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STAN BOYETT PETROLEUM & SON, INC PROFIT SHARING PLAN 401k Plan overview

Plan NameSTAN BOYETT PETROLEUM & SON, INC PROFIT SHARING PLAN
Plan identification number 001

STAN BOYETT PETROLEUM & SON, INC 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.
  • 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.

401k Sponsoring company profile

STAN BOYETT & SON, INC. has sponsored the creation of one or more 401k plans.

Company Name:STAN BOYETT & SON, INC.
Employer identification number (EIN):942456460
NAIC Classification:424700

Additional information about STAN BOYETT & SON, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2017-07-10
Company Identification Number: 0802764283
Legal Registered Office Address: 601 MCHENRY AVE

MODESTO
United States of America (USA)
95350

More information about STAN BOYETT & SON, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STAN BOYETT PETROLEUM & SON, INC PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01SCOTT CASTLE2023-10-04
0012021-01-01DALE BOYETT2022-10-13 DALE BOYETT2022-10-13
0012020-01-01JOHN KRUSE2021-10-12 JOHN KRUSE2021-10-12
0012019-01-01
0012018-01-01
0012017-01-01KRISTIE OLSON
0012016-01-01
0012015-01-01KRISTIE OLSON
0012014-01-01
0012013-01-01KRISTIE OLSON
0012012-01-01KRISTIE OLSON KRISTIE OLSON2013-10-14
0012011-01-01KRISTIE OLSON2012-07-31
0012010-01-01KRISTIE OLSON2011-07-27
0012009-01-01KRISTIE OLSON
0012009-01-01KRISTIE OLSON
0012009-01-01KRISTIE OLSON KRISTIE OLSON2010-07-16

Plan Statistics for STAN BOYETT PETROLEUM & SON, INC PROFIT SHARING PLAN

401k plan membership statisitcs for STAN BOYETT PETROLEUM & SON, INC PROFIT SHARING PLAN

Measure Date Value
2022: STAN BOYETT PETROLEUM & SON, INC PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01248
Total number of active participants reported on line 7a of the Form 55002022-01-01138
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01121
Total of all active and inactive participants2022-01-01259
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01260
Number of participants with account balances2022-01-01252
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: STAN BOYETT PETROLEUM & SON, INC PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01234
Total number of active participants reported on line 7a of the Form 55002021-01-01130
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01116
Total of all active and inactive participants2021-01-01246
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01246
Number of participants with account balances2021-01-01239
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: STAN BOYETT PETROLEUM & SON, INC PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01275
Total number of active participants reported on line 7a of the Form 55002020-01-01116
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01116
Total of all active and inactive participants2020-01-01232
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01232
Number of participants with account balances2020-01-01225
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: STAN BOYETT PETROLEUM & SON, INC PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01262
Total number of active participants reported on line 7a of the Form 55002019-01-01112
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01161
Total of all active and inactive participants2019-01-01273
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01273
Number of participants with account balances2019-01-01266
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: STAN BOYETT PETROLEUM & SON, INC PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01244
Total number of active participants reported on line 7a of the Form 55002018-01-01114
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01146
Total of all active and inactive participants2018-01-01260
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01260
Number of participants with account balances2018-01-01252
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: STAN BOYETT PETROLEUM & SON, INC PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01222
Total number of active participants reported on line 7a of the Form 55002017-01-01122
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01125
Total of all active and inactive participants2017-01-01247
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01247
Number of participants with account balances2017-01-01235
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011
2016: STAN BOYETT PETROLEUM & SON, INC PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01200
Total number of active participants reported on line 7a of the Form 55002016-01-01118
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01102
Total of all active and inactive participants2016-01-01220
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01220
Number of participants with account balances2016-01-01211
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-013
2015: STAN BOYETT PETROLEUM & SON, INC PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01189
Total number of active participants reported on line 7a of the Form 55002015-01-01105
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0193
Total of all active and inactive participants2015-01-01198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01198
Number of participants with account balances2015-01-01190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-017
2014: STAN BOYETT PETROLEUM & SON, INC PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01173
Total number of active participants reported on line 7a of the Form 55002014-01-01106
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0181
Total of all active and inactive participants2014-01-01187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01187
Number of participants with account balances2014-01-01182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-016
2013: STAN BOYETT PETROLEUM & SON, INC PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01153
Total number of active participants reported on line 7a of the Form 55002013-01-0198
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0174
Total of all active and inactive participants2013-01-01172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01172
Number of participants with account balances2013-01-01165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0115
2012: STAN BOYETT PETROLEUM & SON, INC PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01139
Total number of active participants reported on line 7a of the Form 55002012-01-01100
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0155
Total of all active and inactive participants2012-01-01155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01155
Number of participants with account balances2012-01-01152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0126
2009: STAN BOYETT PETROLEUM & SON, INC PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01102
Total number of active participants reported on line 7a of the Form 55002009-01-0196
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0113
Total of all active and inactive participants2009-01-01109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01109
Number of participants with account balances2009-01-0171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on STAN BOYETT PETROLEUM & SON, INC PROFIT SHARING PLAN

