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PBR PARTNERS, INC. RETIREMENT PLAN 401k Plan overview

Plan NamePBR PARTNERS, INC. RETIREMENT PLAN
Plan identification number 001

PBR PARTNERS, INC. RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

PBR PARTNERS, INC. has sponsored the creation of one or more 401k plans.

Company Name:PBR PARTNERS, INC.
Employer identification number (EIN):463973065
NAIC Classification:713900

Additional information about PBR PARTNERS, INC.

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division
Incorporation Date: 2013-08-07
Company Identification Number: 2220303
Legal Registered Office Address: 6479 INLAND SHORES DR
-
MENTOR
United States of America (USA)
44060

More information about PBR PARTNERS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PBR PARTNERS, INC. RETIREMENT 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
0012019-01-01
0012018-01-01DAVID HOLTZ
0012017-01-01DAVID HOLTZ
0012016-01-01DAVID HOLTZ
0012015-01-01DAVID HOLTZ
0012014-01-01DAVID M. HOLTZ
0012013-10-28DAVID M. HOLTZ

Plan Statistics for PBR PARTNERS, INC. RETIREMENT PLAN

401k plan membership statisitcs for PBR PARTNERS, INC. RETIREMENT PLAN

Measure Date Value
2022: PBR PARTNERS, INC. RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011
Total number of active participants reported on line 7a of the Form 55002022-01-010
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-010
Number of participants with account balances2022-01-010
2021: PBR PARTNERS, INC. RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011
Total number of active participants reported on line 7a of the Form 55002021-01-011
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-011
Number of participants with account balances2021-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: PBR PARTNERS, INC. RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011
Total number of active participants reported on line 7a of the Form 55002020-01-011
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-011
Number of participants with account balances2020-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: PBR PARTNERS, INC. RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012
Total number of active participants reported on line 7a of the Form 55002019-01-012
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-012
Number of participants with account balances2019-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: PBR PARTNERS, INC. RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0115
Total number of active participants reported on line 7a of the Form 55002018-01-012
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-012
Number of participants with account balances2018-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: PBR PARTNERS, INC. RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0110
Total number of active participants reported on line 7a of the Form 55002017-01-019
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-019
Number of participants with account balances2017-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: PBR PARTNERS, INC. RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-017
Total number of active participants reported on line 7a of the Form 55002016-01-016
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-016
Number of participants with account balances2016-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: PBR PARTNERS, INC. RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011
Total number of active participants reported on line 7a of the Form 55002015-01-011
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-011
Number of participants with account balances2015-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: PBR PARTNERS, INC. RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011
Total number of active participants reported on line 7a of the Form 55002014-01-011
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-011
Number of participants with account balances2014-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: PBR PARTNERS, INC. RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-10-281
Total number of active participants reported on line 7a of the Form 55002013-10-281
Number of retired or separated participants receiving benefits2013-10-280
Number of other retired or separated participants entitled to future benefits2013-10-280
Total of all active and inactive participants2013-10-281
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-10-280
Total participants2013-10-281
Number of participants with account balances2013-10-280
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-10-280

