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GREASE MONKEY INTERNATIONAL 401(K) PLAN 401k Plan overview

Plan NameGREASE MONKEY INTERNATIONAL 401(K) PLAN
Plan identification number 001

GREASE MONKEY INTERNATIONAL 401(K) PLAN Benefits

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

401k Sponsoring company profile

GREASE MONKEY INTERNATIONAL LLC has sponsored the creation of one or more 401k plans.

Company Name:GREASE MONKEY INTERNATIONAL LLC
Employer identification number (EIN):840769552
NAIC Classification:811190

Additional information about GREASE MONKEY INTERNATIONAL LLC

Jurisdiction of Incorporation: Colorado Department of State
Incorporation Date: 1978-09-28
Company Identification Number: 19871356205
Legal Registered Office Address: 5575 DTC Pkwy, Suite 100

Greenwood Village
United States of America (USA)
80111

More information about GREASE MONKEY INTERNATIONAL LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GREASE MONKEY INTERNATIONAL 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01NATHAN CARLSON2020-10-15
0012018-01-01
0012017-01-01NATHAN CARLSON
0012016-01-01NATHAN CARLSON2017-10-10
0012015-01-01TONYA STENSTROM2016-10-17 TRISHA BRUNTZ2016-10-17
0012014-01-01TRISHA BRUNTZ2015-10-14 TRISHA BRUNTZ2015-10-14
0012013-01-01TRISHA BRUNTZ2014-07-17 TRISHA BRUNTZ2014-07-17
0012012-01-01ROBERT C LEWIS2013-10-15 ROBERT C LEWIS2013-10-15
0012011-01-01ROBERT LEWIS2012-09-21
0012010-01-01ROBERT LEWIS2011-09-06
0012009-01-01ROBERT LEWIS

Plan Statistics for GREASE MONKEY INTERNATIONAL 401(K) PLAN

401k plan membership statisitcs for GREASE MONKEY INTERNATIONAL 401(K) PLAN

Measure Date Value
2022: GREASE MONKEY INTERNATIONAL 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,908
Total number of active participants reported on line 7a of the Form 55002022-01-011,739
Number of retired or separated participants receiving benefits2022-01-0182
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-011,821
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-011,821
Number of participants with account balances2022-01-01190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0131
2021: GREASE MONKEY INTERNATIONAL 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,546
Total number of active participants reported on line 7a of the Form 55002021-01-011,732
Number of retired or separated participants receiving benefits2021-01-0125
Number of other retired or separated participants entitled to future benefits2021-01-0141
Total of all active and inactive participants2021-01-011,798
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-011,798
Number of participants with account balances2021-01-01165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0131
2020: GREASE MONKEY INTERNATIONAL 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01541
Total number of active participants reported on line 7a of the Form 55002020-01-011,134
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0158
Total of all active and inactive participants2020-01-011,192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-011,192
Number of participants with account balances2020-01-01144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0119
2019: GREASE MONKEY INTERNATIONAL 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01366
Total number of active participants reported on line 7a of the Form 55002019-01-01466
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0141
Total of all active and inactive participants2019-01-01507
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01507
Number of participants with account balances2019-01-01120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0114
2018: GREASE MONKEY INTERNATIONAL 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01222
Total number of active participants reported on line 7a of the Form 55002018-01-01316
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0133
Total of all active and inactive participants2018-01-01349
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01349
Number of participants with account balances2018-01-01107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0122
2017: GREASE MONKEY INTERNATIONAL 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01186
Total number of active participants reported on line 7a of the Form 55002017-01-01184
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0118
Total of all active and inactive participants2017-01-01202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01202
Number of participants with account balances2017-01-0140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011
2009: GREASE MONKEY INTERNATIONAL 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0166
Total number of active participants reported on line 7a of the Form 55002009-01-0126
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0124
Total of all active and inactive participants2009-01-0150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0150
Number of participants with account balances2009-01-0142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-013

