SEA BREEZE FORD, INC. has sponsored the creation of one or more 401k plans.
Measure | Date | Value |
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2014: SEA BREEZE FORD PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 50 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 43 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 6 |
Total of all active and inactive participants | 2014-01-01 | 49 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 1 |
Total participants | 2014-01-01 | 50 |
Number of participants with account balances | 2014-01-01 | 38 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: SEA BREEZE FORD PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 48 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 42 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 8 |
Total of all active and inactive participants | 2013-01-01 | 50 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 1 |
Total participants | 2013-01-01 | 51 |
Number of participants with account balances | 2013-01-01 | 39 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 5 |
2012: SEA BREEZE FORD PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 47 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 37 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 8 |
Total of all active and inactive participants | 2012-01-01 | 45 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 1 |
Total participants | 2012-01-01 | 46 |
Number of participants with account balances | 2012-01-01 | 38 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 19 |
2011: SEA BREEZE FORD PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 50 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 43 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 0 |
Total of all active and inactive participants | 2011-01-01 | 43 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 43 |
Number of participants with account balances | 2011-01-01 | 42 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
Measure | Date | Value |
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2014 : SEA BREEZE FORD PLAN 2014 401k financial data |
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Transfers to/from the plan | 2014-12-31 | $0 |
Total income from all sources | 2014-12-31 | $325,738 |
Expenses. Total of all expenses incurred | 2014-12-31 | $96,399 |
Benefits paid (including direct rollovers) | 2014-12-31 | $96,021 |
Total plan assets at end of year | 2014-12-31 | $3,148,244 |
Total plan assets at beginning of year | 2014-12-31 | $2,918,905 |
Value of fidelity bond covering the plan | 2014-12-31 | $265,000 |
Total contributions received or receivable from participants | 2014-12-31 | $134,561 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $378 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
Other income received | 2014-12-31 | $126,532 |
Net income (gross income less expenses) | 2014-12-31 | $229,339 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $3,148,244 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $2,918,905 |
Assets. Value of participant loans | 2014-12-31 | $97,952 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $64,645 |
Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
Value of corrective distributions | 2014-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2014-12-31 | $0 |
Minimum employer required contribution for this plan year | 2014-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2014-12-31 | $0 |
2013 : SEA BREEZE FORD PLAN 2013 401k financial data |
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Transfers to/from the plan | 2013-12-31 | $0 |
Total income from all sources | 2013-12-31 | $594,899 |
Expenses. Total of all expenses incurred | 2013-12-31 | $71,707 |
Benefits paid (including direct rollovers) | 2013-12-31 | $63,252 |
Total plan assets at end of year | 2013-12-31 | $2,918,905 |
Total plan assets at beginning of year | 2013-12-31 | $2,395,713 |
Value of fidelity bond covering the plan | 2013-12-31 | $265,000 |
Total contributions received or receivable from participants | 2013-12-31 | $134,384 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $429 |
Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
Other income received | 2013-12-31 | $395,907 |
Net income (gross income less expenses) | 2013-12-31 | $523,192 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $2,918,905 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $2,395,713 |
Assets. Value of participant loans | 2013-12-31 | $47,347 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $64,608 |
Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
Value of corrective distributions | 2013-12-31 | $8,026 |
Funding deficiency by the employer to the plan for this plan year | 2013-12-31 | $0 |
Minimum employer required contribution for this plan year | 2013-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2013-12-31 | $0 |
2012 : SEA BREEZE FORD PLAN 2012 401k financial data |
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Transfers to/from the plan | 2012-12-31 | $0 |
Total income from all sources | 2012-12-31 | $412,409 |
Expenses. Total of all expenses incurred | 2012-12-31 | $102,743 |
Benefits paid (including direct rollovers) | 2012-12-31 | $102,082 |
Total plan assets at end of year | 2012-12-31 | $2,395,713 |
Total plan assets at beginning of year | 2012-12-31 | $2,086,047 |
Value of fidelity bond covering the plan | 2012-12-31 | $265,000 |
Total contributions received or receivable from participants | 2012-12-31 | $128,740 |
