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CATES MUSIC STORE EMPLOYEE RETIREMENT PLAN 401k Plan overview

Plan NameCATES MUSIC STORE EMPLOYEE RETIREMENT PLAN
Plan identification number 001

CATES MUSIC STORE EMPLOYEE RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)

401k Sponsoring company profile

CATES MUSIC CENTER & COMMERCIAL SOUND, INC. has sponsored the creation of one or more 401k plans.

Company Name:CATES MUSIC CENTER & COMMERCIAL SOUND, INC.
Employer identification number (EIN):620786492
NAIC Classification:451140
NAIC Description:Musical Instrument and Supplies Stores

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CATES MUSIC STORE EMPLOYEE RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-05-24
0012021-05-24
0012020-05-24
0012019-05-24
0012018-05-24NORMA CATES
0012017-05-24NORMA CATES
0012016-05-24CARL CATES
0012015-05-24CARL CATES2017-11-09 CARL CATES2017-11-09
0012014-05-24CARL W. CATES2015-12-11 CARL W. CATES2015-12-11
0012013-05-24ROBERT WHITE
0012012-05-24ROBERT L. WHITE2013-10-24
0012011-05-24ROBERT L WHITE2012-09-04
0012009-05-24CARL W. CATES

Plan Statistics for CATES MUSIC STORE EMPLOYEE RETIREMENT PLAN

401k plan membership statisitcs for CATES MUSIC STORE EMPLOYEE RETIREMENT PLAN

Measure Date Value
2022: CATES MUSIC STORE EMPLOYEE RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-05-242
Total number of active participants reported on line 7a of the Form 55002022-05-242
Number of retired or separated participants receiving benefits2022-05-240
Number of other retired or separated participants entitled to future benefits2022-05-240
Total of all active and inactive participants2022-05-242
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-05-240
Total participants2022-05-242
Number of participants with account balances2022-05-242
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-05-240
Number of employers contributing to the scheme2022-05-240
2021: CATES MUSIC STORE EMPLOYEE RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-05-242
Total number of active participants reported on line 7a of the Form 55002021-05-242
Number of retired or separated participants receiving benefits2021-05-240
Number of other retired or separated participants entitled to future benefits2021-05-240
Total of all active and inactive participants2021-05-242
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-05-240
Total participants2021-05-242
Number of participants with account balances2021-05-242
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-05-240
Number of employers contributing to the scheme2021-05-240
2020: CATES MUSIC STORE EMPLOYEE RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-05-243
Total number of active participants reported on line 7a of the Form 55002020-05-242
Number of retired or separated participants receiving benefits2020-05-241
Number of other retired or separated participants entitled to future benefits2020-05-240
Total of all active and inactive participants2020-05-243
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-05-240
Total participants2020-05-243
Number of participants with account balances2020-05-242
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-05-240
Number of employers contributing to the scheme2020-05-240
2019: CATES MUSIC STORE EMPLOYEE RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-05-243
Total number of active participants reported on line 7a of the Form 55002019-05-243
Number of retired or separated participants receiving benefits2019-05-240
Number of other retired or separated participants entitled to future benefits2019-05-240
Total of all active and inactive participants2019-05-243
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-05-240
Total participants2019-05-243
Number of participants with account balances2019-05-243
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-05-240
Number of employers contributing to the scheme2019-05-240
2018: CATES MUSIC STORE EMPLOYEE RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-05-243
Total number of active participants reported on line 7a of the Form 55002018-05-243
Number of retired or separated participants receiving benefits2018-05-240
Number of other retired or separated participants entitled to future benefits2018-05-240
Total of all active and inactive participants2018-05-243
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-05-240
Total participants2018-05-243
Number of participants with account balances2018-05-243
2017: CATES MUSIC STORE EMPLOYEE RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-05-243
Total number of active participants reported on line 7a of the Form 55002017-05-243
Number of retired or separated participants receiving benefits2017-05-240
Number of other retired or separated participants entitled to future benefits2017-05-240
Total of all active and inactive participants2017-05-243
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-05-240
Total participants2017-05-243
Number of participants with account balances2017-05-243
2016: CATES MUSIC STORE EMPLOYEE RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-05-243
Total number of active participants reported on line 7a of the Form 55002016-05-240
Number of retired or separated participants receiving benefits2016-05-240
Number of other retired or separated participants entitled to future benefits2016-05-240
Total of all active and inactive participants2016-05-240
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-05-240
Total participants2016-05-240
Number of participants with account balances2016-05-243
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-05-240
2015: CATES MUSIC STORE EMPLOYEE RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-05-244
Number of other retired or separated participants entitled to future benefits2015-05-241
Total of all active and inactive participants2015-05-241
Total participants2015-05-241
Number of participants with account balances2015-05-243
2014: CATES MUSIC STORE EMPLOYEE RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-05-245
Number of retired or separated participants receiving benefits2014-05-241
Total of all active and inactive participants2014-05-241
Total participants2014-05-241
Number of participants with account balances2014-05-244
2013: CATES MUSIC STORE EMPLOYEE RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-05-245
Total number of active participants reported on line 7a of the Form 55002013-05-240
Total of all active and inactive participants2013-05-240
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-05-240
Total participants2013-05-240
Number of employers contributing to the scheme2013-05-245
2012: CATES MUSIC STORE EMPLOYEE RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-05-245
Total of all active and inactive participants2012-05-240
Total participants2012-05-240
Number of employers contributing to the scheme2012-05-245
2011: CATES MUSIC STORE EMPLOYEE RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-05-245
Total of all active and inactive participants2011-05-240
Total participants2011-05-240
Number of participants with account balances2011-05-245
2009: CATES MUSIC STORE EMPLOYEE RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-05-247
Total number of active participants reported on line 7a of the Form 55002009-05-247
Total of all active and inactive participants2009-05-247
Total participants2009-05-247
Number of participants with account balances2009-05-246