Financial Data on GREASE MONKEY INTERNATIONAL 401(K) PLAN

Measure Date Value
2022 : GREASE MONKEY INTERNATIONAL 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$388,220
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$405,705
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$393,916
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$946,870
Value of total assets at end of year2022-12-31$3,540,922
Value of total assets at beginning of year2022-12-31$3,558,407
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$11,789
Total interest from all sources2022-12-31$2,225
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$592,398
Participant contributions at end of year2022-12-31$40,853
Participant contributions at beginning of year2022-12-31$89,332
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$111,511
Other income not declared elsewhere2022-12-31$178
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-17,485
Value of net assets at end of year (total assets less liabilities)2022-12-31$3,540,922
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$3,558,407
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$11,789
Value of interest in pooled separate accounts at end of year2022-12-31$3,461,529
Value of interest in pooled separate accounts at beginning of year2022-12-31$3,448,775
Interest on participant loans2022-12-31$2,225
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$38,540
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$20,300
Net investment gain or loss from common/collective trusts2022-12-31$-561,053
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$242,961
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$393,916
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 plan2022-12-31Disclaimer
Accountancy firm name2022-12-31HOLM RYAN TRUITT HALL, LLC
Accountancy firm EIN2022-12-31200159856
2021 : GREASE MONKEY INTERNATIONAL 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$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$1,587,937
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$415,275
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$403,669
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,267,018
Value of total assets at end of year2021-12-31$3,558,407
Value of total assets at beginning of year2021-12-31$2,385,745
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$11,606
Total interest from all sources2021-12-31$320,919
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$200,000
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$444,072
Participant contributions at end of year2021-12-31$89,332
Participant contributions at beginning of year2021-12-31$40,427
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$20,528
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$635,647
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
Income. Non cash contributions2021-12-31$0
Value of net income/loss2021-12-31$1,172,662
Value of net assets at end of year (total assets less liabilities)2021-12-31$3,558,407
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$2,385,745
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$11,606
Value of interest in pooled separate accounts at end of year2021-12-31$3,448,775
Value of interest in pooled separate accounts at beginning of year2021-12-31$2,252,264
Income. Interest from loans (other than to participants)2021-12-31$0
Interest earned on other investments2021-12-31$320,919
Income. Interest from US Government securities2021-12-31$0
Income. Interest from corporate debt instruments2021-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$20,300
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$66,143
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$187,299
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$6,383
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$403,669
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 plan2021-12-31Disclaimer
Accountancy firm name2021-12-31HOLM RYAN TRUITT HALL, LLC
Accountancy firm EIN2021-12-31200159856
2020 : GREASE MONKEY INTERNATIONAL 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$599,182
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$428,580
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$421,298
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$356,098
Value of total assets at end of year2020-12-31$2,385,745
Value of total assets at beginning of year2020-12-31$2,215,143
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$7,282
Total interest from all sources2020-12-31$491
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$200,000
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$250,862
Participant contributions at end of year2020-12-31$40,427
Participant contributions at beginning of year2020-12-31$13,658
Participant contributions at end of year2020-12-31$20,528
Participant contributions at beginning of year2020-12-31$14,439
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$60,637
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$170,602
Value of net assets at end of year (total assets less liabilities)2020-12-31$2,385,745
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$2,215,143
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$7,282
Value of interest in pooled separate accounts at end of year2020-12-31$2,252,264
Value of interest in pooled separate accounts at beginning of year2020-12-31$2,128,664
Interest on participant loans2020-12-31$491
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$66,143
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$54,761
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$242,593
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 contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$44,599
Employer contributions (assets) at end of year2020-12-31$6,383
Employer contributions (assets) at beginning of year2020-12-31$3,621
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$421,298
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31HOLM RYAN TRUITT HALL, LLC
Accountancy firm EIN2020-12-31200159856
2019 : GREASE MONKEY INTERNATIONAL 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
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 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 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$737,343
Total income from all sources (including contributions)2019-12-31$737,343
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$165,181
Total of all expenses incurred2019-12-31$165,181
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$158,157
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$158,157
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$370,354
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$370,354
Value of total assets at end of year2019-12-31$2,215,143
Value of total assets at end of year2019-12-31$2,215,143
Value of total assets at beginning of year2019-12-31$1,642,981
Value of total assets at beginning of year2019-12-31$1,642,981
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$7,024
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$7,024
Total interest from all sources2019-12-31$296
Total interest from all sources2019-12-31$296
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
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
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
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$200,000
Value of fidelity bond cover2019-12-31$200,000
If this is an individual account plan, was there a blackout period2019-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$259,808
Contributions received from participants2019-12-31$259,808
Participant contributions at end of year2019-12-31$13,658
Participant contributions at end of year2019-12-31$13,658
Participant contributions at beginning of year2019-12-31$7,803
Participant contributions at beginning of year2019-12-31$7,803
Participant contributions at end of year2019-12-31$14,439
Participant contributions at end of year2019-12-31$14,439
Participant contributions at beginning of year2019-12-31$6,104
Participant contributions at beginning of year2019-12-31$6,104
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$12,681
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$12,681
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
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$572,162
Value of net income/loss2019-12-31$572,162
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,215,143
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,215,143
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,642,981
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,642,981
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$7,024
Investment advisory and management fees2019-12-31$7,024
Value of interest in pooled separate accounts at end of year2019-12-31$2,128,664
Value of interest in pooled separate accounts at end of year2019-12-31$2,128,664
Value of interest in pooled separate accounts at beginning of year2019-12-31$1,581,381
Value of interest in pooled separate accounts at beginning of year2019-12-31$1,581,381
Interest on participant loans2019-12-31$296
Interest on participant loans2019-12-31$296
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$54,761
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$54,761
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$47,693
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$47,693
Net investment gain/loss from pooled separate accounts2019-12-31$366,693
Net investment gain/loss from pooled separate accounts2019-12-31$366,693
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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 contributions2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$97,865
Contributions received in cash from employer2019-12-31$97,865
Employer contributions (assets) at end of year2019-12-31$3,621
Employer contributions (assets) at end of year2019-12-31$3,621
Employer contributions (assets) at beginning of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$158,157
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$158,157
Did the plan have assets held for investment2019-12-31Yes
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
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
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31HOLM RYAN TRUITT HALL, LLC
Accountancy firm name2019-12-31HOLM RYAN TRUITT HALL, LLC
Accountancy firm EIN2019-12-31200159856
Accountancy firm EIN2019-12-31200159856
2018 : GREASE MONKEY INTERNATIONAL 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$336,218
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$461,690
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$455,466
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$441,959
Value of total assets at end of year2018-12-31$1,642,981
Value of total assets at beginning of year2018-12-31$1,768,453
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$6,224
Total interest from all sources2018-12-31$307
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$200,000
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$299,611
Participant contributions at end of year2018-12-31$7,803
Participant contributions at beginning of year2018-12-31$13,352
Participant contributions at end of year2018-12-31$6,104
Participant contributions at beginning of year2018-12-31$27,514
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$38,663
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-125,472
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,642,981
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,768,453
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$6,224
Value of interest in pooled separate accounts at end of year2018-12-31$1,581,381
Value of interest in pooled separate accounts at beginning of year2018-12-31$1,670,703
Interest on participant loans2018-12-31$307
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$47,693
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$54,422
Net investment gain/loss from pooled separate accounts2018-12-31$-106,048
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 contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$103,685
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$2,462
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$455,466
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
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 name2018-12-31HOLM RYAN TRUITT HALL, LLC
Accountancy firm EIN2018-12-31200159856
2017 : GREASE MONKEY INTERNATIONAL 401(K) 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$517,342
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$57,253
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$54,197
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$333,431
Value of total assets at end of year2017-12-31$1,768,453
Value of total assets at beginning of year2017-12-31$1,308,364
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$3,056
Total interest from all sources2017-12-31$418
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$200,000
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$145,670
Participant contributions at end of year2017-12-31$13,352
Participant contributions at beginning of year2017-12-31$33,088
Participant contributions at end of year2017-12-31$27,514
Participant contributions at beginning of year2017-12-31$12,624
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$147,681
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$460,089
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,768,453
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,308,364
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$3,056
Value of interest in pooled separate accounts at end of year2017-12-31$1,670,703
Value of interest in pooled separate accounts at beginning of year2017-12-31$1,260,795
Interest on participant loans2017-12-31$418
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$54,422
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$0
Net investment gain/loss from pooled separate accounts2017-12-31$183,493
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$40,080
Employer contributions (assets) at end of year2017-12-31$2,462
Employer contributions (assets) at beginning of year2017-12-31$1,857
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$54,197
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
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 name2017-12-31HOLM RYAN TRUITT HALL, LLC
Accountancy firm EIN2017-12-31200159856
2009 : GREASE MONKEY INTERNATIONAL 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for GREASE MONKEY INTERNATIONAL 401(K) PLAN

