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PETERSON MOTOR COMPANY 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NamePETERSON MOTOR COMPANY 401(K) PROFIT SHARING PLAN
Plan identification number 001

PETERSON MOTOR COMPANY 401(K) PROFIT SHARING 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

PETERSON MOTOR COMPANY has sponsored the creation of one or more 401k plans.

Company Name:PETERSON MOTOR COMPANY
Employer identification number (EIN):820237924
NAIC Classification:441110
NAIC Description:New Car Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PETERSON MOTOR COMPANY 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01TIM RICHEY2023-10-12
0012021-01-01CHAD MILLER2022-07-28
0012020-01-01CHAD MILLER2021-10-11
0012019-01-01CHAD MILLER2020-10-07
0012018-01-01CHAD MILLER2019-10-03
0012017-01-01
0012016-01-01
0012015-01-01MARK PETERSON
0012014-01-01MARK PETERSON
0012013-01-01MARK PETERSON
0012012-01-01MARK PETERSON
0012011-01-01MARK PETERSON
0012010-01-01MARK PETERSON
0012009-01-01MARK PETERSON

Plan Statistics for PETERSON MOTOR COMPANY 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for PETERSON MOTOR COMPANY 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: PETERSON MOTOR COMPANY 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01623
Total number of active participants reported on line 7a of the Form 55002022-01-01475
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01142
Total of all active and inactive participants2022-01-01617
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01617
Number of participants with account balances2022-01-01590
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0140
2021: PETERSON MOTOR COMPANY 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01565
Total number of active participants reported on line 7a of the Form 55002021-01-01496
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01116
Total of all active and inactive participants2021-01-01612
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01612
Number of participants with account balances2021-01-01579
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0132
2020: PETERSON MOTOR COMPANY 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01599
Total number of active participants reported on line 7a of the Form 55002020-01-01439
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01112
Total of all active and inactive participants2020-01-01551
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01551
Number of participants with account balances2020-01-01522
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0153
2019: PETERSON MOTOR COMPANY 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01561
Total number of active participants reported on line 7a of the Form 55002019-01-01483
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01102
Total of all active and inactive participants2019-01-01585
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01585
Number of participants with account balances2019-01-01546
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0132
2018: PETERSON MOTOR COMPANY 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01508
Total number of active participants reported on line 7a of the Form 55002018-01-01483
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0171
Total of all active and inactive participants2018-01-01554
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01554
Number of participants with account balances2018-01-01499
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0154
2017: PETERSON MOTOR COMPANY 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01431
Total number of active participants reported on line 7a of the Form 55002017-01-01440
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0154
Total of all active and inactive participants2017-01-01494
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01495
Number of participants with account balances2017-01-01445
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0115
2016: PETERSON MOTOR COMPANY 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01365
Total number of active participants reported on line 7a of the Form 55002016-01-01351
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0162
Total of all active and inactive participants2016-01-01413
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01413
Number of participants with account balances2016-01-01254
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0110
2015: PETERSON MOTOR COMPANY 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01344
Total number of active participants reported on line 7a of the Form 55002015-01-01292
Number of retired or separated participants receiving benefits2015-01-013
Number of other retired or separated participants entitled to future benefits2015-01-0151
Total of all active and inactive participants2015-01-01346
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01346
Number of participants with account balances2015-01-01234
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0112
2014: PETERSON MOTOR COMPANY 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01329
Total number of active participants reported on line 7a of the Form 55002014-01-01254
Number of retired or separated participants receiving benefits2014-01-0121
Number of other retired or separated participants entitled to future benefits2014-01-0161
Total of all active and inactive participants2014-01-01336
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01336
Number of participants with account balances2014-01-01245
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0113
2013: PETERSON MOTOR COMPANY 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01323
Total number of active participants reported on line 7a of the Form 55002013-01-01241
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0160
Total of all active and inactive participants2013-01-01301
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01301
Number of participants with account balances2013-01-01222
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-017
2012: PETERSON MOTOR COMPANY 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01292
Total number of active participants reported on line 7a of the Form 55002012-01-01216
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0146
Total of all active and inactive participants2012-01-01262
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01262
Number of participants with account balances2012-01-01186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-015
2011: PETERSON MOTOR COMPANY 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01279
Total number of active participants reported on line 7a of the Form 55002011-01-01234
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0141
