401k Plan data: SOUTH BAY LUBE, INC. 401(K) PROFIT SHARING PLAN plan

SOUTH BAY LUBE, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	SOUTH BAY LUBE, INC. 401(K) PROFIT SHARING PLAN
Plan identification number	001

SOUTH BAY LUBE, INC. 401(K) PROFIT SHARING 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.
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

SOUTH BAY LUBE, INC. has sponsored the creation of one or more 401k plans.

Company Name: SOUTH BAY LUBE, INC.

Employer identification number (EIN): 593457634

NAIC Classification: 811190

Additional information about SOUTH BAY LUBE, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations

Incorporation Date: 1997-07-11

Company Identification Number: P97000060912

Legal Registered Office Address: 2040 Whitfield Park Avenue

SARASOTA

34243

More information about SOUTH BAY LUBE, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOUTH BAY LUBE, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2013-01-01 ANNA FRANK ANNA FRANK 2014-09-15
001 2012-01-01 ANNA FRANK ANNA FRANK 2013-10-11
001 2011-01-01 ANNA FRANK ANNA FRANK 2013-08-22
001 2010-01-01 ANNA FRANK ANNA FRANK 2013-07-26
001 2009-01-01 JADE DIAZ
001 2009-01-01 JADE DIAZ
001 2009-01-01 JADE DIAZ

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2013-01-01	ANNA FRANK	ANNA FRANK	2014-09-15
001	2012-01-01	ANNA FRANK	ANNA FRANK	2013-10-11
001	2011-01-01	ANNA FRANK	ANNA FRANK	2013-08-22
001	2010-01-01	ANNA FRANK	ANNA FRANK	2013-07-26
001	2009-01-01	JADE DIAZ
001	2009-01-01	JADE DIAZ
001	2009-01-01	JADE DIAZ

Plan Statistics for SOUTH BAY LUBE, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for SOUTH BAY LUBE, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: SOUTH BAY LUBE, INC. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 101
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 101
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 63
Total of all active and inactive participants 2022-01-01 164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 164
Number of participants with account balances 2022-01-01 160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2013: SOUTH BAY LUBE, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 436
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 0
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 0
Number of participants with account balances 2013-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: SOUTH BAY LUBE, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 128
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 78
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 38
Total of all active and inactive participants 2012-01-01 116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 116
Number of participants with account balances 2012-01-01 48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 2
2011: SOUTH BAY LUBE, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 154
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 96
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 32
Total of all active and inactive participants 2011-01-01 128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 128
Number of participants with account balances 2011-01-01 50
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 2
2010: SOUTH BAY LUBE, INC. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 233
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 121
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 33
Total of all active and inactive participants 2010-01-01 154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 154
Number of participants with account balances 2010-01-01 57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: SOUTH BAY LUBE, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 234
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 200
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 33
Total of all active and inactive participants 2009-01-01 233
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 233
Number of participants with account balances 2009-01-01 64
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 6

Measure	Date	Value
2022: SOUTH BAY LUBE, INC. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	101
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	101
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	63
Total of all active and inactive participants	2022-01-01	164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	164
Number of participants with account balances	2022-01-01	160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2013: SOUTH BAY LUBE, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	436
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	0
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	0
Number of participants with account balances	2013-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: SOUTH BAY LUBE, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	128
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	78
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	38
Total of all active and inactive participants	2012-01-01	116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	116
Number of participants with account balances	2012-01-01	48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	2
2011: SOUTH BAY LUBE, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	154
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	96
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	32
Total of all active and inactive participants	2011-01-01	128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	128
Number of participants with account balances	2011-01-01	50
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	2
2010: SOUTH BAY LUBE, INC. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	233
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	121
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	33
Total of all active and inactive participants	2010-01-01	154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	154
Number of participants with account balances	2010-01-01	57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: SOUTH BAY LUBE, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	234
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	200
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	33
Total of all active and inactive participants	2009-01-01	233
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	233
Number of participants with account balances	2009-01-01	64
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	6

