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MAVERICK, INC. 401K PLAN 401k Plan overview

Plan NameMAVERICK, INC. 401K PLAN
Plan identification number 001

MAVERICK, INC. 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.
  • 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

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

Company Name:MAVERICK, INC.
Employer identification number (EIN):621140109
NAIC Classification:445120
NAIC Description:Convenience Stores

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MAVERICK, INC. 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01JON JORGE
0012023-01-01
0012023-01-01JON JORGE
0012022-01-01
0012022-01-01JON JORGE
0012021-01-01
0012021-01-01JON JORGE
0012020-01-01
0012019-01-01
0012018-01-01JACKIE RICHARDSON
0012017-01-01JACKIE RICHARDSON
0012016-01-01JACKIE RICHARDSON
0012015-01-01JACKIE RICHARDSON
0012014-01-01JACKIE RICHARDSON
0012013-01-01JACKIE RICHARDSON
0012012-01-01JACKIE RICHARDSON
0012011-01-01JACKIE RICHARDSON
0012009-01-01JACKIE RICHARDSON

Financial Data on MAVERICK, INC. 401K PLAN

Measure Date Value
2024 : MAVERICK, INC. 401K PLAN 2024 401k financial data
Total income from all sources2024-01-01$13,804
Expenses. Total of all expenses incurred2024-01-01$10,485
Benefits paid (including direct rollovers)2024-01-01$10,335
Total plan assets at end of year2024-01-01$147,922
Total plan assets at beginning of year2024-01-01$144,603
Value of fidelity bond covering the plan2024-01-01$10,000
Other income received2024-01-01$13,804
Net income (gross income less expenses)2024-01-01$3,319
Net plan assets at end of year (total assets less liabilities)2024-01-01$147,922
Net plan assets at beginning of year (total assets less liabilities)2024-01-01$144,603
Expenses. Administrative service providers (salaries,fees and commissions)2024-01-01$150
2023 : MAVERICK, INC. 401K PLAN 2023 401k financial data
Total income from all sources2023-12-31$35,798
Expenses. Total of all expenses incurred2023-12-31$71,126
Benefits paid (including direct rollovers)2023-12-31$69,959
Total plan assets at end of year2023-12-31$144,603
Total plan assets at beginning of year2023-12-31$179,931
Value of fidelity bond covering the plan2023-12-31$10,000
Total contributions received or receivable from participants2023-12-31$6,958
Other income received2023-12-31$23,136
Net income (gross income less expenses)2023-12-31$-35,328
Net plan assets at end of year (total assets less liabilities)2023-12-31$144,603
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$179,931
Total contributions received or receivable from employer(s)2023-12-31$5,704
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$1,167
2022 : MAVERICK, INC. 401K PLAN 2022 401k financial data
Total income from all sources2022-12-31$-1,437
Expenses. Total of all expenses incurred2022-12-31$17,642
Benefits paid (including direct rollovers)2022-12-31$17,215
Total plan assets at end of year2022-12-31$179,931
Total plan assets at beginning of year2022-12-31$199,010
Value of fidelity bond covering the plan2022-12-31$10,000
Total contributions received or receivable from participants2022-12-31$23,718
Other income received2022-12-31$-43,819
Net income (gross income less expenses)2022-12-31$-19,079
Net plan assets at end of year (total assets less liabilities)2022-12-31$179,931
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$199,010
Total contributions received or receivable from employer(s)2022-12-31$18,664
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$427
2021 : MAVERICK, INC. 401K PLAN 2021 401k financial data
Total income from all sources2021-12-31$62,677
Expenses. Total of all expenses incurred2021-12-31$18,424
Benefits paid (including direct rollovers)2021-12-31$17,754
Total plan assets at end of year2021-12-31$199,010
Total plan assets at beginning of year2021-12-31$154,757
Value of fidelity bond covering the plan2021-12-31$10,000
Total contributions received or receivable from participants2021-12-31$26,710
Other income received2021-12-31$15,554
Net income (gross income less expenses)2021-12-31$44,253
Net plan assets at end of year (total assets less liabilities)2021-12-31$199,010
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$154,757
Total contributions received or receivable from employer(s)2021-12-31$20,413
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$670
2020 : MAVERICK, INC. 401K PLAN 2020 401k financial data
Total income from all sources2020-12-31$57,306
Expenses. Total of all expenses incurred2020-12-31$11,499
Benefits paid (including direct rollovers)2020-12-31$11,092
Total plan assets at end of year2020-12-31$154,757
Total plan assets at beginning of year2020-12-31$108,950
Value of fidelity bond covering the plan2020-12-31$10,000
Total contributions received or receivable from participants2020-12-31$22,589
Other income received2020-12-31$17,572
