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MERCEDES RESTAURANTS, INC. 401K PROFIT SHARING PLAN 401k Plan overview

Plan NameMERCEDES RESTAURANTS, INC. 401K PROFIT SHARING PLAN
Plan identification number 001

MERCEDES RESTAURANTS, INC. 401K PROFIT SHARING 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

MERCEDES RESTAURANTS, INC. has sponsored the creation of one or more 401k plans.

Company Name:MERCEDES RESTAURANTS, INC.
Employer identification number (EIN):371112469
NAIC Classification:722511
NAIC Description:Full-Service Restaurants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MERCEDES RESTAURANTS, INC. 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01KAREN GETZ
0012016-01-01KAREN A. GETZ
0012015-01-01KAREN GETZ
0012014-01-01KAREN GETZ
0012013-01-01KAREN GETZ
0012012-01-01KAREN A STRUBE
0012011-01-01KAREN A STRUBE
0012010-01-01KAREN A STRUBE
0012009-01-01KAREN A STRUBE

Plan Statistics for MERCEDES RESTAURANTS, INC. 401K PROFIT SHARING PLAN

401k plan membership statisitcs for MERCEDES RESTAURANTS, INC. 401K PROFIT SHARING PLAN

Measure Date Value
2022: MERCEDES RESTAURANTS, INC. 401K PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01355
Total number of active participants reported on line 7a of the Form 55002022-01-01206
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0128
Total of all active and inactive participants2022-01-01234
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01234
Number of participants with account balances2022-01-0168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: MERCEDES RESTAURANTS, INC. 401K PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01326
Total number of active participants reported on line 7a of the Form 55002021-01-01312
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0132
Total of all active and inactive participants2021-01-01344
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01344
Number of participants with account balances2021-01-0181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: MERCEDES RESTAURANTS, INC. 401K PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01391
Total number of active participants reported on line 7a of the Form 55002020-01-01298
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0128
Total of all active and inactive participants2020-01-01326
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01326
Number of participants with account balances2020-01-0192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: MERCEDES RESTAURANTS, INC. 401K PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01494
Total number of active participants reported on line 7a of the Form 55002019-01-01321
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0155
Total of all active and inactive participants2019-01-01376
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01376
Number of participants with account balances2019-01-01135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: MERCEDES RESTAURANTS, INC. 401K PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01454
Total number of active participants reported on line 7a of the Form 55002018-01-01408
Number of retired or separated participants receiving benefits2018-01-012
Number of other retired or separated participants entitled to future benefits2018-01-0176
Total of all active and inactive participants2018-01-01486
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01486
Number of participants with account balances2018-01-01141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: MERCEDES RESTAURANTS, INC. 401K PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01396
Total number of active participants reported on line 7a of the Form 55002017-01-01359
Number of retired or separated participants receiving benefits2017-01-012
Number of other retired or separated participants entitled to future benefits2017-01-0175
Total of all active and inactive participants2017-01-01436
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01436
Number of participants with account balances2017-01-01148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: MERCEDES RESTAURANTS, INC. 401K PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01403
Total number of active participants reported on line 7a of the Form 55002016-01-01314
Number of other retired or separated participants entitled to future benefits2016-01-0160
Total of all active and inactive participants2016-01-01374
Total participants2016-01-01374
Number of participants with account balances2016-01-01143
2015: MERCEDES RESTAURANTS, INC. 401K PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01407
Total number of active participants reported on line 7a of the Form 55002015-01-01342
Number of other retired or separated participants entitled to future benefits2015-01-0146
Total of all active and inactive participants2015-01-01388
Total participants2015-01-01388
Number of participants with account balances2015-01-01140
2014: MERCEDES RESTAURANTS, INC. 401K PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01425
Total number of active participants reported on line 7a of the Form 55002014-01-01344
Number of other retired or separated participants entitled to future benefits2014-01-0120
Total of all active and inactive participants2014-01-01364
Total participants2014-01-01364
Number of participants with account balances2014-01-01125
2013: MERCEDES RESTAURANTS, INC. 401K PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01440
Total number of active participants reported on line 7a of the Form 55002013-01-01466
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0119
Total of all active and inactive participants2013-01-01485
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01485
Number of participants with account balances2013-01-0179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: MERCEDES RESTAURANTS, INC. 401K PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01210
Total number of active participants reported on line 7a of the Form 55002012-01-01159
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0122
Total of all active and inactive participants2012-01-01181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01181
Number of participants with account balances2012-01-0178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: MERCEDES RESTAURANTS, INC. 401K PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01207
Total number of active participants reported on line 7a of the Form 55002011-01-01165
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0115
Total of all active and inactive participants2011-01-01180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01180
Number of participants with account balances2011-01-0170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: MERCEDES RESTAURANTS, INC. 401K PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01210
Total number of active participants reported on line 7a of the Form 55002010-01-01172
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0116
Total of all active and inactive participants2010-01-01188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01188
Number of participants with account balances2010-01-0164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: MERCEDES RESTAURANTS, INC. 401K PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01217
Total number of active participants reported on line 7a of the Form 55002009-01-01172
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0113
Total of all active and inactive participants2009-01-01185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01185
Number of participants with account balances2009-01-0162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on MERCEDES RESTAURANTS, INC. 401K PROFIT SHARING PLAN

