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TACK AUTO DBA MIKE JOHNSONS HICKORY TOYOTA 401K PLAN 401k Plan overview

Plan NameTACK AUTO DBA MIKE JOHNSONS HICKORY TOYOTA 401K PLAN
Plan identification number 001

TACK AUTO DBA MIKE JOHNSONS HICKORY TOYOTA 401K 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

TACK AUTOMOTIVE, LLC has sponsored the creation of one or more 401k plans.

Company Name:TACK AUTOMOTIVE, LLC
Employer identification number (EIN):562148539
NAIC Classification:812990
NAIC Description:All Other Personal Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TACK AUTO DBA MIKE JOHNSONS HICKORY TOYOTA 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01DONNA LAIL
0012017-01-01
0012016-01-01
0012016-01-01
0012015-01-01JAY MCFARLAND
0012015-01-01JAY MCFARLAND
0012014-01-01JAY MCFARLAND2015-10-09 JAY MCFARLAND2015-10-09
0012013-01-01DONNA LAIL2014-10-06 DONNA LAIL2014-10-06
0012012-01-01JAY MCFARLAND2013-09-16 JAY MCFARLAND2013-09-16
0012011-01-01JAY MCFARLAND2012-05-11
0012010-01-01JAY MCFARLAND2011-05-31 ERICA PAUL2011-05-31

Plan Statistics for TACK AUTO DBA MIKE JOHNSONS HICKORY TOYOTA 401K PLAN

401k plan membership statisitcs for TACK AUTO DBA MIKE JOHNSONS HICKORY TOYOTA 401K PLAN

Measure Date Value
2022: TACK AUTO DBA MIKE JOHNSONS HICKORY TOYOTA 401K PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01213
Total number of active participants reported on line 7a of the Form 55002022-01-01183
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0166
Total of all active and inactive participants2022-01-01249
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01249
Number of participants with account balances2022-01-01237
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0130
2021: TACK AUTO DBA MIKE JOHNSONS HICKORY TOYOTA 401K PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01218
Total number of active participants reported on line 7a of the Form 55002021-01-01155
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0137
Total of all active and inactive participants2021-01-01192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01192
Number of participants with account balances2021-01-01171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0136
2020: TACK AUTO DBA MIKE JOHNSONS HICKORY TOYOTA 401K PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01142
Total number of active participants reported on line 7a of the Form 55002020-01-01171
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0141
Total of all active and inactive participants2020-01-01212
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01212
Number of participants with account balances2020-01-01194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-019
2019: TACK AUTO DBA MIKE JOHNSONS HICKORY TOYOTA 401K PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01149
Total number of active participants reported on line 7a of the Form 55002019-01-0189
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-0112
Total of all active and inactive participants2019-01-01102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01102
Number of participants with account balances2019-01-01102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-013
2018: TACK AUTO DBA MIKE JOHNSONS HICKORY TOYOTA 401K PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01148
Total number of active participants reported on line 7a of the Form 55002018-01-01130
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0119
Total of all active and inactive participants2018-01-01149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01149
Number of participants with account balances2018-01-0195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0110
2017: TACK AUTO DBA MIKE JOHNSONS HICKORY TOYOTA 401K PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01139
Total number of active participants reported on line 7a of the Form 55002017-01-0147
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0118
Total of all active and inactive participants2017-01-0165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0165
Number of participants with account balances2017-01-0165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-015
2016: TACK AUTO DBA MIKE JOHNSONS HICKORY TOYOTA 401K PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01141
Total number of active participants reported on line 7a of the Form 55002016-01-01112
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0127
Total of all active and inactive participants2016-01-01139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01139
Number of participants with account balances2016-01-0174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-012
2015: TACK AUTO DBA MIKE JOHNSONS HICKORY TOYOTA 401K PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01124
Total number of active participants reported on line 7a of the Form 55002015-01-01112
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0129
Total of all active and inactive participants2015-01-01141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01141
Number of participants with account balances2015-01-0181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010

