BP NO SPRINGS INC DBA FRDM HONDA has sponsored the creation of one or more 401k plans.
| Measure | Date | Value |
|---|
| 2015: FREEDOM HONDA 401 K PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 54 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 55 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 16 |
| Total of all active and inactive participants | 2015-01-01 | 71 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 71 |
| Number of participants with account balances | 2015-01-01 | 65 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 2 |
| 2014: FREEDOM HONDA 401 K PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 40 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 40 |
| 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 | 14 |
| Total of all active and inactive participants | 2014-01-01 | 54 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 54 |
| Number of participants with account balances | 2014-01-01 | 51 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 3 |
| 2013: FREEDOM HONDA 401 K PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 41 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 28 |
| 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 | 12 |
| Total of all active and inactive participants | 2013-01-01 | 40 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 40 |
| Number of participants with account balances | 2013-01-01 | 40 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 4 |
| 2012: FREEDOM HONDA 401 K PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 40 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 41 |
| 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 | 0 |
| Total of all active and inactive participants | 2012-01-01 | 41 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 41 |
| Number of participants with account balances | 2012-01-01 | 33 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2015 : FREEDOM HONDA 401 K PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $207,506 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $9,012 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $7,344 |
| Total plan assets at end of year | 2015-12-31 | $588,765 |
| Total plan assets at beginning of year | 2015-12-31 | $390,271 |
| Value of fidelity bond covering the plan | 2015-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $182,859 |
| Other income received | 2015-12-31 | $-7,353 |
| Net income (gross income less expenses) | 2015-12-31 | $198,494 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $588,765 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $390,271 |
| Assets. Value of participant loans | 2015-12-31 | $12,882 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $32,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $1,668 |
| 2014 : FREEDOM HONDA 401 K PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $171,173 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $17,595 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $16,295 |
| Total plan assets at end of year | 2014-12-31 | $390,271 |
| Total plan assets at beginning of year | 2014-12-31 | $236,693 |
| Value of fidelity bond covering the plan | 2014-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $110,770 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $1,300 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $17,106 |
| Other income received | 2014-12-31 | $18,297 |
| Net income (gross income less expenses) | 2014-12-31 | $153,578 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $390,271 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $236,693 |
| Assets. Value of participant loans | 2014-12-31 | $5,212 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $25,000 |
| 2013 : FREEDOM HONDA 401 K PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $130,417 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $5,830 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $5,263 |
| Total plan assets at end of year | 2013-12-31 | $236,693 |
| Total plan assets at beginning of year | 2013-12-31 | $112,106 |
| Total contributions received or receivable from participants | 2013-12-31 | $77,995 |
| Other income received | 2013-12-31 | $35,922 |
| Net income (gross income less expenses) | 2013-12-31 | $124,587 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $236,693 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $112,106 |
| Assets. Value of participant loans | 2013-12-31 | $2,682 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $16,500 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $567 |
| 2012 : FREEDOM HONDA 401 K PLAN 2012 401k financial data |
|---|
| Transfers to/from the plan | 2012-12-31 | $5,643 |
| Total income from all sources | 2012-12-31 | $109,515 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $3,052 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $2,750 |
| Total plan assets at end of year | 2012-12-31 | $112,106 |
| Total plan assets at beginning of year | 2012-12-31 | $0 |
| Total contributions received or receivable from participants | 2012-12-31 | $63,370 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $302 |
| Contributions received from other sources (not participants or employers) | 2012-12-31 | $41,501 |
| Other income received | 2012-12-31 | $4,644 |
| Net income (gross income less expenses) | 2012-12-31 | $106,463 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $112,106 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $0 |
| Assets. Value of participant loans | 2012-12-31 | $3,410 |
| 2015: FREEDOM HONDA 401 K PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: FREEDOM HONDA 401 K PLAN 2014 form 5500 responses |
|---|
| 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 |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: FREEDOM HONDA 401 K PLAN 2013 form 5500 responses |
|---|
| 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 |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: FREEDOM HONDA 401 K PLAN 2012 form 5500 responses |
|---|
| 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 |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) |
| Policy contract number | ZH9821 |
| Policy instance | 1 |
| Insurance contract or identification number | ZH9821 | | Number of Individuals Covered | 71 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $1,476 | | 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 $738 | | Insurance broker organization code? | 3 | | Insurance broker name | UPFSA INS AGENCY OF AZ INC |
|
| VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) |
| Policy contract number | PHY223 |
| Policy instance | 1 |
| Insurance contract or identification number | PHY223 | | Number of Individuals Covered | 0 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-09-18 | | Total amount of commissions paid to insurance broker | USD $0 | | 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 |
|
| VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) |
| Policy contract number | ZH9821 |
| Policy instance | 2 |
| Insurance contract or identification number | ZH9821 | | Number of Individuals Covered | 54 | | Insurance policy start date | 2014-09-18 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $139 | | 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 $139 | | Insurance broker organization code? | 3 | | Insurance broker name | UPFSA INSURANCE AGENCY OF AZ INC |
|
| VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) |
| Policy contract number | PHY223 |
| Policy instance | 1 |
| Insurance contract or identification number | PHY223 | | Number of Individuals Covered | 40 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $5 | | 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 $5 | | Insurance broker organization code? | 3 | | Insurance broker name | U P F S A INSURANCE AGENCY OF ARIZO |
|
| VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) |
| Policy contract number | PHY223 |
| Policy instance | 1 |
| Insurance contract or identification number | PHY223 | | Number of Individuals Covered | 41 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | 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 |
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