2018-12-31 | $9,735 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $409,984 |
Participant contributions at end of year | 2018-12-31 | $217,833 |
Participant contributions at beginning of year | 2018-12-31 | $164,521 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $6,327 |
Other income not declared elsewhere | 2018-12-31 | $1,283 |
Administrative expenses (other) incurred | 2018-12-31 | $4,886 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $126,934 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $5,397,040 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $5,270,106 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Investment advisory and management fees | 2018-12-31 | $1,003 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $4,394,751 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $4,447,105 |
Interest on participant loans | 2018-12-31 | $9,735 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $20,265 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $13,826 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $13,826 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $519,665 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $414,281 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-275,742 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $244,526 |
Employer contributions (assets) at end of year | 2018-12-31 | $244,526 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $230,373 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $263,290 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | MARK ANDERSON CPA |
Accountancy firm EIN | 2018-12-31 | 461376748 |
2017 : STAN BOYETT PETROLEUM & SON, INC PROFIT SHARING PLAN 2017 401k financial data |
---|
Total income from all sources (including contributions) | 2017-12-31 | $1,266,048 |
Total of all expenses incurred | 2017-12-31 | $92,795 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $87,721 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $629,875 |
Value of total assets at end of year | 2017-12-31 | $5,270,106 |
Value of total assets at beginning of year | 2017-12-31 | $4,096,853 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $5,074 |
Total interest from all sources | 2017-12-31 | $7,475 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $300,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $399,502 |
Participant contributions at end of year | 2017-12-31 | $164,521 |
Participant contributions at beginning of year | 2017-12-31 | $191,803 |
Participant contributions at beginning of year | 2017-12-31 | $206 |
Administrative expenses (other) incurred | 2017-12-31 | $5,074 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $1,173,253 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $5,270,106 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $4,096,853 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $4,447,105 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $3,683,280 |
Interest on participant loans | 2017-12-31 | $7,475 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $13,826 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $14,793 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $14,793 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $414,281 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $628,698 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $230,373 |
Employer contributions (assets) at end of year | 2017-12-31 | $230,373 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $206,771 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $87,721 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | MARK ANDERSON CPA |
Accountancy firm EIN | 2017-12-31 | 461376748 |
2016 : STAN BOYETT PETROLEUM & SON, INC PROFIT SHARING PLAN 2016 401k financial data |
---|
Total income from all sources (including contributions) | 2016-12-31 | $934,533 |
Total of all expenses incurred | 2016-12-31 | $398,266 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $361,374 |
Value of total corrective distributions | 2016-12-31 | $17,412 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $706,224 |
Value of total assets at end of year | 2016-12-31 | $4,096,853 |
Value of total assets at beginning of year | 2016-12-31 | $3,560,586 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $19,480 |
Total interest from all sources | 2016-12-31 | $7,818 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $300,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $359,476 |
Participant contributions at end of year | 2016-12-31 | $191,803 |
Participant contributions at beginning of year | 2016-12-31 | $168,315 |
Participant contributions at end of year | 2016-12-31 | $206 |
Participant contributions at beginning of year | 2016-12-31 | $28,186 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $139,977 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $138 |
Other income not declared elsewhere | 2016-12-31 | $661 |
Administrative expenses (other) incurred | 2016-12-31 | $19,480 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $536,267 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $4,096,853 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $3,560,586 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $3,683,280 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $3,152,760 |
Interest on participant loans | 2016-12-31 | $7,818 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $14,793 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $12,754 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $12,754 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $219,830 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $206,771 |
Employer contributions (assets) at end of year | 2016-12-31 | $206,771 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $198,433 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $361,374 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | MARK ANDERSON CPA |
Accountancy firm EIN | 2016-12-31 | 461376748 |
2015 : STAN BOYETT PETROLEUM & SON, INC PROFIT SHARING PLAN 2015 401k financial data |
---|
Total income from all sources (including contributions) | 2015-12-31 | $527,098 |
Total of all expenses incurred | 2015-12-31 | $190,784 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $182,429 |
Value of total corrective distributions | 2015-12-31 | $2,328 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $524,432 |
Value of total assets at end of year | 2015-12-31 | $3,560,586 |
Value of total assets at beginning of year | 2015-12-31 | $3,224,272 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $6,027 |
Total interest from all sources | 2015-12-31 | $5,484 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $300,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $325,999 |
Participant contributions at end of year | 2015-12-31 | $168,315 |
Participant contributions at beginning of year | 2015-12-31 | $172,702 |
Participant contributions at end of year | 2015-12-31 | $28,186 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $138 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $138 |
Other income not declared elsewhere | 2015-12-31 | $2,171 |
