401k Plan data: CARL F. STATZ AND SONS, INC. 401(K) SAVINGS PLAN plan

CARL F. STATZ AND SONS, INC. 401(K) SAVINGS PLAN 401k Plan overview

Plan Name	CARL F. STATZ AND SONS, INC. 401(K) SAVINGS PLAN
Plan identification number	001

CARL F. STATZ AND SONS, INC. 401(K) SAVINGS PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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

CARL F. STATZ AND SONS, INC. has sponsored the creation of one or more 401k plans.

Company Name: CARL F. STATZ AND SONS, INC.

Employer identification number (EIN): 396090024

NAIC Classification: 441228
NAIC Description: Motorcycle, ATV, and All Other Motor Vehicle Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CARL F. STATZ AND SONS, INC. 401(K) SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 DEAN STATZ 2024-08-30
001 2022-01-01 DEAN STATZ 2023-08-09
001 2021-01-01 DEAN STATZ 2022-07-28
001 2020-01-01 DEANSTATZ260 2021-10-05
001 2019-01-01 DEANSTATZ260 2020-10-13
001 2018-01-01 DEANSTATZ260 2019-09-12
001 2018-01-01 DEANSTATZ260 2019-09-09
001 2017-01-01 DEANSTATZ260 2018-10-11
001 2016-01-01 DEANSTATZ260 2017-10-04
001 2015-01-01 DEANSTATZ260 2016-10-03
001 2014-01-01 DEANSTATZ260 2015-09-02
001 2013-01-01 DEANSTATZ260 2014-10-13
001 2012-01-01 DEANSTATZ260 2013-07-29
001 2011-01-01 DEANSTATZ260 2012-06-26 DEANSTATZ260 2012-06-26
001 2010-01-01 DEAN STATZ 2011-09-13

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	DEAN STATZ	2024-08-30
001	2022-01-01	DEAN STATZ	2023-08-09
001	2021-01-01	DEAN STATZ	2022-07-28
001	2020-01-01	DEANSTATZ260	2021-10-05
001	2019-01-01	DEANSTATZ260	2020-10-13
001	2018-01-01	DEANSTATZ260	2019-09-12
001	2018-01-01	DEANSTATZ260	2019-09-09
001	2017-01-01	DEANSTATZ260	2018-10-11
001	2016-01-01	DEANSTATZ260	2017-10-04
001	2015-01-01	DEANSTATZ260	2016-10-03
001	2014-01-01	DEANSTATZ260	2015-09-02
001	2013-01-01	DEANSTATZ260	2014-10-13
001	2012-01-01	DEANSTATZ260	2013-07-29
001	2011-01-01	DEANSTATZ260	2012-06-26	DEANSTATZ260	2012-06-26
001	2010-01-01	DEAN STATZ	2011-09-13

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Company Name:	CARL F. STATZ AND SONS, INC.
Employer identification number (EIN):	396090024
NAIC Classification:	441228
NAIC Description:	Motorcycle, ATV, and All Other Motor Vehicle Dealers