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HARLEY-DAVIDSON HOURLY BARGAINING UNIT EE'S RETIREMENT ANNUITY PLAN FOR THE KANSAS CITY LOCATION 401k Plan overview

Plan NameHARLEY-DAVIDSON HOURLY BARGAINING UNIT EE'S RETIREMENT ANNUITY PLAN FOR THE KANSAS CITY LOCATION
Plan identification number 007

HARLEY-DAVIDSON HOURLY BARGAINING UNIT EE'S RETIREMENT ANNUITY PLAN FOR THE KANSAS CITY LOCATION Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily flat dollar (includes dollars per year of service)
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

HARLEY-DAVIDSON MOTOR COMPANY GROUP, LLC has sponsored the creation of one or more 401k plans.

Company Name:HARLEY-DAVIDSON MOTOR COMPANY GROUP, LLC
Employer identification number (EIN):391805420
NAIC Classification:336100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HARLEY-DAVIDSON HOURLY BARGAINING UNIT EE'S RETIREMENT ANNUITY PLAN FOR THE KANSAS CITY LOCATION

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0072012-01-01DARRELL THOMAS DARRELL THOMAS2013-10-15
0072011-01-01DARRELL THOMAS
0072010-01-01DARRELL THOMAS DARRELL THOMAS2011-10-13
0072009-01-01DARRELL THOMAS DARRELL THOMAS2010-10-14

Plan Statistics for HARLEY-DAVIDSON HOURLY BARGAINING UNIT EE'S RETIREMENT ANNUITY PLAN FOR THE KANSAS CITY LOCATION

401k plan membership statisitcs for HARLEY-DAVIDSON HOURLY BARGAINING UNIT EE'S RETIREMENT ANNUITY PLAN FOR THE KANSAS CITY LOCATION

Measure Date Value
2012: HARLEY-DAVIDSON HOURLY BARGAINING UNIT EE'S RETIREMENT ANNUITY PLAN FOR THE KANSAS CITY LOCATION 2012 401k membership
Total participants, beginning-of-year2012-01-01899
Total number of active participants reported on line 7a of the Form 55002012-01-010
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: HARLEY-DAVIDSON HOURLY BARGAINING UNIT EE'S RETIREMENT ANNUITY PLAN FOR THE KANSAS CITY LOCATION 2011 401k membership
Total participants, beginning-of-year2011-01-01850
Total number of active participants reported on line 7a of the Form 55002011-01-01685
Number of retired or separated participants receiving benefits2011-01-0130
Number of other retired or separated participants entitled to future benefits2011-01-01178
Total of all active and inactive participants2011-01-01893
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-016
Total participants2011-01-01899
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-013
2010: HARLEY-DAVIDSON HOURLY BARGAINING UNIT EE'S RETIREMENT ANNUITY PLAN FOR THE KANSAS CITY LOCATION 2010 401k membership
Total participants, beginning-of-year2010-01-01967
Total number of active participants reported on line 7a of the Form 55002010-01-01697
Number of retired or separated participants receiving benefits2010-01-0116
Number of other retired or separated participants entitled to future benefits2010-01-01133
Total of all active and inactive participants2010-01-01846
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-014
Total participants2010-01-01850
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-01117
2009: HARLEY-DAVIDSON HOURLY BARGAINING UNIT EE'S RETIREMENT ANNUITY PLAN FOR THE KANSAS CITY LOCATION 2009 401k membership
Total participants, beginning-of-year2009-01-01985
Total number of active participants reported on line 7a of the Form 55002009-01-01858
Number of retired or separated participants receiving benefits2009-01-0111
Number of other retired or separated participants entitled to future benefits2009-01-0195
Total of all active and inactive participants2009-01-01964
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-013
Total participants2009-01-01967
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0119