Total of all active and inactive participants2011-01-01275
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01275
Number of participants with account balances2011-01-01167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-012
2010: PETERSON MOTOR COMPANY 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01299
Total number of active participants reported on line 7a of the Form 55002010-01-01214
Number of retired or separated participants receiving benefits2010-01-011
Number of other retired or separated participants entitled to future benefits2010-01-0143
Total of all active and inactive participants2010-01-01258
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01258
Number of participants with account balances2010-01-01161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-015
2009: PETERSON MOTOR COMPANY 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01316
Total number of active participants reported on line 7a of the Form 55002009-01-01228
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0150
Total of all active and inactive participants2009-01-01278
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01278
Number of participants with account balances2009-01-01187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-017

Financial Data on PETERSON MOTOR COMPANY 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : PETERSON MOTOR COMPANY 401(K) PROFIT SHARING 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$0
Total income from all sources (including contributions)2022-12-31$-521,322
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,623,441
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,502,849
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,670,010
Value of total assets at end of year2022-12-31$16,160,809
Value of total assets at beginning of year2022-12-31$18,305,572
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$120,592
Total interest from all sources2022-12-31$30,563
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$2,390,090
Participant contributions at end of year2022-12-31$356,629
Participant contributions at beginning of year2022-12-31$394,410
Total non interest bearing cash at end of year2022-12-31$4
Total non interest bearing cash at beginning of year2022-12-31$13,767
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,144,763
Value of net assets at end of year (total assets less liabilities)2022-12-31$16,160,809
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$18,305,572
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$7,571,904
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$17,573,411
Interest on participant loans2022-12-31$22,491
Interest earned on other investments2022-12-31$8,072
Value of interest in common/collective trusts at end of year2022-12-31$7,909,962
Value of interest in common/collective trusts at beginning of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$322,310
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$323,984
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,961,452
Net investment gain or loss from common/collective trusts2022-12-31$-1,260,443
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$279,920
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,502,849
Contract administrator fees2022-12-31$120,592
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 name2022-12-31EIDE BAILLY LLP
Accountancy firm EIN2022-12-31450250958
2021 : PETERSON MOTOR COMPANY 401(K) PROFIT SHARING 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$0
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$4,591,249
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,251,029
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,120,548
Value of total corrective distributions2021-12-31$14,483
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,303,560
Value of total assets at end of year2021-12-31$18,305,572
Value of total assets at beginning of year2021-12-31$14,965,352
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$115,998
Total interest from all sources2021-12-31$32,139
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$2,097,418
Participant contributions at end of year2021-12-31$394,410
Participant contributions at beginning of year2021-12-31$397,056
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$12,906
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$6,266
Total non interest bearing cash at end of year2021-12-31$13,767
Total non interest bearing cash at beginning of year2021-12-31$4
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$3,340,220
Value of net assets at end of year (total assets less liabilities)2021-12-31$18,305,572
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$14,965,352
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$17,573,411
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$13,998,593
Interest on participant loans2021-12-31$23,553
Interest earned on other investments2021-12-31$8,586
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$323,984
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$556,793
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,255,550
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$199,876
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,120,548
Contract administrator fees2021-12-31$115,998
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 name2021-12-31EIDE BAILLY LLP
Accountancy firm EIN2021-12-31450250958
2020 : PETERSON MOTOR COMPANY 401(K) PROFIT SHARING 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$3,903,669
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,322,238
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,180,586
Value of total corrective distributions2020-12-31$43,697
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,861,006
Value of total assets at end of year2020-12-31$14,965,352
Value of total assets at beginning of year2020-12-31$13,383,921
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$97,955
Total interest from all sources2020-12-31$38,227
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
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$1,644,016
Participant contributions at end of year2020-12-31$397,056
Participant contributions at beginning of year2020-12-31$362,453
Participant contributions at end of year2020-12-31$12,906
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$4,111
Total non interest bearing cash at end of year2020-12-31$4
Total non interest bearing cash at beginning of year2020-12-31$64
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$1,581,431
Value of net assets at end of year (total assets less liabilities)2020-12-31$14,965,352
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$13,383,921
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$13,998,593
