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THE INTERSTATE LOCKSMITH GROUP, INC. 401(K) SAVING 401k Plan overview

Plan NameTHE INTERSTATE LOCKSMITH GROUP, INC. 401(K) SAVING
Plan identification number 001

THE INTERSTATE LOCKSMITH GROUP, INC. 401(K) SAVING Benefits

401k Plan TypeDefined 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ACADEMY LOCKSMITH, INC. has sponsored the creation of one or more 401k plans.

Company Name:ACADEMY LOCKSMITH, INC.
Employer identification number (EIN):232815753
NAIC Classification:811490
NAIC Description:Other Personal and Household Goods Repair and Maintenance

Additional information about ACADEMY LOCKSMITH, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2013-01-01
Company Identification Number: 0801704497
Legal Registered Office Address: 4887 E LA PALMA AVE STE 701

ANAHEIM
United States of America (USA)
92807

More information about ACADEMY LOCKSMITH, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE INTERSTATE LOCKSMITH GROUP, INC. 401(K) SAVING

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012015-01-01DAVID J. BRAUN DAVID J. BRAUN2016-08-01
0012015-01-01 DAVID J. BRAUN2016-06-30
0012014-01-01DAVID J. BRAUN DAVID J. BRAUN2015-07-28
0012013-01-01DAVID J. BRAUN DAVID J. BRAUN2014-05-28
0012012-01-01DAVID J. BRAUN DAVID J. BRAUN2013-06-28
0012011-01-01DAVID J. BRAUN DAVID J. BRAUN2012-08-17
0012010-01-01DAVID J. BRAUN2011-06-09 DAVID J. BRAUN2011-06-09
0012009-01-01DAVID J BRAUN DAVID J BRAUN2010-06-23

Financial Data on THE INTERSTATE LOCKSMITH GROUP, INC. 401(K) SAVING

Measure Date Value
2015 : THE INTERSTATE LOCKSMITH GROUP, INC. 401(K) SAVING 2015 401k financial data
Total income from all sources2015-12-31$66,232
Expenses. Total of all expenses incurred2015-12-31$1,031,130
Benefits paid (including direct rollovers)2015-12-31$1,025,065
Total plan assets at end of year2015-12-31$0
Total plan assets at beginning of year2015-12-31$964,898
Value of fidelity bond covering the plan2015-12-31$50,000
Total contributions received or receivable from participants2015-12-31$3,809
Expenses. Other expenses not covered elsewhere2015-12-31$440
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$61,678
Net income (gross income less expenses)2015-12-31$-964,898
Net plan assets at end of year (total assets less liabilities)2015-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$964,898
Total contributions received or receivable from employer(s)2015-12-31$745
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$5,625
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : THE INTERSTATE LOCKSMITH GROUP, INC. 401(K) SAVING 2014 401k financial data
Total income from all sources2014-12-31$59,619
Expenses. Total of all expenses incurred2014-12-31$107,042
Benefits paid (including direct rollovers)2014-12-31$100,000
Total plan assets at end of year2014-12-31$964,898
Total plan assets at beginning of year2014-12-31$1,012,321
Value of fidelity bond covering the plan2014-12-31$50,000
Total contributions received or receivable from participants2014-12-31$12,735
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$33,660
Net income (gross income less expenses)2014-12-31$-47,423
Net plan assets at end of year (total assets less liabilities)2014-12-31$964,898
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,012,321
Assets. Value of participant loans2014-12-31$72,305
Total contributions received or receivable from employer(s)2014-12-31$13,224
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$7,042
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : THE INTERSTATE LOCKSMITH GROUP, INC. 401(K) SAVING 2013 401k financial data
Total income from all sources2013-12-31$157,062
Expenses. Total of all expenses incurred2013-12-31$17,586
Benefits paid (including direct rollovers)2013-12-31$10,800
Total plan assets at end of year2013-12-31$1,012,321
Total plan assets at beginning of year2013-12-31$872,845
Value of fidelity bond covering the plan2013-12-31$50,000
Total contributions received or receivable from participants2013-12-31$12,900
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$130,993
Net income (gross income less expenses)2013-12-31$139,476
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,012,321
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$872,845
Assets. Value of participant loans2013-12-31$74,720
Total contributions received or receivable from employer(s)2013-12-31$13,169
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$6,786
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : THE INTERSTATE LOCKSMITH GROUP, INC. 401(K) SAVING 2012 401k financial data
Total income from all sources2012-12-31$91,366
Expenses. Total of all expenses incurred2012-12-31$24,702
Benefits paid (including direct rollovers)2012-12-31$18,385
Total plan assets at end of year2012-12-31$872,845
Total plan assets at beginning of year2012-12-31$806,181
Value of fidelity bond covering the plan2012-12-31$50,000
Total contributions received or receivable from participants2012-12-31$16,437
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$72,174
Net income (gross income less expenses)2012-12-31$66,664
Net plan assets at end of year (total assets less liabilities)2012-12-31$872,845
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$806,181
Assets. Value of participant loans2012-12-31$65,404
Total contributions received or receivable from employer(s)2012-12-31$2,755
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$6,317
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : THE INTERSTATE LOCKSMITH GROUP, INC. 401(K) SAVING 2011 401k financial data
Total income from all sources2011-12-31$36,621
Expenses. Total of all expenses incurred2011-12-31$6,195
Benefits paid (including direct rollovers)2011-12-31$0
Total plan assets at end of year2011-12-31$806,181
Total plan assets at beginning of year2011-12-31$775,756
Value of fidelity bond covering the plan2011-12-31$50,000
Total contributions received or receivable from participants2011-12-31$22,496
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$9,434
Net income (gross income less expenses)2011-12-31$30,426
Net plan assets at end of year (total assets less liabilities)2011-12-31$806,181
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$775,756
Assets. Value of participant loans2011-12-31$47,081
Total contributions received or receivable from employer(s)2011-12-31$4,691
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$6,195
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2009 : THE INTERSTATE LOCKSMITH GROUP, INC. 401(K) SAVING 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for THE INTERSTATE LOCKSMITH GROUP, INC. 401(K) SAVING

2015: THE INTERSTATE LOCKSMITH GROUP, INC. 401(K) SAVING 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingYes
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THE INTERSTATE LOCKSMITH GROUP, INC. 401(K) SAVING 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE INTERSTATE LOCKSMITH GROUP, INC. 401(K) SAVING 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THE INTERSTATE LOCKSMITH GROUP, INC. 401(K) SAVING 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THE INTERSTATE LOCKSMITH GROUP, INC. 401(K) SAVING 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: THE INTERSTATE LOCKSMITH GROUP, INC. 401(K) SAVING 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberFL 6617
Policy instance 1
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberFL 6617
Policy instance 1
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberFL 6617
Policy instance 1
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberFL 6617
Policy instance 1
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberFL 6617
Policy instance 1

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