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SAVINGS LEAGUE BASIC PLAN 401k Plan overview

Plan NameSAVINGS LEAGUE BASIC PLAN
Plan identification number 001

SAVINGS LEAGUE BASIC PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing

401k Sponsoring company profile

SAVINGS LEAGUE BASIC RETIREMENT PLAN TRUST FOR MARKO ZUBCIC has sponsored the creation of one or more 401k plans.

Company Name:SAVINGS LEAGUE BASIC RETIREMENT PLAN TRUST FOR MARKO ZUBCIC
Employer identification number (EIN):952841596
NAIC Classification:811120
NAIC Description: Automotive Body, Paint, Interior, and Glass Repair

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SAVINGS LEAGUE BASIC PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012014-01-01
0012013-01-01RICHARD MARGOLES RICHARD MARGOLES2014-08-01
0012012-01-01RICHARD MARGOLES
0012011-01-01RICHARD MARGOLES
0012010-01-01RICHARD MARGOLES
0012009-01-01RICHARD MARGOLES

Plan Statistics for SAVINGS LEAGUE BASIC PLAN

401k plan membership statisitcs for SAVINGS LEAGUE BASIC PLAN

Measure Date Value
2014: SAVINGS LEAGUE BASIC PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-014
Total of all active and inactive participants2014-01-010
Total participants2014-01-010
Number of participants with account balances2014-01-014
2013: SAVINGS LEAGUE BASIC PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-014
Total number of active participants reported on line 7a of the Form 55002013-01-014
Total of all active and inactive participants2013-01-014
Total participants2013-01-014
Number of participants with account balances2013-01-014
2012: SAVINGS LEAGUE BASIC PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-014
Total number of active participants reported on line 7a of the Form 55002012-01-014
Total of all active and inactive participants2012-01-014
Total participants2012-01-014
Number of participants with account balances2012-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: SAVINGS LEAGUE BASIC PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-014
Total number of active participants reported on line 7a of the Form 55002011-01-014
Total of all active and inactive participants2011-01-014
Total participants2011-01-014
Number of participants with account balances2011-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: SAVINGS LEAGUE BASIC PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-014
Total number of active participants reported on line 7a of the Form 55002010-01-014
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-014
Number of participants with account balances2010-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: SAVINGS LEAGUE BASIC PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-014
Total number of active participants reported on line 7a of the Form 55002009-01-014
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-014
Number of participants with account balances2009-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on SAVINGS LEAGUE BASIC PLAN

Measure Date Value
2014 : SAVINGS LEAGUE BASIC PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$18
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$0
Value of total assets at end of year2014-12-31$20,181
Value of total assets at beginning of year2014-12-31$20,163
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$18
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Total income from all sources2014-12-31$18
Expenses. Total of all expenses incurred2014-12-31$0
Total plan assets at end of year2014-12-31$20,181
Total plan assets at beginning of year2014-12-31$20,163
Other income received2014-12-31$18
Net income (gross income less expenses)2014-12-31$18
Net plan assets at end of year (total assets less liabilities)2014-12-31$20,181
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$20,163
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 bond2014-12-31No
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
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$18
Value of net assets at end of year (total assets less liabilities)2014-12-31$20,181
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$20,163
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 bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$20,181
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$20,163
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$20,163
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$18
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
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Did the plan have assets held for investment2014-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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
2013 : SAVINGS LEAGUE BASIC 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$26
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$0
Value of total assets at end of year2013-12-31$20,163
Value of total assets at beginning of year2013-12-31$20,137
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$26
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Total income from all sources2013-12-31$26
Expenses. Total of all expenses incurred2013-12-31$0
Total plan assets at end of year2013-12-31$20,163
Total plan assets at beginning of year2013-12-31$20,137
Other income received2013-12-31$26
Net income (gross income less expenses)2013-12-31$26
Net plan assets at end of year (total assets less liabilities)2013-12-31$20,163
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$20,137
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 bond2013-12-31No
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
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$26
Value of net assets at end of year (total assets less liabilities)2013-12-31$20,163
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$20,137
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 bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$20,163
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$20,137
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$20,137
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$26
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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
2012 : SAVINGS LEAGUE BASIC PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$26
Value of total assets at end of year2012-12-31$20,137
Value of total assets at beginning of year2012-12-31$20,111
Total interest from all sources2012-12-31$26
Total income from all sources2012-12-31$26
Total plan assets at end of year2012-12-31$20,127
Total plan assets at beginning of year2012-12-31$20,111
Other income received2012-12-31$26
Net income (gross income less expenses)2012-12-31$26
Net plan assets at end of year (total assets less liabilities)2012-12-31$20,127
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$20,111
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 bond2012-12-31No
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
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$26
Value of net assets at end of year (total assets less liabilities)2012-12-31$20,137
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$20,111
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 bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$20,137
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$20,111
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$20,111
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$26
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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
2011 : SAVINGS LEAGUE BASIC PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$37
Value of total assets at end of year2011-12-31$20,111
Value of total assets at beginning of year2011-12-31$20,074
Total interest from all sources2011-12-31$37
Total income from all sources2011-12-31$37
Total plan assets at end of year2011-12-31$20,111
Total plan assets at beginning of year2011-12-31$20,074
Other income received2011-12-31$37
Net income (gross income less expenses)2011-12-31$37
Net plan assets at end of year (total assets less liabilities)2011-12-31$20,111
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$20,074
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 bond2011-12-31No
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
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$37
Value of net assets at end of year (total assets less liabilities)2011-12-31$20,111
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$20,074
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 bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$20,111
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$20,074
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$20,074
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$37
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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
2010 : SAVINGS LEAGUE BASIC PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$80
Value of total assets at end of year2010-12-31$20,074
Value of total assets at beginning of year2010-12-31$19,994
Total interest from all sources2010-12-31$80
Total income from all sources2010-12-31$71
Total plan assets at end of year2010-12-31$20,074
Total plan assets at beginning of year2010-12-31$19,994
Other income received2010-12-31$71
Net income (gross income less expenses)2010-12-31$71
Net plan assets at end of year (total assets less liabilities)2010-12-31$20,074
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$19,994
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 bond2010-12-31No
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
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$80
Value of net assets at end of year (total assets less liabilities)2010-12-31$20,074
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$19,994
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 bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$20,074
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$19,994
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$19,994
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$80
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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
2009 : SAVINGS LEAGUE BASIC 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 SAVINGS LEAGUE BASIC PLAN

2014: SAVINGS LEAGUE BASIC 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SAVINGS LEAGUE BASIC 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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SAVINGS LEAGUE BASIC 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: SAVINGS LEAGUE BASIC PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: SAVINGS LEAGUE BASIC 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: SAVINGS LEAGUE BASIC 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

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