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$12,566,085
Interest on participant loans2020-12-31$27,853
Interest earned on other investments2020-12-31$10,374
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$556,793
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$455,319
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,004,436
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$212,879
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,180,586
Contract administrator fees2020-12-31$97,955
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 plan2020-12-31Unqualified
Accountancy firm name2020-12-31EIDE BAILLY LLP
Accountancy firm EIN2020-12-31450250958
2019 : PETERSON MOTOR COMPANY 401(K) PROFIT SHARING 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$3,932,754
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$620,404
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$520,705
Value of total corrective distributions2019-12-31$13,210
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,578,583
Value of total assets at end of year2019-12-31$13,383,921
Value of total assets at beginning of year2019-12-31$10,071,571
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$86,489
Total interest from all sources2019-12-31$31,418
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$1,520,156
Participant contributions at end of year2019-12-31$362,453
Participant contributions at beginning of year2019-12-31$235,299
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$2,535
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$62,823
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$64
Total non interest bearing cash at beginning of year2019-12-31$3
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$3,312,350
Value of net assets at end of year (total assets less liabilities)2019-12-31$13,383,921
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$10,071,571
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$12,566,085
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$9,242,130
Interest on participant loans2019-12-31$21,402
Interest earned on other investments2019-12-31$10,016
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$455,319
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$404,616
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,322,753
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$-4,396
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$186,988
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$520,705
Contract administrator fees2019-12-31$86,489
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 name2019-12-31EIDE BAILLY LLP
Accountancy firm EIN2019-12-31450250958
2018 : PETERSON MOTOR COMPANY 401(K) PROFIT SHARING 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$30,985
Total income from all sources (including contributions)2018-12-31$1,379,765
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$705,141
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$628,220
Value of total corrective distributions2018-12-31$1,472
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,862,694
Value of total assets at end of year2018-12-31$10,071,571
Value of total assets at beginning of year2018-12-31$9,427,932
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$75,449
Total interest from all sources2018-12-31$24,591
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$1,368,658
Participant contributions at end of year2018-12-31$235,299
Participant contributions at beginning of year2018-12-31$239,245
Participant contributions at end of year2018-12-31$2,535
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$305,604
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$30,985
Total non interest bearing cash at end of year2018-12-31$3
Total non interest bearing cash at beginning of year2018-12-31$13,399
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$674,624
Value of net assets at end of year (total assets less liabilities)2018-12-31$10,071,571
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$9,396,947
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$9,242,130
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$8,704,580
Interest on participant loans2018-12-31$15,224
Interest earned on other investments2018-12-31$9,367
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$404,616
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$346,511
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-507,520
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$188,432
Employer contributions (assets) at end of year2018-12-31$186,988
Employer contributions (assets) at beginning of year2018-12-31$124,197
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$628,220
Contract administrator fees2018-12-31$75,449
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 name2018-12-31EIDE BAILLY LLP
Accountancy firm EIN2018-12-31450250958
2017 : PETERSON MOTOR COMPANY 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$30,985
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$33,344
Total income from all sources (including contributions)2017-12-31$2,536,375
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$630,880
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$507,998
Value of total corrective distributions2017-12-31$62,503
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,194,012
Value of total assets at end of year2017-12-31$9,427,932
Value of total assets at beginning of year2017-12-31$7,524,796
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$60,379
Total interest from all sources2017-12-31$23,884
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$250,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,019,339
Participant contributions at end of year2017-12-31$239,245
Participant contributions at beginning of year2017-12-31$268,230
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$45,702
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$30,985
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$33,344
Total non interest bearing cash at end of year2017-12-31$13,399
Total non interest bearing cash at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,905,495
Value of net assets at end of year (total assets less liabilities)2017-12-31$9,396,947
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$7,491,452
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$8,704,580
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$6,749,786
Interest on participant loans2017-12-31$15,100
Interest earned on other investments2017-12-31$8,784
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$346,511
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$383,483
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,318,479
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$128,971
