PB&J AUTOMOTIVE, INC. DBA TUSTIN MAZDA/TUSTIN HYUNDAI has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PB &J AUTOMOTIVE, INC. DBA TUSTIN MAZDA 401(K) PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2008 : PB &J AUTOMOTIVE, INC. DBA TUSTIN MAZDA 401(K) PROFIT SHARING PLAN 2008 401k financial data |
|---|
| Total income from all sources | 2008-12-31 | $4,217 |
| Expenses. Total of all expenses incurred | 2008-12-31 | $15,697 |
| Benefits paid (including direct rollovers) | 2008-12-31 | $12,500 |
| Total plan assets at end of year | 2008-12-31 | $196,299 |
| Total plan assets at beginning of year | 2008-12-31 | $207,779 |
| Value of fidelity bond covering the plan | 2008-12-31 | $22,000 |
| Total contributions received or receivable from participants | 2008-12-31 | $25,525 |
| Expenses. Other expenses not covered elsewhere | 2008-12-31 | $3,197 |
| Contributions received from other sources (not participants or employers) | 2008-12-31 | $40,616 |
| Other income received | 2008-12-31 | $-72,042 |
| Net income (gross income less expenses) | 2008-12-31 | $-11,480 |
| Net plan assets at end of year (total assets less liabilities) | 2008-12-31 | $196,299 |
| Net plan assets at beginning of year (total assets less liabilities) | 2008-12-31 | $207,779 |
| Total contributions received or receivable from employer(s) | 2008-12-31 | $10,118 |
| 2007 : PB &J AUTOMOTIVE, INC. DBA TUSTIN MAZDA 401(K) PROFIT SHARING PLAN 2007 401k financial data |
|---|
| Total income from all sources | 2007-12-31 | $123,215 |
| Expenses. Total of all expenses incurred | 2007-12-31 | $14,385 |
| Total plan assets at end of year | 2007-12-31 | $207,779 |
| Total plan assets at beginning of year | 2007-12-31 | $98,949 |
| Value of fidelity bond covering the plan | 2007-12-31 | $22,000 |
| Total contributions received or receivable from participants | 2007-12-31 | $38,406 |
| Expenses. Other expenses not covered elsewhere | 2007-12-31 | $2,290 |
| Contributions received from other sources (not participants or employers) | 2007-12-31 | $59,326 |
| Other income received | 2007-12-31 | $13,388 |
| Net income (gross income less expenses) | 2007-12-31 | $108,830 |
| Net plan assets at end of year (total assets less liabilities) | 2007-12-31 | $207,779 |
| Net plan assets at beginning of year (total assets less liabilities) | 2007-12-31 | $98,949 |
| Total contributions received or receivable from employer(s) | 2007-12-31 | $12,095 |
| Value of corrective distributions | 2007-12-31 | $12,095 |
| 2006 : PB &J AUTOMOTIVE, INC. DBA TUSTIN MAZDA 401(K) PROFIT SHARING PLAN 2006 401k financial data |
|---|
| Total income from all sources | 2006-12-31 | $45,937 |
| Expenses. Total of all expenses incurred | 2006-12-31 | $2,999 |
| Total plan assets at end of year | 2006-12-31 | $98,949 |
| Total plan assets at beginning of year | 2006-12-31 | $56,011 |
| Value of fidelity bond covering the plan | 2006-12-31 | $10,000 |
| Total contributions received or receivable from participants | 2006-12-31 | $28,288 |
| Expenses. Other expenses not covered elsewhere | 2006-12-31 | $1,126 |
| Contributions received from other sources (not participants or employers) | 2006-12-31 | $7,790 |
| Other income received | 2006-12-31 | $7,986 |
| Net income (gross income less expenses) | 2006-12-31 | $42,938 |
| Net plan assets at end of year (total assets less liabilities) | 2006-12-31 | $98,949 |
| Net plan assets at beginning of year (total assets less liabilities) | 2006-12-31 | $56,011 |
| Total contributions received or receivable from employer(s) | 2006-12-31 | $1,873 |
| Value of corrective distributions | 2006-12-31 | $1,873 |
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 45797 |
| Policy instance | 1 |
| Insurance contract or identification number | 45797 | | Number of Individuals Covered | 63 | | Insurance policy start date | 2008-01-01 | | Insurance policy end date | 2008-12-31 | | Total amount of commissions paid to insurance broker | USD $1,107 | | Total amount of fees paid to insurance company | USD $227 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 45797 |
| Policy instance | 1 |
| Insurance contract or identification number | 45797 | | Number of Individuals Covered | 66 | | Insurance policy start date | 2007-01-01 | | Insurance policy end date | 2007-12-31 | | Total amount of commissions paid to insurance broker | USD $753 | | Total amount of fees paid to insurance company | USD $9 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 45797 |
| Policy instance | 1 |
| Insurance contract or identification number | 45797 | | Number of Individuals Covered | 52 | | Insurance policy start date | 2006-07-01 | | Insurance policy end date | 2006-12-31 | | Total amount of commissions paid to insurance broker | USD $365 | | Total amount of fees paid to insurance company | USD $40 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No |
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