Expenses. Other expenses not covered elsewhere | 2012-12-31 | $661 |
Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
Other income received | 2012-12-31 | $221,960 |
Net income (gross income less expenses) | 2012-12-31 | $309,666 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $2,395,713 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $2,086,047 |
Assets. Value of participant loans | 2012-12-31 | $72,780 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $61,709 |
Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
Value of corrective distributions | 2012-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2012-12-31 | $0 |
Minimum employer required contribution for this plan year | 2012-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2012-12-31 | $0 |
2011 : SEA BREEZE FORD PLAN 2011 401k financial data |
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Transfers to/from the plan | 2011-12-31 | $0 |
Total income from all sources | 2011-12-31 | $132,443 |
Expenses. Total of all expenses incurred | 2011-12-31 | $62,211 |
Benefits paid (including direct rollovers) | 2011-12-31 | $59,705 |
Total plan assets at end of year | 2011-12-31 | $2,086,047 |
Total plan assets at beginning of year | 2011-12-31 | $2,015,815 |
Value of fidelity bond covering the plan | 2011-12-31 | $265,000 |
Total contributions received or receivable from participants | 2011-12-31 | $119,825 |
Expenses. Other expenses not covered elsewhere | 2011-12-31 | $156 |
Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
Other income received | 2011-12-31 | $-45,337 |
Net income (gross income less expenses) | 2011-12-31 | $70,232 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $2,086,047 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $2,015,815 |
Assets. Value of participant loans | 2011-12-31 | $103,895 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $57,955 |
Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
Value of corrective distributions | 2011-12-31 | $2,350 |
Funding deficiency by the employer to the plan for this plan year | 2011-12-31 | $0 |
Minimum employer required contribution for this plan year | 2011-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2011-12-31 | $0 |
2014: SEA BREEZE FORD PLAN 2014 form 5500 responses |
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2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Insurance | Yes |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement – Insurance | Yes |
2013: SEA BREEZE FORD PLAN 2013 form 5500 responses |
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2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Insurance | Yes |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement – Insurance | Yes |
2012: SEA BREEZE FORD PLAN 2012 form 5500 responses |
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2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Insurance | Yes |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement – Insurance | Yes |
2011: SEA BREEZE FORD PLAN 2011 form 5500 responses |
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2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Insurance | Yes |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement – Insurance | Yes |
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
Policy contract number | GA-826799 |
Policy instance | 1 |
Insurance contract or identification number | GA-826799 | Number of Individuals Covered | 38 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $8,671 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | No | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 Broker | USD $8,671 | Insurance broker organization code? | 3 | Insurance broker name | SBHU LIFE AGENCY INC |
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HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
Policy contract number | GA-826799 |
Policy instance | 1 |
Insurance contract or identification number | GA-826799 | Number of Individuals Covered | 39 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $7,330 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | No | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 Broker | USD $7,330 | Insurance broker organization code? | 3 | Insurance broker name | SBHU LIFE AGCY INC |
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HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
Policy contract number | GA-826799 |
Policy instance | 1 |
Insurance contract or identification number | GA-826799 | Number of Individuals Covered | 38 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $2,607 | Total amount of fees paid to insurance company | USD $107 | Are there contracts with allocated funds for individual policies? | No | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 Broker | USD $2,607 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 82 | Additional information about fees paid to insurance broker | SALES/MARKETING | Insurance broker name | MORGANSTANLEY SMITHBARNEY LLC |
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HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
Policy contract number | GA-826799 |
Policy instance | 1 |
Insurance contract or identification number | GA-826799 | Number of Individuals Covered | 42 | Insurance policy start date | 2011-07-01 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $21,116 | Total amount of fees paid to insurance company | USD $25 | Are there contracts with allocated funds for individual policies? | No | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 |
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