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BERGSTROM AUTOMOTIVE MANAGEMENT PROFIT SHARING 401K PLAN 401k Plan overview

Plan NameBERGSTROM AUTOMOTIVE MANAGEMENT PROFIT SHARING 401K PLAN
Plan identification number 001

BERGSTROM AUTOMOTIVE MANAGEMENT PROFIT SHARING 401K 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.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

BERGSTROM AUTOMOTIVE MANAGEMENT, INC. has sponsored the creation of one or more 401k plans.

Company Name:BERGSTROM AUTOMOTIVE MANAGEMENT, INC.
Employer identification number (EIN):450411177
NAIC Classification:441110
NAIC Description:New Car Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BERGSTROM AUTOMOTIVE MANAGEMENT PROFIT SHARING 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01ERIC LYSNE
0012017-01-01ERIC LYSNE
0012016-01-01ERIC LYSNE
0012015-01-01ERIC LYSNE
0012015-01-01ERIC LYSNE
0012014-01-01ERIC LYSNE
0012013-01-01ERIC LYSNE
0012012-01-01RENARD BERGSTROM2013-05-20
0012011-01-01RENARD BERGSTROM2012-02-21
0012010-01-01RENARD BERGSTROM2011-05-05

Plan Statistics for BERGSTROM AUTOMOTIVE MANAGEMENT PROFIT SHARING 401K PLAN

401k plan membership statisitcs for BERGSTROM AUTOMOTIVE MANAGEMENT PROFIT SHARING 401K PLAN

Measure Date Value
2022: BERGSTROM AUTOMOTIVE MANAGEMENT PROFIT SHARING 401K PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01134
Total number of active participants reported on line 7a of the Form 55002022-01-01139
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0111
Total of all active and inactive participants2022-01-01150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01150
Number of participants with account balances2022-01-0188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-011
2021: BERGSTROM AUTOMOTIVE MANAGEMENT PROFIT SHARING 401K PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01131
Total number of active participants reported on line 7a of the Form 55002021-01-01125
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-0114
Total of all active and inactive participants2021-01-01140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01140
Number of participants with account balances2021-01-0177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-012
2020: BERGSTROM AUTOMOTIVE MANAGEMENT PROFIT SHARING 401K PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01142
Total number of active participants reported on line 7a of the Form 55002020-01-01117
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0114
Total of all active and inactive participants2020-01-01131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01131
Number of participants with account balances2020-01-0172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-011
2019: BERGSTROM AUTOMOTIVE MANAGEMENT PROFIT SHARING 401K PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01128
Total number of active participants reported on line 7a of the Form 55002019-01-01130
Number of retired or separated participants receiving benefits2019-01-01102
Number of other retired or separated participants entitled to future benefits2019-01-015
Total of all active and inactive participants2019-01-01237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01237
Number of participants with account balances2019-01-0171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-015
2018: BERGSTROM AUTOMOTIVE MANAGEMENT PROFIT SHARING 401K PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01108
Total number of active participants reported on line 7a of the Form 55002018-01-01106
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0110
Total of all active and inactive participants2018-01-01116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01116
Number of participants with account balances2018-01-0171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-012
2017: BERGSTROM AUTOMOTIVE MANAGEMENT PROFIT SHARING 401K PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01107
Total number of active participants reported on line 7a of the Form 55002017-01-01106
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-012
Total of all active and inactive participants2017-01-01108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01108
Number of participants with account balances2017-01-0169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: BERGSTROM AUTOMOTIVE MANAGEMENT PROFIT SHARING 401K PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01105
Total number of active participants reported on line 7a of the Form 55002016-01-0199
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-018
Total of all active and inactive participants2016-01-01107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01107
Number of participants with account balances2016-01-0171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-013
2015: BERGSTROM AUTOMOTIVE MANAGEMENT PROFIT SHARING 401K PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0173
Total number of active participants reported on line 7a of the Form 55002015-01-0196
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-019
Total of all active and inactive participants2015-01-01105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01105
Number of participants with account balances2015-01-0162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-014
2014: BERGSTROM AUTOMOTIVE MANAGEMENT PROFIT SHARING 401K PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0180
Total number of active participants reported on line 7a of the Form 55002014-01-0166
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-017
Total of all active and inactive participants2014-01-0173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0173
Number of participants with account balances2014-01-0144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013: BERGSTROM AUTOMOTIVE MANAGEMENT PROFIT SHARING 401K PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0179
Total number of active participants reported on line 7a of the Form 55002013-01-0176
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-014
Total of all active and inactive participants2013-01-0180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0180
Number of participants with account balances2013-01-0147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010