Employer contributions (assets) at end of year2017-12-31$124,197
Employer contributions (assets) at beginning of year2017-12-31$123,297
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$507,998
Contract administrator fees2017-12-31$60,379
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 name2017-12-31EIDE BAILLY LLP
Accountancy firm EIN2017-12-31450250958
2016 : PETERSON MOTOR COMPANY 401(K) PROFIT SHARING 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$33,344
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$479
Total income from all sources (including contributions)2016-12-31$1,455,374
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$445,436
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$433,311
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$970,918
Value of total assets at end of year2016-12-31$7,524,796
Value of total assets at beginning of year2016-12-31$6,481,993
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$12,125
Total interest from all sources2016-12-31$12,332
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 period2016-12-31Yes
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$839,260
Participant contributions at end of year2016-12-31$268,230
Participant contributions at beginning of year2016-12-31$265,293
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$5,984
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$12,327
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$33,344
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$479
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$1,009,938
Value of net assets at end of year (total assets less liabilities)2016-12-31$7,491,452
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$6,481,514
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$6,749,786
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$0
Value of interest in pooled separate accounts at end of year2016-12-31$0
Value of interest in pooled separate accounts at beginning of year2016-12-31$6,100,686
Interest on participant loans2016-12-31$9,989
Interest earned on other investments2016-12-31$2,343
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$383,483
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$166,703
Net investment gain/loss from pooled separate accounts2016-12-31$305,421
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$119,331
Employer contributions (assets) at end of year2016-12-31$123,297
Employer contributions (assets) at beginning of year2016-12-31$110,030
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$433,311
Contract administrator fees2016-12-31$12,125
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31EIDE BAILLY LLP
Accountancy firm EIN2016-12-31450250958
2015 : PETERSON MOTOR COMPANY 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$479
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$4,044
Total income from all sources (including contributions)2015-12-31$874,973
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$784,623
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$776,542
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$909,669
Value of total assets at end of year2015-12-31$6,481,993
Value of total assets at beginning of year2015-12-31$6,395,208
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$8,081
Total interest from all sources2015-12-31$13,770
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$771,075
Participant contributions at end of year2015-12-31$265,293
Participant contributions at beginning of year2015-12-31$195,977
Participant contributions at end of year2015-12-31$5,984
Participant contributions at beginning of year2015-12-31$200
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$28,556
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$479
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$4,044
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$90,350
Value of net assets at end of year (total assets less liabilities)2015-12-31$6,481,514
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$6,391,164
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$0
Value of interest in pooled separate accounts at end of year2015-12-31$6,100,686
Value of interest in pooled separate accounts at beginning of year2015-12-31$6,103,230
Income. Interest from loans (other than to participants)2015-12-31$13,770
Net investment gain/loss from pooled separate accounts2015-12-31$-48,466
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$110,038
Employer contributions (assets) at end of year2015-12-31$110,030
Employer contributions (assets) at beginning of year2015-12-31$95,801
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$776,542
Contract administrator fees2015-12-31$8,081
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
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 name2015-12-31EIDE BAILLY LLP
Accountancy firm EIN2015-12-31450250958
2014 : PETERSON MOTOR COMPANY 401(K) PROFIT SHARING 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$4,044
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$3,105
Total income from all sources (including contributions)2014-12-31$1,147,802
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$772,972
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$765,852
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$806,130
Value of total assets at end of year2014-12-31$6,395,208
Value of total assets at beginning of year2014-12-31$6,019,439
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$7,120
Total interest from all sources2014-12-31$9,998
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$500,000
If this is an individual account plan, was there a blackout period2014-12-31Yes
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$692,275
Participant contributions at end of year2014-12-31$195,977
Participant contributions at beginning of year2014-12-31$162,653
Participant contributions at end of year2014-12-31$200
Participant contributions at beginning of year2014-12-31$654
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$15,244
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$4,044
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$3,105
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$374,830
Value of net assets at end of year (total assets less liabilities)2014-12-31$6,391,164
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$6,016,334
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$0
Value of interest in pooled separate accounts at end of year2014-12-31$6,103,230
Value of interest in pooled separate accounts at beginning of year2014-12-31$5,773,003
Income. Interest from loans (other than to participants)2014-12-31$9,998
Net investment gain/loss from pooled separate accounts2014-12-31$331,674