Measure Date Value
2022 : MERCEDES RESTAURANTS, INC. 401K PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-321,905
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$258,421
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$236,072
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$193,679
Value of total assets at end of year2022-12-31$2,649,890
Value of total assets at beginning of year2022-12-31$3,230,216
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$22,349
Total interest from all sources2022-12-31$2,422
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$58,647
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$58,647
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$300,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$113,394
Participant contributions at end of year2022-12-31$49,909
Participant contributions at beginning of year2022-12-31$56,851
Participant contributions at end of year2022-12-31$4,485
Administrative expenses (other) incurred2022-12-31$22,349
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$2,679
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-580,326
Value of net assets at end of year (total assets less liabilities)2022-12-31$2,649,890
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$3,230,216
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$2,544,168
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$3,119,802
Interest on participant loans2022-12-31$2,422
Value of interest in common/collective trusts at end of year2022-12-31$48,271
Value of interest in common/collective trusts at beginning of year2022-12-31$50,884
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-577,903
Net investment gain or loss from common/collective trusts2022-12-31$1,250
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$80,285
Employer contributions (assets) at end of year2022-12-31$3,057
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$236,072
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31GORDON, STOCKMAN AND WAUGH, P.C.
Accountancy firm EIN2022-12-31412110811
2021 : MERCEDES RESTAURANTS, INC. 401K PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$539,730
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$206,874
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$184,158
Value of total corrective distributions2021-12-31$2,123
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$137,189
Value of total assets at end of year2021-12-31$3,230,216
Value of total assets at beginning of year2021-12-31$2,897,360
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$20,593
Total interest from all sources2021-12-31$3,790
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$64,495
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$64,495
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$300,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$115,649
Participant contributions at end of year2021-12-31$56,851
Participant contributions at beginning of year2021-12-31$78,255
Participant contributions at beginning of year2021-12-31$3,146
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$21,540
Administrative expenses (other) incurred2021-12-31$20,593
Total non interest bearing cash at end of year2021-12-31$2,679
Total non interest bearing cash at beginning of year2021-12-31$1,565
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$332,856
Value of net assets at end of year (total assets less liabilities)2021-12-31$3,230,216
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$2,897,360
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$3,119,802
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$2,778,803
Interest on participant loans2021-12-31$3,790
Value of interest in common/collective trusts at end of year2021-12-31$50,884
Value of interest in common/collective trusts at beginning of year2021-12-31$35,591
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$333,507
Net investment gain or loss from common/collective trusts2021-12-31$749
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$184,158
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31GORDON, STOCKMAN AND WAUGH, P.C.
Accountancy firm EIN2021-12-31412110811
2020 : MERCEDES RESTAURANTS, INC. 401K PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$518,265
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$302,251
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$278,462
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$154,671
Value of total assets at end of year2020-12-31$2,897,360
Value of total assets at beginning of year2020-12-31$2,681,346
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$23,789
Total interest from all sources2020-12-31$5,189
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$56,145
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$56,145
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$250,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$99,583
Participant contributions at end of year2020-12-31$78,255
Participant contributions at beginning of year2020-12-31$103,571
Participant contributions at end of year2020-12-31$3,146
Participant contributions at beginning of year2020-12-31$0
Administrative expenses (other) incurred2020-12-31$23,789
Total non interest bearing cash at end of year2020-12-31$1,565
Total non interest bearing cash at beginning of year2020-12-31$1,553
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$216,014
Value of net assets at end of year (total assets less liabilities)2020-12-31$2,897,360
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$2,681,346
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$2,778,803
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$2,540,071
Interest on participant loans2020-12-31$5,189
Value of interest in common/collective trusts at end of year2020-12-31$35,591
Value of interest in common/collective trusts at beginning of year2020-12-31$36,151
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$301,431
Net investment gain or loss from common/collective trusts2020-12-31$829
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$55,088
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$278,462
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31GORDON, STOCKMAN AND WAUGH, P.C.
