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AMERICAN CUSTOM YACHTS RETIREMENT PLAN 401k Plan overview

Plan NameAMERICAN CUSTOM YACHTS RETIREMENT PLAN
Plan identification number 001

AMERICAN CUSTOM YACHTS RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

AMERICAN CUSTOM YACHTS, INC. has sponsored the creation of one or more 401k plans.

Company Name:AMERICAN CUSTOM YACHTS, INC.
Employer identification number (EIN):650337150
NAIC Classification:488300
NAIC Description: Support Activities for Water Transportation

Additional information about AMERICAN CUSTOM YACHTS, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1992-06-08
Company Identification Number: V41806
Legal Registered Office Address: 6800 SW JACK JAMES DR

STUART

34997

More information about AMERICAN CUSTOM YACHTS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AMERICAN CUSTOM YACHTS RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01BRETT BORNE2023-10-13
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01BRETT BORNE
0012017-01-01BRETT BORNE
0012016-01-01ADRIENNE GUIDRY
0012015-01-01ADRIENNE GUIDRY
0012014-01-01ADRIENNE GUIDRY
0012013-01-01ADRIENNE GUIDRY
0012012-01-01ADRIENNE GUIDRY
0012011-01-01ADRIENNE GUIDRY

Plan Statistics for AMERICAN CUSTOM YACHTS RETIREMENT PLAN

401k plan membership statisitcs for AMERICAN CUSTOM YACHTS RETIREMENT PLAN

Measure Date Value
2021: AMERICAN CUSTOM YACHTS RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0184
Total number of active participants reported on line 7a of the Form 55002021-01-012
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0116
Total of all active and inactive participants2021-01-0118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0118
Number of participants with account balances2021-01-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: AMERICAN CUSTOM YACHTS RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0187
Total number of active participants reported on line 7a of the Form 55002020-01-0175
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-017
Total of all active and inactive participants2020-01-0183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0183
Number of participants with account balances2020-01-0125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: AMERICAN CUSTOM YACHTS RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0179
Total number of active participants reported on line 7a of the Form 55002019-01-0177
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-019
Total of all active and inactive participants2019-01-0186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0186
Number of participants with account balances2019-01-0123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: AMERICAN CUSTOM YACHTS RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0190
Total number of active participants reported on line 7a of the Form 55002018-01-0174
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-015
Total of all active and inactive participants2018-01-0179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0179
Number of participants with account balances2018-01-0123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: AMERICAN CUSTOM YACHTS RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0196
Total number of active participants reported on line 7a of the Form 55002017-01-0181
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-016
Total of all active and inactive participants2017-01-0187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0187
Number of participants with account balances2017-01-0125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: AMERICAN CUSTOM YACHTS RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01134
Total number of active participants reported on line 7a of the Form 55002016-01-0189
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-018
Total of all active and inactive participants2016-01-0197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0197
Number of participants with account balances2016-01-0126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: AMERICAN CUSTOM YACHTS RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01155
Total number of active participants reported on line 7a of the Form 55002015-01-01124
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0110
Total of all active and inactive participants2015-01-01134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01134
Number of participants with account balances2015-01-01134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0137
2014: AMERICAN CUSTOM YACHTS RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01136
Total number of active participants reported on line 7a of the Form 55002014-01-01144
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-015
Total of all active and inactive participants2014-01-01149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01149
Number of participants with account balances2014-01-0140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: AMERICAN CUSTOM YACHTS RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01138
Total number of active participants reported on line 7a of the Form 55002013-01-01124
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-014
Total of all active and inactive participants2013-01-01128
Total participants2013-01-01128
Number of participants with account balances2013-01-0134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: AMERICAN CUSTOM YACHTS RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01140
Total number of active participants reported on line 7a of the Form 55002012-01-01130
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-016
Total of all active and inactive participants2012-01-01136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01136
Number of participants with account balances2012-01-0136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: AMERICAN CUSTOM YACHTS RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01125
Total number of active participants reported on line 7a of the Form 55002011-01-01126
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-016
Total of all active and inactive participants2011-01-01132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01132
Number of participants with account balances2011-01-0139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010

Financial Data on AMERICAN CUSTOM YACHTS RETIREMENT PLAN

Measure Date Value
2021 : AMERICAN CUSTOM YACHTS RETIREMENT PLAN 2021 401k financial data
Total income from all sources2021-12-31$187,344
Expenses. Total of all expenses incurred2021-12-31$478,683
Benefits paid (including direct rollovers)2021-12-31$474,389
Total plan assets at end of year2021-12-31$1,508,537
Total plan assets at beginning of year2021-12-31$1,799,876
Value of fidelity bond covering the plan2021-12-31$200,000
Total contributions received or receivable from participants2021-12-31$23,010
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$164,334
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$-291,339
Net plan assets at end of year (total assets less liabilities)2021-12-31$1,508,537
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$1,799,876
Assets. Value of participant loans2021-12-31$0
Total contributions received or receivable from employer(s)2021-12-31$0
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$4,294
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : AMERICAN CUSTOM YACHTS RETIREMENT PLAN 2020 401k financial data
Total income from all sources2020-12-31$266,089
Expenses. Total of all expenses incurred2020-12-31$44,540
Benefits paid (including direct rollovers)2020-12-31$40,207
Total plan assets at end of year2020-12-31$1,799,876
Total plan assets at beginning of year2020-12-31$1,578,327
Value of fidelity bond covering the plan2020-12-31$180,000
Total contributions received or receivable from participants2020-12-31$44,994
Other income received2020-12-31$221,095
Net income (gross income less expenses)2020-12-31$221,549
Net plan assets at end of year (total assets less liabilities)2020-12-31$1,799,876
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$1,578,327
Assets. Value of participant loans2020-12-31$42,468
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$4,333
2019 : AMERICAN CUSTOM YACHTS RETIREMENT PLAN 2019 401k financial data
Total income from all sources2019-12-31$292,301
Expenses. Total of all expenses incurred2019-12-31$27,688
Benefits paid (including direct rollovers)2019-12-31$23,394
Total plan assets at end of year2019-12-31$1,578,327
Total plan assets at beginning of year2019-12-31$1,313,714
Value of fidelity bond covering the plan2019-12-31$160,000
Total contributions received or receivable from participants2019-12-31$45,396
Other income received2019-12-31$246,905
Net income (gross income less expenses)2019-12-31$264,613
Net plan assets at end of year (total assets less liabilities)2019-12-31$1,578,327
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1,313,714
Assets. Value of participant loans2019-12-31$49,775
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$4,294
2018 : AMERICAN CUSTOM YACHTS RETIREMENT PLAN 2018 401k financial data
Total income from all sources2018-12-31$-1,327
Expenses. Total of all expenses incurred2018-12-31$162,856
Benefits paid (including direct rollovers)2018-12-31$157,868
Total plan assets at end of year2018-12-31$1,313,714
Total plan assets at beginning of year2018-12-31$1,477,897
Value of fidelity bond covering the plan2018-12-31$150,000
Total contributions received or receivable from participants2018-12-31$54,683
Other income received2018-12-31$-56,010
Net income (gross income less expenses)2018-12-31$-164,183
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,313,714
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,477,897
Assets. Value of participant loans2018-12-31$22,641
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$4,988
2017 : AMERICAN CUSTOM YACHTS RETIREMENT PLAN 2017 401k financial data
Total income from all sources2017-12-31$332,961
Expenses. Total of all expenses incurred2017-12-31$280,943
Benefits paid (including direct rollovers)2017-12-31$277,437
Total plan assets at end of year2017-12-31$1,477,897
Total plan assets at beginning of year2017-12-31$1,425,879
Value of fidelity bond covering the plan2017-12-31$150,000
Total contributions received or receivable from participants2017-12-31$48,859
Contributions received from other sources (not participants or employers)2017-12-31$66,954
Other income received2017-12-31$217,148
Net income (gross income less expenses)2017-12-31$52,018
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,477,897
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,425,879
Assets. Value of participant loans2017-12-31$26,129
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$3,506
2016 : AMERICAN CUSTOM YACHTS RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$137,596
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$559,159
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$552,264
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$55,796
Value of total assets at end of year2016-12-31$1,425,879
Value of total assets at beginning of year2016-12-31$1,847,442
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$6,895
Total interest from all sources2016-12-31$2,371
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$45,613
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$45,613
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$200,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$55,796
Participant contributions at end of year2016-12-31$54,352
Participant contributions at beginning of year2016-12-31$35,923
Participant contributions at beginning of year2016-12-31$3,317
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-421,563
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,425,879
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,847,442
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$1,279,271
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,556,726
Interest on participant loans2016-12-31$2,366
Value of interest in common/collective trusts at end of year2016-12-31$90,783
Value of interest in common/collective trusts at beginning of year2016-12-31$251,201
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$1,473
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$275
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$275
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$5
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$32,510
Net investment gain or loss from common/collective trusts2016-12-31$1,306
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$552,264
Contract administrator fees2016-12-31$6,895
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 name2016-12-31PEPPERMAN,EMBOULAS,SCHWARTZ&TODARO
Accountancy firm EIN2016-12-31720207210
2015 : AMERICAN CUSTOM YACHTS RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$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
Total income from all sources (including contributions)2015-12-31$143,077
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$365,655
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$359,984
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$139,910
Value of total assets at end of year2015-12-31$1,847,442
Value of total assets at beginning of year2015-12-31$2,070,020
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$5,671
Total interest from all sources2015-12-31$1,829
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$90,398
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$90,398
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$200,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$139,910
Participant contributions at end of year2015-12-31$35,923
Participant contributions at beginning of year2015-12-31$44,583
Participant contributions at end of year2015-12-31$3,317
Participant contributions at beginning of year2015-12-31$2,520
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-222,578
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,847,442
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,070,020
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$1,556,726
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,754,278
Interest on participant loans2015-12-31$1,829
Value of interest in common/collective trusts at end of year2015-12-31$251,201
Value of interest in common/collective trusts at beginning of year2015-12-31$264,966
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$275
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$3,673
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$3,673
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-91,429
Net investment gain or loss from common/collective trusts2015-12-31$2,369
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$359,984
Contract administrator fees2015-12-31$5,671
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31PEPPERMAN,EMBOULAS,SCHWARTZ&TODARO
Accountancy firm EIN2015-12-31720207210
2014 : AMERICAN CUSTOM YACHTS RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$276,807
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$3,361
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$151,592
Value of total assets at end of year2014-12-31$2,070,020
Value of total assets at beginning of year2014-12-31$1,796,574
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$3,361
Total interest from all sources2014-12-31$2,151
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$99,288
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$99,288
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$200,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$141,014
Participant contributions at end of year2014-12-31$44,583
Participant contributions at beginning of year2014-12-31$61,574
Participant contributions at end of year2014-12-31$2,520
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$10,578
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$273,446
Value of net assets at end of year (total assets less liabilities)2014-12-31$2,070,020
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,796,574
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$1,754,278
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,452,212
Income. Interest from loans (other than to participants)2014-12-31$2,133
Value of interest in common/collective trusts at end of year2014-12-31$264,966
Value of interest in common/collective trusts at beginning of year2014-12-31$243,099
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$3,673
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$2,967
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$2,967
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$18
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$21,478
Net investment gain or loss from common/collective trusts2014-12-31$2,298
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Employer contributions (assets) at beginning of year2014-12-31$36,722
Contract administrator fees2014-12-31$3,361
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31PEPPERMAN,EMBOULAS,SCHWARTZ&TODARO
Accountancy firm EIN2014-12-31720207210
2013 : AMERICAN CUSTOM YACHTS RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$37,370
Total income from all sources (including contributions)2013-12-31$398,697
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$395,394
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$391,154
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$126,138
Value of total assets at end of year2013-12-31$1,796,574
Value of total assets at beginning of year2013-12-31$1,830,641
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$4,240
Total interest from all sources2013-12-31$3,617
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$66,458
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$66,458
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$200,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$89,416
Participant contributions at end of year2013-12-31$61,574
Participant contributions at beginning of year2013-12-31$78,546
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$3,303
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,796,574
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,793,271
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$1,452,212
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,351,035
Income. Interest from loans (other than to participants)2013-12-31$3,362
Value of interest in common/collective trusts at end of year2013-12-31$243,099
Value of interest in common/collective trusts at beginning of year2013-12-31$329,432
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$2,967
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$37,447
