401k Plan data: DAVE STERN PROFIT SHARING PLAN plan

DAVE STERN PROFIT SHARING PLAN 401k Plan overview

Plan Name	DAVE STERN PROFIT SHARING PLAN
Plan identification number	001

DAVE STERN PROFIT SHARING PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Profit-sharing

401k Sponsoring company profile

DAVE STERN INC has sponsored the creation of one or more 401k plans.

Company Name: DAVE STERN INC

Employer identification number (EIN): 221308030

NAIC Classification: 441300
NAIC Description: Automotive Parts, Accessories, and Tire Stores

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVE STERN PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2020-10-01
001 2019-10-01
001 2018-10-01
001 2017-10-01
001 2016-10-01 WILLIAM A STERN
001 2015-10-01 WILLIAM A STERN
001 2014-10-01 WILLIAM A STERN
001 2013-10-01 WILLIAM A STERN
001 2012-10-01 WILLIAM A STERN
001 2011-10-01 ROBERT T PHILLIPS
001 2009-10-01 ROBERT T PHILLIPS

Plan Statistics for DAVE STERN PROFIT SHARING PLAN

401k plan membership statisitcs for DAVE STERN PROFIT SHARING PLAN

Measure Date Value
2020: DAVE STERN PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-10-01 6
Total of all active and inactive participants 2020-10-01 0
Total participants 2020-10-01 0
Number of participants with account balances 2020-10-01 0
2019: DAVE STERN PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-10-01 9
Total number of active participants reported on line 7a of the Form 5500 2019-10-01 6
Number of other retired or separated participants entitled to future benefits 2019-10-01 3
Total of all active and inactive participants 2019-10-01 9
Total participants 2019-10-01 9
Number of participants with account balances 2019-10-01 9
2018: DAVE STERN PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-10-01 7
Total number of active participants reported on line 7a of the Form 5500 2018-10-01 6
Number of other retired or separated participants entitled to future benefits 2018-10-01 3
Total of all active and inactive participants 2018-10-01 9
Total participants 2018-10-01 9
Number of participants with account balances 2018-10-01 9
2017: DAVE STERN PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-10-01 0
Total number of active participants reported on line 7a of the Form 5500 2017-10-01 7
Number of other retired or separated participants entitled to future benefits 2017-10-01 3
Total of all active and inactive participants 2017-10-01 10
Total participants 2017-10-01 10
Number of participants with account balances 2017-10-01 10
2016: DAVE STERN PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-10-01 0
Total number of active participants reported on line 7a of the Form 5500 2016-10-01 8
Number of other retired or separated participants entitled to future benefits 2016-10-01 3
Total of all active and inactive participants 2016-10-01 11
Total participants 2016-10-01 11
Number of participants with account balances 2016-10-01 11
2015: DAVE STERN PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-10-01 10
Total number of active participants reported on line 7a of the Form 5500 2015-10-01 7
Number of retired or separated participants receiving benefits 2015-10-01 1
Number of other retired or separated participants entitled to future benefits 2015-10-01 3
Total of all active and inactive participants 2015-10-01 11
Total participants 2015-10-01 11
Number of participants with account balances 2015-10-01 11
2014: DAVE STERN PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-10-01 12
Total number of active participants reported on line 7a of the Form 5500 2014-10-01 10
Number of retired or separated participants receiving benefits 2014-10-01 1
Number of other retired or separated participants entitled to future benefits 2014-10-01 1
Total of all active and inactive participants 2014-10-01 12
Total participants 2014-10-01 12
Number of participants with account balances 2014-10-01 12
2013: DAVE STERN PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-10-01 12
Total number of active participants reported on line 7a of the Form 5500 2013-10-01 10
Number of retired or separated participants receiving benefits 2013-10-01 1
Number of other retired or separated participants entitled to future benefits 2013-10-01 1
Total of all active and inactive participants 2013-10-01 12
Total participants 2013-10-01 12
Number of participants with account balances 2013-10-01 12
2012: DAVE STERN PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-10-01 12
Total number of active participants reported on line 7a of the Form 5500 2012-10-01 10
Number of retired or separated participants receiving benefits 2012-10-01 1
Number of other retired or separated participants entitled to future benefits 2012-10-01 1
Total of all active and inactive participants 2012-10-01 12
Total participants 2012-10-01 12
Number of participants with account balances 2012-10-01 12
2011: DAVE STERN PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-10-01 12
Total number of active participants reported on line 7a of the Form 5500 2011-10-01 10
Number of retired or separated participants receiving benefits 2011-10-01 1
Number of other retired or separated participants entitled to future benefits 2011-10-01 1
Total of all active and inactive participants 2011-10-01 12
Total participants 2011-10-01 12
Number of participants with account balances 2011-10-01 12
2009: DAVE STERN PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-10-01 14
Total number of active participants reported on line 7a of the Form 5500 2009-10-01 10
Number of retired or separated participants receiving benefits 2009-10-01 1
Number of other retired or separated participants entitled to future benefits 2009-10-01 2
Total of all active and inactive participants 2009-10-01 13
Total participants 2009-10-01 13
Number of participants with account balances 2009-10-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-10-01 1

