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SIMONAR SERVICE, INC. PROFIT SHARING PLAN 401k Plan overview

Plan NameSIMONAR SERVICE, INC. PROFIT SHARING PLAN
Plan identification number 001

SIMONAR SERVICE, INC. PROFIT SHARING PLAN Benefits

401k Plan TypeDefined 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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.

401k Sponsoring company profile

SIMONAR SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name:SIMONAR SERVICES, INC.
Employer identification number (EIN):391147937
NAIC Classification:441210
NAIC Description:Recreational Vehicle Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SIMONAR SERVICE, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-06-01DALE SIMONAR2024-11-18
0012022-06-01DALE SIMONAR2023-12-21
0012021-06-01DALE SIMONAR2022-10-24
0012020-06-01DALE SIMONAR2021-10-29
0012019-06-01DALE SIMONAR2020-09-24
0012018-06-01DALE SIMONAR2019-12-19
0012017-06-01DALE SIMONAR2019-01-17
0012016-06-01LEROY SIMONAR
0012015-06-01LEROY SIMONAR
0012014-06-01LEROY SIMONAR
0012013-06-01LEROY SIMONAR LEROY SIMONAR2014-09-24
0012012-06-01LEROY SIMONAR LEROY SIMONAR2013-08-09
0012011-06-01LEROY SIMONAR LEROY SIMONAR2012-12-07
0012009-06-01LEROY SIMONAR LEROY SIMONAR2010-12-29

