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PERFORMANCE OF MT. MORIAH, LP 401K PLAN 401k Plan overview

Plan NamePERFORMANCE OF MT. MORIAH, LP 401K PLAN
Plan identification number 001

PERFORMANCE OF MT. MORIAH, LP 401K PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

PERFORMANCE OF MT. MORIAH, LP has sponsored the creation of one or more 401k plans.

Company Name:PERFORMANCE OF MT. MORIAH, LP
Employer identification number (EIN):742928901
NAIC Classification:441110
NAIC Description:New Car Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PERFORMANCE OF MT. MORIAH, LP 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012018-01-01
0012017-01-01CHRISTOPHER HULSE2018-06-17
0012016-01-01CHRISTOPHER HULSE2017-09-01
0012015-01-01ABIGAIL G. KAMPMANN
0012014-01-01GEORGE A. KAMPMANN, JR.
0012013-01-01MICHAEL J. AVELLAR
0012012-01-01MICHAEL J. AVELLAR
0012011-01-01MICHAEL J AVELLAR
0012010-01-01MICHAEL J AVELLAR
0012009-01-01MICHAEL J AVELLAR

Plan Statistics for PERFORMANCE OF MT. MORIAH, LP 401K PLAN

401k plan membership statisitcs for PERFORMANCE OF MT. MORIAH, LP 401K PLAN

Measure Date Value
2018: PERFORMANCE OF MT. MORIAH, LP 401K PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01131
Total number of active participants reported on line 7a of the Form 55002018-01-010
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-010
Number of participants with account balances2018-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0125
2015: PERFORMANCE OF MT. MORIAH, LP 401K PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0174
Total number of active participants reported on line 7a of the Form 55002015-01-0167
Total of all active and inactive participants2015-01-0167
Total participants2015-01-0167
2014: PERFORMANCE OF MT. MORIAH, LP 401K PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0187
Total number of active participants reported on line 7a of the Form 55002014-01-0174
Number of other retired or separated participants entitled to future benefits2014-01-0110
Total of all active and inactive participants2014-01-0184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-0185
Number of participants with account balances2014-01-0119
2013: PERFORMANCE OF MT. MORIAH, LP 401K PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0174
Total number of active participants reported on line 7a of the Form 55002013-01-0186
Number of other retired or separated participants entitled to future benefits2013-01-011
Total of all active and inactive participants2013-01-0187
Total participants2013-01-0187
Number of participants with account balances2013-01-017
2012: PERFORMANCE OF MT. MORIAH, LP 401K PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0166
Total number of active participants reported on line 7a of the Form 55002012-01-0174
Total of all active and inactive participants2012-01-0174
Total participants2012-01-0174
Number of participants with account balances2012-01-019
2011: PERFORMANCE OF MT. MORIAH, LP 401K PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0160
Total number of active participants reported on line 7a of the Form 55002011-01-0166
Total of all active and inactive participants2011-01-0166
Total participants2011-01-0166
Number of participants with account balances2011-01-015
2010: PERFORMANCE OF MT. MORIAH, LP 401K PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0164
Total number of active participants reported on line 7a of the Form 55002010-01-0160
Total of all active and inactive participants2010-01-0160
Total participants2010-01-0160
Number of participants with account balances2010-01-017
2009: PERFORMANCE OF MT. MORIAH, LP 401K PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01100
Total number of active participants reported on line 7a of the Form 55002009-01-0164
Total of all active and inactive participants2009-01-0164
Total participants2009-01-0164
Number of participants with account balances2009-01-0111

