401k Plan data: STEVE LEWIS SUBARU, INC. 401(K) PROFIT SHARING PLAN plan

STEVE LEWIS SUBARU, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	STEVE LEWIS SUBARU, INC. 401(K) PROFIT SHARING PLAN
Plan identification number	001

STEVE LEWIS SUBARU, 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.
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

STEVE LEWIS SUBARU, INC. has sponsored the creation of one or more 401k plans.

Company Name: STEVE LEWIS SUBARU, INC.

Employer identification number (EIN): 043476224

NAIC Classification: 441110
NAIC Description: New Car Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STEVE LEWIS SUBARU, 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 CASONDRA JOHNSON 2023-03-28 CASONDRA JOHNSON 2023-03-28
001 2021-01-01 CASONDRA JOHNSON 2022-08-25 STEPHEN LEWIS 2022-08-25
001 2020-01-01 CASONDRA JOHNSON 2021-03-01 CASONDRA JOHNSON 2021-03-01
001 2019-01-01 CASONDRA JOHNSON 2020-06-18
001 2018-01-01 CASONDRA JOHNSON 2019-07-30 CASONDRA JOHNSON 2019-07-30
001 2017-01-01 VICKIE DONAHUE 2018-09-27 VICKIE DONAHUE 2018-09-27
001 2016-01-01 VICKIE DONAHUE 2017-05-25 VICKIE DONAHUE 2017-05-25
001 2015-01-01 VICKIE DONAHUE 2016-07-15 VICKIE DONAHUE 2016-07-15
001 2014-01-01 VICKIE DONAHUE 2015-02-27 VICKIE DONAHUE 2015-02-27
001 2013-01-01 VICKIE DONAHUE 2014-07-29 VICKIE DONAHUE 2014-07-29
001 2012-01-01 VICKIE DONAHUE 2014-10-17
001 2011-01-01 BETH COUSHAINE 2012-07-05
001 2010-01-01 BETH COUSHAINE 2011-06-21
001 2009-01-01 MARY E COUSHAINE
001 2007-01-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	CASONDRA JOHNSON	2023-03-28	CASONDRA JOHNSON	2023-03-28
001	2021-01-01	CASONDRA JOHNSON	2022-08-25	STEPHEN LEWIS	2022-08-25
001	2020-01-01	CASONDRA JOHNSON	2021-03-01	CASONDRA JOHNSON	2021-03-01
001	2019-01-01	CASONDRA JOHNSON	2020-06-18
001	2018-01-01	CASONDRA JOHNSON	2019-07-30	CASONDRA JOHNSON	2019-07-30
001	2017-01-01	VICKIE DONAHUE	2018-09-27	VICKIE DONAHUE	2018-09-27
001	2016-01-01	VICKIE DONAHUE	2017-05-25	VICKIE DONAHUE	2017-05-25
001	2015-01-01	VICKIE DONAHUE	2016-07-15	VICKIE DONAHUE	2016-07-15
001	2014-01-01	VICKIE DONAHUE	2015-02-27	VICKIE DONAHUE	2015-02-27
001	2013-01-01	VICKIE DONAHUE	2014-07-29	VICKIE DONAHUE	2014-07-29
001	2012-01-01	VICKIE DONAHUE	2014-10-17
001	2011-01-01	BETH COUSHAINE	2012-07-05
001	2010-01-01	BETH COUSHAINE	2011-06-21
001	2009-01-01	MARY E COUSHAINE
001	2007-01-01

Financial Data on STEVE LEWIS SUBARU, INC. 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2008 : STEVE LEWIS SUBARU, INC. 401(K) PROFIT SHARING PLAN 2008 401k financial data
Total income from all sources	2008-12-31	$5,036
Expenses. Total of all expenses incurred	2008-12-31	$1,929
Benefits paid (including direct rollovers)	2008-12-31	$1,704
Total plan assets at end of year	2008-12-31	$42,890
Total plan assets at beginning of year	2008-12-31	$39,783
Value of fidelity bond covering the plan	2008-12-31	$4,000
Total contributions received or receivable from participants	2008-12-31	$18,355
Contributions received from other sources (not participants or employers)	2008-12-31	$3,227
Other income received	2008-12-31	$-16,546
Net income (gross income less expenses)	2008-12-31	$3,107
Net plan assets at end of year (total assets less liabilities)	2008-12-31	$42,890
Net plan assets at beginning of year (total assets less liabilities)	2008-12-31	$39,783
Assets. Value of participant loans	2008-12-31	$2,500
Expenses. Administrative service providers (salaries,fees and commissions)	2008-12-31	$225
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2008-12-31	$0

Form 5500 Responses for STEVE LEWIS SUBARU, INC. 401(K) PROFIT SHARING PLAN

2009: STEVE LEWIS SUBARU, 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 – Insurance	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2007: STEVE LEWIS SUBARU, INC. 401(K) PROFIT SHARING PLAN 2007 form 5500 responses
2007-01-01	Type of plan entity	Single employer plan
2007-01-01	Submission has been amended	No
2007-01-01	This submission is the final filing	No
2007-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2007-01-01	Plan is a collectively bargained plan	No

Insurance Providers Used on plan

SUNAMERICA ANNUITY AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60941 )
Policy contract number	P35A6Q00471
Policy instance	1

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	STEVE LEWIS SUBARU, INC.
Employer identification number (EIN):	043476224
NAIC Classification:	441110
NAIC Description:	New Car Dealers