Measure	Date	Value
2020: DAVE STERN PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-10-01	6
Total of all active and inactive participants	2020-10-01	0
Total participants	2020-10-01	0
Number of participants with account balances	2020-10-01	0
2019: DAVE STERN PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-10-01	9
Total number of active participants reported on line 7a of the Form 5500	2019-10-01	6
Number of other retired or separated participants entitled to future benefits	2019-10-01	3
Total of all active and inactive participants	2019-10-01	9
Total participants	2019-10-01	9
Number of participants with account balances	2019-10-01	9
2018: DAVE STERN PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-10-01	7
Total number of active participants reported on line 7a of the Form 5500	2018-10-01	6
Number of other retired or separated participants entitled to future benefits	2018-10-01	3
Total of all active and inactive participants	2018-10-01	9
Total participants	2018-10-01	9
Number of participants with account balances	2018-10-01	9
2017: DAVE STERN PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-10-01	0
Total number of active participants reported on line 7a of the Form 5500	2017-10-01	7
Number of other retired or separated participants entitled to future benefits	2017-10-01	3
Total of all active and inactive participants	2017-10-01	10
Total participants	2017-10-01	10
Number of participants with account balances	2017-10-01	10
2016: DAVE STERN PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-10-01	0
Total number of active participants reported on line 7a of the Form 5500	2016-10-01	8
Number of other retired or separated participants entitled to future benefits	2016-10-01	3
Total of all active and inactive participants	2016-10-01	11
Total participants	2016-10-01	11
Number of participants with account balances	2016-10-01	11
2015: DAVE STERN PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-10-01	10
Total number of active participants reported on line 7a of the Form 5500	2015-10-01	7
Number of retired or separated participants receiving benefits	2015-10-01	1
Number of other retired or separated participants entitled to future benefits	2015-10-01	3
Total of all active and inactive participants	2015-10-01	11
Total participants	2015-10-01	11
Number of participants with account balances	2015-10-01	11
2014: DAVE STERN PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-10-01	12
Total number of active participants reported on line 7a of the Form 5500	2014-10-01	10
Number of retired or separated participants receiving benefits	2014-10-01	1
Number of other retired or separated participants entitled to future benefits	2014-10-01	1
Total of all active and inactive participants	2014-10-01	12
Total participants	2014-10-01	12
Number of participants with account balances	2014-10-01	12
2013: DAVE STERN PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-10-01	12
Total number of active participants reported on line 7a of the Form 5500	2013-10-01	10
Number of retired or separated participants receiving benefits	2013-10-01	1
Number of other retired or separated participants entitled to future benefits	2013-10-01	1
Total of all active and inactive participants	2013-10-01	12
Total participants	2013-10-01	12
Number of participants with account balances	2013-10-01	12
2012: DAVE STERN PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-10-01	12
Total number of active participants reported on line 7a of the Form 5500	2012-10-01	10
Number of retired or separated participants receiving benefits	2012-10-01	1
Number of other retired or separated participants entitled to future benefits	2012-10-01	1
Total of all active and inactive participants	2012-10-01	12
Total participants	2012-10-01	12
Number of participants with account balances	2012-10-01	12
2011: DAVE STERN PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-10-01	12
Total number of active participants reported on line 7a of the Form 5500	2011-10-01	10
Number of retired or separated participants receiving benefits	2011-10-01	1
Number of other retired or separated participants entitled to future benefits	2011-10-01	1
Total of all active and inactive participants	2011-10-01	12
Total participants	2011-10-01	12
Number of participants with account balances	2011-10-01	12
2009: DAVE STERN PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-10-01	14
Total number of active participants reported on line 7a of the Form 5500	2009-10-01	10
Number of retired or separated participants receiving benefits	2009-10-01	1
Number of other retired or separated participants entitled to future benefits	2009-10-01	2
Total of all active and inactive participants	2009-10-01	13
Total participants	2009-10-01	13
Number of participants with account balances	2009-10-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-10-01	1