Financial Data on TACK AUTO DBA MIKE JOHNSONS HICKORY TOYOTA 401K PLAN

Measure Date Value
2022 : TACK AUTO DBA MIKE JOHNSONS HICKORY TOYOTA 401K PLAN 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$22,922
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$18,367
Total income from all sources (including contributions)2022-12-31$-162,158
Total of all expenses incurred2022-12-31$296,702
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$122,040
Value of total corrective distributions2022-12-31$122,020
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,071,671
Value of total assets at end of year2022-12-31$6,941,186
Value of total assets at beginning of year2022-12-31$7,395,491
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$52,642
Total interest from all sources2022-12-31$7,150
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
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$0
Administrative expenses professional fees incurred2022-12-31$52,642
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
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$749,438
Participant contributions at end of year2022-12-31$130,564
Participant contributions at beginning of year2022-12-31$138,611
Participant contributions at end of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$1,827
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-458,860
Value of net assets at end of year (total assets less liabilities)2022-12-31$6,918,264
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$7,377,124
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$6,709,099
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$7,195,352
Interest on participant loans2022-12-31$7,150
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$101,523
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$61,528
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,240,979
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$320,406
Employer contributions (assets) at end of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$122,040
Liabilities. Value of benefit claims payable at end of year2022-12-31$22,922
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$18,367
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 name2022-12-31BMA CPAS INC
Accountancy firm EIN2022-12-31463299759
2021 : TACK AUTO DBA MIKE JOHNSONS HICKORY TOYOTA 401K PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$1,855,575
Total of all expenses incurred2021-12-31$575,889
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$528,920
Expenses. Certain deemed distributions of participant loans2021-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$914,102
Value of total assets at end of year2021-12-31$7,395,491
Value of total assets at beginning of year2021-12-31$6,115,805
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$46,969
Total interest from all sources2021-12-31$9,652
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
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$0
Administrative expenses professional fees incurred2021-12-31$46,969
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
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$613,500
Participant contributions at end of year2021-12-31$138,611
Participant contributions at beginning of year2021-12-31$183,696
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$98,042
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,279,686
Value of net assets at end of year (total assets less liabilities)2021-12-31$7,395,491
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$6,115,805
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$7,195,352
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$5,884,101
Interest on participant loans2021-12-31$9,652
Value of interest in common/collective trusts at beginning of year2021-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$61,528
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$48,008
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$931,821
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 contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$202,560
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$528,920
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
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 plan2021-12-31Disclaimer
Accountancy firm name2021-12-31BMA CPAS INC
Accountancy firm EIN2021-12-31463299759
2020 : TACK AUTO DBA MIKE JOHNSONS HICKORY TOYOTA 401K PLAN 2020 401k financial data
Total transfer of assets to this plan2020-12-31$617,769
Total income from all sources (including contributions)2020-12-31$1,375,643
Total of all expenses incurred2020-12-31$335,895
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$335,588
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$521,830
Value of total assets at end of year2020-12-31$6,115,805
Value of total assets at beginning of year2020-12-31$4,458,288
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$307
Total interest from all sources2020-12-31$11,409
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
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$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$392,284
Participant contributions at end of year2020-12-31$183,696
Participant contributions at beginning of year2020-12-31$176,724
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$2,043
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$16,977
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$347
Other income not declared elsewhere2020-12-31$1,099
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$1,039,748
Value of net assets at end of year (total assets less liabilities)2020-12-31$6,115,805
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$4,458,288
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
Investment advisory and management fees2020-12-31$307
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$5,884,101
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$4,195,513
Interest on participant loans2020-12-31$11,409
Value of interest in common/collective trusts at end of year2020-12-31$0
Value of interest in common/collective trusts at beginning of year2020-12-31$83,073
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$48,008
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$841,305
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$112,569
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$588
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$335,588
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31Yes
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 name2020-12-31BMA CPAS INC
Accountancy firm EIN2020-12-31463299759
2019 : TACK AUTO DBA MIKE JOHNSONS HICKORY TOYOTA 401K PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$1,238,453
Total of all expenses incurred2019-12-31$98,684
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$66,883
Expenses. Certain deemed distributions of participant loans2019-12-31$6,184
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$441,006
Value of total assets at end of year2019-12-31$4,458,288
Value of total assets at beginning of year2019-12-31$3,318,519
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$25,617
Total interest from all sources2019-12-31$8,260
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$77,033
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$77,033
Was this plan covered by a fidelity bond2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
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$341,134
Participant contributions at end of year2019-12-31$176,724
Participant contributions at beginning of year2019-12-31$132,816
Participant contributions at end of year2019-12-31$2,043
Participant contributions at beginning of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$347
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$450
Administrative expenses (other) incurred2019-12-31$25,617
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$1,139,769
Value of net assets at end of year (total assets less liabilities)2019-12-31$4,458,288
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,318,519
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$4,195,513
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$3,115,240
Interest on participant loans2019-12-31$8,260
Value of interest in common/collective trusts at end of year2019-12-31$83,073
Value of interest in common/collective trusts at beginning of year2019-12-31$70,013
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$710,660
Net investment gain or loss from common/collective trusts2019-12-31$1,494
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$99,872
Employer contributions (assets) at end of year2019-12-31$588
Employer contributions (assets) at beginning of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$66,883
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
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 name2019-12-31BMC CPAS INC
Accountancy firm EIN2019-12-31463299759
2018 : TACK AUTO DBA MIKE JOHNSONS HICKORY TOYOTA 401K PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$178,613
Total of all expenses incurred2018-12-31$245,888
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$221,623
Expenses. Certain deemed distributions of participant loans2018-12-31$1,399
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$393,634
Value of total assets at end of year2018-12-31$3,318,519
Value of total assets at beginning of year2018-12-31$3,385,794
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$22,866
Total interest from all sources2018-12-31$5,840
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$65,350
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$65,350
Was this plan covered by a fidelity bond2018-12-31No
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$300,901
Participant contributions at end of year2018-12-31$132,816
Participant contributions at beginning of year2018-12-31$66,934
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$450
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Administrative expenses (other) incurred2018-12-31$22,866
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-67,275
Value of net assets at end of year (total assets less liabilities)2018-12-31$3,318,519
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$3,385,794
