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POZAS BROS. TRUCKING 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NamePOZAS BROS. TRUCKING 401(K) PROFIT SHARING PLAN
Plan identification number 001

POZAS BROS. TRUCKING 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.

401k Sponsoring company profile

POZAS BROS. TRUCKING CO. has sponsored the creation of one or more 401k plans.

Company Name:POZAS BROS. TRUCKING CO.
Employer identification number (EIN):941317994
NAIC Classification:484120
NAIC Description: General Freight Trucking, Long-Distance

Additional information about POZAS BROS. TRUCKING CO.

Jurisdiction of Incorporation: California Department of State
Incorporation Date: 1955-01-13
Company Identification Number: C0296643
Legal Registered Office Address: 1512 Torre Ct

San Jose
United States of America (USA)
95120

More information about POZAS BROS. TRUCKING CO.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan POZAS BROS. TRUCKING 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012014-01-01JULIE YADEGAR JULIE YADEGAR2015-07-15
0012013-01-01JULIE YADEGAR JULIE YADEGAR2014-06-17
0012012-01-01JULIE YADEGAR JULIE YADEGAR2013-07-23
0012011-01-01JULIE YADEGAR JULIE YADEGAR2012-07-31
0012009-01-01JULIE YADEGAR JULIE YADEGAR2010-07-20

Plan Statistics for POZAS BROS. TRUCKING 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for POZAS BROS. TRUCKING 401(K) PROFIT SHARING PLAN

Measure Date Value
2014: POZAS BROS. TRUCKING 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0163
Total number of active participants reported on line 7a of the Form 55002014-01-010
Total of all active and inactive participants2014-01-010
Total participants2014-01-010
Number of participants with account balances2014-01-010
2013: POZAS BROS. TRUCKING 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0163
Total number of active participants reported on line 7a of the Form 55002013-01-0160
Number of other retired or separated participants entitled to future benefits2013-01-013
Total of all active and inactive participants2013-01-0163
Total participants2013-01-0163
Number of participants with account balances2013-01-0116
2012: POZAS BROS. TRUCKING 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0162
Total number of active participants reported on line 7a of the Form 55002012-01-0160
Number of other retired or separated participants entitled to future benefits2012-01-013
Total of all active and inactive participants2012-01-0163
Total participants2012-01-0163
Number of participants with account balances2012-01-0116
2011: POZAS BROS. TRUCKING 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0156
Total number of active participants reported on line 7a of the Form 55002011-01-0160
Number of other retired or separated participants entitled to future benefits2011-01-012
Total of all active and inactive participants2011-01-0162
Total participants2011-01-0162
Number of participants with account balances2011-01-0114
2009: POZAS BROS. TRUCKING 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0172
Total number of active participants reported on line 7a of the Form 55002009-01-0160
Total of all active and inactive participants2009-01-0160
Total participants2009-01-0160
Number of participants with account balances2009-01-0119

Financial Data on POZAS BROS. TRUCKING 401(K) PROFIT SHARING PLAN

Measure Date Value
2014 : POZAS BROS. TRUCKING 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$18,847
Expenses. Total of all expenses incurred2014-12-31$408,402
Benefits paid (including direct rollovers)2014-12-31$408,126
Total plan assets at end of year2014-12-31$0
Total plan assets at beginning of year2014-12-31$389,555
Value of fidelity bond covering the plan2014-12-31$350,000
Total contributions received or receivable from participants2014-12-31$2,088
Other income received2014-12-31$16,759
Net income (gross income less expenses)2014-12-31$-389,555
Net plan assets at end of year (total assets less liabilities)2014-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$389,555
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$276
2013 : POZAS BROS. TRUCKING 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$72,169
Expenses. Total of all expenses incurred2013-12-31$1,363
Benefits paid (including direct rollovers)2013-12-31$979
Total plan assets at end of year2013-12-31$389,555
Total plan assets at beginning of year2013-12-31$318,749
Value of fidelity bond covering the plan2013-12-31$350,000
Total contributions received or receivable from participants2013-12-31$15,189
Other income received2013-12-31$56,980
Net income (gross income less expenses)2013-12-31$70,806
Net plan assets at end of year (total assets less liabilities)2013-12-31$389,555
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$318,749
Assets. Value of participant loans2013-12-31$13,146
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$384
2012 : POZAS BROS. TRUCKING 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$60,111
Expenses. Total of all expenses incurred2012-12-31$3,611
Benefits paid (including direct rollovers)2012-12-31$3,215
Total plan assets at end of year2012-12-31$318,749
Total plan assets at beginning of year2012-12-31$262,249
Value of fidelity bond covering the plan2012-12-31$350,000
Total contributions received or receivable from participants2012-12-31$31,886
Other income received2012-12-31$28,225
Net income (gross income less expenses)2012-12-31$56,500
Net plan assets at end of year (total assets less liabilities)2012-12-31$318,749
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$262,249
Assets. Value of participant loans2012-12-31$11,748
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$396
2011 : POZAS BROS. TRUCKING 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$18,299
Expenses. Total of all expenses incurred2011-12-31$11,033
Benefits paid (including direct rollovers)2011-12-31$10,607
Total plan assets at end of year2011-12-31$262,249
Total plan assets at beginning of year2011-12-31$254,983
Value of fidelity bond covering the plan2011-12-31$30,000
Total contributions received or receivable from participants2011-12-31$22,372
Other income received2011-12-31$-4,073
Net income (gross income less expenses)2011-12-31$7,266
Net plan assets at end of year (total assets less liabilities)2011-12-31$262,249
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$254,983
Assets. Value of participant loans2011-12-31$18,391
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$426
2010 : POZAS BROS. TRUCKING 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$42,179
Expenses. Total of all expenses incurred2010-12-31$1,366
Benefits paid (including direct rollovers)2010-12-31$910
Total plan assets at end of year2010-12-31$254,983
Total plan assets at beginning of year2010-12-31$214,170
Value of fidelity bond covering the plan2010-12-31$30,000
Total contributions received or receivable from participants2010-12-31$20,386
Other income received2010-12-31$21,793
Net income (gross income less expenses)2010-12-31$40,813
Net plan assets at end of year (total assets less liabilities)2010-12-31$254,983
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$214,170
Assets. Value of participant loans2010-12-31$24,222
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$456

Form 5500 Responses for POZAS BROS. TRUCKING 401(K) PROFIT SHARING PLAN

2014: POZAS BROS. TRUCKING 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01This submission is the final filingYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: POZAS BROS. TRUCKING 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: POZAS BROS. TRUCKING 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: POZAS BROS. TRUCKING 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: POZAS BROS. TRUCKING 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number930005-01
Policy instance 1
Insurance contract or identification number930005-01
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
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 group deferred annuity?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number930005-01
Policy instance 1
Insurance contract or identification number930005-01
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
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 group deferred annuity?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number930005-01
Policy instance 1
Insurance contract or identification number930005-01
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $277
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for group deferred annuity?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $277
Insurance broker organization code?3
Insurance broker namePREFERRED PRODUCT NETWORK INC.
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number930005-01
Policy instance 1
Insurance contract or identification number930005-01
Number of Individuals Covered16
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $315
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for group deferred annuity?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number930005-01
Policy instance 1
Insurance contract or identification number930005-01
Number of Individuals Covered19
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $226
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for group deferred annuity?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $226
Insurance broker organization code?3
Insurance broker namePREFERRED PRODUCT NETWORK INC.

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