Financial Data on DAVE STERN PROFIT SHARING PLAN

Measure	Date	Value
2021 : DAVE STERN PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources	2021-09-30	$523,409
Expenses. Total of all expenses incurred	2021-09-30	$3,578,152
Benefits paid (including direct rollovers)	2021-09-30	$3,554,260
Total plan assets at end of year	2021-09-30	$0
Total plan assets at beginning of year	2021-09-30	$3,054,743
Value of fidelity bond covering the plan	2021-09-30	$300,000
Expenses. Other expenses not covered elsewhere	2021-09-30	$23,892
Other income received	2021-09-30	$523,409
Net income (gross income less expenses)	2021-09-30	$-3,054,743
Net plan assets at end of year (total assets less liabilities)	2021-09-30	$0
Net plan assets at beginning of year (total assets less liabilities)	2021-09-30	$3,054,743
2020 : DAVE STERN PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-09-30	$173,307
Expenses. Total of all expenses incurred	2020-09-30	$31,269
Benefits paid (including direct rollovers)	2020-09-30	$11,041
Total plan assets at end of year	2020-09-30	$3,054,743
Total plan assets at beginning of year	2020-09-30	$2,912,705
Value of fidelity bond covering the plan	2020-09-30	$300,000
Expenses. Other expenses not covered elsewhere	2020-09-30	$20,228
Other income received	2020-09-30	$173,307
Net income (gross income less expenses)	2020-09-30	$142,038
Net plan assets at end of year (total assets less liabilities)	2020-09-30	$3,054,743
Net plan assets at beginning of year (total assets less liabilities)	2020-09-30	$2,912,705
2019 : DAVE STERN PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-09-30	$122,388
Expenses. Total of all expenses incurred	2019-09-30	$371,794
Benefits paid (including direct rollovers)	2019-09-30	$354,286
Total plan assets at end of year	2019-09-30	$2,912,705
Total plan assets at beginning of year	2019-09-30	$3,162,111
Value of fidelity bond covering the plan	2019-09-30	$1,000,000
Expenses. Other expenses not covered elsewhere	2019-09-30	$17,508
Other income received	2019-09-30	$102,388
Net income (gross income less expenses)	2019-09-30	$-249,406
Net plan assets at end of year (total assets less liabilities)	2019-09-30	$2,912,705
Net plan assets at beginning of year (total assets less liabilities)	2019-09-30	$3,162,111
Total contributions received or receivable from employer(s)	2019-09-30	$20,000
2017 : DAVE STERN PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-09-30	$336,624
Expenses. Total of all expenses incurred	2017-09-30	$198,413
Benefits paid (including direct rollovers)	2017-09-30	$181,061
Total plan assets at end of year	2017-09-30	$3,093,781
Total plan assets at beginning of year	2017-09-30	$2,955,570
Value of fidelity bond covering the plan	2017-09-30	$1,000,000
Expenses. Other expenses not covered elsewhere	2017-09-30	$17,352
Other income received	2017-09-30	$306,624
Net income (gross income less expenses)	2017-09-30	$138,211
Net plan assets at end of year (total assets less liabilities)	2017-09-30	$3,093,781
Net plan assets at beginning of year (total assets less liabilities)	2017-09-30	$2,955,570
Total contributions received or receivable from employer(s)	2017-09-30	$30,000
2016 : DAVE STERN PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-09-30	$334,574
Expenses. Total of all expenses incurred	2016-09-30	$139,704
Benefits paid (including direct rollovers)	2016-09-30	$121,084
Total plan assets at end of year	2016-09-30	$2,955,570
Total plan assets at beginning of year	2016-09-30	$2,760,700
Value of fidelity bond covering the plan	2016-09-30	$350,000
Expenses. Other expenses not covered elsewhere	2016-09-30	$18,620
Other income received	2016-09-30	$264,574
Net income (gross income less expenses)	2016-09-30	$194,870
Net plan assets at end of year (total assets less liabilities)	2016-09-30	$2,955,570
Net plan assets at beginning of year (total assets less liabilities)	2016-09-30	$2,760,700
Total contributions received or receivable from employer(s)	2016-09-30	$70,000
2015 : DAVE STERN PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-09-30	$-134,316
Expenses. Total of all expenses incurred	2015-09-30	$30,038