Financial Data on BERGSTROM AUTOMOTIVE MANAGEMENT PROFIT SHARING 401K PLAN

Measure Date Value
2022 : BERGSTROM AUTOMOTIVE MANAGEMENT PROFIT SHARING 401K PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$22,853
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$56,108
Total income from all sources (including contributions)2022-12-31$-458,217
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$577,547
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$538,749
Value of total corrective distributions2022-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,059,432
Value of total assets at end of year2022-12-31$7,837,278
Value of total assets at beginning of year2022-12-31$8,906,297
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$38,798
Total interest from all sources2022-12-31$3,780
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$38,798
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$531,072
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$299,216
Assets. Loans (other than to participants) at end of year2022-12-31$115,911
Assets. Loans (other than to participants) at beginning of year2022-12-31$120,348
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$22,853
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$56,108
Total non interest bearing cash at end of year2022-12-31$2,063
Total non interest bearing cash at beginning of year2022-12-31$692
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,035,764
Value of net assets at end of year (total assets less liabilities)2022-12-31$7,814,425
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$8,850,189
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$7,719,304
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$8,785,257
Interest on participant loans2022-12-31$3,780
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,521,429
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$229,144
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$538,749
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BRADY, MARTZ & ASSOCIATES, P.C.
Accountancy firm EIN2022-12-31450310328
2021 : BERGSTROM AUTOMOTIVE MANAGEMENT PROFIT SHARING 401K PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$56,108
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$30,784
Total income from all sources (including contributions)2021-12-31$1,646,709
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$405,117
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$304,023
Expenses. Certain deemed distributions of participant loans2021-12-31$10,974
Value of total corrective distributions2021-12-31$56,108
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$540,126
Value of total assets at end of year2021-12-31$8,906,297
Value of total assets at beginning of year2021-12-31$7,639,381
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$34,012
Total interest from all sources2021-12-31$5,394
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$680
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$680
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$410,936
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$7,995
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$6,816
Assets. Loans (other than to participants) at end of year2021-12-31$120,348
Assets. Loans (other than to participants) at beginning of year2021-12-31$147,877
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$56,108
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$30,784
Administrative expenses (other) incurred2021-12-31$0
Total non interest bearing cash at end of year2021-12-31$692
Total non interest bearing cash at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,241,592
Value of net assets at end of year (total assets less liabilities)2021-12-31$8,850,189
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$7,608,597
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$8,785,257
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$7,480,053
Interest on participant loans2021-12-31$5,394
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$243,891
Net investment gain/loss from pooled separate accounts2021-12-31$856,618
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$122,374
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$3,456
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$304,023
Contract administrator fees2021-12-31$34,012
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BRADY, MARTZ & ASSOCIATES, P.C.
Accountancy firm EIN2021-12-31450310328
2020 : BERGSTROM AUTOMOTIVE MANAGEMENT PROFIT SHARING 401K PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$30,784
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$22,380
Total income from all sources (including contributions)2020-12-31$1,465,917
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$345,373
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$312,817
Value of total corrective distributions2020-12-31$30,784
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$579,612
Value of total assets at end of year2020-12-31$7,639,381
Value of total assets at beginning of year2020-12-31$6,510,433
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,772
Total interest from all sources2020-12-31$4,386
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$341,355
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$341,355
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$354,454
Participant contributions at end of year2020-12-31$7,995
Participant contributions at beginning of year2020-12-31$26,611
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$96,091
Assets. Loans (other than to participants) at end of year2020-12-31$147,877
Assets. Loans (other than to participants) at beginning of year2020-12-31$86,431
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$30,784
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$22,380
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,120,544
Value of net assets at end of year (total assets less liabilities)2020-12-31$7,608,597
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$6,488,053
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$7,480,053
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$6,382,856
Income. Interest from loans (other than to participants)2020-12-31$4,386
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$6,077
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$540,564
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$129,067
Employer contributions (assets) at end of year2020-12-31$3,456
Employer contributions (assets) at beginning of year2020-12-31$8,458
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$312,817
Contract administrator fees2020-12-31$1,772
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BRADY, MARTZ & ASSOCIATES, P.C.
Accountancy firm EIN2020-12-31450310328
2019 : BERGSTROM AUTOMOTIVE MANAGEMENT PROFIT SHARING 401K PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$22,380
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$1,677,043
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,015,591
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$970,963
Value of total corrective distributions2019-12-31$42,278
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$613,733
Value of total assets at end of year2019-12-31$6,510,433
Value of total assets at beginning of year2019-12-31$5,826,601
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$2,350
Total interest from all sources2019-12-31$4,905
