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WELLSVILLE FORD 401 (K) PLAN 401k Plan overview

Plan NameWELLSVILLE FORD 401 (K) PLAN
Plan identification number 001

WELLSVILLE FORD 401 (K) PLAN 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.

401k Sponsoring company profile

LITTLE BROTHERS, INC. D/B/A WELLSVILLE FORD has sponsored the creation of one or more 401k plans.

Company Name:LITTLE BROTHERS, INC. D/B/A WELLSVILLE FORD
Employer identification number (EIN):272302005
NAIC Classification:441228
NAIC Description:Motorcycle, ATV, and All Other Motor Vehicle Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WELLSVILLE FORD 401 (K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-01-01DAN KELLER2020-12-16 DAN KELLER2020-12-16
0012019-01-01DANIEL KELLER2020-06-20 DANIEL KELLER2020-06-20
0012018-01-01DAN KELLER2019-10-15 DAN KELLER2019-10-15
0012017-01-01COLEEN THORP2018-05-01 COLEEN THORP2018-05-01
0012016-01-01DAN KELLER2017-05-19 DAN KELLER2017-05-19
0012015-01-01DAN KELLER DAN KELLER2016-05-03
0012014-01-01DAN KELLER DAN KELLER2015-05-21
0012013-01-01PAMELA PALMER PAMELA PALMER2014-02-03
0012012-01-01PAMELA PALMER PAMELA PALMER2013-02-18
0012011-01-01PAMELA PALMER PAMELA PALMER2012-05-09

Plan Statistics for WELLSVILLE FORD 401 (K) PLAN

401k plan membership statisitcs for WELLSVILLE FORD 401 (K) PLAN

Measure Date Value
2015: WELLSVILLE FORD 401 (K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0113
Total number of active participants reported on line 7a of the Form 55002015-01-0113
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-011
Total of all active and inactive participants2015-01-0114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0114
Number of participants with account balances2015-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: WELLSVILLE FORD 401 (K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0114
Total number of active participants reported on line 7a of the Form 55002014-01-0112
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-011
Total of all active and inactive participants2014-01-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0113
Number of participants with account balances2014-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: WELLSVILLE FORD 401 (K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0111
Total number of active participants reported on line 7a of the Form 55002013-01-0111
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-011
Total of all active and inactive participants2013-01-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0112
Number of participants with account balances2013-01-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: WELLSVILLE FORD 401 (K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0113
Total number of active participants reported on line 7a of the Form 55002012-01-0110
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-011
Total of all active and inactive participants2012-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0111
Number of participants with account balances2012-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: WELLSVILLE FORD 401 (K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0113
Total number of active participants reported on line 7a of the Form 55002011-01-0110
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-013
Total of all active and inactive participants2011-01-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0113
Number of participants with account balances2011-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010

Financial Data on WELLSVILLE FORD 401 (K) PLAN

Measure Date Value
2015 : WELLSVILLE FORD 401 (K) PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$31,917
Expenses. Total of all expenses incurred2015-12-31$47,835
Benefits paid (including direct rollovers)2015-12-31$47,207
Total plan assets at end of year2015-12-31$368,749
Total plan assets at beginning of year2015-12-31$384,667
Value of fidelity bond covering the plan2015-12-31$30,000
Total contributions received or receivable from participants2015-12-31$30,323
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-5,315
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$-15,918
Net plan assets at end of year (total assets less liabilities)2015-12-31$368,749
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$384,667
Assets. Value of participant loans2015-12-31$17,308
Total contributions received or receivable from employer(s)2015-12-31$6,909
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$628
2014 : WELLSVILLE FORD 401 (K) PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$59,130
Expenses. Total of all expenses incurred2014-12-31$477
Benefits paid (including direct rollovers)2014-12-31$0
Total plan assets at end of year2014-12-31$384,667
Total plan assets at beginning of year2014-12-31$326,014
Value of fidelity bond covering the plan2014-12-31$30,000
Total contributions received or receivable from participants2014-12-31$37,790
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$12,929
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$58,653
Net plan assets at end of year (total assets less liabilities)2014-12-31$384,667
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$326,014
Assets. Value of participant loans2014-12-31$7,020
Total contributions received or receivable from employer(s)2014-12-31$8,411
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$477
2013 : WELLSVILLE FORD 401 (K) PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$74,034
Expenses. Total of all expenses incurred2013-12-31$330
Benefits paid (including direct rollovers)2013-12-31$0
Total plan assets at end of year2013-12-31$326,014
Total plan assets at beginning of year2013-12-31$252,310
Value of fidelity bond covering the plan2013-12-31$30,000
Total contributions received or receivable from participants2013-12-31$29,788
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$39,667
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$73,704
Net plan assets at end of year (total assets less liabilities)2013-12-31$326,014
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$252,310
Assets. Value of participant loans2013-12-31$2,866
Total contributions received or receivable from employer(s)2013-12-31$4,579
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$330
2012 : WELLSVILLE FORD 401 (K) PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$56,245
Expenses. Total of all expenses incurred2012-12-31$16,201
Benefits paid (including direct rollovers)2012-12-31$15,796
Total plan assets at end of year2012-12-31$252,310
Total plan assets at beginning of year2012-12-31$212,266
Value of fidelity bond covering the plan2012-12-31$30,000
Total contributions received or receivable from participants2012-12-31$27,241
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$24,744
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$40,044
Net plan assets at end of year (total assets less liabilities)2012-12-31$252,310
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$212,266
Assets. Value of participant loans2012-12-31$1,115
Total contributions received or receivable from employer(s)2012-12-31$4,260
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$405
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : WELLSVILLE FORD 401 (K) PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$16,378
Expenses. Total of all expenses incurred2011-12-31$19,634
Benefits paid (including direct rollovers)2011-12-31$19,307
Total plan assets at end of year2011-12-31$212,266
Total plan assets at beginning of year2011-12-31$215,522
Value of fidelity bond covering the plan2011-12-31$30,000
Total contributions received or receivable from participants2011-12-31$21,288
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-8,390
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$-3,256
Net plan assets at end of year (total assets less liabilities)2011-12-31$212,266
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$215,522
Assets. Value of participant loans2011-12-31$2,341
Total contributions received or receivable from employer(s)2011-12-31$3,480
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$327
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0

Form 5500 Responses for WELLSVILLE FORD 401 (K) PLAN

2015: WELLSVILLE FORD 401 (K) PLAN 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 filingNo
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: WELLSVILLE FORD 401 (K) PLAN 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: WELLSVILLE FORD 401 (K) PLAN 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: WELLSVILLE FORD 401 (K) PLAN 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: WELLSVILLE FORD 401 (K) PLAN 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

Insurance Providers Used on plan

METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number931190
Policy instance 1
Insurance contract or identification number931190
Number of Individuals Covered11
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $1,881
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,881
Insurance broker organization code?3
Insurance broker namePRINCOR FINANCIAL SERVICES
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number931190
Policy instance 1
Insurance contract or identification number931190
Number of Individuals Covered11
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $2,284
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,284
Insurance broker organization code?3
Insurance broker namePRINCOR FINANCIAL SERVICES
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number931190
Policy instance 1
Insurance contract or identification number931190
Number of Individuals Covered12
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $1,751
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,751
Insurance broker organization code?3
Insurance broker namePRINCOR FINANCIAL SERVICES COR
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number931190
Policy instance 1
Insurance contract or identification number931190
Number of Individuals Covered10
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
Insurance broker namePRINCOR FINANCIAL SERVICES COR
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number931190
Policy instance 1
Insurance contract or identification number931190
Number of Individuals Covered9
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $1,237
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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