Financial Data on PERFORMANCE OF MT. MORIAH, LP 401K PLAN

Measure Date Value
2018 : PERFORMANCE OF MT. MORIAH, LP 401K PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$0
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets from this plan2018-12-31$623,190
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
Expenses. Interest paid2018-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022018-12-31$0
Total income from all sources (including contributions)2018-12-31$149,784
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$49,450
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$40,630
Expenses. Certain deemed distributions of participant loans2018-12-31$0
Value of total corrective distributions2018-12-31$5,624
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$195,763
Value of total assets at end of year2018-12-31$0
Value of total assets at beginning of year2018-12-31$522,856
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$3,196
Total income from rents2018-12-31$0
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$12,127
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2018-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$12,127
Assets. Real estate other than employer real property at end of year2018-12-31$0
Assets. Real estate other than employer real property at beginning of year2018-12-31$0
Administrative expenses professional fees incurred2018-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2018-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2018-12-31$0
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 period2018-12-31Yes
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$186,175
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Assets. Other investments not covered elsewhere at end of year2018-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Assets. Loans (other than to participants) at end of year2018-12-31$0
Assets. Loans (other than to participants) at beginning of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$0
Administrative expenses (other) incurred2018-12-31$0
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Income. Non cash contributions2018-12-31$0
Value of net income/loss2018-12-31$100,334
Value of net assets at end of year (total assets less liabilities)2018-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$522,856
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
Assets. partnership/joint venture interests at end of year2018-12-31$0
Assets. partnership/joint venture interests at beginning of year2018-12-31$0
Investment advisory and management fees2018-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$454,186
Interest on participant loans2018-12-31$0
Income. Interest from loans (other than to participants)2018-12-31$0
Interest earned on other investments2018-12-31$0
Income. Interest from US Government securities2018-12-31$0
Income. Interest from corporate debt instruments2018-12-31$0
Value of interest in master investment trust accounts at end of year2018-12-31$0
Value of interest in master investment trust accounts at beginning of year2018-12-31$0
Value of interest in common/collective trusts at end of year2018-12-31$0
Value of interest in common/collective trusts at beginning of year2018-12-31$68,670
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2018-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2018-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Asset value of US Government securities at end of year2018-12-31$0
Asset value of US Government securities at beginning of year2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-55,199
Net investment gain/loss from pooled separate accounts2018-12-31$0
Net investment gain or loss from common/collective trusts2018-12-31$-2,907
Net gain/loss from 103.12 investment entities2018-12-31$0
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
Assets. Invements in employer securities at end of year2018-12-31$0
Assets. Invements in employer securities at beginning of year2018-12-31$0
Assets. Value of employer real property at end of year2018-12-31$0
Assets. Value of employer real property at beginning of year2018-12-31$0
Contributions received in cash from employer2018-12-31$9,588
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$0
Income. Dividends from preferred stock2018-12-31$0
Income. Dividends from common stock2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$40,630
Asset. Corporate debt instrument preferred debt at end of year2018-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2018-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$0
Contract administrator fees2018-12-31$3,196
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$0
Liabilities. Value of benefit claims payable at end of year2018-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2018-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-12-31$0
Did the plan have assets held for investment2018-12-31No
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 PBGC2018-12-31Yes
Aggregate proceeds on sale of assets2018-12-31$0
Aggregate carrying amount (costs) on sale of assets2018-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2018-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2018-12-31$0
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 name2018-12-31THE AMERICAN AUDITOR GROUP, LLC
Accountancy firm EIN2018-12-31814229648
2015 : PERFORMANCE OF MT. MORIAH, LP 401K PLAN 2015 401k financial data
Total income from all sources2015-12-31$26,101
Expenses. Total of all expenses incurred2015-12-31$10,407
Benefits paid (including direct rollovers)2015-12-31$10,232
Total plan assets at end of year2015-12-31$474,753
Total plan assets at beginning of year2015-12-31$459,059
Value of fidelity bond covering the plan2015-12-31$500,000
Total contributions received or receivable from participants2015-12-31$11,188
Expenses. Other expenses not covered elsewhere2015-12-31$175
