401k Plan data: PAWLING/TAFUR MCDONALDS 401(K) PLAN plan

PAWLING/TAFUR MCDONALDS 401(K) PLAN 401k Plan overview

Plan Name	PAWLING/TAFUR MCDONALDS 401(K) PLAN
Plan identification number	001

PAWLING/TAFUR MCDONALDS 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
Plan covering Self-Employed individuals.
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

3RD GEN MOJO, LLC has sponsored the creation of one or more 401k plans.

Company Name: 3RD GEN MOJO, LLC

Employer identification number (EIN): 452429580

NAIC Classification: 722513
NAIC Description: Limited-Service Restaurants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PAWLING/TAFUR MCDONALDS 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 MATT SMITH 2024-10-01
001 2022-01-01 MATT SMITH 2023-10-03
001 2021-01-01 MATT SMITH 2022-09-26
001 2020-01-01 MATT SMITH 2021-09-08
001 2019-01-01 MATT SMITH 2020-09-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01	MATT SMITH	2024-10-01
001	2022-01-01	MATT SMITH	2023-10-03
001	2021-01-01	MATT SMITH	2022-09-26
001	2020-01-01	MATT SMITH	2021-09-08
001	2019-01-01	MATT SMITH	2020-09-01

Plan Statistics for PAWLING/TAFUR MCDONALDS 401(K) PLAN

401k plan membership statisitcs for PAWLING/TAFUR MCDONALDS 401(K) PLAN

Measure Date Value
2023: PAWLING/TAFUR MCDONALDS 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 195
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 164
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 23
Total of all active and inactive participants 2023-01-01 187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 187
Number of participants with account balances 2023-01-01 111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: PAWLING/TAFUR MCDONALDS 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 213
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 160
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 19
Total of all active and inactive participants 2022-01-01 179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 179
Number of participants with account balances 2022-01-01 114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: PAWLING/TAFUR MCDONALDS 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 246
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 167
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 29
Total of all active and inactive participants 2021-01-01 196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 196
Number of participants with account balances 2021-01-01 128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: PAWLING/TAFUR MCDONALDS 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 234
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 189
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 29
Total of all active and inactive participants 2020-01-01 218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 218
Number of participants with account balances 2020-01-01 131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: PAWLING/TAFUR MCDONALDS 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 259
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 164
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 43
Total of all active and inactive participants 2019-01-01 207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 207
Number of participants with account balances 2019-01-01 136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0

Measure	Date	Value
2023: PAWLING/TAFUR MCDONALDS 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	195
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	164
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	23
Total of all active and inactive participants	2023-01-01	187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	187
Number of participants with account balances	2023-01-01	111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: PAWLING/TAFUR MCDONALDS 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	213
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	160
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	19
Total of all active and inactive participants	2022-01-01	179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	179
Number of participants with account balances	2022-01-01	114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: PAWLING/TAFUR MCDONALDS 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	246
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	167
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	29
Total of all active and inactive participants	2021-01-01	196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	196
Number of participants with account balances	2021-01-01	128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: PAWLING/TAFUR MCDONALDS 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	234
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	189
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	29
Total of all active and inactive participants	2020-01-01	218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	218
Number of participants with account balances	2020-01-01	131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: PAWLING/TAFUR MCDONALDS 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	259
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	164
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	43
Total of all active and inactive participants	2019-01-01	207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	207
Number of participants with account balances	2019-01-01	136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0