Financial Data on HARLEY-DAVIDSON HOURLY BARGAINING UNIT EE'S RETIREMENT ANNUITY PLAN FOR THE KANSAS CITY LOCATION

Measure Date Value
2012 : HARLEY-DAVIDSON HOURLY BARGAINING UNIT EE'S RETIREMENT ANNUITY PLAN FOR THE KANSAS CITY LOCATION 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets from this plan2012-12-31$26,055,977
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$6,718,210
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,075,149
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$758,344
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$4,000,000
Value of total assets at end of year2012-12-31$0
Value of total assets at beginning of year2012-12-31$20,412,916
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$316,805
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$6
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2012-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$6
Administrative expenses professional fees incurred2012-12-31$198,147
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$20,000,000
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
Administrative expenses (other) incurred2012-12-31$39,520
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$5,643,061
Value of net assets at end of year (total assets less liabilities)2012-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$20,412,916
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$79,138
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,000
Value of interest in master investment trust accounts at beginning of year2012-12-31$19,411,916
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$4,000,000
Employer contributions (assets) at beginning of year2012-12-31$1,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$758,344
Did the plan have assets held for investment2012-12-31No
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 PBGC2012-12-31Yes
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 name2012-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2012-12-31390859910
2011 : HARLEY-DAVIDSON HOURLY BARGAINING UNIT EE'S RETIREMENT ANNUITY PLAN FOR THE KANSAS CITY LOCATION 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets from this plan2011-12-31$33,215
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$2,759,414
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$386,940
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$112,519
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,640,000
Value of total assets at end of year2011-12-31$20,412,916
Value of total assets at beginning of year2011-12-31$18,073,657
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$274,421
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$3
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$3
Administrative expenses professional fees incurred2011-12-31$209,489
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$20,000,000
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
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$2,372,474
Value of net assets at end of year (total assets less liabilities)2011-12-31$20,412,916
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$18,073,657
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$64,932
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$1,000
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,000
Value of interest in master investment trust accounts at end of year2011-12-31$19,411,916
Value of interest in master investment trust accounts at beginning of year2011-12-31$17,572,657
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$2,640,000
Employer contributions (assets) at end of year2011-12-31$1,000,000
Employer contributions (assets) at beginning of year2011-12-31$500,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$112,519
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 name2011-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2011-12-31390859910
2010 : HARLEY-DAVIDSON HOURLY BARGAINING UNIT EE'S RETIREMENT ANNUITY PLAN FOR THE KANSAS CITY LOCATION 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets from this plan2010-12-31$34,475
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$2,647,374
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$218,418
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$61,542
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$500,000
Value of total assets at end of year2010-12-31$18,073,657
Value of total assets at beginning of year2010-12-31$15,679,176
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$156,876
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$2
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$2
Administrative expenses professional fees incurred2010-12-31$83,193
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$20,000,000
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
Administrative expenses (other) incurred2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$2,428,956
Value of net assets at end of year (total assets less liabilities)2010-12-31$18,073,657
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$15,679,176
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$1,000
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,000
Value of interest in master investment trust accounts at end of year2010-12-31$17,572,657
Value of interest in master investment trust accounts at beginning of year2010-12-31$15,678,176
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$500,000
Employer contributions (assets) at end of year2010-12-31$500,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$61,542
Contract administrator fees2010-12-31$73,683
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 name2010-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2010-12-31390859910
2009 : HARLEY-DAVIDSON HOURLY BARGAINING UNIT EE'S RETIREMENT ANNUITY PLAN FOR THE KANSAS CITY LOCATION 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 HARLEY-DAVIDSON HOURLY BARGAINING UNIT EE'S RETIREMENT ANNUITY PLAN FOR THE KANSAS CITY LOCATION

2012: HARLEY-DAVIDSON HOURLY BARGAINING UNIT EE'S RETIREMENT ANNUITY PLAN FOR THE KANSAS CITY LOCATION 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 filingYes
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: HARLEY-DAVIDSON HOURLY BARGAINING UNIT EE'S RETIREMENT ANNUITY PLAN FOR THE KANSAS CITY LOCATION 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 planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: HARLEY-DAVIDSON HOURLY BARGAINING UNIT EE'S RETIREMENT ANNUITY PLAN FOR THE KANSAS CITY LOCATION 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 planYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: HARLEY-DAVIDSON HOURLY BARGAINING UNIT EE'S RETIREMENT ANNUITY PLAN FOR THE KANSAS CITY LOCATION 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 planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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