Administrative expenses (other) incurred | 2015-12-31 | $6,027 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $336,314 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $3,560,586 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $3,224,272 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $3,152,760 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $2,887,464 |
Interest on participant loans | 2015-12-31 | $5,484 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $12,754 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $11,552 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $11,552 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-4,989 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $198,433 |
Employer contributions (assets) at end of year | 2015-12-31 | $198,433 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $152,416 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $182,429 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | MARK ANDERSON CPA |
Accountancy firm EIN | 2015-12-31 | 461450425 |
2014 : STAN BOYETT PETROLEUM & SON, INC PROFIT SHARING PLAN 2014 401k financial data |
---|
Total income from all sources (including contributions) | 2014-12-31 | $579,926 |
Total of all expenses incurred | 2014-12-31 | $104,700 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $81,332 |
Value of total corrective distributions | 2014-12-31 | $16,074 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $409,603 |
Value of total assets at end of year | 2014-12-31 | $3,224,272 |
Value of total assets at beginning of year | 2014-12-31 | $2,749,046 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $7,294 |
Total interest from all sources | 2014-12-31 | $6,533 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $264,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $257,188 |
Participant contributions at end of year | 2014-12-31 | $172,702 |
Participant contributions at beginning of year | 2014-12-31 | $181,568 |
Participant contributions at beginning of year | 2014-12-31 | $8,537 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $138 |
Other income not declared elsewhere | 2014-12-31 | $980 |
Administrative expenses (other) incurred | 2014-12-31 | $7,294 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $475,226 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $3,224,272 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $2,749,046 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $2,887,464 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $2,413,114 |
Interest on participant loans | 2014-12-31 | $6,533 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $11,552 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $15,669 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $15,669 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $162,810 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $152,415 |
Employer contributions (assets) at end of year | 2014-12-31 | $152,416 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $130,158 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $81,332 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | MARK ANDERSON CPA |
Accountancy firm EIN | 2014-12-31 | 461450425 |
2013 : STAN BOYETT PETROLEUM & SON, INC PROFIT SHARING PLAN 2013 401k financial data |
---|
Total income from all sources (including contributions) | 2013-12-31 | $1,045,770 |
Total of all expenses incurred | 2013-12-31 | $750,846 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $746,115 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $504,528 |
Value of total assets at end of year | 2013-12-31 | $2,749,046 |
Value of total assets at beginning of year | 2013-12-31 | $2,454,122 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $4,731 |
Total interest from all sources | 2013-12-31 | $4,243 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $14,782 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $14,782 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $264,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | Yes |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $256,094 |
Participant contributions at end of year | 2013-12-31 | $181,568 |
Participant contributions at beginning of year | 2013-12-31 | $86,380 |
Participant contributions at end of year | 2013-12-31 | $8,537 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $118,276 |
Other income not declared elsewhere | 2013-12-31 | $137,998 |
Administrative expenses (other) incurred | 2013-12-31 | $4,731 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $294,924 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $2,749,046 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $2,454,122 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $2,413,114 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $2,367,742 |
Interest on participant loans | 2013-12-31 | $4,243 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $15,669 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $384,219 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $130,158 |
Employer contributions (assets) at end of year | 2013-12-31 | $130,158 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $746,115 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2013-12-31 | Yes |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | MARK ANDERSON CPA |
Accountancy firm EIN | 2013-12-31 | 461450425 |
2012 : STAN BOYETT PETROLEUM & SON, INC PROFIT SHARING PLAN 2012 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $698,330 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $881,661 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $877,558 |
Value of total corrective distributions | 2012-12-31 | $1,703 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $411,268 |
Value of total assets at end of year | 2012-12-31 | $2,454,122 |
Value of total assets at beginning of year | 2012-12-31 | $2,637,453 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $2,400 |
Total interest from all sources | 2012-12-31 | $3,859 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $89,170 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $89,170 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $264,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $255,703 |
Participant contributions at end of year | 2012-12-31 | $86,380 |
Participant contributions at beginning of year | 2012-12-31 | $93,060 |
Administrative expenses (other) incurred | 2012-12-31 | $2,400 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $-183,331 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $2,454,122 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $2,637,453 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $2,367,742 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $2,544,393 |
Interest on participant loans | 2012-12-31 | $3,859 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $194,033 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $155,565 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $877,558 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | MARK ANDERSON CPA |
Accountancy firm EIN | 2012-12-31 | 461450425 |
2009 : STAN BOYETT PETROLEUM & SON, INC PROFIT SHARING PLAN 2009 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |