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STEAD AUTOMOTIVE GROUP # 1 401(K) PLAN 401k Plan overview

Plan NameSTEAD AUTOMOTIVE GROUP # 1 401(K) PLAN
Plan identification number 002

STEAD AUTOMOTIVE GROUP # 1 401(K) 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
  • Life insurance

401k Sponsoring company profile

WALNUT CREEK FORD, INC. has sponsored the creation of one or more 401k plans.

Company Name:WALNUT CREEK FORD, INC.
Employer identification number (EIN):680193997
NAIC Classification:441110
NAIC Description:New Car Dealers

Additional information about WALNUT CREEK FORD, INC.

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 2156240

More information about WALNUT CREEK FORD, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STEAD AUTOMOTIVE GROUP # 1 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01SID SAVARANI
0022016-01-01SID SAVARANI
0022015-01-01SID SAVARANI
0022014-01-01SID SAVARANI
0022013-01-01SID SAVARANI SID SAVARANI2014-10-07
0022012-01-01SID SAVARANI
0022011-01-01SID SAVARANI SID SAVARANI2012-09-21
0022010-01-01SID SAVARANI
0022009-01-01SID SAVARANI

Plan Statistics for STEAD AUTOMOTIVE GROUP # 1 401(K) PLAN

401k plan membership statisitcs for STEAD AUTOMOTIVE GROUP # 1 401(K) PLAN

Measure Date Value
2022: STEAD AUTOMOTIVE GROUP # 1 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01424
Total number of active participants reported on line 7a of the Form 55002022-01-01314
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0199
Total of all active and inactive participants2022-01-01413
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01413
Number of participants with account balances2022-01-01323
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0115
2021: STEAD AUTOMOTIVE GROUP # 1 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01400
Total number of active participants reported on line 7a of the Form 55002021-01-01296
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0193
Total of all active and inactive participants2021-01-01389
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01390
Number of participants with account balances2021-01-01310
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-017
2020: STEAD AUTOMOTIVE GROUP # 1 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01435
Total number of active participants reported on line 7a of the Form 55002020-01-01307
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0172
Total of all active and inactive participants2020-01-01379
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01380
Number of participants with account balances2020-01-01293
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0116
2019: STEAD AUTOMOTIVE GROUP # 1 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01425
Total number of active participants reported on line 7a of the Form 55002019-01-01335
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0169
Total of all active and inactive participants2019-01-01404
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01404
Number of participants with account balances2019-01-01299
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0110
2018: STEAD AUTOMOTIVE GROUP # 1 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01537
Total number of active participants reported on line 7a of the Form 55002018-01-01295
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0181
Total of all active and inactive participants2018-01-01376
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01376
Number of participants with account balances2018-01-01277
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0120
2017: STEAD AUTOMOTIVE GROUP # 1 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01510
Total number of active participants reported on line 7a of the Form 55002017-01-01294
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01198
Total of all active and inactive participants2017-01-01492
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01492
Number of participants with account balances2017-01-01401
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0137
2016: STEAD AUTOMOTIVE GROUP # 1 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01485
Total number of active participants reported on line 7a of the Form 55002016-01-01285
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01172
Total of all active and inactive participants2016-01-01457
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01457
Number of participants with account balances2016-01-01365
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0123
2015: STEAD AUTOMOTIVE GROUP # 1 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01451
Total number of active participants reported on line 7a of the Form 55002015-01-01298
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01152
Total of all active and inactive participants2015-01-01450
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01450
Number of participants with account balances2015-01-01356
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0126
2014: STEAD AUTOMOTIVE GROUP # 1 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01431
Total number of active participants reported on line 7a of the Form 55002014-01-01286
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01120
Total of all active and inactive participants2014-01-01406
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01407
Number of participants with account balances2014-01-01316
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0118
2013: STEAD AUTOMOTIVE GROUP # 1 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01424
Total number of active participants reported on line 7a of the Form 55002013-01-01288
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01104
Total of all active and inactive participants2013-01-01392
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01392
Number of participants with account balances2013-01-01307
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0117
2012: STEAD AUTOMOTIVE GROUP # 1 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01399
Total number of active participants reported on line 7a of the Form 55002012-01-01281
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01100
Total of all active and inactive participants2012-01-01381
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01381
Number of participants with account balances2012-01-01275
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-018
2011: STEAD AUTOMOTIVE GROUP # 1 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01378
Total number of active participants reported on line 7a of the Form 55002011-01-01278
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0185
Total of all active and inactive participants2011-01-01363
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01363
Number of participants with account balances2011-01-01269
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-018
2010: STEAD AUTOMOTIVE GROUP # 1 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01401
Total number of active participants reported on line 7a of the Form 55002010-01-01273
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0179
Total of all active and inactive participants2010-01-01352
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01352
Number of participants with account balances2010-01-01271
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0110
2009: STEAD AUTOMOTIVE GROUP # 1 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01399
Total number of active participants reported on line 7a of the Form 55002009-01-01290
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0189
Total of all active and inactive participants2009-01-01379
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01379
Number of participants with account balances2009-01-01280
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0113

Financial Data on STEAD AUTOMOTIVE GROUP # 1 401(K) PLAN

Measure Date Value
2022 : STEAD AUTOMOTIVE GROUP # 1 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$1,835
Total income from all sources (including contributions)2022-12-31$-934,983
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$706,464
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$671,235
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,635,573
Value of total assets at end of year2022-12-31$18,005,538
Value of total assets at beginning of year2022-12-31$19,648,820
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$35,229
Total interest from all sources2022-12-31$108,018
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
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$1,394,012
Participant contributions at end of year2022-12-31$419,307
Participant contributions at beginning of year2022-12-31$516,951
Participant contributions at end of year2022-12-31$8,123
Participant contributions at beginning of year2022-12-31$11,617
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$6,492
Total non interest bearing cash at beginning of year2022-12-31$521
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,641,447
Value of net assets at end of year (total assets less liabilities)2022-12-31$18,005,538
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$19,646,985
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
Investment advisory and management fees2022-12-31$26,679
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$0
Value of interest in pooled separate accounts at end of year2022-12-31$13,650,736
Value of interest in pooled separate accounts at beginning of year2022-12-31$15,345,655
Interest on participant loans2022-12-31$11,941
Income. Interest from loans (other than to participants)2022-12-31$0
Interest earned on other investments2022-12-31$96,077
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$3,907,869
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$3,754,298
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$3,188
Net investment gain/loss from pooled separate accounts2022-12-31$-2,678,574
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$235,069
Employer contributions (assets) at end of year2022-12-31$19,503
Employer contributions (assets) at beginning of year2022-12-31$19,778
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$668,047
Contract administrator fees2022-12-31$8,550
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$1,835
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 name2022-12-31FRANK, RIMERMAN & CO. LLP
Accountancy firm EIN2022-12-31941341042
2021 : STEAD AUTOMOTIVE GROUP # 1 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$1,835
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$3,847,763
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,421,718
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,356,230
Value of total corrective distributions2021-12-31$1,835
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,660,864
Value of total assets at end of year2021-12-31$19,648,820
Value of total assets at beginning of year2021-12-31$17,220,940
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$63,653
Total interest from all sources2021-12-31$132,208
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
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,267,174
Participant contributions at end of year2021-12-31$516,951
Participant contributions at beginning of year2021-12-31$486,925
Participant contributions at end of year2021-12-31$11,617
Participant contributions at beginning of year2021-12-31$11,316
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$252,826
Other income not declared elsewhere2021-12-31$0
Total non interest bearing cash at end of year2021-12-31$521
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$2,426,045
Value of net assets at end of year (total assets less liabilities)2021-12-31$19,646,985
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$17,220,940
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
Investment advisory and management fees2021-12-31$48,707
Value of interest in pooled separate accounts at end of year2021-12-31$15,345,655
Value of interest in pooled separate accounts at beginning of year2021-12-31$12,525,948
Interest on participant loans2021-12-31$33,470
Income. Interest from loans (other than to participants)2021-12-31$0
Interest earned on other investments2021-12-31$98,738
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$3,754,298
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$4,176,881
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$3,442
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$0
Net investment gain/loss from pooled separate accounts2021-12-31$2,054,691
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 contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$140,864
Employer contributions (assets) at end of year2021-12-31$19,778
Employer contributions (assets) at beginning of year2021-12-31$19,870
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,352,788
Contract administrator fees2021-12-31$14,946
Liabilities. Value of benefit claims payable at end of year2021-12-31$1,835
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 plan2021-12-31Unqualified
Accountancy firm name2021-12-31BUCKLEY PATCHEN
Accountancy firm EIN2021-12-31942302150
2020 : STEAD AUTOMOTIVE GROUP # 1 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$3,234,883
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,781,788
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,736,306
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,439,805
Value of total assets at end of year2020-12-31$17,220,940
Value of total assets at beginning of year2020-12-31$15,767,845
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$45,482
Total interest from all sources2020-12-31$119,169
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
Administrative expenses professional fees incurred2020-12-31$7,583
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 period2020-12-31No
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$1,044,854
Participant contributions at end of year2020-12-31$486,925
Participant contributions at beginning of year2020-12-31$544,796
Participant contributions at end of year2020-12-31$11,316
Participant contributions at beginning of year2020-12-31$11,160
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$155,341
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$11,668
Other income not declared elsewhere2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,453,095
Value of net assets at end of year (total assets less liabilities)2020-12-31$17,220,940
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$15,767,845
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$22,832
Value of interest in pooled separate accounts at end of year2020-12-31$12,525,948
Value of interest in pooled separate accounts at beginning of year2020-12-31$11,315,685
Interest on participant loans2020-12-31$27,453
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$91,716
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$4,176,881
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$3,883,585
Net investment gain/loss from pooled separate accounts2020-12-31$1,675,909
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$239,610
Employer contributions (assets) at end of year2020-12-31$19,870
Employer contributions (assets) at beginning of year2020-12-31$12,619
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,724,638
Contract administrator fees2020-12-31$15,067
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 name2020-12-31BUCKLEY PATCHEN
Accountancy firm EIN2020-12-31942302150
2019 : STEAD AUTOMOTIVE GROUP # 1 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$3,513,612
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,470,254
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,421,162
Expenses. Certain deemed distributions of participant loans2019-12-31$12,666
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,313,445
Value of total assets at end of year2019-12-31$15,767,845
Value of total assets at beginning of year2019-12-31$13,724,487
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$36,426
Total interest from all sources2019-12-31$125,018
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
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$1,036,479
Participant contributions at end of year2019-12-31$544,796
Participant contributions at beginning of year2019-12-31$633,916
Participant contributions at end of year2019-12-31$11,160
Participant contributions at beginning of year2019-12-31$6,431
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$54,737
Other income not declared elsewhere2019-12-31$-3,631
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$2,043,358
Value of net assets at end of year (total assets less liabilities)2019-12-31$15,767,845
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$13,724,487
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
Investment advisory and management fees2019-12-31$20,584
Value of interest in pooled separate accounts at end of year2019-12-31$11,315,685
Value of interest in pooled separate accounts at beginning of year2019-12-31$8,741,407
Interest on participant loans2019-12-31$27,549
Interest earned on other investments2019-12-31$97,469
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$12,721
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$12,721
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$3,883,585
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$4,314,210
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$4,381
Net investment gain/loss from pooled separate accounts2019-12-31$2,078,780
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$222,229
Employer contributions (assets) at end of year2019-12-31$12,619
Employer contributions (assets) at beginning of year2019-12-31$15,802
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,416,781
Contract administrator fees2019-12-31$15,842
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 name2019-12-31BUCKLEY PATCHEN
Accountancy firm EIN2019-12-31942302150
2018 : STEAD AUTOMOTIVE GROUP # 1 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$543,463
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$864,953
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$820,664
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,090,269
Value of total assets at end of year2018-12-31$13,724,487
Value of total assets at beginning of year2018-12-31$14,045,977
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$44,289
Total interest from all sources2018-12-31$110,970
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
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$869,102
Participant contributions at end of year2018-12-31$633,916
Participant contributions at beginning of year2018-12-31$678,381
Participant contributions at end of year2018-12-31$6,431
Participant contributions at beginning of year2018-12-31$12,609
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$9,554
Other income not declared elsewhere2018-12-31$-3,738
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$-321,490
Value of net assets at end of year (total assets less liabilities)2018-12-31$13,724,487
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$14,045,977
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
Investment advisory and management fees2018-12-31$25,430
Value of interest in pooled separate accounts at end of year2018-12-31$8,741,407
Value of interest in pooled separate accounts at beginning of year2018-12-31$9,696,015
Interest on participant loans2018-12-31$31,729
Income. Interest from loans (other than to participants)2018-12-31$0
Interest earned on other investments2018-12-31$79,241
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$12,721
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$4,314,210
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$3,642,287
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$4,583
Net investment gain/loss from pooled separate accounts2018-12-31$-654,038
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$211,613
Employer contributions (assets) at end of year2018-12-31$15,802
Employer contributions (assets) at beginning of year2018-12-31$16,685
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$816,081
Contract administrator fees2018-12-31$18,859
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 name2018-12-31BUCKLEY PATCHEN
Accountancy firm EIN2018-12-31942302150
2017 : STEAD AUTOMOTIVE GROUP # 1 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$1,118
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$2,473,942
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$832,152
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$793,205
Value of total corrective distributions2017-12-31$10
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,035,081
Value of total assets at end of year2017-12-31$14,045,977
Value of total assets at beginning of year2017-12-31$12,403,069
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$38,937
Total interest from all sources2017-12-31$96,567
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
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$819,555
Participant contributions at end of year2017-12-31$678,381
Participant contributions at beginning of year2017-12-31$637,116
Participant contributions at end of year2017-12-31$12,609
Participant contributions at beginning of year2017-12-31$11,059
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$1,641,790
Value of net assets at end of year (total assets less liabilities)2017-12-31$14,045,977
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$12,403,069
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
Investment advisory and management fees2017-12-31$19,606
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$3,659,177
Value of interest in pooled separate accounts at end of year2017-12-31$9,696,015
Value of interest in pooled separate accounts at beginning of year2017-12-31$7,980,482
Interest on participant loans2017-12-31$29,134
Interest earned on other investments2017-12-31$67,433
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$3,642,287
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$99,243
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$4,813
Net investment gain/loss from pooled separate accounts2017-12-31$1,342,294
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$215,526
Employer contributions (assets) at end of year2017-12-31$16,685
Employer contributions (assets) at beginning of year2017-12-31$15,992
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$788,392
Contract administrator fees2017-12-31$19,331
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 name2017-12-31BUCKLEY PATCHEN
Accountancy firm EIN2017-12-31942302150
2016 : STEAD AUTOMOTIVE GROUP # 1 401(K) 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$1,873,390
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,011,094
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$966,869
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,047,963
Value of total assets at end of year2016-12-31$12,403,069
Value of total assets at beginning of year2016-12-31$11,540,773
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$44,225
Total interest from all sources2016-12-31$95,615
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$840,934
Participant contributions at end of year2016-12-31$637,116
Participant contributions at beginning of year2016-12-31$671,723
Participant contributions at end of year2016-12-31$11,059
Participant contributions at beginning of year2016-12-31$9,012
Assets. Other investments not covered elsewhere at end of year2016-12-31$99,243
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$101,144
Other income not declared elsewhere2016-12-31$-7,205
Administrative expenses (other) incurred2016-12-31$5,304
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$862,296
Value of net assets at end of year (total assets less liabilities)2016-12-31$12,403,069
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$11,540,773
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
Investment advisory and management fees2016-12-31$27,590
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$0
Value of interest in pooled separate accounts at end of year2016-12-31$7,980,482
Value of interest in pooled separate accounts at beginning of year2016-12-31$7,383,689
Interest on participant loans2016-12-31$28,845
Income. Interest from loans (other than to participants)2016-12-31$0
Interest earned on other investments2016-12-31$66,770
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$3,659,177
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$3,357,971
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$5,291
Net investment gain/loss from pooled separate accounts2016-12-31$731,726
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$207,029
Employer contributions (assets) at end of year2016-12-31$15,992
Employer contributions (assets) at beginning of year2016-12-31$17,234
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$966,869
Contract administrator fees2016-12-31$11,331
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 name2016-12-31BUCKLEY PATCHEN RIEMANN & HALL
Accountancy firm EIN2016-12-31942302150
2015 : STEAD AUTOMOTIVE GROUP # 1 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets from this plan2015-12-31$9,612
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$1,059,933
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$704,595
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$678,323
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,143,117
Value of total assets at end of year2015-12-31$11,540,773
Value of total assets at beginning of year2015-12-31$11,195,047
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$26,272
Total interest from all sources2015-12-31$89,463
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
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
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$845,268
Participant contributions at end of year2015-12-31$671,723
Participant contributions at beginning of year2015-12-31$649,446
Participant contributions at end of year2015-12-31$9,012
Participant contributions at beginning of year2015-12-31$7,425
Assets. Other investments not covered elsewhere at end of year2015-12-31$101,144
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$100,109
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$87,785
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$355,338
Value of net assets at end of year (total assets less liabilities)2015-12-31$11,540,773
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$11,195,047
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
Investment advisory and management fees2015-12-31$17,897
Value of interest in pooled separate accounts at end of year2015-12-31$7,383,689
Value of interest in pooled separate accounts at beginning of year2015-12-31$6,940,459
Interest on participant loans2015-12-31$24,468
Income. Interest from loans (other than to participants)2015-12-31$0
Interest earned on other investments2015-12-31$64,995
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$3,357,971
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$3,481,397
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$0
Net investment gain/loss from pooled separate accounts2015-12-31$-172,647
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
Contributions received in cash from employer2015-12-31$210,064
Employer contributions (assets) at end of year2015-12-31$17,234
Employer contributions (assets) at beginning of year2015-12-31$16,211
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$678,323
Contract administrator fees2015-12-31$8,375
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 name2015-12-31BOWERS, O'CONNOR & BONOVICH, LLP
Accountancy firm EIN2015-12-31471217512
2014 : STEAD AUTOMOTIVE GROUP # 1 401(K) 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$1,400,242
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$779,905
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$769,405
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$982,053
Value of total assets at end of year2014-12-31$11,195,047
Value of total assets at beginning of year2014-12-31$10,574,710
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$10,500
Total interest from all sources2014-12-31$78,410
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$725,944
Participant contributions at end of year2014-12-31$649,446
Participant contributions at beginning of year2014-12-31$695,251
Participant contributions at end of year2014-12-31$7,425
Participant contributions at beginning of year2014-12-31$12,109
Assets. Other investments not covered elsewhere at end of year2014-12-31$100,109
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$97,511
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$61,407
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$620,337
Value of net assets at end of year (total assets less liabilities)2014-12-31$11,195,047
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$10,574,710
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 pooled separate accounts at end of year2014-12-31$6,940,459
Value of interest in pooled separate accounts at beginning of year2014-12-31$6,281,686
Interest on participant loans2014-12-31$24,442
Interest earned on other investments2014-12-31$53,968
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$3,481,397
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$3,471,974
Net investment gain/loss from pooled separate accounts2014-12-31$339,779
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
Contributions received in cash from employer2014-12-31$194,702
Employer contributions (assets) at end of year2014-12-31$16,211
Employer contributions (assets) at beginning of year2014-12-31$16,179
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$769,405
Contract administrator fees2014-12-31$10,500
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 name2014-12-31BOWERS, O'CONNOR & BONOVICH, LLP
Accountancy firm EIN2014-12-31471217512
2013 : STEAD AUTOMOTIVE GROUP # 1 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets from this plan2013-12-31$27,576
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$0
Total income from all sources (including contributions)2013-12-31$1,931,539
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$537,031
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$511,554
Expenses. Certain deemed distributions of participant loans2013-12-31$5,783
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$863,699
Value of total assets at end of year2013-12-31$10,574,710
Value of total assets at beginning of year2013-12-31$9,207,778
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$19,694
Total interest from all sources2013-12-31$65,819
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$676,120
Participant contributions at end of year2013-12-31$695,251
Participant contributions at beginning of year2013-12-31$605,460
Participant contributions at end of year2013-12-31$12,109
Participant contributions at beginning of year2013-12-31$2,168
Assets. Other investments not covered elsewhere at end of year2013-12-31$97,511
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$94,240
Administrative expenses (other) incurred2013-12-31$9,369
Total non interest bearing cash at beginning of year2013-12-31$9,768
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$1,394,508
Value of net assets at end of year (total assets less liabilities)2013-12-31$10,574,710
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$9,207,778
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 pooled separate accounts at end of year2013-12-31$6,281,686
Value of interest in pooled separate accounts at beginning of year2013-12-31$5,230,887
Interest on participant loans2013-12-31$14,497
Interest earned on other investments2013-12-31$51,322
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$3,471,974
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$3,251,818
Net investment gain/loss from pooled separate accounts2013-12-31$1,002,021
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$187,579
Employer contributions (assets) at end of year2013-12-31$16,179
Employer contributions (assets) at beginning of year2013-12-31$13,437
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$511,554
Contract administrator fees2013-12-31$10,325
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 name2013-12-31BONOVICH & ASSOCIATES, CPAS
Accountancy firm EIN2013-12-31271526904
2012 : STEAD AUTOMOTIVE GROUP # 1 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets from this plan2012-12-31$49,193
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,427,184
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$580,077
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$569,314
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$755,867
Value of total assets at end of year2012-12-31$9,207,778
Value of total assets at beginning of year2012-12-31$8,409,864
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$10,763
Total interest from all sources2012-12-31$36,456
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$606,120
Participant contributions at end of year2012-12-31$605,460
Participant contributions at beginning of year2012-12-31$590,247
Participant contributions at end of year2012-12-31$2,168
Participant contributions at beginning of year2012-12-31$10,554
Assets. Other investments not covered elsewhere at end of year2012-12-31$94,240
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$93,111
Other income not declared elsewhere2012-12-31$68,405
Total non interest bearing cash at end of year2012-12-31$9,768
Total non interest bearing cash at beginning of year2012-12-31$8,004
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$847,107
Value of net assets at end of year (total assets less liabilities)2012-12-31$9,207,778
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$8,409,864
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 pooled separate accounts at end of year2012-12-31$5,230,887
Value of interest in pooled separate accounts at beginning of year2012-12-31$4,276,993
Interest on participant loans2012-12-31$36,456
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$3,251,818
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$3,416,825
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$345
Net investment gain/loss from pooled separate accounts2012-12-31$566,456
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$149,747
Employer contributions (assets) at end of year2012-12-31$13,437
Employer contributions (assets) at beginning of year2012-12-31$14,130
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$568,969
Contract administrator fees2012-12-31$10,763
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 name2012-12-31BONOVICH & ASSOCIATES, CPAS
Accountancy firm EIN2012-12-31271526904
2011 : STEAD AUTOMOTIVE GROUP # 1 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets from this plan2011-12-31$7,867
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$769,253
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,108,396
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,007,966
Expenses. Certain deemed distributions of participant loans2011-12-31$86,168
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$790,904
Value of total assets at end of year2011-12-31$8,409,864
Value of total assets at beginning of year2011-12-31$8,756,874
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$14,262
Total interest from all sources2011-12-31$26,819
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$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$610,605
Participant contributions at end of year2011-12-31$590,247
Participant contributions at beginning of year2011-12-31$678,285
Participant contributions at end of year2011-12-31$10,554
Participant contributions at beginning of year2011-12-31$11,025
Assets. Other investments not covered elsewhere at end of year2011-12-31$93,111
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$122,561
Other income not declared elsewhere2011-12-31$90,965
Administrative expenses (other) incurred2011-12-31$2,937
Total non interest bearing cash at end of year2011-12-31$8,004
Total non interest bearing cash at beginning of year2011-12-31$1,872
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-339,143
Value of net assets at end of year (total assets less liabilities)2011-12-31$8,409,864
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$8,756,874
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 pooled separate accounts at end of year2011-12-31$4,276,993
Value of interest in pooled separate accounts at beginning of year2011-12-31$4,681,667
Interest on participant loans2011-12-31$26,819
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$3,416,825
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$3,246,158
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$9,575
Net investment gain/loss from pooled separate accounts2011-12-31$-139,435
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$180,299
Employer contributions (assets) at end of year2011-12-31$14,130
Employer contributions (assets) at beginning of year2011-12-31$15,306
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$998,391
Contract administrator fees2011-12-31$11,325
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 name2011-12-31BONOVICH AND ASSOCIATES, CPAS
Accountancy firm EIN2011-12-31271526904
2010 : STEAD AUTOMOTIVE GROUP # 1 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets from this plan2010-12-31$11,357
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,580,391
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$787,313
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$736,625
Expenses. Certain deemed distributions of participant loans2010-12-31$42,588
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$903,129
Value of total assets at end of year2010-12-31$8,756,874
Value of total assets at beginning of year2010-12-31$7,975,153
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$8,100
Total interest from all sources2010-12-31$36,499
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$612,746
Participant contributions at end of year2010-12-31$678,285
Participant contributions at beginning of year2010-12-31$639,218
Participant contributions at end of year2010-12-31$11,025
Participant contributions at beginning of year2010-12-31$9,273
Assets. Other investments not covered elsewhere at end of year2010-12-31$122,561
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$119,018
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$95,957
Other income not declared elsewhere2010-12-31$102,543
Total non interest bearing cash at end of year2010-12-31$1,872
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$793,078
Value of net assets at end of year (total assets less liabilities)2010-12-31$8,756,874
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$7,975,153
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$4,681,667
Value of interest in pooled separate accounts at beginning of year2010-12-31$4,101,504
Interest on participant loans2010-12-31$36,499
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$3,246,158
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$3,090,854
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$10,624
Net investment gain/loss from pooled separate accounts2010-12-31$538,220
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$194,426
Employer contributions (assets) at end of year2010-12-31$15,306
Employer contributions (assets) at beginning of year2010-12-31$15,286
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$726,001
Contract administrator fees2010-12-31$8,100
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31LEIGHTON AND BONOVICH
Accountancy firm EIN2010-12-31271526904
2009 : STEAD AUTOMOTIVE GROUP # 1 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for STEAD AUTOMOTIVE GROUP # 1 401(K) PLAN

2022: STEAD AUTOMOTIVE GROUP # 1 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
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: STEAD AUTOMOTIVE GROUP # 1 401(K) 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 – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: STEAD AUTOMOTIVE GROUP # 1 401(K) 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 – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: STEAD AUTOMOTIVE GROUP # 1 401(K) 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 – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: STEAD AUTOMOTIVE GROUP # 1 401(K) 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 – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: STEAD AUTOMOTIVE GROUP # 1 401(K) 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 – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: STEAD AUTOMOTIVE GROUP # 1 401(K) 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 – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: STEAD AUTOMOTIVE GROUP # 1 401(K) 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 funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: STEAD AUTOMOTIVE GROUP # 1 401(K) 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 – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: STEAD AUTOMOTIVE GROUP # 1 401(K) 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 – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: STEAD AUTOMOTIVE GROUP # 1 401(K) 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 – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: STEAD AUTOMOTIVE GROUP # 1 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: STEAD AUTOMOTIVE GROUP # 1 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: STEAD AUTOMOTIVE GROUP # 1 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract number13550
Policy instance 1
Insurance contract or identification number13550
Number of Individuals Covered323
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract number13550
Policy instance 1
Insurance contract or identification number13550
Number of Individuals Covered310
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 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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract number13550
Policy instance 1
Insurance contract or identification number13550
Number of Individuals Covered293
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract number13550
Policy instance 1
Insurance contract or identification number13550
Number of Individuals Covered299
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract number13550
Policy instance 1
Insurance contract or identification number13550
Number of Individuals Covered277
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract number13550
Policy instance 1
Insurance contract or identification number13550
Number of Individuals Covered401
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract number13550
Policy instance 1
Insurance contract or identification number13550
Number of Individuals Covered356
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $8,723
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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
Commission paid to Insurance BrokerUSD $8,723
Insurance broker organization code?3
Insurance broker nameLINSCO/PRIVATE LEDGER CORPORATION
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract number13550
Policy instance 1
Insurance contract or identification number13550
Number of Individuals Covered316
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $25,265
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $2,424
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $25,168
Insurance broker organization code?3
Insurance broker nameMOIS-R MCDANIEL
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract number13550
Policy instance 1
Insurance contract or identification number13550
Number of Individuals Covered307
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $22,830
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $9,515
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $22,449
Insurance broker organization code?3
Insurance broker nameMOIS-R MCDANIEL
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract number13550
Policy instance 1
Insurance contract or identification number13550
Number of Individuals Covered275
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $21,522
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?No
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 $21,522
Insurance broker organization code?3
Insurance broker nameLINSCO/PRIVATE LEDGER CORPORATION
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract number13550
Policy instance 1
Insurance contract or identification number13550
Number of Individuals Covered269
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $22,757
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?No
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
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberQTPLUS
Policy instance 2
Insurance contract or identification numberQTPLUS
Number of Individuals Covered269
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $383
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $9,576
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberQTPLUS
Policy instance 2
Insurance contract or identification numberQTPLUS
Number of Individuals Covered271
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $230
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $5,756
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract number13550
Policy instance 1
Insurance contract or identification number13550
Number of Individuals Covered271
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $65,682
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?No
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

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