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 registered invesment companies (eg mutual funds) at end of year2018-12-31$3,115,240
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$3,271,841
Interest on participant loans2018-12-31$5,840
Value of interest in common/collective trusts at end of year2018-12-31$70,013
Value of interest in common/collective trusts at beginning of year2018-12-31$47,019
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-287,210
Net investment gain or loss from common/collective trusts2018-12-31$999
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$92,733
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$221,623
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 name2018-12-31BMC CPAS INC
Accountancy firm EIN2018-12-31463299759
2017 : TACK AUTO DBA MIKE JOHNSONS HICKORY TOYOTA 401K PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$795,827
Total of all expenses incurred2017-12-31$146,983
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$117,330
Expenses. Certain deemed distributions of participant loans2017-12-31$10,167
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$318,325
Value of total assets at end of year2017-12-31$3,385,794
Value of total assets at beginning of year2017-12-31$2,736,950
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$19,486
Total interest from all sources2017-12-31$6,960
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$63,787
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$63,787
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$243,853
Participant contributions at end of year2017-12-31$66,934
Participant contributions at beginning of year2017-12-31$138,161
Participant contributions at beginning of year2017-12-31$0
Administrative expenses (other) incurred2017-12-31$19,486
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$648,844
Value of net assets at end of year (total assets less liabilities)2017-12-31$3,385,794
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,736,950
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 registered invesment companies (eg mutual funds) at end of year2017-12-31$3,271,841
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$2,598,789
Interest on participant loans2017-12-31$6,960
Value of interest in common/collective trusts at end of year2017-12-31$47,019
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$406,755
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$74,472
Employer contributions (assets) at beginning of year2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$117,330
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 name2017-12-31BMC CPAS INC
Accountancy firm EIN2017-12-31463299759
2016 : TACK AUTO DBA MIKE JOHNSONS HICKORY TOYOTA 401K PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$469,988
Total of all expenses incurred2016-12-31$76,478
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$71,785
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$314,050
Value of total assets at end of year2016-12-31$2,736,950
Value of total assets at beginning of year2016-12-31$2,343,440
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$4,693
Total interest from all sources2016-12-31$1,818
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$4,038
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$4,038
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$250,000
If this is an individual account plan, was there a blackout period2016-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$246,562
Participant contributions at end of year2016-12-31$138,161
Participant contributions at beginning of year2016-12-31$123,646
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$1,742
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$393,510
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,736,950
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,343,440
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 registered invesment companies (eg mutual funds) at end of year2016-12-31$2,598,789
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$2,052,521
Interest on participant loans2016-12-31$1,818
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$164,973
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$150,082
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$67,488
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$558
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$71,785
Contract administrator fees2016-12-31$4,693
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
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 name2016-12-31BMC CPAS INC
Accountancy firm EIN2016-12-31463299759
2015 : TACK AUTO DBA MIKE JOHNSONS HICKORY TOYOTA 401K PLAN 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$0
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$0
Total transfer of assets from this plan2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Expenses. Interest paid2015-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022015-12-31$0
Total income from all sources (including contributions)2015-12-31$266,784
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$139,901
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$138,202
Expenses. Certain deemed distributions of participant loans2015-12-31$0
Value of total corrective distributions2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$316,874
Value of total assets at end of year2015-12-31$2,343,440
Value of total assets at beginning of year2015-12-31$2,216,557
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,699
Total income from rents2015-12-31$0
Total interest from all sources2015-12-31$3,177
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$0
Assets. Real estate other than employer real property at end of year2015-12-31$0
Assets. Real estate other than employer real property at beginning of year2015-12-31$0
Administrative expenses professional fees incurred2015-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2015-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2015-12-31$0
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$250,000
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$241,851
Participant contributions at end of year2015-12-31$123,646
Participant contributions at beginning of year2015-12-31$119,835
Participant contributions at end of year2015-12-31$1,742
Participant contributions at beginning of year2015-12-31$3,724
Assets. Other investments not covered elsewhere at end of year2015-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
Assets. Loans (other than to participants) at end of year2015-12-31$0
Assets. Loans (other than to participants) at beginning of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$0
Other income not declared elsewhere2015-12-31$0
Administrative expenses (other) incurred2015-12-31$0
Liabilities. Value of operating payables at end of year2015-12-31$0
Liabilities. Value of operating payables at beginning of year2015-12-31$0
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Income. Non cash contributions2015-12-31$0
Value of net income/loss2015-12-31$126,883
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,343,440
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,216,557
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
Assets. partnership/joint venture interests at end of year2015-12-31$0
Assets. partnership/joint venture interests at beginning of year2015-12-31$0
Investment advisory and management fees2015-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$2,052,521
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,036,006
Value of interest in pooled separate accounts at end of year2015-12-31$0
Value of interest in pooled separate accounts at beginning of year2015-12-31$0
Interest on participant loans2015-12-31$2,072
Income. Interest from loans (other than to participants)2015-12-31$0
Interest earned on other investments2015-12-31$1,105
Income. Interest from US Government securities2015-12-31$0
Income. Interest from corporate debt instruments2015-12-31$0
Value of interest in master investment trust accounts at end of year2015-12-31$0
Value of interest in master investment trust accounts at beginning of year2015-12-31$0
Value of interest in common/collective trusts at end of year2015-12-31$0
Value of interest in common/collective trusts at beginning of year2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$164,973
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$55,797
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Asset value of US Government securities at end of year2015-12-31$0
Asset value of US Government securities at beginning of year2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-53,267
Net investment gain/loss from pooled separate accounts2015-12-31$0
Net investment gain or loss from common/collective trusts2015-12-31$0
Net gain/loss from 103.12 investment entities2015-12-31$0
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
Assets. Invements in employer securities at end of year2015-12-31$0
Assets. Invements in employer securities at beginning of year2015-12-31$0
Assets. Value of employer real property at end of year2015-12-31$0
Assets. Value of employer real property at beginning of year2015-12-31$0
Contributions received in cash from employer2015-12-31$75,023
Employer contributions (assets) at end of year2015-12-31$558
Employer contributions (assets) at beginning of year2015-12-31$1,195
Income. Dividends from preferred stock2015-12-31$0
Income. Dividends from common stock2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$138,202
Asset. Corporate debt instrument preferred debt at end of year2015-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2015-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$0
Contract administrator fees2015-12-31$1,699
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$0
Liabilities. Value of benefit claims payable at end of year2015-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2015-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-12-31$0
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
Aggregate proceeds on sale of assets2015-12-31$0
Aggregate carrying amount (costs) on sale of assets2015-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2015-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2015-12-31$0
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 name2015-12-31BMC CPAS INC
Accountancy firm EIN2015-12-31463299759