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$100,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$386,243
Participant contributions at end of year2019-12-31$26,611
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$76,799
Assets. Loans (other than to participants) at end of year2019-12-31$86,431
Assets. Loans (other than to participants) at beginning of year2019-12-31$102,421
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$22,380
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$661,452
Value of net assets at end of year (total assets less liabilities)2019-12-31$6,488,053
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$5,826,601
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$6,382,856
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$5,721,220
Income. Interest from loans (other than to participants)2019-12-31$4,905
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$6,077
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$2,960
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,058,405
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$150,691
Employer contributions (assets) at end of year2019-12-31$8,458
Employer contributions (assets) at beginning of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$970,963
Contract administrator fees2019-12-31$2,350
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BRADY, MARTZ & ASSOCIATES, P.C.
Accountancy firm EIN2019-12-31450310328
2018 : BERGSTROM AUTOMOTIVE MANAGEMENT PROFIT SHARING 401K PLAN 2018 401k financial data
Total income from all sources2018-12-31$64,153
Expenses. Total of all expenses incurred2018-12-31$141,216
Benefits paid (including direct rollovers)2018-12-31$139,622
Total plan assets at end of year2018-12-31$5,826,601
Total plan assets at beginning of year2018-12-31$5,903,664
Value of fidelity bond covering the plan2018-12-31$100,000
Total contributions received or receivable from participants2018-12-31$364,350
Contributions received from other sources (not participants or employers)2018-12-31$42,038
Other income received2018-12-31$-482,072
Net income (gross income less expenses)2018-12-31$-77,063
Net plan assets at end of year (total assets less liabilities)2018-12-31$5,826,601
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$5,903,664
Assets. Value of participant loans2018-12-31$102,421
Total contributions received or receivable from employer(s)2018-12-31$139,837
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$1,594
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : BERGSTROM AUTOMOTIVE MANAGEMENT PROFIT SHARING 401K PLAN 2017 401k financial data
Total income from all sources2017-12-31$1,322,200
Expenses. Total of all expenses incurred2017-12-31$50,828
Benefits paid (including direct rollovers)2017-12-31$50,272
Total plan assets at end of year2017-12-31$5,903,664
Total plan assets at beginning of year2017-12-31$4,632,292
Value of fidelity bond covering the plan2017-12-31$100,000
Total contributions received or receivable from participants2017-12-31$330,838
Contributions received from other sources (not participants or employers)2017-12-31$567
Other income received2017-12-31$860,854
Net income (gross income less expenses)2017-12-31$1,271,372
Net plan assets at end of year (total assets less liabilities)2017-12-31$5,903,664
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$4,632,292
Assets. Value of participant loans2017-12-31$117,320
Total contributions received or receivable from employer(s)2017-12-31$129,941
Value of corrective distributions2017-12-31$556
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : BERGSTROM AUTOMOTIVE MANAGEMENT PROFIT SHARING 401K PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$739,245
Expenses. Total of all expenses incurred2016-12-31$710,018
Benefits paid (including direct rollovers)2016-12-31$687,721
Total plan assets at end of year2016-12-31$4,632,292
Total plan assets at beginning of year2016-12-31$4,603,065
Value of fidelity bond covering the plan2016-12-31$25,000
Total contributions received or receivable from participants2016-12-31$322,671
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$294,342
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$29,227
Net plan assets at end of year (total assets less liabilities)2016-12-31$4,632,292
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$4,603,065
Assets. Value of participant loans2016-12-31$49,065
Total contributions received or receivable from employer(s)2016-12-31$122,232
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$22,247
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$50
2015 : BERGSTROM AUTOMOTIVE MANAGEMENT PROFIT SHARING 401K PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$354,910
Expenses. Total of all expenses incurred2015-12-31$177,238
Benefits paid (including direct rollovers)2015-12-31$138,427
Total plan assets at end of year2015-12-31$4,603,065
Total plan assets at beginning of year2015-12-31$4,425,393
Value of fidelity bond covering the plan2015-12-31$25,000
Total contributions received or receivable from participants2015-12-31$281,526
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-37,773
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$177,672
Net plan assets at end of year (total assets less liabilities)2015-12-31$4,603,065
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$4,425,393
Assets. Value of participant loans2015-12-31$63,126
Total contributions received or receivable from employer(s)2015-12-31$111,157
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$38,573
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$238
2014 : BERGSTROM AUTOMOTIVE MANAGEMENT PROFIT SHARING 401K PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$536,237
Expenses. Total of all expenses incurred2014-12-31$193,918
Benefits paid (including direct rollovers)2014-12-31$167,108
Total plan assets at end of year2014-12-31$4,425,393
Total plan assets at beginning of year2014-12-31$4,083,074
Total contributions received or receivable from participants2014-12-31$259,790
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$182,340
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$342,319
Net plan assets at end of year (total assets less liabilities)2014-12-31$4,425,393
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$4,083,074
Assets. Value of participant loans2014-12-31$39,272
Total contributions received or receivable from employer(s)2014-12-31$94,107
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$26,641
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$169
2013 : BERGSTROM AUTOMOTIVE MANAGEMENT PROFIT SHARING 401K PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total income from all sources2013-12-31$896,114
Expenses. Total of all expenses incurred2013-12-31$11,368
Benefits paid (including direct rollovers)2013-12-31$11,012
Total plan assets at end of year2013-12-31$4,083,074
Total plan assets at beginning of year2013-12-31$3,198,328
Total contributions received or receivable from participants2013-12-31$264,815
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$513,862
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$884,746
Net plan assets at end of year (total assets less liabilities)2013-12-31$4,083,074
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$3,198,328
Assets. Value of participant loans2013-12-31$57,415
Total contributions received or receivable from employer(s)2013-12-31$117,437
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$356
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0