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$98,611
Employer contributions (assets) at end of year2014-12-31$95,801
Employer contributions (assets) at beginning of year2014-12-31$83,129
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$765,852
Contract administrator fees2014-12-31$7,120
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31Yes
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 name2014-12-31EIDE BAILLY LLP
Accountancy firm EIN2014-12-31450250958
2013 : PETERSON MOTOR COMPANY 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$3,105
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$3,845
Total income from all sources (including contributions)2013-12-31$1,729,122
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$345,687
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$305,734
Expenses. Certain deemed distributions of participant loans2013-12-31$35,719
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$691,431
Value of total assets at end of year2013-12-31$6,019,439
Value of total assets at beginning of year2013-12-31$4,636,744
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$4,234
Total interest from all sources2013-12-31$7,564
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 period2013-12-31Yes
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$592,724
Participant contributions at end of year2013-12-31$162,653
Participant contributions at beginning of year2013-12-31$187,296
Participant contributions at end of year2013-12-31$654
Participant contributions at beginning of year2013-12-31$925
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$15,578
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$3,105
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$3,845
Other income not declared elsewhere2013-12-31$1,253
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$1,383,435
Value of net assets at end of year (total assets less liabilities)2013-12-31$6,016,334
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$4,632,899
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$4,388,688
Value of interest in pooled separate accounts at end of year2013-12-31$5,773,003
Value of interest in pooled separate accounts at beginning of year2013-12-31$0
Interest on participant loans2013-12-31$7,564
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$259,562
Net investment gain/loss from pooled separate accounts2013-12-31$769,312
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 contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$83,129
Employer contributions (assets) at end of year2013-12-31$83,129
Employer contributions (assets) at beginning of year2013-12-31$59,835
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$305,734
Contract administrator fees2013-12-31$4,234
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
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 name2013-12-31EIDE BAILLY LLP
Accountancy firm EIN2013-12-31450250958
2012 : PETERSON MOTOR COMPANY 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$3,845
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$3,161
Total income from all sources (including contributions)2012-12-31$946,308
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$456,625
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$456,625
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$500,918
Value of total assets at end of year2012-12-31$4,636,744
Value of total assets at beginning of year2012-12-31$4,146,377
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$9,051
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$414,082
Participant contributions at end of year2012-12-31$187,296
Participant contributions at beginning of year2012-12-31$271,270
Participant contributions at end of year2012-12-31$925
Participant contributions at beginning of year2012-12-31$503
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$27,001
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$70
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$3,845
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$3,161
Other income not declared elsewhere2012-12-31$637
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$489,683
Value of net assets at end of year (total assets less liabilities)2012-12-31$4,632,899
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$4,143,216
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$4,388,688
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$3,832,255
Interest on participant loans2012-12-31$9,051
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$435,702
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 contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$59,835
Employer contributions (assets) at end of year2012-12-31$59,835
Employer contributions (assets) at beginning of year2012-12-31$42,279
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$456,625
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 name2012-12-31EIDE BAILLY LLP
Accountancy firm EIN2012-12-31450250958
2011 : PETERSON MOTOR COMPANY 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$3,161
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$110
Total income from all sources (including contributions)2011-12-31$100,748
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$868,374
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$868,374
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$348,163
Value of total assets at end of year2011-12-31$4,146,377
Value of total assets at beginning of year2011-12-31$4,910,952
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$13,365
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$305,687
Participant contributions at end of year2011-12-31$271,270
Participant contributions at beginning of year2011-12-31$336,245
Participant contributions at end of year2011-12-31$503
Participant contributions at beginning of year2011-12-31$3,856
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$70
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$1,148
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$3,161
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$110
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-767,626
Value of net assets at end of year (total assets less liabilities)2011-12-31$4,143,216
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$4,910,842
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$3,832,255
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$4,569,703
Interest on participant loans2011-12-31$13,365
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-260,780
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 contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$42,476
Employer contributions (assets) at end of year2011-12-31$42,279