Measure Date Value
2022 : STAN BOYETT PETROLEUM & SON, INC PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-439,330
Total of all expenses incurred2022-12-31$623,195
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$547,368
Value of total corrective distributions2022-12-31$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 year2022-12-31$8,965,232
Value of total assets at beginning of year2022-12-31$10,027,757
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$66,045
Total interest from all sources2022-12-31$11,824
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$630,913
Participant contributions at end of year2022-12-31$229,603
Participant contributions at beginning of year2022-12-31$331,578
Participant contributions at end of year2022-12-31$16,467
Participant contributions at beginning of year2022-12-31$17,657
Other income not declared elsewhere2022-12-31$1,528
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-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)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$7,636,292
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$8,248,443
Interest on participant loans2022-12-31$11,824
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$704,513
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,090,698
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,461,952
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$378,357
Employer contributions (assets) at end of year2022-12-31$378,357
Employer contributions (assets) at beginning of year2022-12-31$339,381
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$547,368
Contract administrator fees2022-12-31$66,045
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31PRIEST AMISTADI
Accountancy firm EIN2022-12-31942507389
2021 : STAN BOYETT PETROLEUM & SON, INC PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$2,000,319
Total of all expenses incurred2021-12-31$110,645
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$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 year2021-12-31$10,027,757
Value of total assets at beginning of year2021-12-31$8,138,083
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$80,532
Total interest from all sources2021-12-31$14,919
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$581,379
Participant contributions at end of year2021-12-31$331,578
Participant contributions at beginning of year2021-12-31$319,488
Participant contributions at end of year2021-12-31$17,657
Participant contributions at beginning of year2021-12-31$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 year2021-12-31$0
Other income not declared elsewhere2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Income. Non cash contributions2021-12-31$0
Value of net income/loss2021-12-31$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)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$8,248,443
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$6,260,200
Interest on participant loans2021-12-31$14,919
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,090,698
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$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 assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$339,381
Employer contributions (assets) at end of year2021-12-31$339,381
Employer contributions (assets) at beginning of year2021-12-31$273,161
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$30,113
Contract administrator fees2021-12-31$80,532
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31PRIEST AMISTADI
Accountancy firm EIN2021-12-31942507389
2020 : STAN BOYETT PETROLEUM & SON, INC PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$1,714,120
Total of all expenses incurred2020-12-31$379,824
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$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 year2020-12-31$8,138,083
Value of total assets at beginning of year2020-12-31$6,803,787
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$37,907
Total interest from all sources2020-12-31$10,636
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$475,243
Participant contributions at end of year2020-12-31$319,488
Participant contributions at beginning of year2020-12-31$240,419
Participant contributions at end of year2020-12-31$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 year2020-12-31$0
Other income not declared elsewhere2020-12-31$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 appraiser2020-12-31No
Income. Non cash contributions2020-12-31$0
Value of net income/loss2020-12-31$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)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$37,907
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$6,260,200
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$5,395,701
Interest on participant loans2020-12-31$10,636
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$6,221
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$6,221
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,271,163
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$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 assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$273,161
Employer contributions (assets) at end of year2020-12-31$273,161
Employer contributions (assets) at beginning of year2020-12-31$283,341
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$341,917
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31PRIEST AMISTADI
Accountancy firm EIN2020-12-31942507389
2019 : STAN BOYETT PETROLEUM & SON, INC PROFIT SHARING PLAN 2019 401k financial data
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 incurred2019-12-31$322,816
Total of all expenses incurred2019-12-31$322,816
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$301,011
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$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 year2019-12-31$6,803,787
Value of total assets at end of year2019-12-31$6,803,787
Value of total assets at beginning of year2019-12-31$5,397,040
Value of total assets at beginning of year2019-12-31$5,397,040
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$21,805
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$21,805
Total interest from all sources2019-12-31$13,909
Total interest from all sources2019-12-31$13,909
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$465,940
Contributions received from participants2019-12-31$465,940
Participant contributions at end of year2019-12-31$240,419
Participant contributions at end of year2019-12-31$240,419
Participant contributions at beginning of year2019-12-31$217,833
Participant contributions at beginning of year2019-12-31$217,833
Other income not declared elsewhere2019-12-31$66
Other income not declared elsewhere2019-12-31$66
Administrative expenses (other) incurred2019-12-31$20,667
Administrative expenses (other) incurred2019-12-31$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 appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,406,747
Value of net income/loss2019-12-31$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)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$1,138
Investment advisory and management fees2019-12-31$1,138
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$5,395,701