Form 5500 Responses for BERGSTROM AUTOMOTIVE MANAGEMENT PROFIT SHARING 401K PLAN

2022: BERGSTROM AUTOMOTIVE MANAGEMENT PROFIT SHARING 401K PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: BERGSTROM AUTOMOTIVE MANAGEMENT PROFIT SHARING 401K PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: BERGSTROM AUTOMOTIVE MANAGEMENT PROFIT SHARING 401K PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: BERGSTROM AUTOMOTIVE MANAGEMENT PROFIT SHARING 401K PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: BERGSTROM AUTOMOTIVE MANAGEMENT PROFIT SHARING 401K PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: BERGSTROM AUTOMOTIVE MANAGEMENT PROFIT SHARING 401K PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: BERGSTROM AUTOMOTIVE MANAGEMENT PROFIT SHARING 401K PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: BERGSTROM AUTOMOTIVE MANAGEMENT PROFIT SHARING 401K PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: BERGSTROM AUTOMOTIVE MANAGEMENT PROFIT SHARING 401K PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: BERGSTROM AUTOMOTIVE MANAGEMENT PROFIT SHARING 401K PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number148944
Policy instance 1
Insurance contract or identification number148944
Number of Individuals Covered126
Insurance policy start date2022-03-22
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $8,720
Are there contracts with allocated funds for individual policies?0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 BrokerUSD $0
Amount paid for insurance broker fees7280
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker organization code?5
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number842078
Policy instance 1
Insurance contract or identification number842078
Number of Individuals Covered0
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number148944
Policy instance 2
Insurance contract or identification number148944
Number of Individuals Covered125
Insurance policy start date2021-03-22
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $22,945
Are there contracts with allocated funds for individual policies?0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 BrokerUSD $0
Amount paid for insurance broker fees22120
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker organization code?5
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number842078
Policy instance 1
Insurance contract or identification number842078
Number of Individuals Covered72
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $15,620
Total amount of fees paid to insurance companyUSD $3,118
Are there contracts with allocated funds for individual policies?0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 BrokerUSD $15,620
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSION
Insurance broker organization code?3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number842078
Policy instance 1
Insurance contract or identification number842078
Number of Individuals Covered71
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $13,474
Are there contracts with allocated funds for individual policies?0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 BrokerUSD $0
Amount paid for insurance broker fees10617
Additional information about fees paid to insurance brokerCOMMISSION
Insurance broker organization code?3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number842078
Policy instance 1
Insurance contract or identification number842078
Number of Individuals Covered71
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $14,947
Total amount of fees paid to insurance companyUSD $12,252
Are there contracts with allocated funds for individual policies?0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 BrokerUSD $14,947
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSION
Insurance broker organization code?3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number842078
Policy instance 1
Insurance contract or identification number842078
Number of Individuals Covered69
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $1,793
Total amount of fees paid to insurance companyUSD $359
Are there contracts with allocated funds for individual policies?0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 BrokerUSD $1,793
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSION
Insurance broker organization code?3
Insurance broker nameGOLDLEAF PARTNERS

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