KUBOTA OF WEST MICHIGAN, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan KUBOTA OF WEST MICHIGAN, LLC 401(K) PLAN
| Measure | Date | Value |
|---|
| 2011: KUBOTA OF WEST MICHIGAN, LLC 401(K) PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-06-01 | 22 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-06-01 | 12 |
| Number of retired or separated participants receiving benefits | 2011-06-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-06-01 | 5 |
| Total of all active and inactive participants | 2011-06-01 | 17 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-06-01 | 0 |
| Total participants | 2011-06-01 | 17 |
| Number of participants with account balances | 2011-06-01 | 16 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-06-01 | 1 |
| 2010: KUBOTA OF WEST MICHIGAN, LLC 401(K) PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-06-01 | 22 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-06-01 | 17 |
| Number of retired or separated participants receiving benefits | 2010-06-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2010-06-01 | 2 |
| Total of all active and inactive participants | 2010-06-01 | 19 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-06-01 | 0 |
| Total participants | 2010-06-01 | 19 |
| Number of participants with account balances | 2010-06-01 | 19 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-06-01 | 2 |
| 2009: KUBOTA OF WEST MICHIGAN, LLC 401(K) PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-06-01 | 25 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-06-01 | 20 |
| Number of retired or separated participants receiving benefits | 2009-06-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-06-01 | 2 |
| Total of all active and inactive participants | 2009-06-01 | 22 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-06-01 | 0 |
| Total participants | 2009-06-01 | 22 |
| Number of participants with account balances | 2009-06-01 | 22 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-06-01 | 2 |
| Measure | Date | Value |
|---|
| 2012 : KUBOTA OF WEST MICHIGAN, LLC 401(K) PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-05-31 | $-27,881 |
| Expenses. Total of all expenses incurred | 2012-05-31 | $46,243 |
| Benefits paid (including direct rollovers) | 2012-05-31 | $39,799 |
| Total plan assets at end of year | 2012-05-31 | $440,130 |
| Total plan assets at beginning of year | 2012-05-31 | $514,254 |
| Value of fidelity bond covering the plan | 2012-05-31 | $195,000 |
| Total contributions received or receivable from participants | 2012-05-31 | $14,297 |
| Other income received | 2012-05-31 | $-42,178 |
| Net income (gross income less expenses) | 2012-05-31 | $-74,124 |
| Net plan assets at end of year (total assets less liabilities) | 2012-05-31 | $440,130 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-05-31 | $514,254 |
| Assets. Value of participant loans | 2012-05-31 | $7,658 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-05-31 | $6,444 |
| 2011 : KUBOTA OF WEST MICHIGAN, LLC 401(K) PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-05-31 | $119,171 |
| Expenses. Total of all expenses incurred | 2011-05-31 | $24,929 |
| Benefits paid (including direct rollovers) | 2011-05-31 | $18,542 |
| Total plan assets at end of year | 2011-05-31 | $514,254 |
| Total plan assets at beginning of year | 2011-05-31 | $420,012 |
| Value of fidelity bond covering the plan | 2011-05-31 | $195,000 |
| Total contributions received or receivable from participants | 2011-05-31 | $19,735 |
| Other income received | 2011-05-31 | $99,436 |
| Net income (gross income less expenses) | 2011-05-31 | $94,242 |
| Net plan assets at end of year (total assets less liabilities) | 2011-05-31 | $514,254 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-05-31 | $420,012 |
| Assets. Value of participant loans | 2011-05-31 | $12,166 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-05-31 | $6,387 |
| 2011: KUBOTA OF WEST MICHIGAN, LLC 401(K) PLAN 2011 form 5500 responses |
|---|
| 2011-06-01 | Type of plan entity | Single employer plan |
| 2011-06-01 | Submission has been amended | No |
| 2011-06-01 | This submission is the final filing | No |
| 2011-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-06-01 | Plan is a collectively bargained plan | No |
| 2011-06-01 | Plan funding arrangement – Insurance | Yes |
| 2011-06-01 | Plan funding arrangement – Trust | Yes |
| 2011-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-06-01 | Plan benefit arrangement - Trust | Yes |
| 2010: KUBOTA OF WEST MICHIGAN, LLC 401(K) PLAN 2010 form 5500 responses |
|---|
| 2010-06-01 | Type of plan entity | Single employer plan |
| 2010-06-01 | Submission has been amended | No |
| 2010-06-01 | This submission is the final filing | No |
| 2010-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-06-01 | Plan is a collectively bargained plan | No |
| 2010-06-01 | Plan funding arrangement – Insurance | Yes |
| 2010-06-01 | Plan funding arrangement – Trust | Yes |
| 2010-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2010-06-01 | Plan benefit arrangement - Trust | Yes |
| 2009: KUBOTA OF WEST MICHIGAN, LLC 401(K) PLAN 2009 form 5500 responses |
|---|
| 2009-06-01 | Type of plan entity | Single employer plan |
| 2009-06-01 | Submission has been amended | No |
| 2009-06-01 | This submission is the final filing | No |
| 2009-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-06-01 | Plan is a collectively bargained plan | No |
| 2009-06-01 | Plan funding arrangement – Insurance | Yes |
| 2009-06-01 | Plan funding arrangement – Trust | Yes |
| 2009-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-06-01 | Plan benefit arrangement - Trust | Yes |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 ) |
| Policy contract number | GP88339 |
| Policy instance | 1 |
| Insurance contract or identification number | GP88339 | | Number of Individuals Covered | 17 | | Insurance policy start date | 2011-06-01 | | Insurance policy end date | 2012-05-31 | | Total amount of commissions paid to insurance broker | USD $1,129 | | Total amount of fees paid to insurance company | USD $1,076 | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 ) |
| Policy contract number | GP88339 |
| Policy instance | 1 |
| Insurance contract or identification number | GP88339 | | Number of Individuals Covered | 19 | | Insurance policy start date | 2010-06-01 | | Insurance policy end date | 2011-05-31 | | Total amount of commissions paid to insurance broker | USD $1,134 | | Total amount of fees paid to insurance company | USD $1,303 | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Commission paid to Insurance Broker | USD $1,134 | | Amount paid for insurance broker fees | 303 | | Additional information about fees paid to insurance broker | MARKETING ALLOWANCE AND NON-MONETARY COMPENSATION TO SALES REP | | Insurance broker organization code? | 4 | | Insurance broker name | I AM, INC. |
|
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