401k Plan data: FRANK BATTLES, INC. 401(K) PLAN plan

FRANK BATTLES, INC. 401(K) PLAN 401k Plan overview

Plan Name	FRANK BATTLES, INC. 401(K) PLAN
Plan identification number	001

FRANK BATTLES, INC. 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

FRANK BATTLES, INC. has sponsored the creation of one or more 401k plans.

Company Name: FRANK BATTLES, INC.

Employer identification number (EIN): 041068210

NAIC Classification: 441110
NAIC Description: New Car Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FRANK BATTLES, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 MARYANN RICHARDSON 2024-06-26
001 2022-01-01 MARYANN RICHARDSON 2023-05-30
001 2021-01-01 MARYANN RICHARDSON 2022-05-24
001 2020-01-01 MARYANN RICHARDSON 2021-06-28
001 2019-01-01 MARYANN RICHARDSON 2020-08-14
001 2018-01-01 MARYANN RICHARDSON 2019-07-03
001 2017-01-01 MARYANN RICHARDSON 2018-06-15
001 2016-01-01 MARYANN RICHARDSON 2017-06-15
001 2015-01-01 MARYANN RICHARDSON 2016-08-08
001 2014-01-01 MARYANN RICHARDSON 2015-06-09
001 2013-01-01 MARYANN RICHARDSON 2014-07-03
001 2012-01-01 MARYANN RICHARDSON 2013-07-17
001 2011-01-01 MARYANN RICHARDSON 2012-06-14
001 2010-01-01 MARYANN RICHARDSON 2011-06-15
001 2009-01-01 2010-07-12

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01	MARYANN RICHARDSON	2024-06-26
001	2022-01-01	MARYANN RICHARDSON	2023-05-30
001	2021-01-01	MARYANN RICHARDSON	2022-05-24
001	2020-01-01	MARYANN RICHARDSON	2021-06-28
001	2019-01-01	MARYANN RICHARDSON	2020-08-14
001	2018-01-01	MARYANN RICHARDSON	2019-07-03
001	2017-01-01	MARYANN RICHARDSON	2018-06-15
001	2016-01-01	MARYANN RICHARDSON	2017-06-15
001	2015-01-01	MARYANN RICHARDSON	2016-08-08
001	2014-01-01	MARYANN RICHARDSON	2015-06-09
001	2013-01-01	MARYANN RICHARDSON	2014-07-03
001	2012-01-01	MARYANN RICHARDSON	2013-07-17
001	2011-01-01	MARYANN RICHARDSON	2012-06-14
001	2010-01-01	MARYANN RICHARDSON	2011-06-15
001	2009-01-01		2010-07-12

Plan Statistics for FRANK BATTLES, INC. 401(K) PLAN

401k plan membership statisitcs for FRANK BATTLES, INC. 401(K) PLAN

Measure Date Value
2025: FRANK BATTLES, INC. 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year 2025-06-03 46
Total number of particpants at end of year 2025-06-03 47
Number of Participants With Account Balances 2025-06-03 31
2024: FRANK BATTLES, INC. 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year 2024-06-26 46
Total number of particpants at end of year 2024-06-26 47
Number of Participants With Account Balances 2024-06-26 29
2022: FRANK BATTLES, INC. 401(K) PLAN 2022 401k membership
Total number of particpants at beginning of year 2022-05-24 48
Total number of particpants at end of year 2022-05-24 47
Number of Participants With Account Balances 2022-05-24 29
2009: FRANK BATTLES, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 42
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 52
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 8
Total of all active and inactive participants 2009-01-01 60
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 60
Number of participants with account balances 2009-01-01 36
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2025: FRANK BATTLES, INC. 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year	2025-06-03	46
Total number of particpants at end of year	2025-06-03	47
Number of Participants With Account Balances	2025-06-03	31
2024: FRANK BATTLES, INC. 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year	2024-06-26	46
Total number of particpants at end of year	2024-06-26	47
Number of Participants With Account Balances	2024-06-26	29
2022: FRANK BATTLES, INC. 401(K) PLAN 2022 401k membership
Total number of particpants at beginning of year	2022-05-24	48
Total number of particpants at end of year	2022-05-24	47
Number of Participants With Account Balances	2022-05-24	29
2009: FRANK BATTLES, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	42
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	52
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	8
Total of all active and inactive participants	2009-01-01	60
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	60
Number of participants with account balances	2009-01-01	36
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on FRANK BATTLES, INC. 401(K) PLAN

Measure	Date	Value
2025 : FRANK BATTLES, INC. 401(K) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year	2025-06-03	9090
Net assets as of the end of the plan year	2025-06-03	2507529
Total assets as of the beginning of the plan year	2025-06-03	2145939
Value of plan covered by a fidelity bond	2025-06-03	215000
Participant contributions to plan in this plan year	2025-06-03	118725
Value of participant loans at end of plan year	2025-06-03	108083
Other income to plan in this plan year	2025-06-03	251955
Plan net income in this plan year	2025-06-03	361590
Net assets as of the end of the plan year	2025-06-03	2507529
Net assets as of the beginning of the plan year	2025-06-03	2145939
Expensese paid to adminstrative service provicers from plan in this plan year	2025-06-03	965
2024 : FRANK BATTLES, INC. 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year	2024-06-26	103912
Net assets as of the end of the plan year	2024-06-26	2145939
Total assets as of the beginning of the plan year	2024-06-26	1834032
Value of plan covered by a fidelity bond	2024-06-26	184000
Participant contributions to plan in this plan year	2024-06-26	115701
Value of participant loans at end of plan year	2024-06-26	61413
Other income to plan in this plan year	2024-06-26	300118
Plan net income in this plan year	2024-06-26	311907
Net assets as of the end of the plan year	2024-06-26	2145939
Net assets as of the beginning of the plan year	2024-06-26	1834032
Expensese paid to adminstrative service provicers from plan in this plan year	2024-06-26	485
2022 : FRANK BATTLES, INC. 401(K) PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year	2022-05-24	4777
Net assets as of the end of the plan year	2022-05-24	2183424
Total assets as of the beginning of the plan year	2022-05-24	1889218
Value of plan covered by a fidelity bond	2022-05-24	189000
Participant contributions to plan in this plan year	2022-05-24	80204
Value of participant loans at end of plan year	2022-05-24	27165
Other contributions to plan in this plan year	2022-05-24	610
Other income to plan in this plan year	2022-05-24	218169
Plan net income in this plan year	2022-05-24	294206
Net assets as of the end of the plan year	2022-05-24	2183424
Net assets as of the beginning of the plan year	2022-05-24	1889218
Expensese paid to adminstrative service provicers from plan in this plan year	2022-05-24	55

Form 5500 Responses for FRANK BATTLES, INC. 401(K) PLAN

2009: FRANK BATTLES, INC. 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	FRANK BATTLES, INC.
Employer identification number (EIN):	041068210
NAIC Classification:	441110
NAIC Description:	New Car Dealers