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$868,374
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 name2011-12-31EIDE BAILLY LLP
Accountancy firm EIN2011-12-31450250958
2010 : PETERSON MOTOR COMPANY 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$110
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$1,269
Total income from all sources (including contributions)2010-12-31$800,650
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$232,305
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$226,457
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$257,696
Value of total assets at end of year2010-12-31$4,910,952
Value of total assets at beginning of year2010-12-31$4,343,766
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$5,848
Total interest from all sources2010-12-31$17,629
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$257,696
Participant contributions at end of year2010-12-31$336,245
Participant contributions at beginning of year2010-12-31$286,957
Participant contributions at end of year2010-12-31$3,856
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$1,148
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$110
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$1,269
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$568,345
Value of net assets at end of year (total assets less liabilities)2010-12-31$4,910,842
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,342,497
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 registered invesment companies (eg mutual funds) at end of year2010-12-31$4,569,703
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$4,056,809
Interest on participant loans2010-12-31$17,629
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$525,325
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 contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$226,457
Contract administrator fees2010-12-31$5,848
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 name2010-12-31EIDE BAILLY LLP
Accountancy firm EIN2010-12-31450250958
2009 : PETERSON MOTOR COMPANY 401(K) PROFIT SHARING 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 PETERSON MOTOR COMPANY 401(K) PROFIT SHARING PLAN

2022: PETERSON MOTOR COMPANY 401(K) PROFIT SHARING 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: PETERSON MOTOR COMPANY 401(K) PROFIT SHARING 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: PETERSON MOTOR COMPANY 401(K) PROFIT SHARING 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: PETERSON MOTOR COMPANY 401(K) PROFIT SHARING 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: PETERSON MOTOR COMPANY 401(K) PROFIT SHARING 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: PETERSON MOTOR COMPANY 401(K) PROFIT SHARING 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: PETERSON MOTOR COMPANY 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulitple 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: PETERSON MOTOR COMPANY 401(K) PROFIT SHARING 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: PETERSON MOTOR COMPANY 401(K) PROFIT SHARING 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: PETERSON MOTOR COMPANY 401(K) PROFIT SHARING 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: PETERSON MOTOR COMPANY 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PETERSON MOTOR COMPANY 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: PETERSON MOTOR COMPANY 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
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 – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: PETERSON MOTOR COMPANY 401(K) PROFIT SHARING 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 – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number810561
Policy instance 1
Insurance contract or identification number810561
Number of Individuals Covered617
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 Administration1
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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number810561
Policy instance 1
Insurance contract or identification number810561
Number of Individuals Covered612
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 Administration1
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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number810561
Policy instance 1
Insurance contract or identification number810561
Number of Individuals Covered551
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 Administration1
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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number810561
Policy instance 1
Insurance contract or identification number810561
Number of Individuals Covered585
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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 Administration1
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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number810561
Policy instance 1
Insurance contract or identification number810561
Number of Individuals Covered554
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 Administration1
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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number810561
Policy instance 1
Insurance contract or identification number810561
Number of Individuals Covered495
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 Administration1
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
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 )
Policy contract number300289
Policy instance 1
Insurance contract or identification number300289
Number of Individuals Covered232
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $21,579
Total amount of fees paid to insurance companyUSD $3,075
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 $21,579
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?3
Insurance broker nameAMERIBEN IEC GROUP
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 )
Policy contract number300289
Policy instance 1
Insurance contract or identification number300289
Number of Individuals Covered223
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $26,776
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 $26,776
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?3
Insurance broker nameCORBY N DALL
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 )
Policy contract number300289
Policy instance 1
Insurance contract or identification number300289
Number of Individuals Covered204
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $70,594
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 $70,594
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?3
Insurance broker nameCORBY N DALL

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