Financial Data on PBR PARTNERS, INC. RETIREMENT PLAN

Measure Date Value
2022 : PBR PARTNERS, INC. RETIREMENT PLAN 2022 401k financial data
Total income from all sources2022-09-30$38,818
Expenses. Total of all expenses incurred2022-09-30$105,290
Benefits paid (including direct rollovers)2022-09-30$105,290
Total plan assets at end of year2022-09-30$0
Total plan assets at beginning of year2022-09-30$66,472
Value of fidelity bond covering the plan2022-09-30$45,000
Other income received2022-09-30$38,818
Net income (gross income less expenses)2022-09-30$-66,472
Net plan assets at end of year (total assets less liabilities)2022-09-30$0
Net plan assets at beginning of year (total assets less liabilities)2022-09-30$66,472
Assets. Value of employer securities2022-09-30$0
2021 : PBR PARTNERS, INC. RETIREMENT PLAN 2021 401k financial data
Total income from all sources2021-12-31$25,858
Expenses. Total of all expenses incurred2021-12-31$55,000
Benefits paid (including direct rollovers)2021-12-31$55,000
Total plan assets at end of year2021-12-31$66,472
Total plan assets at beginning of year2021-12-31$95,614
Value of fidelity bond covering the plan2021-12-31$45,000
Other income received2021-12-31$25,858
Net income (gross income less expenses)2021-12-31$-29,142
Net plan assets at end of year (total assets less liabilities)2021-12-31$66,472
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$95,614
Assets. Value of employer securities2021-12-31$66,472
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : PBR PARTNERS, INC. RETIREMENT PLAN 2020 401k financial data
Total income from all sources2020-12-31$-113,564
Expenses. Total of all expenses incurred2020-12-31$153,011
Benefits paid (including direct rollovers)2020-12-31$153,011
Total plan assets at end of year2020-12-31$95,614
Total plan assets at beginning of year2020-12-31$362,189
Value of fidelity bond covering the plan2020-12-31$45,000
Expenses. Other expenses not covered elsewhere2020-12-31$0
Other income received2020-12-31$-113,564
Net income (gross income less expenses)2020-12-31$-266,575
Net plan assets at end of year (total assets less liabilities)2020-12-31$95,614
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$362,189
Assets. Value of employer securities2020-12-31$95,614
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : PBR PARTNERS, INC. RETIREMENT PLAN 2019 401k financial data
Total income from all sources2019-12-31$159,625
Expenses. Total of all expenses incurred2019-12-31$80,070
Benefits paid (including direct rollovers)2019-12-31$80,070
Total plan assets at end of year2019-12-31$362,189
Total plan assets at beginning of year2019-12-31$282,634
Value of fidelity bond covering the plan2019-12-31$45,000
Contributions received from other sources (not participants or employers)2019-12-31$80,000
Other income received2019-12-31$79,625
Net income (gross income less expenses)2019-12-31$79,555
Net plan assets at end of year (total assets less liabilities)2019-12-31$362,189
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$282,634
Assets. Value of employer securities2019-12-31$362,178
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : PBR PARTNERS, INC. RETIREMENT PLAN 2018 401k financial data
Total income from all sources2018-12-31$397,511
Expenses. Total of all expenses incurred2018-12-31$229,053
Benefits paid (including direct rollovers)2018-12-31$229,053
Total plan assets at end of year2018-12-31$282,634
Total plan assets at beginning of year2018-12-31$114,176
Value of fidelity bond covering the plan2018-12-31$45,000
Total contributions received or receivable from participants2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$397,511
Net income (gross income less expenses)2018-12-31$168,458
Net plan assets at end of year (total assets less liabilities)2018-12-31$282,634
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$114,176
Assets. Value of employer securities2018-12-31$282,622
Total contributions received or receivable from employer(s)2018-12-31$0
Value of certain deemed distributions of participant loans2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : PBR PARTNERS, INC. RETIREMENT PLAN 2017 401k financial data
Total income from all sources2017-12-31$-103,713
Expenses. Total of all expenses incurred2017-12-31$0
Benefits paid (including direct rollovers)2017-12-31$0
Total plan assets at end of year2017-12-31$114,176
Total plan assets at beginning of year2017-12-31$217,889
Value of fidelity bond covering the plan2017-12-31$45,000
Total contributions received or receivable from participants2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$-103,713
Net income (gross income less expenses)2017-12-31$-103,713
Net plan assets at end of year (total assets less liabilities)2017-12-31$114,176
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$217,889
Assets. Value of employer securities2017-12-31$114,176
Total contributions received or receivable from employer(s)2017-12-31$0
Value of certain deemed distributions of participant loans2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$0