Financial Data on SOUTH BAY LUBE, INC. 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2022 : SOUTH BAY LUBE, INC. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$336,363
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$33,527
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$26,006
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$349,078
Value of total assets at end of year	2022-12-31	$302,836
Value of total assets at beginning of year	2022-12-31	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$7,521
Total interest from all sources	2022-12-31	$45
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$23,106
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$23,106
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$100,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$191,656
Participant contributions at end of year	2022-12-31	$1,977
Participant contributions at beginning of year	2022-12-31	$0
Administrative expenses (other) incurred	2022-12-31	$7,521
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$302,836
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$302,836
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$300,859
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$0
Interest on participant loans	2022-12-31	$45
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-35,866
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$157,422
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$26,006
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	KERKERING, BARBERIO & CO.
Accountancy firm EIN	2022-12-31	591753337
2013 : SOUTH BAY LUBE, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets	2013-11-25	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2013-11-25	$0
Total unrealized appreciation/depreciation of assets	2013-11-25	$0
Total transfer of assets to this plan	2013-11-25	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-11-25	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-11-25	$0
Expenses. Interest paid	2013-11-25	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2013-11-25	$0
Total income from all sources (including contributions)	2013-11-25	$35,494
Total loss/gain on sale of assets	2013-11-25	$0
Total of all expenses incurred	2013-11-25	$138,588
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-11-25	$122,715
Expenses. Certain deemed distributions of participant loans	2013-11-25	$0
Value of total corrective distributions	2013-11-25	$9,595
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-11-25	$19,719
Value of total assets at end of year	2013-11-25	$0
Value of total assets at beginning of year	2013-11-25	$103,094
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-11-25	$6,278
Total income from rents	2013-11-25	$0
Total interest from all sources	2013-11-25	$244
Total dividends received (eg from common stock, registered investment company shares)	2013-11-25	$5
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-11-25	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-11-25	$5
Administrative expenses professional fees incurred	2013-11-25	$0
Was this plan covered by a fidelity bond	2013-11-25	No
Value of fidelity bond cover	2013-11-25	$0
If this is an individual account plan, was there a blackout period	2013-11-25	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-11-25	$0
Were there any nonexempt tranactions with any party-in-interest	2013-11-25	No
Amount of non-exempt transactions with any party-in-interest	2013-11-25	$0
Contributions received from participants	2013-11-25	$8,095
Participant contributions at end of year	2013-11-25	$0
Participant contributions at beginning of year	2013-11-25	$2,543
Participant contributions at end of year	2013-11-25	$0
Participant contributions at beginning of year	2013-11-25	$0
Income. Received or receivable in cash from other sources (including rollovers)	2013-11-25	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2013-11-25	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-11-25	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-11-25	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-11-25	$0
Other income not declared elsewhere	2013-11-25	$1,421
Administrative expenses (other) incurred	2013-11-25	$0
Liabilities. Value of operating payables at beginning of year	2013-11-25	$0
Total non interest bearing cash at end of year	2013-11-25	$0
Total non interest bearing cash at beginning of year	2013-11-25	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-11-25	No
Income. Non cash contributions	2013-11-25	$0
Value of net income/loss	2013-11-25	$-103,094
Value of net assets at end of year (total assets less liabilities)	2013-11-25	$0
Value of net assets at beginning of year (total assets less liabilities)	2013-11-25	$103,094
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-11-25	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-11-25	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2013-11-25	$0
Were any leases to which the plan was party in default or uncollectible	2013-11-25	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2013-11-25	$0
Investment advisory and management fees	2013-11-25	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-11-25	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-11-25	$100,551
Value of interest in pooled separate accounts at end of year	2013-11-25	$0
Value of interest in pooled separate accounts at beginning of year	2013-11-25	$0
Interest on participant loans	2013-11-25	$244
Income. Interest from loans (other than to participants)	2013-11-25	$0
Interest earned on other investments	2013-11-25	$0
Income. Interest from US Government securities	2013-11-25	$0
Income. Interest from corporate debt instruments	2013-11-25	$0
Value of interest in common/collective trusts at end of year	2013-11-25	$0
Value of interest in common/collective trusts at beginning of year	2013-11-25	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-11-25	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2013-11-25	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-11-25	$3,128
Net investment gain/loss from pooled separate accounts	2013-11-25	$10,977
Net investment gain or loss from common/collective trusts	2013-11-25	$0
Net gain/loss from 103.12 investment entities	2013-11-25	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-11-25	No
Was there a failure to transmit to the plan any participant contributions	2013-11-25	No
Has the plan failed to provide any benefit when due under the plan	2013-11-25	No
Contributions received in cash from employer	2013-11-25	$11,624
Employer contributions (assets) at end of year	2013-11-25	$0
Employer contributions (assets) at beginning of year	2013-11-25	$0
Income. Dividends from preferred stock	2013-11-25	$0
Income. Dividends from common stock	2013-11-25	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-11-25	$122,715
Contract administrator fees	2013-11-25	$6,278