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$37,447
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$255
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$198,914
Net investment gain or loss from common/collective trusts2013-12-31$3,570
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$36,722
Employer contributions (assets) at end of year2013-12-31$36,722
Employer contributions (assets) at beginning of year2013-12-31$34,181
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$391,154
Contract administrator fees2013-12-31$4,240
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$37,370
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31PEPPERMAN,EMBOULAS,SCHWARTZ&TODARO
Accountancy firm EIN2013-12-31720207210
2012 : AMERICAN CUSTOM YACHTS RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$37,370
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$294,833
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$136,094
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$129,926
Value of total corrective distributions2012-12-31$2,172
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$118,862
Value of total assets at end of year2012-12-31$1,830,641
Value of total assets at beginning of year2012-12-31$1,634,532
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$3,996
Total interest from all sources2012-12-31$2,626
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$53,636
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$53,636
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$200,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$84,681
Participant contributions at end of year2012-12-31$78,546
Participant contributions at beginning of year2012-12-31$35,861
Participant contributions at beginning of year2012-12-31$1,686
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$158,739
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,793,271
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,634,532
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$1,351,035
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,259,827
Interest on participant loans2012-12-31$2,571
Value of interest in common/collective trusts at end of year2012-12-31$329,432
Value of interest in common/collective trusts at beginning of year2012-12-31$303,240
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$37,447
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$22
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$22
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$55
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$115,314
Net investment gain or loss from common/collective trusts2012-12-31$4,395
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$34,181
Employer contributions (assets) at end of year2012-12-31$34,181
Employer contributions (assets) at beginning of year2012-12-31$33,896
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$129,926
Contract administrator fees2012-12-31$3,996
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Liabilities. Value of benefit claims payable at end of year2012-12-31$37,370
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31PEPPERMAN,EMBOULAS,SCHWARTZ&TODARO
Accountancy firm EIN2012-12-31720207210
2011 : AMERICAN CUSTOM YACHTS RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$1,486,710
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$148,272
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$450
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$59,718
Value of total assets at end of year2011-12-31$1,634,532
Value of total assets at beginning of year2011-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$450
Total interest from all sources2011-12-31$434
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$200,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$25,822
Participant contributions at end of year2011-12-31$35,861
Participant contributions at end of year2011-12-31$1,686
Total non interest bearing cash at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$147,822
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,634,532
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$1,259,827
Interest on participant loans2011-12-31$412
Value of interest in common/collective trusts at end of year2011-12-31$303,240
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$22
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$22
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$87,103
Net investment gain or loss from common/collective trusts2011-12-31$1,017
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$33,896
Employer contributions (assets) at end of year2011-12-31$33,896
Contract administrator fees2011-12-31$450
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31PEPPERMAN,EMBOULAS,SCHWARTZ&TODARO
Accountancy firm EIN2011-12-31720207210

Form 5500 Responses for AMERICAN CUSTOM YACHTS RETIREMENT PLAN

2021: AMERICAN CUSTOM YACHTS 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 – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: AMERICAN CUSTOM YACHTS 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: AMERICAN CUSTOM YACHTS RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: AMERICAN CUSTOM YACHTS RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: AMERICAN CUSTOM YACHTS RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: AMERICAN CUSTOM YACHTS RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: AMERICAN CUSTOM YACHTS RETIREMENT 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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: AMERICAN CUSTOM YACHTS RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: AMERICAN CUSTOM YACHTS RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: AMERICAN CUSTOM YACHTS RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: AMERICAN CUSTOM YACHTS RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01First time form 5500 has been submittedYes
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberR00233
Policy instance 1
Insurance contract or identification numberR00233
Number of Individuals Covered2
Insurance policy start date2021-12-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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