Financial Data on SIMONAR SERVICE, INC. PROFIT SHARING PLAN

Measure Date Value
2025 : SIMONAR SERVICE, INC. PROFIT SHARING PLAN 2025 401k financial data
Total liabilities as of the end of the plan year2025-10-080
Total liabilities as of the beginning of the plan year2025-10-080
Total expenses incurred by plan in this plan year2025-10-0811685
Net assets as of the end of the plan year2025-10-082858244
Total assets as of the beginning of the plan year2025-10-082656440
Value of plan covered by a fidelity bond2025-10-08500000
Participant contributions to plan in this plan year2025-10-082906
Other income to plan in this plan year2025-10-08210583
Plan net income in this plan year2025-10-08201804
Net assets as of the end of the plan year2025-10-082858244
Net assets as of the beginning of the plan year2025-10-082656440
Fees paid to broker by Benefit Provider2025-10-08600
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-0811685
2024 : SIMONAR SERVICE, INC. PROFIT SHARING PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-11-180
Total liabilities as of the end of the plan year2024-11-180
Total liabilities as of the beginning of the plan year2024-11-180
Total expenses incurred by plan in this plan year2024-11-1810349
Net assets as of the end of the plan year2024-11-182656440
Total assets as of the beginning of the plan year2024-11-182281142
Value of plan covered by a fidelity bond2024-11-18500000
Participant contributions to plan in this plan year2024-11-181856
Other expenses paid from plan in this plan year2024-11-180
Other contributions to plan in this plan year2024-11-180
Other income to plan in this plan year2024-11-18373791
Plan net income in this plan year2024-11-18375298
Net assets as of the end of the plan year2024-11-182656440
Net assets as of the beginning of the plan year2024-11-182281142
Employer contributions to plan in this plan year2024-11-1810000
Expensese paid to adminstrative service provicers from plan in this plan year2024-11-1810349
2017 : SIMONAR SERVICE, INC. PROFIT SHARING PLAN 2017 401k financial data
Total plan liabilities at end of year2017-05-31$0
Total plan liabilities at beginning of year2017-05-31$0
Total income from all sources2017-05-31$629,164
Expenses. Total of all expenses incurred2017-05-31$57,784
Benefits paid (including direct rollovers)2017-05-31$57,784
Total plan assets at end of year2017-05-31$4,503,477
Total plan assets at beginning of year2017-05-31$3,932,097
Value of fidelity bond covering the plan2017-05-31$355,000
Other income received2017-05-31$599,164
Net income (gross income less expenses)2017-05-31$571,380
Net plan assets at end of year (total assets less liabilities)2017-05-31$4,503,477
Net plan assets at beginning of year (total assets less liabilities)2017-05-31$3,932,097
Assets. Value of assets in partnership/joint-venture interests2017-05-31$4,760
Total contributions received or receivable from employer(s)2017-05-31$30,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-05-31$0
2016 : SIMONAR SERVICE, INC. PROFIT SHARING PLAN 2016 401k financial data
Total plan liabilities at end of year2016-05-31$0
Total plan liabilities at beginning of year2016-05-31$0
Total income from all sources2016-05-31$228,782
Expenses. Total of all expenses incurred2016-05-31$54,037
Benefits paid (including direct rollovers)2016-05-31$54,037
Total plan assets at end of year2016-05-31$3,932,097
Total plan assets at beginning of year2016-05-31$3,757,352
Value of fidelity bond covering the plan2016-05-31$355,000
Other income received2016-05-31$228,782
Net income (gross income less expenses)2016-05-31$174,745
Net plan assets at end of year (total assets less liabilities)2016-05-31$3,932,097
Net plan assets at beginning of year (total assets less liabilities)2016-05-31$3,757,352
Assets. Value of assets in partnership/joint-venture interests2016-05-31$4,760
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-05-31$0
2015 : SIMONAR SERVICE, INC. PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at end of year2015-05-31$0
Total plan liabilities at beginning of year2015-05-31$0
Total income from all sources2015-05-31$262,534
Expenses. Total of all expenses incurred2015-05-31$45,910
Benefits paid (including direct rollovers)2015-05-31$45,910
Total plan assets at end of year2015-05-31$3,757,352
Total plan assets at beginning of year2015-05-31$3,540,728
Value of fidelity bond covering the plan2015-05-31$230,000
Other income received2015-05-31$262,534
Net income (gross income less expenses)2015-05-31$216,624
Net plan assets at end of year (total assets less liabilities)2015-05-31$3,757,352
Net plan assets at beginning of year (total assets less liabilities)2015-05-31$3,540,728
Assets. Value of assets in partnership/joint-venture interests2015-05-31$4,620
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-05-31$0
2014 : SIMONAR SERVICE, INC. PROFIT SHARING PLAN 2014 401k financial data
Total plan liabilities at end of year2014-05-31$0
Total plan liabilities at beginning of year2014-05-31$0
Total income from all sources2014-05-31$530,711
Expenses. Total of all expenses incurred2014-05-31$37,232
Benefits paid (including direct rollovers)2014-05-31$37,232
Total plan assets at end of year2014-05-31$3,540,728
Total plan assets at beginning of year2014-05-31$3,047,249
Value of fidelity bond covering the plan2014-05-31$230,000
Other income received2014-05-31$530,711
Net income (gross income less expenses)2014-05-31$493,479
Net plan assets at end of year (total assets less liabilities)2014-05-31$3,540,728
Net plan assets at beginning of year (total assets less liabilities)2014-05-31$3,047,249
Assets. Value of assets in partnership/joint-venture interests2014-05-31$4,760
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-05-31$0
2013 : SIMONAR SERVICE, INC. PROFIT SHARING PLAN 2013 401k financial data
Total plan liabilities at end of year2013-05-31$0
Total plan liabilities at beginning of year2013-05-31$0
Total income from all sources2013-05-31$573,866
Expenses. Total of all expenses incurred2013-05-31$37,472
Benefits paid (including direct rollovers)2013-05-31$37,472
Total plan assets at end of year2013-05-31$3,047,249
Total plan assets at beginning of year2013-05-31$2,510,855
Value of fidelity bond covering the plan2013-05-31$230,000
Other income received2013-05-31$573,866
Net income (gross income less expenses)2013-05-31$536,394
Net plan assets at end of year (total assets less liabilities)2013-05-31$3,047,249
Net plan assets at beginning of year (total assets less liabilities)2013-05-31$2,510,855
Assets. Value of assets in partnership/joint-venture interests2013-05-31$4,760
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-05-31$0
2012 : SIMONAR SERVICE, INC. PROFIT SHARING PLAN 2012 401k financial data
Total plan liabilities at end of year2012-05-31$0
Total plan liabilities at beginning of year2012-05-31$0
Total income from all sources2012-05-31$-311,206
Expenses. Total of all expenses incurred2012-05-31$42,381
Benefits paid (including direct rollovers)2012-05-31$42,381
Total plan assets at end of year2012-05-31$2,510,855
Total plan assets at beginning of year2012-05-31$2,864,442
Value of fidelity bond covering the plan2012-05-31$230,000
Other income received2012-05-31$-311,206
Net income (gross income less expenses)2012-05-31$-353,587
Net plan assets at end of year (total assets less liabilities)2012-05-31$2,510,855
Net plan assets at beginning of year (total assets less liabilities)2012-05-31$2,864,442
Assets. Value of assets in partnership/joint-venture interests2012-05-31$4,270
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-05-31$0
2011 : SIMONAR SERVICE, INC. PROFIT SHARING PLAN 2011 401k financial data
Total plan liabilities at end of year2011-05-31$0
Total plan liabilities at beginning of year2011-05-31$0
Total income from all sources2011-05-31$660,115
Expenses. Total of all expenses incurred2011-05-31$61,601
Benefits paid (including direct rollovers)2011-05-31$61,601
Total plan assets at end of year2011-05-31$2,864,442
Total plan assets at beginning of year2011-05-31$2,265,928
Value of fidelity bond covering the plan2011-05-31$200,000
Other income received2011-05-31$660,115
Net income (gross income less expenses)2011-05-31$598,514
Net plan assets at end of year (total assets less liabilities)2011-05-31$2,864,442
Net plan assets at beginning of year (total assets less liabilities)2011-05-31$2,265,928
Assets. Value of assets in partnership/joint-venture interests2011-05-31$4,480
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-05-31$0
2010 : SIMONAR SERVICE, INC. PROFIT SHARING PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-05-31$0