Accountancy firm EIN2020-12-31412110811
2019 : MERCEDES RESTAURANTS, INC. 401K PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$685,189
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$219,974
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$199,686
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$216,605
Value of total assets at end of year2019-12-31$2,681,346
Value of total assets at beginning of year2019-12-31$2,216,131
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$20,288
Total interest from all sources2019-12-31$4,766
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$51,996
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$51,996
Administrative expenses professional fees incurred2019-12-31$14,663
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$250,000
If this is an individual account plan, was there a blackout period2019-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$126,934
Participant contributions at end of year2019-12-31$103,571
Participant contributions at beginning of year2019-12-31$20,768
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$33
Other income not declared elsewhere2019-12-31$1,061
Total non interest bearing cash at end of year2019-12-31$1,553
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$465,215
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,681,346
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,216,131
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$5,625
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$2,540,071
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$0
Value of interest in pooled separate accounts at end of year2019-12-31$0
Value of interest in pooled separate accounts at beginning of year2019-12-31$2,162,286
Interest on participant loans2019-12-31$4,766
Value of interest in common/collective trusts at end of year2019-12-31$36,151
Value of interest in common/collective trusts at beginning of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$33,044
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$234,759
Net investment gain/loss from pooled separate accounts2019-12-31$175,122
Net investment gain or loss from common/collective trusts2019-12-31$880
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$89,671
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$199,686
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31GORDON, STOCKMAN AND WAUGH, P.C.
Accountancy firm EIN2019-12-31412110811
2018 : MERCEDES RESTAURANTS, INC. 401K PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$47,866
Total of all expenses incurred2018-12-31$236,912
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$218,200
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$220,610
Value of total assets at end of year2018-12-31$2,216,131
Value of total assets at beginning of year2018-12-31$2,405,177
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$18,712
Total interest from all sources2018-12-31$1,253
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$250,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$129,119
Participant contributions at end of year2018-12-31$20,768
Participant contributions at beginning of year2018-12-31$18,102
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$33
Administrative expenses (other) incurred2018-12-31$18,712
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-189,046
Value of net assets at end of year (total assets less liabilities)2018-12-31$2,216,131
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$2,405,177
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in pooled separate accounts at end of year2018-12-31$2,162,286
Value of interest in pooled separate accounts at beginning of year2018-12-31$2,357,318
Interest on participant loans2018-12-31$844
Interest earned on other investments2018-12-31$409
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$33,044
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$29,757
Net investment gain/loss from pooled separate accounts2018-12-31$-173,997
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$91,491
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$218,200
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31GORDON, STOCKMAN AND WAUGH, P.C.
Accountancy firm EIN2018-12-31412110811
2017 : MERCEDES RESTAURANTS, INC. 401K PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$542,961
Total of all expenses incurred2017-12-31$66,033
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$48,270
Expenses. Certain deemed distributions of participant loans2017-12-31$1,411
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$219,307
Value of total assets at end of year2017-12-31$2,405,177
Value of total assets at beginning of year2017-12-31$1,928,249
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$16,352
Total interest from all sources2017-12-31$1,131
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$250,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$128,343
Participant contributions at end of year2017-12-31$18,102
Participant contributions at beginning of year2017-12-31$20,495
Administrative expenses (other) incurred2017-12-31$16,352
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$476,928
Value of net assets at end of year (total assets less liabilities)2017-12-31$2,405,177
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,928,249
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$2,357,318
Value of interest in pooled separate accounts at beginning of year2017-12-31$1,881,389
Interest on participant loans2017-12-31$773
Interest earned on other investments2017-12-31$358
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$29,757
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$26,365
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$-2,092
Net investment gain/loss from pooled separate accounts2017-12-31$324,615
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$90,964
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$48,270
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31GORDON, STOCKMAN AND WAUGH, P.C.
Accountancy firm EIN2017-12-31412110811
2016 : MERCEDES RESTAURANTS, INC. 401K PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$367,422
Total of all expenses incurred2016-12-31$92,880