2022: GREASE MONKEY INTERNATIONAL 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: GREASE MONKEY INTERNATIONAL 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: GREASE MONKEY INTERNATIONAL 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: GREASE MONKEY INTERNATIONAL 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: GREASE MONKEY INTERNATIONAL 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: GREASE MONKEY INTERNATIONAL 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2009: GREASE MONKEY INTERNATIONAL 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number807891-000
Policy instance 1
Insurance contract or identification number807891-000
Number of Individuals Covered215
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $18,027
Total amount of fees paid to insurance companyUSD $691
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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 $17,028
Insurance broker organization code?3
Amount paid for insurance broker fees691
Additional information about fees paid to insurance brokerTPA FEES
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number807891-000
Policy instance 1
Insurance contract or identification number807891-000
Number of Individuals Covered144
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $14,629
Total amount of fees paid to insurance companyUSD $1,474
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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 $14,629
Insurance broker organization code?3
Amount paid for insurance broker fees1190
Additional information about fees paid to insurance brokerTPA FEES
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number807891-000
Policy instance 1
Insurance contract or identification number807891-000
Number of Individuals Covered144
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $10,065
Total amount of fees paid to insurance companyUSD $1,007
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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 $10,065
Insurance broker organization code?3
Amount paid for insurance broker fees1007
Additional information about fees paid to insurance brokerTPA FEES
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number807891-000
Policy instance 1
Insurance contract or identification number807891-000
Number of Individuals Covered120
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $9,635
Total amount of fees paid to insurance companyUSD $975
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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 $9,635
Insurance broker organization code?3
Amount paid for insurance broker fees975
Additional information about fees paid to insurance brokerTPA FEES
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number807891-000
Policy instance 1
Insurance contract or identification number807891-000
Number of Individuals Covered107
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $8,523
Total amount of fees paid to insurance companyUSD $1,020
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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 $8,523
Insurance broker organization code?3
Amount paid for insurance broker fees1020
Additional information about fees paid to insurance brokerTPA FEES
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number807891-000
Policy instance 1
Insurance contract or identification number807891-000
Number of Individuals Covered40
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $5,238
Total amount of fees paid to insurance companyUSD $2,150
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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 $5,238
Insurance broker organization code?3
Amount paid for insurance broker fees2150
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker nameRETIREMENT PLANNING SERVICES, INC.

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