401k Plan data: PETROCHEM INSULATION, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST plan

PETROCHEM INSULATION, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 401k Plan overview

Plan Name	PETROCHEM INSULATION, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST
Plan identification number	001

PETROCHEM INSULATION, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Profit-sharing ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).

401k Sponsoring company profile

PETROCHEM INSULATION, INC has sponsored the creation of one or more 401k plans.

Company Name: PETROCHEM INSULATION, INC

Employer identification number (EIN): 952906478

NAIC Classification: 238900

Additional information about PETROCHEM INSULATION, INC

Jurisdiction of Incorporation: California Department of State

Incorporation Date: 1974-07-02

Company Identification Number: C0717419

Legal Registered Office Address: 2710 Gateway Oaks Dr Ste 150N

Sacramento
United States of America (USA)
95833

More information about PETROCHEM INSULATION, INC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PETROCHEM INSULATION, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2014-07-01 ART LEWIS
001 2013-07-01 ART LEWIS
001 2012-07-01 ART LEWIS
001 2011-07-01 ART LEWIS
001 2009-07-01 STEPHEN LOUIS

Plan id#	Filing Submission Date	Name of Administrator
001	2014-07-01	ART LEWIS
001	2013-07-01	ART LEWIS
001	2012-07-01	ART LEWIS
001	2011-07-01	ART LEWIS
001	2009-07-01	STEPHEN LOUIS

Plan Statistics for PETROCHEM INSULATION, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

401k plan membership statisitcs for PETROCHEM INSULATION, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

Measure Date Value
2014: PETROCHEM INSULATION, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year 2014-07-01 120
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 0
Number of retired or separated participants receiving benefits 2014-07-01 0
Number of other retired or separated participants entitled to future benefits 2014-07-01 162
Total of all active and inactive participants 2014-07-01 162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-07-01 0
Total participants 2014-07-01 162
Number of participants with account balances 2014-07-01 162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-07-01 0
2013: PETROCHEM INSULATION, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year 2013-07-01 120
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 0
Number of retired or separated participants receiving benefits 2013-07-01 0
Number of other retired or separated participants entitled to future benefits 2013-07-01 203
Total of all active and inactive participants 2013-07-01 203
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-07-01 0
Total participants 2013-07-01 203
Number of participants with account balances 2013-07-01 203
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-07-01 0
2012: PETROCHEM INSULATION, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year 2012-07-01 120
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 0
Number of retired or separated participants receiving benefits 2012-07-01 0
Number of other retired or separated participants entitled to future benefits 2012-07-01 206
Total of all active and inactive participants 2012-07-01 206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-07-01 0
Total participants 2012-07-01 206
Number of participants with account balances 2012-07-01 206
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-07-01 0
2011: PETROCHEM INSULATION, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year 2011-07-01 316
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 87
Number of retired or separated participants receiving benefits 2011-07-01 0
Number of other retired or separated participants entitled to future benefits 2011-07-01 130
Total of all active and inactive participants 2011-07-01 217
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-07-01 0
Total participants 2011-07-01 217
Number of participants with account balances 2011-07-01 217
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-07-01 0
2009: PETROCHEM INSULATION, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year 2009-07-01 316
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 149
Number of other retired or separated participants entitled to future benefits 2009-07-01 166
Total of all active and inactive participants 2009-07-01 315
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-07-01 1
Total participants 2009-07-01 316
Number of participants with account balances 2009-07-01 316
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-07-01 0

Measure	Date	Value
2014: PETROCHEM INSULATION, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year	2014-07-01	120
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	0
Number of retired or separated participants receiving benefits	2014-07-01	0
Number of other retired or separated participants entitled to future benefits	2014-07-01	162
Total of all active and inactive participants	2014-07-01	162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-07-01	0
Total participants	2014-07-01	162
Number of participants with account balances	2014-07-01	162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-07-01	0
2013: PETROCHEM INSULATION, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year	2013-07-01	120
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	0
Number of retired or separated participants receiving benefits	2013-07-01	0
Number of other retired or separated participants entitled to future benefits	2013-07-01	203
Total of all active and inactive participants	2013-07-01	203
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-07-01	0
Total participants	2013-07-01	203
Number of participants with account balances	2013-07-01	203
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-07-01	0
2012: PETROCHEM INSULATION, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year	2012-07-01	120
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	0
Number of retired or separated participants receiving benefits	2012-07-01	0
Number of other retired or separated participants entitled to future benefits	2012-07-01	206
Total of all active and inactive participants	2012-07-01	206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-07-01	0
Total participants	2012-07-01	206
Number of participants with account balances	2012-07-01	206
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-07-01	0
2011: PETROCHEM INSULATION, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year	2011-07-01	316
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	87
Number of retired or separated participants receiving benefits	2011-07-01	0
Number of other retired or separated participants entitled to future benefits	2011-07-01	130
Total of all active and inactive participants	2011-07-01	217
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-07-01	0
Total participants	2011-07-01	217
Number of participants with account balances	2011-07-01	217
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-07-01	0
2009: PETROCHEM INSULATION, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year	2009-07-01	316
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	149
Number of other retired or separated participants entitled to future benefits	2009-07-01	166
Total of all active and inactive participants	2009-07-01	315
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-07-01	1
Total participants	2009-07-01	316
Number of participants with account balances	2009-07-01	316
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-07-01	0