Form 5500 Responses for TACK AUTO DBA MIKE JOHNSONS HICKORY TOYOTA 401K PLAN

2022: TACK AUTO DBA MIKE JOHNSONS HICKORY TOYOTA 401K PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: TACK AUTO DBA MIKE JOHNSONS HICKORY TOYOTA 401K PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: TACK AUTO DBA MIKE JOHNSONS HICKORY TOYOTA 401K PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: TACK AUTO DBA MIKE JOHNSONS HICKORY TOYOTA 401K PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: TACK AUTO DBA MIKE JOHNSONS HICKORY TOYOTA 401K 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: TACK AUTO DBA MIKE JOHNSONS HICKORY TOYOTA 401K PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: TACK AUTO DBA MIKE JOHNSONS HICKORY TOYOTA 401K PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedYes
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: TACK AUTO DBA MIKE JOHNSONS HICKORY TOYOTA 401K PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number1260829-01
Policy instance 1
Insurance contract or identification number1260829-01
Number of Individuals Covered0
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number1260829-01
Policy instance 1
Insurance contract or identification number1260829-01
Number of Individuals Covered4
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number1260829-01
Policy instance 1
Insurance contract or identification number1260829-01
Number of Individuals Covered202
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number517194
Policy instance 1
Insurance contract or identification number517194
Number of Individuals Covered102
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG36878
Policy instance 1
Insurance contract or identification numberG36878
Number of Individuals Covered81
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $5,561
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 $5,561
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
Insurance broker nameSAGEPOINT FINANCIAL INC

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