Benefits paid (including direct rollovers)	2015-09-30	$19,527
Total plan assets at end of year	2015-09-30	$2,760,700
Total plan assets at beginning of year	2015-09-30	$2,925,054
Value of fidelity bond covering the plan	2015-09-30	$250,000
Expenses. Other expenses not covered elsewhere	2015-09-30	$10,311
Other income received	2015-09-30	$-205,316
Net income (gross income less expenses)	2015-09-30	$-164,354
Net plan assets at end of year (total assets less liabilities)	2015-09-30	$2,760,700
Net plan assets at beginning of year (total assets less liabilities)	2015-09-30	$2,925,054
Total contributions received or receivable from employer(s)	2015-09-30	$71,000
Expenses. Administrative service providers (salaries,fees and commissions)	2015-09-30	$200
2014 : DAVE STERN PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-09-30	$347,554
Expenses. Total of all expenses incurred	2014-09-30	$25,595
Benefits paid (including direct rollovers)	2014-09-30	$25,395
Total plan assets at end of year	2014-09-30	$2,925,054
Total plan assets at beginning of year	2014-09-30	$2,603,095
Value of fidelity bond covering the plan	2014-09-30	$250,000
Other income received	2014-09-30	$276,554
Net income (gross income less expenses)	2014-09-30	$321,959
Net plan assets at end of year (total assets less liabilities)	2014-09-30	$2,925,054
Net plan assets at beginning of year (total assets less liabilities)	2014-09-30	$2,603,095
Total contributions received or receivable from employer(s)	2014-09-30	$71,000
Expenses. Administrative service providers (salaries,fees and commissions)	2014-09-30	$200
2013 : DAVE STERN PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-09-30	$253,857
Expenses. Total of all expenses incurred	2013-09-30	$221,106
Benefits paid (including direct rollovers)	2013-09-30	$220,906
Total plan assets at end of year	2013-09-30	$2,603,095
Total plan assets at beginning of year	2013-09-30	$2,570,344
Value of fidelity bond covering the plan	2013-09-30	$250,000
Other income received	2013-09-30	$182,500
Net income (gross income less expenses)	2013-09-30	$32,751
Net plan assets at end of year (total assets less liabilities)	2013-09-30	$2,603,095
Net plan assets at beginning of year (total assets less liabilities)	2013-09-30	$2,570,344
Total contributions received or receivable from employer(s)	2013-09-30	$71,357
Expenses. Administrative service providers (salaries,fees and commissions)	2013-09-30	$200
2012 : DAVE STERN PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-09-30	$400,409
Expenses. Total of all expenses incurred	2012-09-30	$1,782
Benefits paid (including direct rollovers)	2012-09-30	$1,582
Total plan assets at end of year	2012-09-30	$2,570,343
Total plan assets at beginning of year	2012-09-30	$2,171,716
Value of fidelity bond covering the plan	2012-09-30	$250,000
Other income received	2012-09-30	$328,632
Net income (gross income less expenses)	2012-09-30	$398,627
Net plan assets at end of year (total assets less liabilities)	2012-09-30	$2,570,343
Net plan assets at beginning of year (total assets less liabilities)	2012-09-30	$2,171,716
Total contributions received or receivable from employer(s)	2012-09-30	$71,777
Expenses. Administrative service providers (salaries,fees and commissions)	2012-09-30	$200
2011 : DAVE STERN PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-09-30	$23,548
Expenses. Total of all expenses incurred	2011-09-30	$81,388
Benefits paid (including direct rollovers)	2011-09-30	$81,200
Total plan assets at end of year	2011-09-30	$2,171,716
Total plan assets at beginning of year	2011-09-30	$2,229,556
Value of fidelity bond covering the plan	2011-09-30	$250,000
Other income received	2011-09-30	$-48,706
Net income (gross income less expenses)	2011-09-30	$-57,840
Net plan assets at end of year (total assets less liabilities)	2011-09-30	$2,171,716
Net plan assets at beginning of year (total assets less liabilities)	2011-09-30	$2,229,556
Total contributions received or receivable from employer(s)	2011-09-30	$72,254
Expenses. Administrative service providers (salaries,fees and commissions)	2011-09-30	$188