Liabilities. Value of benefit claims payable at beginning of year	2013-11-25	$0
Did the plan have assets held for investment	2013-11-25	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-11-25	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-11-25	Yes
Aggregate proceeds on sale of assets	2013-11-25	$0
Aggregate carrying amount (costs) on sale of assets	2013-11-25	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2013-11-25	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-11-25	Yes
Opinion of an independent qualified public accountant for this plan	2013-11-25	Disclaimer
Accountancy firm name	2013-11-25	KERKERING, BARBERIO & CO
Accountancy firm EIN	2013-11-25	591753337
2012 : SOUTH BAY LUBE, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$18,299
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$18,903
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$16,105
Expenses. Certain deemed distributions of participant loans	2012-12-31	$2,598
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$9,759
Value of total assets at end of year	2012-12-31	$103,094
Value of total assets at beginning of year	2012-12-31	$103,698
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$200
Total interest from all sources	2012-12-31	$363
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$695
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$695
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$11,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$9,759
Participant contributions at end of year	2012-12-31	$2,543
Participant contributions at beginning of year	2012-12-31	$6,214
Administrative expenses (other) incurred	2012-12-31	$200
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$-604
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$103,094
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$103,698
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$100,551
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$97,484
Interest on participant loans	2012-12-31	$363
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$7,482
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$16,105
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	KERKERING,BARBERIO & CO
Accountancy firm EIN	2012-12-31	591753337
2011 : SOUTH BAY LUBE, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$14,852
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$72,398
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$71,748
Expenses. Certain deemed distributions of participant loans	2011-12-31	$95
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$18,316
Value of total assets at end of year	2011-12-31	$103,698
Value of total assets at beginning of year	2011-12-31	$161,244
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$555
Total interest from all sources	2011-12-31	$488
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$1,529
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$1,529
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$17,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$18,316
Participant contributions at end of year	2011-12-31	$6,214
Participant contributions at beginning of year	2011-12-31	$11,588
Administrative expenses (other) incurred	2011-12-31	$555
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-57,546
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$103,698
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$161,244
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$97,484
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$149,656
Interest on participant loans	2011-12-31	$488
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-5,481
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$71,748
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	FIRST AMERICAN FINANCIAL SERVICE
Accountancy firm EIN	2011-12-31	263872962
2010 : SOUTH BAY LUBE, INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$41,379
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$27,347
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$24,778
Expenses. Certain deemed distributions of participant loans	2010-12-31	$1,364
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$27,103
Value of total assets at end of year	2010-12-31	$161,244
Value of total assets at beginning of year	2010-12-31	$147,212
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$1,205
Total interest from all sources	2010-12-31	$569
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$683
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$683
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$15,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$26,462
Participant contributions at end of year	2010-12-31	$11,588
Participant contributions at beginning of year	2010-12-31	$9,494
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$641
Administrative expenses (other) incurred	2010-12-31	$1,205
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$14,032
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$161,244
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$147,212
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$149,656
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$137,718
Interest on participant loans	2010-12-31	$568
Interest earned on other investments	2010-12-31	$1
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$13,024
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$24,778
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	FIRST AMERICAN FINANCIAL SERVICE
Accountancy firm EIN	2010-12-31	263872962
2009 : SOUTH BAY LUBE, INC. 401(K) PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for SOUTH BAY LUBE, INC. 401(K) PROFIT SHARING PLAN

2022: SOUTH BAY LUBE, INC. 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	First time form 5500 has been submitted	Yes
2022-01-01	Submission has been amended	Yes
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2013: SOUTH BAY LUBE, INC. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	This submission is the final filing	Yes
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: SOUTH BAY LUBE, INC. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: SOUTH BAY LUBE, INC. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	Yes
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: SOUTH BAY LUBE, INC. 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	Yes
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: SOUTH BAY LUBE, INC. 401(K) PROFIT SHARING 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:	SOUTH BAY LUBE, INC.
Employer identification number (EIN):	593457634
NAIC Classification:	811190

Jurisdiction of Incorporation:	Florida Department of State Division of Corporations
Incorporation Date:	1997-07-11
Company Identification Number:	P97000060912
Legal Registered Office Address:	2040 Whitfield Park Avenue SARASOTA 34243