Other income received2015-12-31$12,445
Net income (gross income less expenses)2015-12-31$15,694
Net plan assets at end of year (total assets less liabilities)2015-12-31$474,753
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$459,059
Assets. Value of participant loans2015-12-31$7,630
Total contributions received or receivable from employer(s)2015-12-31$2,468
2014 : PERFORMANCE OF MT. MORIAH, LP 401K PLAN 2014 401k financial data
Total income from all sources2014-12-31$59,354
Expenses. Total of all expenses incurred2014-12-31$115,097
Benefits paid (including direct rollovers)2014-12-31$114,897
Total plan assets at end of year2014-12-31$459,059
Total plan assets at beginning of year2014-12-31$514,802
Value of fidelity bond covering the plan2014-12-31$250,000
Total contributions received or receivable from participants2014-12-31$11,202
Expenses. Other expenses not covered elsewhere2014-12-31$200
Other income received2014-12-31$45,548
Net income (gross income less expenses)2014-12-31$-55,743
Net plan assets at end of year (total assets less liabilities)2014-12-31$459,059
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$514,802
Assets. Value of participant loans2014-12-31$5,742
Total contributions received or receivable from employer(s)2014-12-31$2,604
2013 : PERFORMANCE OF MT. MORIAH, LP 401K PLAN 2013 401k financial data
Total income from all sources2013-12-31$113,454
Expenses. Total of all expenses incurred2013-12-31$34,565
Benefits paid (including direct rollovers)2013-12-31$34,465
Total plan assets at end of year2013-12-31$514,802
Total plan assets at beginning of year2013-12-31$435,913
Value of fidelity bond covering the plan2013-12-31$250,000
Total contributions received or receivable from participants2013-12-31$12,062
Other income received2013-12-31$99,783
Net income (gross income less expenses)2013-12-31$78,889
Net plan assets at end of year (total assets less liabilities)2013-12-31$514,802
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$435,913
Assets. Value of participant loans2013-12-31$5,938
Total contributions received or receivable from employer(s)2013-12-31$1,609
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$100
2012 : PERFORMANCE OF MT. MORIAH, LP 401K PLAN 2012 401k financial data
Total income from all sources2012-12-31$69,288
Expenses. Total of all expenses incurred2012-12-31$128,446
Benefits paid (including direct rollovers)2012-12-31$128,421
Total plan assets at end of year2012-12-31$435,913
Total plan assets at beginning of year2012-12-31$495,071
Value of fidelity bond covering the plan2012-12-31$250,000
Total contributions received or receivable from participants2012-12-31$6,780
Expenses. Other expenses not covered elsewhere2012-12-31$25
Other income received2012-12-31$58,962
Net income (gross income less expenses)2012-12-31$-59,158
Net plan assets at end of year (total assets less liabilities)2012-12-31$435,913
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$495,071
Assets. Value of participant loans2012-12-31$6,345
Total contributions received or receivable from employer(s)2012-12-31$3,546
2011 : PERFORMANCE OF MT. MORIAH, LP 401K PLAN 2011 401k financial data
Total income from all sources2011-12-31$9,811
Expenses. Total of all expenses incurred2011-12-31$94,599
Benefits paid (including direct rollovers)2011-12-31$93,687
Total plan assets at end of year2011-12-31$495,071
Total plan assets at beginning of year2011-12-31$579,859
Value of fidelity bond covering the plan2011-12-31$250,000
Total contributions received or receivable from participants2011-12-31$13,773
Expenses. Other expenses not covered elsewhere2011-12-31$75
Other income received2011-12-31$-7,458
Net income (gross income less expenses)2011-12-31$-84,788
Net plan assets at end of year (total assets less liabilities)2011-12-31$495,071
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$579,859
Assets. Value of participant loans2011-12-31$8,862
Total contributions received or receivable from employer(s)2011-12-31$3,496
Value of certain deemed distributions of participant loans2011-12-31$837
2010 : PERFORMANCE OF MT. MORIAH, LP 401K PLAN 2010 401k financial data
Total income from all sources2010-12-31$81,016
Expenses. Total of all expenses incurred2010-12-31$37,338
Benefits paid (including direct rollovers)2010-12-31$33,569
Total plan assets at end of year2010-12-31$579,859
Total plan assets at beginning of year2010-12-31$536,181
Value of fidelity bond covering the plan2010-12-31$250,000
Total contributions received or receivable from participants2010-12-31$16,198
Other income received2010-12-31$59,227
Net income (gross income less expenses)2010-12-31$43,678
Net plan assets at end of year (total assets less liabilities)2010-12-31$579,859
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$536,181
Assets. Value of participant loans2010-12-31$4,662
Total contributions received or receivable from employer(s)2010-12-31$5,591
Value of certain deemed distributions of participant loans2010-12-31$3,769

Form 5500 Responses for PERFORMANCE OF MT. MORIAH, LP 401K PLAN

2018: PERFORMANCE OF MT. MORIAH, LP 401K 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 filingYes
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2015: PERFORMANCE OF MT. MORIAH, LP 401K PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PERFORMANCE OF MT. MORIAH, LP 401K PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PERFORMANCE OF MT. MORIAH, LP 401K PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PERFORMANCE OF MT. MORIAH, LP 401K PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PERFORMANCE OF MT. MORIAH, LP 401K PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: PERFORMANCE OF MT. MORIAH, LP 401K PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: PERFORMANCE OF MT. MORIAH, LP 401K PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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