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Plan Name | PATTERSON OF MARSHALL EMPLOYEE BENEFITS PLAN |
Plan identification number | 501 |
401k Plan Type | Welfare Benefit |
Plan Features/Benefits |
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Company Name: | PATTERSON MOTORS OF MARSHALL |
Employer identification number (EIN): | 202229295 |
NAIC Classification: | 441110 |
NAIC Description: | New Car Dealers |
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
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501 | 2021-01-01 | ||||
501 | 2020-01-01 |
Measure | Date | Value |
---|---|---|
2021: PATTERSON OF MARSHALL EMPLOYEE BENEFITS PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 17 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 15 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 0 |
Total of all active and inactive participants | 2021-01-01 | 15 |
2020: PATTERSON OF MARSHALL EMPLOYEE BENEFITS PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 19 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 28 |
Total of all active and inactive participants | 2020-01-01 | 28 |
Measure | Date | Value |
---|---|---|
2021 : PATTERSON OF MARSHALL EMPLOYEE BENEFITS PLAN 2021 401k financial data | ||
Total plan liabilities at end of year | 2021-12-31 | $2,066 |
Total plan liabilities at beginning of year | 2021-12-31 | $37,017 |
Total income from all sources | 2021-12-31 | $306,711 |
Expenses. Total of all expenses incurred | 2021-12-31 | $271,760 |
Benefits paid (including direct rollovers) | 2021-12-31 | $254,034 |
Total plan assets at end of year | 2021-12-31 | $0 |
Total plan assets at beginning of year | 2021-12-31 | $0 |
Value of fidelity bond covering the plan | 2021-12-31 | $100,000 |
Total contributions received or receivable from participants | 2021-12-31 | $77,261 |
Expenses. Other expenses not covered elsewhere | 2021-12-31 | $3,043 |
Net income (gross income less expenses) | 2021-12-31 | $34,951 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $-2,066 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $-37,017 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $229,450 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $14,683 |
2020 : PATTERSON OF MARSHALL EMPLOYEE BENEFITS PLAN 2020 401k financial data | ||
Total plan liabilities at end of year | 2020-12-31 | $37,017 |
Total income from all sources | 2020-12-31 | $176,018 |
Expenses. Total of all expenses incurred | 2020-12-31 | $213,035 |
Benefits paid (including direct rollovers) | 2020-12-31 | $193,493 |
Total plan assets at end of year | 2020-12-31 | $0 |
Total plan assets at beginning of year | 2020-12-31 | $0 |
Value of fidelity bond covering the plan | 2020-12-31 | $100,000 |
Total contributions received or receivable from participants | 2020-12-31 | $92,209 |
Expenses. Other expenses not covered elsewhere | 2020-12-31 | $3,145 |
Net income (gross income less expenses) | 2020-12-31 | $-37,017 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $-37,017 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $83,809 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $16,397 |
2021: PATTERSON OF MARSHALL EMPLOYEE BENEFITS PLAN 2021 form 5500 responses | ||
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2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Plan funding arrangement – Insurance | Yes |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement – Insurance | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: PATTERSON OF MARSHALL EMPLOYEE BENEFITS PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | First time form 5500 has been submitted | Yes |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Insurance | Yes |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement – Insurance | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Policy contract number | 00566953 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Policy instance | 1 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Policy contract number | 00566953 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Policy instance | 1 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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