Financial Data on PAWLING/TAFUR MCDONALDS 401(K) PLAN

Measure	Date	Value
2023 : PAWLING/TAFUR MCDONALDS 401(K) PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$543
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total income from all sources (including contributions)	2023-12-31	$875,088
Total loss/gain on sale of assets	2023-12-31	$0
Total of all expenses incurred	2023-12-31	$198,779
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$197,059
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$360,913
Value of total assets at end of year	2023-12-31	$3,483,478
Value of total assets at beginning of year	2023-12-31	$2,806,626
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$1,720
Total interest from all sources	2023-12-31	$1,945
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	No
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$250,000
If this is an individual account plan, was there a blackout period	2023-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Contributions received from participants	2023-12-31	$228,425
Total non interest bearing cash at end of year	2023-12-31	$1,492
Total non interest bearing cash at beginning of year	2023-12-31	$9
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Value of net income/loss	2023-12-31	$676,309
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$3,482,935
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$2,806,626
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-12-31	$3,410,915
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$2,739,528
Interest earned on other investments	2023-12-31	$1,945
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2023-12-31	$71,071
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2023-12-31	$67,089
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-12-31	$512,230
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	No
Was there a failure to transmit to the plan any participant contributions	2023-12-31	No
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Contributions received in cash from employer	2023-12-31	$132,488
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$197,059
Contract administrator fees	2023-12-31	$1,720
Liabilities. Value of benefit claims payable at end of year	2023-12-31	$543
Did the plan have assets held for investment	2023-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Opinion of an independent qualified public accountant for this plan	2023-12-31	Unqualified
Accountancy firm name	2023-12-31	SCROGGINSGREAR, INC.
Accountancy firm EIN	2023-12-31	310795487
2022 : PAWLING/TAFUR MCDONALDS 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-245,427
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$449,280
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$446,027
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$373,661
Value of total assets at end of year	2022-12-31	$2,806,626
Value of total assets at beginning of year	2022-12-31	$3,501,333
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$3,253
Total interest from all sources	2022-12-31	$1,627
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 year	2022-12-31	No
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$250,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$233,898
Total non interest bearing cash at end of year	2022-12-31	$9
Total non interest bearing cash at beginning of year	2022-12-31	$8
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-694,707
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$2,806,626
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$3,501,333
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$2,739,528
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$3,382,159
Interest earned on other investments	2022-12-31	$1,627
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$67,089
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$119,166
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-620,715
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$139,763
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$446,027
Contract administrator fees	2022-12-31	$3,253
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	SCROGGINSGREAR, INC
Accountancy firm EIN	2022-12-31	310795487
2021 : PAWLING/TAFUR MCDONALDS 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$712,130
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$335,917
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$332,791
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$321,588
Value of total assets at end of year	2021-12-31	$3,501,333
Value of total assets at beginning of year	2021-12-31	$3,125,120
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$3,126
Total interest from all sources	2021-12-31	$2,805
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$250,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$200,592
Total non interest bearing cash at end of year	2021-12-31	$8
Total non interest bearing cash at beginning of year	2021-12-31	$8
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$376,213
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$3,501,333
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$3,125,120
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$3,382,159
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$2,993,547
Interest earned on other investments	2021-12-31	$2,805
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$119,166
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$131,565
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$387,737
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$120,996
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$332,791
Contract administrator fees	2021-12-31	$3,126
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	SCROGGINSGREAR, INC.
Accountancy firm EIN	2021-12-31	310795487
2020 : PAWLING/TAFUR MCDONALDS 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$12,234
Total income from all sources (including contributions)	2020-12-31	$802,673
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$387,909
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$384,557
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$252,438
Value of total assets at end of year	2020-12-31	$3,125,120
Value of total assets at beginning of year	2020-12-31	$2,722,590
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$3,352
Total interest from all sources	2020-12-31	$3,306
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$250,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$156,142
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$12,234
Total non interest bearing cash at end of year	2020-12-31	$8
Total non interest bearing cash at beginning of year	2020-12-31	$5
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$414,764
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$3,125,120
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$2,710,356
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$2,993,547
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$2,662,221
Interest earned on other investments	2020-12-31	$3,306
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$131,565
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$60,364
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$546,929
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$96,296
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$384,557
Contract administrator fees	2020-12-31	$3,352
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	SCROGGINSGREAR, INC.
Accountancy firm EIN	2020-12-31	310795487
2019 : PAWLING/TAFUR MCDONALDS 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$12,234
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$41,842
Total income from all sources (including contributions)	2019-12-31	$934,723
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$1,441,108
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,418,954
Value of total corrective distributions	2019-12-31	$12,234
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$220,496
Value of total assets at end of year	2019-12-31	$2,722,590
Value of total assets at beginning of year	2019-12-31	$3,258,583
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$9,920
Total interest from all sources	2019-12-31	$1,616
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 year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$250,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$125,687
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$12,234
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$41,842
Total non interest bearing cash at end of year	2019-12-31	$5
Total non interest bearing cash at beginning of year	2019-12-31	$23,364
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$-506,385
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$2,710,356
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$3,216,741
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$2,662,221
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$3,174,722
Interest earned on other investments	2019-12-31	$1,616
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$60,364
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$60,497
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$712,611
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$94,809
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,418,954
Contract administrator fees	2019-12-31	$9,920
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	SCROGGINSGREAR, INC.
Accountancy firm EIN	2019-12-31	310795487

Form 5500 Responses for PAWLING/TAFUR MCDONALDS 401(K) PLAN

2023: PAWLING/TAFUR MCDONALDS 401(K) PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Mulitple employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Insurance	Yes
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement – Insurance	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: PAWLING/TAFUR MCDONALDS 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Mulitple employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: PAWLING/TAFUR MCDONALDS 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Mulitple employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: PAWLING/TAFUR MCDONALDS 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Mulitple employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: PAWLING/TAFUR MCDONALDS 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Mulitple employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

810293

Policy instance

Insurance contract or identification number	810293
Number of Individuals Covered	187
Insurance policy start date	2023-01-01
Insurance policy end date	2023-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	1
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 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

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

810293

Policy instance

Insurance contract or identification number	810293
Number of Individuals Covered	179
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	1
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 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

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

810293

Policy instance

Insurance contract or identification number	810293
Number of Individuals Covered	196
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	1
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 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

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

810293

Policy instance

Insurance contract or identification number	810293
Number of Individuals Covered	218
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
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?	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 plan	No
Contracts With Unallocated Funds Deposit Administration	1
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 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

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

810293

Policy instance

Insurance contract or identification number	810293
Number of Individuals Covered	207
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
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?	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 plan	No
Contracts With Unallocated Funds Deposit Administration	1
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 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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Company Name:	3RD GEN MOJO, LLC
Employer identification number (EIN):	452429580
NAIC Classification:	722513
NAIC Description:	Limited-Service Restaurants