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$5,395,701
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$4,394,751
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$4,394,751
Interest on participant loans2019-12-31$13,909
Interest on participant loans2019-12-31$13,909
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$6,221
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$6,221
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$20,265
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$20,265
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$20,265
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$20,265
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$878,105
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$878,105
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$519,665
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$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 assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$283,341
Contributions received in cash from employer2019-12-31$283,341
Employer contributions (assets) at end of year2019-12-31$283,341
Employer contributions (assets) at end of year2019-12-31$283,341
Employer contributions (assets) at beginning of year2019-12-31$244,526
Employer contributions (assets) at beginning of year2019-12-31$244,526
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$301,011
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$301,011
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MARK ANDERSON CPA
Accountancy firm name2019-12-31MARK ANDERSON CPA
Accountancy firm EIN2019-12-31461376748
Accountancy firm EIN2019-12-31461376748
2018 : STAN BOYETT PETROLEUM & SON, INC PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$396,113
Total of all expenses incurred2018-12-31$269,179
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$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 year2018-12-31$5,397,040
Value of total assets at beginning of year2018-12-31$5,270,106
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$5,889
Total interest from all sources2018-12-31$9,735
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$409,984
Participant contributions at end of year2018-12-31$217,833
Participant contributions at beginning of year2018-12-31$164,521
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$6,327
Other income not declared elsewhere2018-12-31$1,283
Administrative expenses (other) incurred2018-12-31$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 appraiser2018-12-31No
Value of net income/loss2018-12-31$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)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$1,003
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$4,394,751
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$4,447,105
Interest on participant loans2018-12-31$9,735
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$20,265
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$13,826
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$13,826
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$519,665
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$414,281
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-275,742
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$244,526
Employer contributions (assets) at end of year2018-12-31$244,526
Employer contributions (assets) at beginning of year2018-12-31$230,373
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$263,290
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31MARK ANDERSON CPA
Accountancy firm EIN2018-12-31461376748
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 incurred2017-12-31$92,795
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$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 year2017-12-31$5,270,106
Value of total assets at beginning of year2017-12-31$4,096,853
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$5,074
Total interest from all sources2017-12-31$7,475
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$300,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$399,502
Participant contributions at end of year2017-12-31$164,521
Participant contributions at beginning of year2017-12-31$191,803
Participant contributions at beginning of year2017-12-31$206
Administrative expenses (other) incurred2017-12-31$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 appraiser2017-12-31No
Value of net income/loss2017-12-31$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)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$4,447,105
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$3,683,280
Interest on participant loans2017-12-31$7,475
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$13,826
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$14,793
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$14,793
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$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 assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$230,373
Employer contributions (assets) at end of year2017-12-31$230,373
Employer contributions (assets) at beginning of year2017-12-31$206,771
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$87,721
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31MARK ANDERSON CPA
Accountancy firm EIN2017-12-31461376748
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 incurred2016-12-31$398,266
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$361,374
Value of total corrective distributions2016-12-31$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 year2016-12-31$4,096,853
Value of total assets at beginning of year2016-12-31$3,560,586
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$19,480
Total interest from all sources2016-12-31$7,818
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$300,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$359,476
Participant contributions at end of year2016-12-31$191,803
Participant contributions at beginning of year2016-12-31$168,315
Participant contributions at end of year2016-12-31$206
Participant contributions at beginning of year2016-12-31$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 year2016-12-31$138
Other income not declared elsewhere2016-12-31$661
Administrative expenses (other) incurred2016-12-31$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 appraiser2016-12-31No
Value of net income/loss2016-12-31$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)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$3,683,280
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$3,152,760
Interest on participant loans2016-12-31$7,818
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$14,793
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$12,754
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$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 assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$206,771
Employer contributions (assets) at end of year2016-12-31$206,771
Employer contributions (assets) at beginning of year2016-12-31$198,433
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$361,374
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31MARK ANDERSON CPA
Accountancy firm EIN2016-12-31461376748