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$78,170
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$223,060
Value of total assets at end of year2016-12-31$1,928,249
Value of total assets at beginning of year2016-12-31$1,653,707
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$14,710
Total interest from all sources2016-12-31$790
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$200,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$130,113
Participant contributions at end of year2016-12-31$20,495
Participant contributions at beginning of year2016-12-31$19,223
Other income not declared elsewhere2016-12-31$281
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$274,542
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,928,249
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,653,707
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$1,881,389
Value of interest in pooled separate accounts at beginning of year2016-12-31$1,616,726
Interest on participant loans2016-12-31$790
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$26,365
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$17,758
Net investment gain/loss from pooled separate accounts2016-12-31$143,291
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$92,947
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$78,170
Contract administrator fees2016-12-31$14,710
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31GORDON, STOCKMAN AND WAUGH, P.C.
Accountancy firm EIN2016-12-31412110811
2015 : MERCEDES RESTAURANTS, INC. 401K PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$225,002
Total of all expenses incurred2015-12-31$50,384
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$35,467
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$244,565
Value of total assets at end of year2015-12-31$1,653,707
Value of total assets at beginning of year2015-12-31$1,479,089
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$14,917
Total interest from all sources2015-12-31$796
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$4,653
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$175,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$141,532
Participant contributions at end of year2015-12-31$19,223
Participant contributions at beginning of year2015-12-31$12,982
Other income not declared elsewhere2015-12-31$254
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$174,618
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,653,707
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,479,089
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$10,264
Value of interest in pooled separate accounts at end of year2015-12-31$1,616,726
Value of interest in pooled separate accounts at beginning of year2015-12-31$1,449,813
Interest on participant loans2015-12-31$796
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$17,758
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$16,294
Net investment gain/loss from pooled separate accounts2015-12-31$-20,613
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$103,033
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$35,467
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31GORDON, STOCKMAN AND WAUGH, P.C.
Accountancy firm EIN2015-12-31412110811
2014 : MERCEDES RESTAURANTS, INC. 401K PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$287,475
Total of all expenses incurred2014-12-31$103,965
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$92,500
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$199,402
Value of total assets at end of year2014-12-31$1,479,089
Value of total assets at beginning of year2014-12-31$1,295,579
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$11,465
Total interest from all sources2014-12-31$705
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$2,669
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$175,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$115,352
Participant contributions at end of year2014-12-31$12,982
Participant contributions at beginning of year2014-12-31$21,987
Other income not declared elsewhere2014-12-31$249
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$183,510
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,479,089
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,295,579
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$8,796
Value of interest in pooled separate accounts at end of year2014-12-31$1,449,813
Value of interest in pooled separate accounts at beginning of year2014-12-31$1,258,536
Interest on participant loans2014-12-31$705
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$16,294
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$15,056
Net investment gain/loss from pooled separate accounts2014-12-31$87,119
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$84,050
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$92,500
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31GORDON, STOCKMAN AND WAUGH, P.C.
Accountancy firm EIN2014-12-31412110811
2013 : MERCEDES RESTAURANTS, INC. 401K PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$385,538
Total of all expenses incurred2013-12-31$44,584
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$34,360
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$195,323
Value of total assets at end of year2013-12-31$1,295,579
Value of total assets at beginning of year2013-12-31$954,625
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$10,224
Total interest from all sources2013-12-31$813
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$2,917
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$125,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$111,903
Participant contributions at end of year2013-12-31$21,987
Participant contributions at beginning of year2013-12-31$16,339
Other income not declared elsewhere2013-12-31$220
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$340,954
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,295,579
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$954,625
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$7,307
Value of interest in pooled separate accounts at end of year2013-12-31$1,258,536
Value of interest in pooled separate accounts at beginning of year2013-12-31$926,702