Financial Data on PETROCHEM INSULATION, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

Measure	Date	Value
2015 : PETROCHEM INSULATION, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2015 401k financial data
Total plan liabilities at beginning of year	2015-06-30	$15,188
Total income from all sources	2015-06-30	$-1,763
Expenses. Total of all expenses incurred	2015-06-30	$191,960
Benefits paid (including direct rollovers)	2015-06-30	$175,942
Total plan assets at end of year	2015-06-30	$311,319
Total plan assets at beginning of year	2015-06-30	$520,230
Value of fidelity bond covering the plan	2015-06-30	$500,000
Expenses. Other expenses not covered elsewhere	2015-06-30	$16,018
Other income received	2015-06-30	$-1,763
Net income (gross income less expenses)	2015-06-30	$-193,723
Net plan assets at end of year (total assets less liabilities)	2015-06-30	$311,319
Net plan assets at beginning of year (total assets less liabilities)	2015-06-30	$505,042
2014 : PETROCHEM INSULATION, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2014 401k financial data
Total plan liabilities at end of year	2014-06-30	$15,188
Total plan liabilities at beginning of year	2014-06-30	$15,188
Total income from all sources	2014-06-30	$-87
Expenses. Total of all expenses incurred	2014-06-30	$26,719
Benefits paid (including direct rollovers)	2014-06-30	$26,579
Total plan assets at end of year	2014-06-30	$520,230
Total plan assets at beginning of year	2014-06-30	$547,036
Value of fidelity bond covering the plan	2014-06-30	$500,000
Expenses. Other expenses not covered elsewhere	2014-06-30	$140
Other income received	2014-06-30	$-87
Net income (gross income less expenses)	2014-06-30	$-26,806
Net plan assets at end of year (total assets less liabilities)	2014-06-30	$505,042
Net plan assets at beginning of year (total assets less liabilities)	2014-06-30	$531,848
2013 : PETROCHEM INSULATION, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2013 401k financial data
Total plan liabilities at end of year	2013-06-30	$15,188
Total plan liabilities at beginning of year	2013-06-30	$30,287
Total income from all sources	2013-06-30	$-1,931
Expenses. Total of all expenses incurred	2013-06-30	$437,772
Benefits paid (including direct rollovers)	2013-06-30	$437,585
Total plan assets at end of year	2013-06-30	$547,036
Total plan assets at beginning of year	2013-06-30	$1,001,838
Value of fidelity bond covering the plan	2013-06-30	$500,000
Expenses. Other expenses not covered elsewhere	2013-06-30	$187
Other income received	2013-06-30	$-1,931
Net income (gross income less expenses)	2013-06-30	$-439,703
Net plan assets at end of year (total assets less liabilities)	2013-06-30	$531,848
Net plan assets at beginning of year (total assets less liabilities)	2013-06-30	$971,551
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-06-30	$0
2012 : PETROCHEM INSULATION, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$30,287
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$62,120
Total income from all sources (including contributions)	2012-06-30	$5,614
Total of all expenses incurred	2012-06-30	$7,885,181
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-06-30	$7,870,844
Value of total assets at end of year	2012-06-30	$1,001,838
Value of total assets at beginning of year	2012-06-30	$8,913,238
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-06-30	$14,337
Total interest from all sources	2012-06-30	$5,614
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-06-30	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2012-06-30	$0
Was this plan covered by a fidelity bond	2012-06-30	Yes
Value of fidelity bond cover	2012-06-30	$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2012-06-30	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-06-30	$1,301
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-06-30	$751
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2012-06-30	$30,287
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2012-06-30	$62,120
Administrative expenses (other) incurred	2012-06-30	$462
Total non interest bearing cash at end of year	2012-06-30	$1,000,537
Total non interest bearing cash at beginning of year	2012-06-30	$242,520
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-06-30	No
Value of net income/loss	2012-06-30	$-7,879,567
Value of net assets at end of year (total assets less liabilities)	2012-06-30	$971,551
Value of net assets at beginning of year (total assets less liabilities)	2012-06-30	$8,851,118
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-06-30	No
Were any leases to which the plan was party in default or uncollectible	2012-06-30	No
Interest earned on other investments	2012-06-30	$78
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-06-30	$8,669,967
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-06-30	$8,669,967
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-06-30	$5,536