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 incurred2015-12-31$190,784
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$182,429
Value of total corrective distributions2015-12-31$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 year2015-12-31$3,560,586
Value of total assets at beginning of year2015-12-31$3,224,272
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$6,027
Total interest from all sources2015-12-31$5,484
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$300,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$325,999
Participant contributions at end of year2015-12-31$168,315
Participant contributions at beginning of year2015-12-31$172,702
Participant contributions at end of year2015-12-31$28,186
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$138
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$138
Other income not declared elsewhere2015-12-31$2,171
Administrative expenses (other) incurred2015-12-31$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 appraiser2015-12-31No
Value of net income/loss2015-12-31$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)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$3,152,760
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,887,464
Interest on participant loans2015-12-31$5,484
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$12,754
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$11,552
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$11,552
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-4,989
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$198,433
Employer contributions (assets) at end of year2015-12-31$198,433
Employer contributions (assets) at beginning of year2015-12-31$152,416
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$182,429
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31MARK ANDERSON CPA
Accountancy firm EIN2015-12-31461450425
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 incurred2014-12-31$104,700
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$81,332
Value of total corrective distributions2014-12-31$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 year2014-12-31$3,224,272
Value of total assets at beginning of year2014-12-31$2,749,046
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$7,294
Total interest from all sources2014-12-31$6,533
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$264,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$257,188
Participant contributions at end of year2014-12-31$172,702
Participant contributions at beginning of year2014-12-31$181,568
Participant contributions at beginning of year2014-12-31$8,537
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$138
Other income not declared elsewhere2014-12-31$980
Administrative expenses (other) incurred2014-12-31$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 appraiser2014-12-31No
Value of net income/loss2014-12-31$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)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$2,887,464
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$2,413,114
Interest on participant loans2014-12-31$6,533
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$11,552
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$15,669
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$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 assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$152,415
Employer contributions (assets) at end of year2014-12-31$152,416
Employer contributions (assets) at beginning of year2014-12-31$130,158
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$81,332
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MARK ANDERSON CPA
Accountancy firm EIN2014-12-31461450425
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 incurred2013-12-31$750,846
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$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 year2013-12-31$2,749,046
Value of total assets at beginning of year2013-12-31$2,454,122
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$4,731
Total interest from all sources2013-12-31$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 year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$14,782
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$264,000
If this is an individual account plan, was there a blackout period2013-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$256,094
Participant contributions at end of year2013-12-31$181,568
Participant contributions at beginning of year2013-12-31$86,380
Participant contributions at end of year2013-12-31$8,537
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$118,276
Other income not declared elsewhere2013-12-31$137,998
Administrative expenses (other) incurred2013-12-31$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 appraiser2013-12-31No
Value of net income/loss2013-12-31$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)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$2,413,114
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$2,367,742
Interest on participant loans2013-12-31$4,243
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$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 assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$130,158
Employer contributions (assets) at end of year2013-12-31$130,158
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$746,115
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MARK ANDERSON CPA
Accountancy firm EIN2013-12-31461450425
2012 : STAN BOYETT PETROLEUM & SON, INC PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$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 assets2012-12-31$0
Total of all expenses incurred2012-12-31$881,661
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$877,558
Value of total corrective distributions2012-12-31$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 year2012-12-31$2,454,122
Value of total assets at beginning of year2012-12-31$2,637,453
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$2,400
Total interest from all sources2012-12-31$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 year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$89,170
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$264,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$255,703
Participant contributions at end of year2012-12-31$86,380
Participant contributions at beginning of year2012-12-31$93,060
Administrative expenses (other) incurred2012-12-31$2,400
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-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)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$2,367,742
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$2,544,393
Interest on participant loans2012-12-31$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 assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$155,565
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$877,558
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MARK ANDERSON CPA
Accountancy firm EIN2012-12-31461450425
2009 : STAN BOYETT PETROLEUM & SON, INC PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for STAN BOYETT PETROLEUM & SON, INC PROFIT SHARING PLAN