Form 5500 Responses for SIMONAR SERVICE, INC. PROFIT SHARING PLAN

2016: SIMONAR SERVICE, INC. PROFIT SHARING PLAN 2016 form 5500 responses
2016-06-01Type of plan entitySingle employer plan
2016-06-01Submission has been amendedNo
2016-06-01This submission is the final filingNo
2016-06-01This return/report is a short plan year return/report (less than 12 months)No
2016-06-01Plan is a collectively bargained planNo
2016-06-01Plan funding arrangement – InsuranceYes
2016-06-01Plan funding arrangement – TrustYes
2016-06-01Plan benefit arrangement – InsuranceYes
2016-06-01Plan benefit arrangement - TrustYes
2015: SIMONAR SERVICE, INC. PROFIT SHARING PLAN 2015 form 5500 responses
2015-06-01Type of plan entitySingle employer plan
2015-06-01Submission has been amendedNo
2015-06-01This submission is the final filingNo
2015-06-01This return/report is a short plan year return/report (less than 12 months)No
2015-06-01Plan is a collectively bargained planNo
2015-06-01Plan funding arrangement – InsuranceYes
2015-06-01Plan funding arrangement – TrustYes
2015-06-01Plan benefit arrangement – InsuranceYes
2015-06-01Plan benefit arrangement - TrustYes
2014: SIMONAR SERVICE, INC. PROFIT SHARING PLAN 2014 form 5500 responses
2014-06-01Type of plan entitySingle employer plan
2014-06-01Submission has been amendedNo
2014-06-01This submission is the final filingNo
2014-06-01This return/report is a short plan year return/report (less than 12 months)No
2014-06-01Plan is a collectively bargained planNo
2014-06-01Plan funding arrangement – InsuranceYes
2014-06-01Plan funding arrangement – TrustYes
2014-06-01Plan benefit arrangement – InsuranceYes
2014-06-01Plan benefit arrangement - TrustYes
2013: SIMONAR SERVICE, INC. PROFIT SHARING PLAN 2013 form 5500 responses
2013-06-01Type of plan entitySingle employer plan
2013-06-01Submission has been amendedNo
2013-06-01This submission is the final filingNo
2013-06-01This return/report is a short plan year return/report (less than 12 months)No
2013-06-01Plan is a collectively bargained planNo
2013-06-01Plan funding arrangement – InsuranceYes
2013-06-01Plan funding arrangement – TrustYes
2013-06-01Plan benefit arrangement – InsuranceYes
2013-06-01Plan benefit arrangement - TrustYes
2012: SIMONAR SERVICE, INC. PROFIT SHARING PLAN 2012 form 5500 responses
2012-06-01Type of plan entitySingle employer plan
2012-06-01Submission has been amendedYes
2012-06-01This submission is the final filingNo
2012-06-01This return/report is a short plan year return/report (less than 12 months)No
2012-06-01Plan is a collectively bargained planNo
2012-06-01Plan funding arrangement – InsuranceYes
2012-06-01Plan funding arrangement – TrustYes
2012-06-01Plan benefit arrangement – InsuranceYes
2012-06-01Plan benefit arrangement - TrustYes
2011: SIMONAR SERVICE, INC. PROFIT SHARING PLAN 2011 form 5500 responses
2011-06-01Type of plan entitySingle employer plan
2011-06-01Submission has been amendedNo
2011-06-01This submission is the final filingNo
2011-06-01This return/report is a short plan year return/report (less than 12 months)No
2011-06-01Plan is a collectively bargained planNo
2011-06-01Plan funding arrangement – InsuranceYes
2011-06-01Plan funding arrangement – TrustYes
2011-06-01Plan benefit arrangement – InsuranceYes
2011-06-01Plan benefit arrangement - TrustYes
2009: SIMONAR SERVICE, INC. PROFIT SHARING PLAN 2009 form 5500 responses
2009-06-01Type of plan entitySingle employer plan
2009-06-01Submission has been amendedNo
2009-06-01This submission is the final filingNo
2009-06-01This return/report is a short plan year return/report (less than 12 months)No
2009-06-01Plan is a collectively bargained planNo
2009-06-01Plan funding arrangement – InsuranceYes
2009-06-01Plan funding arrangement – TrustYes
2009-06-01Plan benefit arrangement – InsuranceYes
2009-06-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