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-06-30	No
Was there a failure to transmit to the plan any participant contributions	2012-06-30	No
Has the plan failed to provide any benefit when due under the plan	2012-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-06-30	$7,870,844
Contract administrator fees	2012-06-30	$13,875
Liabilities. Value of benefit claims payable at end of year	2012-06-30	$0
Did the plan have assets held for investment	2012-06-30	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	2012-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-06-30	No
Opinion of an independent qualified public accountant for this plan	2012-06-30	Unqualified
Accountancy firm name	2012-06-30	JOHNSTON GREMAUX & ROSS LLP
Accountancy firm EIN	2012-06-30	942234450
2011 : PETROCHEM INSULATION, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$62,120
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$84,722
Total income from all sources (including contributions)	2011-06-30	$18,303
Total of all expenses incurred	2011-06-30	$426,977
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-06-30	$388,544
Value of total assets at end of year	2011-06-30	$8,913,238
Value of total assets at beginning of year	2011-06-30	$9,344,514
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-06-30	$38,433
Total interest from all sources	2011-06-30	$18,303
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-06-30	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2011-06-30	$0
Administrative expenses professional fees incurred	2011-06-30	$38,433
Was this plan covered by a fidelity bond	2011-06-30	Yes
Value of fidelity bond cover	2011-06-30	$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2011-06-30	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-06-30	$751
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2011-06-30	$62,120
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2011-06-30	$56,135
Total non interest bearing cash at end of year	2011-06-30	$242,520
Total non interest bearing cash at beginning of year	2011-06-30	$342,850
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-06-30	No
Value of net income/loss	2011-06-30	$-408,674
Value of net assets at end of year (total assets less liabilities)	2011-06-30	$8,851,118
Value of net assets at beginning of year (total assets less liabilities)	2011-06-30	$9,259,792
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-06-30	No
Were any leases to which the plan was party in default or uncollectible	2011-06-30	No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-06-30	$8,669,967
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-06-30	$9,001,664
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-06-30	$9,001,664
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-06-30	$18,303
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-06-30	No
Was there a failure to transmit to the plan any participant contributions	2011-06-30	No
Has the plan failed to provide any benefit when due under the plan	2011-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-06-30	$388,544
Liabilities. Value of benefit claims payable at beginning of year	2011-06-30	$28,587
Did the plan have assets held for investment	2011-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-06-30	No
Opinion of an independent qualified public accountant for this plan	2011-06-30	Unqualified
Accountancy firm name	2011-06-30	JOHNSTON GREMAUX & ROSSI LLP
Accountancy firm EIN	2011-06-30	942234450
2010 : PETROCHEM INSULATION, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-06-30	$0

Form 5500 Responses for PETROCHEM INSULATION, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

2014: PETROCHEM INSULATION, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	Plan funding arrangement – Trust	Yes
2014-07-01	Plan benefit arrangement - Trust	Yes
2013: PETROCHEM INSULATION, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	Plan funding arrangement – Trust	Yes
2013-07-01	Plan benefit arrangement - Trust	Yes
2012: PETROCHEM INSULATION, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	Plan funding arrangement – Trust	Yes
2012-07-01	Plan benefit arrangement - Trust	Yes
2011: PETROCHEM INSULATION, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	Plan funding arrangement – Trust	Yes
2011-07-01	Plan benefit arrangement - Trust	Yes
2009: PETROCHEM INSULATION, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	Plan funding arrangement – Trust	Yes
2009-07-01	Plan benefit arrangement - Trust	Yes

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Company Name:	PETROCHEM INSULATION, INC
Employer identification number (EIN):	952906478
NAIC Classification:	238900

Jurisdiction of Incorporation:	California Department of State
Incorporation Date:	1974-07-02
Company Identification Number:	C0717419
Legal Registered Office Address:	2710 Gateway Oaks Dr Ste 150N Sacramento United States of America (USA) 95833