Interest on participant loans2013-12-31$813
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$15,056
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$11,584
Net investment gain/loss from pooled separate accounts2013-12-31$189,182
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$83,420
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$34,360
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31GORDON, STOCKMAN, AND WAUGH, PC
Accountancy firm EIN2013-12-31412110811
2012 : MERCEDES RESTAURANTS, INC. 401K PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$294,597
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$31,752
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$22,122
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$196,104
Value of total assets at end of year2012-12-31$954,625
Value of total assets at beginning of year2012-12-31$691,780
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$9,630
Total interest from all sources2012-12-31$629
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$2,607
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$85,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$112,950
Participant contributions at end of year2012-12-31$16,339
Participant contributions at beginning of year2012-12-31$14,175
Other income not declared elsewhere2012-12-31$200
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$262,845
Value of net assets at end of year (total assets less liabilities)2012-12-31$954,625
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$691,780
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$7,023
Value of interest in pooled separate accounts at end of year2012-12-31$926,702
Value of interest in pooled separate accounts at beginning of year2012-12-31$668,741
Interest on participant loans2012-12-31$629
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$11,584
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$8,864
Net investment gain/loss from pooled separate accounts2012-12-31$97,664
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$83,154
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$22,122
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31GORDON, STOCKMAN AND WAUGH, PC
Accountancy firm EIN2012-12-31412110811
2011 : MERCEDES RESTAURANTS, INC. 401K PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$142,335
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$51,904
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$42,506
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$169,224
Value of total assets at end of year2011-12-31$691,780
Value of total assets at beginning of year2011-12-31$601,349
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$9,398
Total interest from all sources2011-12-31$560
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$2,711
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$80,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$98,892
Participant contributions at end of year2011-12-31$14,175
Participant contributions at beginning of year2011-12-31$20,956
Other income not declared elsewhere2011-12-31$219
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$90,431
Value of net assets at end of year (total assets less liabilities)2011-12-31$691,780
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$601,349
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$6,687
Value of interest in pooled separate accounts at end of year2011-12-31$668,741
Value of interest in pooled separate accounts at beginning of year2011-12-31$566,970
Interest on participant loans2011-12-31$560
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$6,802
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$6,802
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$8,864
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$6,621
Net investment gain/loss from pooled separate accounts2011-12-31$-27,668
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$70,332
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$42,506
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31GORDON, STOCKMAN AND WAUGH, PC
Accountancy firm EIN2011-12-31412110811
2010 : MERCEDES RESTAURANTS, INC. 401K PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$232,224
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$16,805
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$7,175
Value of total corrective distributions2010-12-31$595
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$167,486
Value of total assets at end of year2010-12-31$601,349
Value of total assets at beginning of year2010-12-31$385,930
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$9,035
Total interest from all sources2010-12-31$428
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$3,292
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$30,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$97,687
Participant contributions at end of year2010-12-31$20,956
Participant contributions at beginning of year2010-12-31$5,155
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$905
Other income not declared elsewhere2010-12-31$177
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$215,419
Value of net assets at end of year (total assets less liabilities)2010-12-31$601,349
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$385,930
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$5,743
Value of interest in pooled separate accounts at end of year2010-12-31$566,970
Value of interest in pooled separate accounts at beginning of year2010-12-31$373,776
Interest on participant loans2010-12-31$428
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$6,802
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$6,621
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$6,999
Net investment gain/loss from pooled separate accounts2010-12-31$64,133
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$68,894
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$7,175
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31GORDON, STOCKMAN AND WAUGH, PC
Accountancy firm EIN2010-12-31412110811
2009 : MERCEDES RESTAURANTS, INC. 401K PROFIT SHARING PLAN 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 MERCEDES RESTAURANTS, INC. 401K PROFIT SHARING PLAN