AMERITAS LIFE INSURANCE CORP (National Association of Insurance Commissioners NAIC id number: 97977 )
Policy contract number2103015033
Policy instance 1
WESTERN RESERVE LIFE ASSURANCE-NORTHWIND, LLC (National Association of Insurance Commissioners NAIC id number: 85561 )
Policy contract number1D0277705
Policy instance 4
PHOENIX HOME LIFE MUTUAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67814 )
Policy contract numberQ0457457001
Policy instance 3
LINCOLN BENEFIT LIFE COMPANY (National Association of Insurance Commissioners NAIC id number: 65595 )
Policy contract numberLBLA100725
Policy instance 2
PHOENIX HOME LIFE MUTUAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67814 )
Policy contract numberQ0457457001
Policy instance 3
LINCOLN BENEFIT LIFE COMPANY (National Association of Insurance Commissioners NAIC id number: 65595 )
Policy contract numberLBLA100725
Policy instance 2
AMERITAS LIFE INSURANCE CORP (National Association of Insurance Commissioners NAIC id number: 97977 )
Policy contract number2103015033
Policy instance 1
WESTERN RESERVE LIFE ASSURANCE-NORTHWIND, LLC (National Association of Insurance Commissioners NAIC id number: 85561 )
Policy contract number1D0277705
Policy instance 4
WESTERN RESERVE LIFE ASSURANCE-NORTHWIND, LLC (National Association of Insurance Commissioners NAIC id number: 85561 )
Policy contract number1D0277705
Policy instance 4
LINCOLN BENEFIT LIFE COMPANY (National Association of Insurance Commissioners NAIC id number: 65595 )
Policy contract numberLBLA100725
Policy instance 2
AMERITAS LIFE INSURANCE CORP (National Association of Insurance Commissioners NAIC id number: 97977 )
Policy contract number2103015033
Policy instance 1
PHOENIX HOME LIFE MUTUAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67814 )
Policy contract numberQ0457457001
Policy instance 3
LINCOLN BENEFIT LIFE COMPANY (National Association of Insurance Commissioners NAIC id number: 65595 )
Policy contract numberLBLA100725
Policy instance 2
WESTERN RESERVE LIFE ASSURANCE-NORTHWIND, LLC (National Association of Insurance Commissioners NAIC id number: 85561 )
Policy contract number1D0277705
Policy instance 4
PHOENIX HOME LIFE MUTUAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67814 )
Policy contract numberQ0457457001
Policy instance 3
AMERITAS LIFE INSURANCE CORP (National Association of Insurance Commissioners NAIC id number: 97977 )
Policy contract number2103015033
Policy instance 1
PHOENIX HOME LIFE MUTUAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67814 )
Policy contract numberQ0457457001
Policy instance 3
LINCOLN BENEFIT LIFE COMPANY (National Association of Insurance Commissioners NAIC id number: 65595 )
Policy contract numberLBLA100725
Policy instance 2
AMERITAS LIFE INSURANCE CORP (National Association of Insurance Commissioners NAIC id number: 97977 )
Policy contract number2103015033
Policy instance 1
WESTERN RESERVE LIFE ASSURANCE-NORTHWIND, LLC (National Association of Insurance Commissioners NAIC id number: 85561 )
Policy contract number1D0277705
Policy instance 4
WESTERN RESERVE LIFE ASSURANCE-NORTHWIND, LLC (National Association of Insurance Commissioners NAIC id number: 85561 )
Policy contract number1D0277705
Policy instance 4
LINCOLN BENEFIT LIFE COMPANY (National Association of Insurance Commissioners NAIC id number: 65595 )
Policy contract numberLBLA100725
Policy instance 2
AMERITAS LIFE INSURANCE CORP (National Association of Insurance Commissioners NAIC id number: 97977 )
Policy contract number2103015033
Policy instance 1
PHOENIX HOME LIFE MUTUAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67814 )
Policy contract numberQ0457457001
Policy instance 3

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