2016 : PBR PARTNERS, INC. RETIREMENT PLAN 2016 401k financial data
Total income from all sources2016-12-31$-27,398
Expenses. Total of all expenses incurred2016-12-31$0
Benefits paid (including direct rollovers)2016-12-31$0
Total plan assets at end of year2016-12-31$217,889
Total plan assets at beginning of year2016-12-31$245,287
Value of fidelity bond covering the plan2016-12-31$45,000
Total contributions received or receivable from participants2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$-27,398
Net income (gross income less expenses)2016-12-31$-27,398
Net plan assets at end of year (total assets less liabilities)2016-12-31$217,889
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$245,287
Assets. Value of employer securities2016-12-31$217,889
Total contributions received or receivable from employer(s)2016-12-31$0
Value of certain deemed distributions of participant loans2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$0
2015 : PBR PARTNERS, INC. RETIREMENT PLAN 2015 401k financial data
Total income from all sources2015-12-31$-53,648
Expenses. Total of all expenses incurred2015-12-31$0
Benefits paid (including direct rollovers)2015-12-31$0
Total plan assets at end of year2015-12-31$245,287
Total plan assets at beginning of year2015-12-31$298,935
Value of fidelity bond covering the plan2015-12-31$45,000
Total contributions received or receivable from participants2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-53,648
Net income (gross income less expenses)2015-12-31$-53,648
Net plan assets at end of year (total assets less liabilities)2015-12-31$245,287
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$298,935
Assets. Value of employer securities2015-12-31$245,287
Total contributions received or receivable from employer(s)2015-12-31$0
Value of certain deemed distributions of participant loans2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$0
2014 : PBR PARTNERS, INC. RETIREMENT PLAN 2014 401k financial data
Total income from all sources2014-12-31$298,935
Expenses. Total of all expenses incurred2014-12-31$0
Benefits paid (including direct rollovers)2014-12-31$0
Total plan assets at end of year2014-12-31$298,935
Total plan assets at beginning of year2014-12-31$0
Value of fidelity bond covering the plan2014-12-31$45,000
Total contributions received or receivable from participants2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$447,651
Other income received2014-12-31$-148,716
Net income (gross income less expenses)2014-12-31$298,935
Net plan assets at end of year (total assets less liabilities)2014-12-31$298,935
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$0
Assets. Value of employer securities2014-12-31$298,935
Total contributions received or receivable from employer(s)2014-12-31$0
Value of certain deemed distributions of participant loans2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$0
2013 : PBR PARTNERS, INC. RETIREMENT PLAN 2013 401k financial data
Total income from all sources2013-12-31$0
Expenses. Total of all expenses incurred2013-12-31$0
Benefits paid (including direct rollovers)2013-12-31$0
Total plan assets at end of year2013-12-31$0
Total plan assets at beginning of year2013-12-31$0
Total contributions received or receivable from participants2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$0
Net income (gross income less expenses)2013-12-31$0
Net plan assets at end of year (total assets less liabilities)2013-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$0
Total contributions received or receivable from employer(s)2013-12-31$0
Value of certain deemed distributions of participant loans2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$0

Form 5500 Responses for PBR PARTNERS, INC. RETIREMENT PLAN

2022: PBR PARTNERS, INC. RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingYes
2022-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: PBR PARTNERS, INC. RETIREMENT 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: PBR PARTNERS, INC. RETIREMENT 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: PBR PARTNERS, INC. RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedYes
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 – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PBR PARTNERS, INC. RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PBR PARTNERS, INC. RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PBR PARTNERS, INC. RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PBR PARTNERS, INC. RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PBR PARTNERS, INC. RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PBR PARTNERS, INC. RETIREMENT PLAN 2013 form 5500 responses
2013-10-28Type of plan entitySingle employer plan
2013-10-28First time form 5500 has been submittedYes
2013-10-28This return/report is a short plan year return/report (less than 12 months)Yes
2013-10-28Plan funding arrangement – TrustYes
2013-10-28Plan benefit arrangement - TrustYes

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