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S & E GROUP 401(K) 401k Plan overview

Plan NameS & E GROUP 401(K)
Plan identification number 001

S & E GROUP 401(K) 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.
  • 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

S & E GROUP has sponsored the creation of one or more 401k plans.

Company Name:S & E GROUP
Employer identification number (EIN):260357962
NAIC Classification:441228
NAIC Description:Motorcycle, ATV, and All Other Motor Vehicle Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan S & E GROUP 401(K)

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01MARTIN LUSTER2024-07-17
0012022-01-01MARTIN LUSTER2023-07-18
0012021-01-01MARTIN LUSTER2022-07-22
0012020-01-01MARTIN LUSTER2021-05-13
0012019-01-01MARTIN LUSTER2020-06-01
0012018-10-01MARTIN LUSTER2019-04-22

Plan Statistics for S & E GROUP 401(K)

401k plan membership statisitcs for S & E GROUP 401(K)

Measure Date Value
2025: S & E GROUP 401(K) 2025 401k membership
Total number of particpants at beginning of year2025-05-1237
Total number of particpants at end of year2025-05-1232
Number of Participants With Account Balances2025-05-1212
2024: S & E GROUP 401(K) 2024 401k membership
Total number of particpants at beginning of year2024-07-1736
Total number of particpants at end of year2024-07-1735
Number of Participants With Account Balances2024-07-1712

Financial Data on S & E GROUP 401(K)

Measure Date Value
2025 : S & E GROUP 401(K) 2025 401k financial data
Total expenses incurred by plan in this plan year2025-05-1292394
Net assets as of the end of the plan year2025-05-12824998
Total assets as of the beginning of the plan year2025-05-12685143
Value of plan covered by a fidelity bond2025-05-12150000
Participant contributions to plan in this plan year2025-05-12118043
Other income to plan in this plan year2025-05-1278415
Plan net income in this plan year2025-05-12139855
Net assets as of the end of the plan year2025-05-12824998
Net assets as of the beginning of the plan year2025-05-12685143
Employer contributions to plan in this plan year2025-05-1235791
Fees paid to broker by Benefit Provider2025-05-122813
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-1211874
2024 : S & E GROUP 401(K) 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-1716460
Net assets as of the end of the plan year2024-07-17685143
Total assets as of the beginning of the plan year2024-07-17486810
Value of plan covered by a fidelity bond2024-07-17150000
Participant contributions to plan in this plan year2024-07-17114605
Value of participant loans at end of plan year2024-07-171335
Other income to plan in this plan year2024-07-1767450
Plan net income in this plan year2024-07-17198333
Net assets as of the end of the plan year2024-07-17685143
Net assets as of the beginning of the plan year2024-07-17486810
Employer contributions to plan in this plan year2024-07-1732738
Fees paid to broker by Benefit Provider2024-07-17287
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-178381

Potentially related plans

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