Net income (gross income less expenses)2020-12-31$45,807
Net plan assets at end of year (total assets less liabilities)2020-12-31$154,757
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$108,950
Total contributions received or receivable from employer(s)2020-12-31$17,145
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$407
2019 : MAVERICK, INC. 401K PLAN 2019 401k financial data
Total income from all sources2019-12-31$34,636
Expenses. Total of all expenses incurred2019-12-31$603
Benefits paid (including direct rollovers)2019-12-31$603
Total plan assets at end of year2019-12-31$108,950
Total plan assets at beginning of year2019-12-31$74,917
Value of fidelity bond covering the plan2019-12-31$10,000
Total contributions received or receivable from participants2019-12-31$11,075
Other income received2019-12-31$14,617
Net income (gross income less expenses)2019-12-31$34,033
Net plan assets at end of year (total assets less liabilities)2019-12-31$108,950
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$74,917
Total contributions received or receivable from employer(s)2019-12-31$8,944
2018 : MAVERICK, INC. 401K PLAN 2018 401k financial data
Total income from all sources2018-12-31$845
Expenses. Total of all expenses incurred2018-12-31$299
Benefits paid (including direct rollovers)2018-12-31$299
Total plan assets at end of year2018-12-31$74,917
Total plan assets at beginning of year2018-12-31$74,371
Value of fidelity bond covering the plan2018-12-31$10,000
Total contributions received or receivable from participants2018-12-31$3,797
Other income received2018-12-31$-6,068
Net income (gross income less expenses)2018-12-31$546
Net plan assets at end of year (total assets less liabilities)2018-12-31$74,917
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$74,371
Total contributions received or receivable from employer(s)2018-12-31$3,116
2017 : MAVERICK, INC. 401K PLAN 2017 401k financial data
Total income from all sources2017-12-31$17,417
Expenses. Total of all expenses incurred2017-12-31$1,390
Benefits paid (including direct rollovers)2017-12-31$1,390
Total plan assets at end of year2017-12-31$74,371
Total plan assets at beginning of year2017-12-31$58,344
Value of fidelity bond covering the plan2017-12-31$10,000
Total contributions received or receivable from participants2017-12-31$4,683
Other income received2017-12-31$9,380
Net income (gross income less expenses)2017-12-31$16,027
Net plan assets at end of year (total assets less liabilities)2017-12-31$74,371
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$58,344
Total contributions received or receivable from employer(s)2017-12-31$3,354
2016 : MAVERICK, INC. 401K PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$-12,320
Total income from all sources2016-12-31$9,970
Expenses. Total of all expenses incurred2016-12-31$1,372
Benefits paid (including direct rollovers)2016-12-31$1,372
Total plan assets at end of year2016-12-31$58,344
Total plan assets at beginning of year2016-12-31$62,066
Value of fidelity bond covering the plan2016-12-31$10,000
Total contributions received or receivable from participants2016-12-31$4,187
Other income received2016-12-31$2,513
Net income (gross income less expenses)2016-12-31$8,598
Net plan assets at end of year (total assets less liabilities)2016-12-31$58,344
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$62,066
Total contributions received or receivable from employer(s)2016-12-31$3,270
2015 : MAVERICK, INC. 401K PLAN 2015 401k financial data
Total income from all sources2015-12-31$7,896
Expenses. Total of all expenses incurred2015-12-31$803
Benefits paid (including direct rollovers)2015-12-31$803
Total plan assets at end of year2015-12-31$62,066
Total plan assets at beginning of year2015-12-31$54,973
Value of fidelity bond covering the plan2015-12-31$10,000
Total contributions received or receivable from participants2015-12-31$4,520
Other income received2015-12-31$-469
Net income (gross income less expenses)2015-12-31$7,093
Net plan assets at end of year (total assets less liabilities)2015-12-31$62,066
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$54,973
Total contributions received or receivable from employer(s)2015-12-31$3,845
2014 : MAVERICK, INC. 401K PLAN 2014 401k financial data
Total income from all sources2014-12-31$7,696
Total plan assets at end of year2014-12-31$54,973
Total plan assets at beginning of year2014-12-31$47,277
Value of fidelity bond covering the plan2014-12-31$10,000
Total contributions received or receivable from participants2014-12-31$3,357
Other income received2014-12-31$1,632
Net income (gross income less expenses)2014-12-31$7,696
Net plan assets at end of year (total assets less liabilities)2014-12-31$54,973
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$47,277
Total contributions received or receivable from employer(s)2014-12-31$2,707