Form 5500 Responses for DAVE STERN PROFIT SHARING PLAN

2020: DAVE STERN PROFIT SHARING PLAN 2020 form 5500 responses
2020-10-01	Type of plan entity	Single employer plan
2020-10-01	This submission is the final filing	Yes
2020-10-01	Plan funding arrangement – Trust	Yes
2020-10-01	Plan benefit arrangement - Trust	Yes
2019: DAVE STERN PROFIT SHARING PLAN 2019 form 5500 responses
2019-10-01	Type of plan entity	Single employer plan
2019-10-01	Plan funding arrangement – Trust	Yes
2019-10-01	Plan benefit arrangement - Trust	Yes
2018: DAVE STERN PROFIT SHARING PLAN 2018 form 5500 responses
2018-10-01	Type of plan entity	Single employer plan
2018-10-01	Plan funding arrangement – Trust	Yes
2018-10-01	Plan benefit arrangement - Trust	Yes
2017: DAVE STERN PROFIT SHARING PLAN 2017 form 5500 responses
2017-10-01	Type of plan entity	Single employer plan
2017-10-01	Plan funding arrangement – Trust	Yes
2017-10-01	Plan benefit arrangement - Trust	Yes
2016: DAVE STERN PROFIT SHARING PLAN 2016 form 5500 responses
2016-10-01	Type of plan entity	Single employer plan
2016-10-01	Plan funding arrangement – Trust	Yes
2016-10-01	Plan benefit arrangement - Trust	Yes
2015: DAVE STERN PROFIT SHARING PLAN 2015 form 5500 responses
2015-10-01	Type of plan entity	Single employer plan
2015-10-01	Plan funding arrangement – Trust	Yes
2015-10-01	Plan benefit arrangement - Trust	Yes
2014: DAVE STERN PROFIT SHARING PLAN 2014 form 5500 responses
2014-10-01	Type of plan entity	Single employer plan
2014-10-01	Plan funding arrangement – Trust	Yes
2014-10-01	Plan benefit arrangement - Trust	Yes
2013: DAVE STERN PROFIT SHARING PLAN 2013 form 5500 responses
2013-10-01	Type of plan entity	Single employer plan
2013-10-01	Plan funding arrangement – Trust	Yes
2013-10-01	Plan benefit arrangement - Trust	Yes
2012: DAVE STERN PROFIT SHARING PLAN 2012 form 5500 responses
2012-10-01	Type of plan entity	Single employer plan
2012-10-01	Plan funding arrangement – Trust	Yes
2012-10-01	Plan benefit arrangement - Trust	Yes
2011: DAVE STERN PROFIT SHARING PLAN 2011 form 5500 responses
2011-10-01	Type of plan entity	Single employer plan
2011-10-01	Plan is a collectively bargained plan	Yes
2011-10-01	Plan funding arrangement – Trust	Yes
2011-10-01	Plan benefit arrangement - Trust	Yes
2009: DAVE STERN PROFIT SHARING PLAN 2009 form 5500 responses
2009-10-01	Type of plan entity	Single employer plan
2009-10-01	Plan is a collectively bargained plan	Yes
2009-10-01	Plan funding arrangement – Trust	Yes
2009-10-01	Plan benefit arrangement - Trust	Yes

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Company Name:	DAVE STERN INC
Employer identification number (EIN):	221308030
NAIC Classification:	441300
NAIC Description:	Automotive Parts, Accessories, and Tire Stores