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

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number601327-000
Policy instance 1
Insurance contract or identification number601327-000
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
Insurance broker organization code?3
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number601327-000
Policy instance 1
Insurance contract or identification number601327-000
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Insurance broker organization code?3
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number601327-000
Policy instance 1
Insurance contract or identification number601327-000
Number of Individuals Covered0
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $5,922
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $2,961
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerBROKER COMMISSIONS
Insurance broker organization code?3
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number601327-000
Policy instance 1
Insurance contract or identification number601327-000
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $17,554
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $8,777
Additional information about fees paid to insurance brokerBROKER COMMISSIONS
Insurance broker organization code?3
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number601327-000
Policy instance 1
Insurance contract or identification number601327-000
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $15,982
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $7,991
Additional information about fees paid to insurance brokerBROKER COMMISSIONS
Insurance broker organization code?3
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number601327-000
Policy instance 1
Insurance contract or identification number601327-000
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $13,796
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $6,898
Additional information about fees paid to insurance brokerBROKER COMMISSIONS
Insurance broker organization code?3
Insurance broker nameMERRILL LYNCH LIFE AGENCY INC
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number601327-000
Policy instance 1
Insurance contract or identification number601327-000
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $10,181
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $5,090
Additional information about fees paid to insurance brokerBROKER COMMISSIONS
Insurance broker organization code?3
Insurance broker nameMERRILL LYNCH LIFE AGENCY INC
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number601327-000
Policy instance 1
Insurance contract or identification number601327-000
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $4,717
Total amount of fees paid to insurance companyUSD $784
Commission paid to Insurance BrokerUSD $2,358
Additional information about fees paid to insurance brokerBROKER COMMISSIONS
Insurance broker organization code?3
Amount paid for insurance broker fees784
Insurance broker nameOSBORNE & ASSOCIATES INC
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number601327-000
Policy instance 1
Insurance contract or identification number601327-000
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $14,796
Total amount of fees paid to insurance companyUSD $7,258
Commission paid to Insurance BrokerUSD $7,378
Additional information about fees paid to insurance brokerBROKER COMMISSIONS
Insurance broker organization code?3
Amount paid for insurance broker fees7258
Insurance broker nameOSBORNE & ASSOCIATES INC

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