2013 : MAVERICK, INC. 401K PLAN 2013 401k financial data
Total income from all sources2013-12-31$9,637
Total plan assets at end of year2013-12-31$47,277
Total plan assets at beginning of year2013-12-31$37,640
Total contributions received or receivable from participants2013-12-31$1,911
Other income received2013-12-31$5,815
Net income (gross income less expenses)2013-12-31$9,637
Net plan assets at end of year (total assets less liabilities)2013-12-31$47,277
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$37,640
Total contributions received or receivable from employer(s)2013-12-31$1,911
2012 : MAVERICK, INC. 401K PLAN 2012 401k financial data
Total income from all sources2012-12-31$10,774
Expenses. Total of all expenses incurred2012-12-31$11,684
Benefits paid (including direct rollovers)2012-12-31$11,684
Total plan assets at end of year2012-12-31$37,640
Total plan assets at beginning of year2012-12-31$38,550
Total contributions received or receivable from participants2012-12-31$2,953
Other income received2012-12-31$5,518
Net income (gross income less expenses)2012-12-31$-910
Net plan assets at end of year (total assets less liabilities)2012-12-31$37,640
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$38,550
Total contributions received or receivable from employer(s)2012-12-31$2,303
2011 : MAVERICK, INC. 401K PLAN 2011 401k financial data
Total income from all sources2011-12-31$6,465
Total plan assets at end of year2011-12-31$38,550
Total plan assets at beginning of year2011-12-31$32,085
Total contributions received or receivable from participants2011-12-31$4,219
Other income received2011-12-31$-1,328
Net income (gross income less expenses)2011-12-31$6,465
Net plan assets at end of year (total assets less liabilities)2011-12-31$38,550
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$32,085
Total contributions received or receivable from employer(s)2011-12-31$3,574
2010 : MAVERICK, INC. 401K PLAN 2010 401k financial data
Total income from all sources2010-12-31$10,839
Expenses. Total of all expenses incurred2010-12-31$7,234
Benefits paid (including direct rollovers)2010-12-31$7,234
Total plan assets at end of year2010-12-31$32,085
Total plan assets at beginning of year2010-12-31$28,480
Total contributions received or receivable from participants2010-12-31$3,702
Other income received2010-12-31$4,085
Net income (gross income less expenses)2010-12-31$3,605
Net plan assets at end of year (total assets less liabilities)2010-12-31$32,085
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$28,480
Total contributions received or receivable from employer(s)2010-12-31$3,052

Form 5500 Responses for MAVERICK, INC. 401K PLAN

2023: MAVERICK, INC. 401K PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: MAVERICK, INC. 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 – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: MAVERICK, INC. 401K PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: MAVERICK, INC. 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 – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: MAVERICK, INC. 401K PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MAVERICK, INC. 401K PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MAVERICK, INC. 401K PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MAVERICK, INC. 401K PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MAVERICK, INC. 401K PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MAVERICK, INC. 401K PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MAVERICK, INC. 401K PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MAVERICK, INC. 401K PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MAVERICK, INC. 401K PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: MAVERICK, INC. 401K PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number810534
Policy instance 1
Insurance contract or identification number810534
Number of Individuals Covered28
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $417
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number810534
Policy instance 1
Insurance contract or identification number810534
Number of Individuals Covered43
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $459
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number810534
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number810534
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number810534
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number810534
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number810534
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number810534
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number810534
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number810534
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number810534
Policy instance 1

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