2022: MERCEDES RESTAURANTS, INC. 401K PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedYes
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: MERCEDES RESTAURANTS, INC. 401K PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: MERCEDES RESTAURANTS, INC. 401K PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: MERCEDES RESTAURANTS, INC. 401K PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MERCEDES RESTAURANTS, INC. 401K PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MERCEDES RESTAURANTS, INC. 401K PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MERCEDES RESTAURANTS, INC. 401K PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MERCEDES RESTAURANTS, INC. 401K PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
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: MERCEDES RESTAURANTS, INC. 401K PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
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: MERCEDES RESTAURANTS, INC. 401K PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
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: MERCEDES RESTAURANTS, INC. 401K PROFIT SHARING 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: MERCEDES RESTAURANTS, INC. 401K PROFIT SHARING 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
2010: MERCEDES RESTAURANTS, INC. 401K PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: MERCEDES RESTAURANTS, INC. 401K PROFIT SHARING PLAN 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

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number998801-000
Policy instance 1
Insurance contract or identification number998801-000
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $948
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $948
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number998801
Policy instance 1
Insurance contract or identification number998801
Number of Individuals Covered141
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $6,056
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 $6,056
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number998801
Policy instance 1
Insurance contract or identification number998801
Number of Individuals Covered148
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $5,344
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 $5,344
Insurance broker organization code?3
Insurance broker nameJEFFREY W SHAW
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number998801-000
Policy instance 1
Insurance contract or identification number998801-000
Number of Individuals Covered140
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $3,929
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 $3,929
Insurance broker organization code?3
Insurance broker nameJEFFREY W SHAW
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number998801-000
Policy instance 1
Insurance contract or identification number998801-000
Number of Individuals Covered125
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $3,392
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 $3,392
Insurance broker organization code?3
Insurance broker nameJEFFREY W SHAW
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number998801-000
Policy instance 1
Insurance contract or identification number998801-000
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $2,721
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $2,721
Insurance broker organization code?3
Insurance broker nameJEFFREY W SHAW
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number998801-000
Policy instance 1
Insurance contract or identification number998801-000
Number of Individuals Covered78
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $2,020
Total amount of fees paid to insurance companyUSD $0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,020
Insurance broker organization code?3
Insurance broker nameJEFFREY W SHAW
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number998801-000
Policy instance 1
Insurance contract or identification number998801-000
Number of Individuals Covered70
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $1,588
Total amount of fees paid to insurance companyUSD $0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number998801-000
Policy instance 1
Insurance contract or identification number998801-000
Number of Individuals Covered64
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $1,157
Total amount of fees paid to insurance companyUSD $0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,157
Insurance broker organization code?3
Insurance broker nameJEFFREY W SHAW

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