Form 5500 Responses for CATES MUSIC STORE EMPLOYEE RETIREMENT PLAN

2022: CATES MUSIC STORE EMPLOYEE RETIREMENT PLAN 2022 form 5500 responses
2022-05-24Type of plan entitySingle employer plan
2022-05-24Submission has been amendedNo
2022-05-24This submission is the final filingNo
2022-05-24This return/report is a short plan year return/report (less than 12 months)No
2022-05-24Plan is a collectively bargained planNo
2022-05-24Plan funding arrangement – General assets of the sponsorYes
2022-05-24Plan benefit arrangement – General assets of the sponsorYes
2021: CATES MUSIC STORE EMPLOYEE RETIREMENT PLAN 2021 form 5500 responses
2021-05-24Type of plan entitySingle employer plan
2021-05-24Submission has been amendedNo
2021-05-24This submission is the final filingNo
2021-05-24This return/report is a short plan year return/report (less than 12 months)No
2021-05-24Plan is a collectively bargained planNo
2021-05-24Plan funding arrangement – General assets of the sponsorYes
2021-05-24Plan benefit arrangement – General assets of the sponsorYes
2020: CATES MUSIC STORE EMPLOYEE RETIREMENT PLAN 2020 form 5500 responses
2020-05-24Type of plan entitySingle employer plan
2020-05-24Submission has been amendedNo
2020-05-24This submission is the final filingNo
2020-05-24This return/report is a short plan year return/report (less than 12 months)No
2020-05-24Plan is a collectively bargained planNo
2020-05-24Plan funding arrangement – General assets of the sponsorYes
2020-05-24Plan benefit arrangement – General assets of the sponsorYes
2019: CATES MUSIC STORE EMPLOYEE RETIREMENT PLAN 2019 form 5500 responses
2019-05-24Type of plan entitySingle employer plan
2019-05-24Submission has been amendedNo
2019-05-24This submission is the final filingNo
2019-05-24This return/report is a short plan year return/report (less than 12 months)No
2019-05-24Plan is a collectively bargained planNo
2019-05-24Plan funding arrangement – General assets of the sponsorYes
2019-05-24Plan benefit arrangement – General assets of the sponsorYes
2018: CATES MUSIC STORE EMPLOYEE RETIREMENT PLAN 2018 form 5500 responses
2018-05-24Type of plan entitySingle employer plan
2018-05-24Submission has been amendedNo
2018-05-24This submission is the final filingNo
2018-05-24This return/report is a short plan year return/report (less than 12 months)No
2018-05-24Plan is a collectively bargained planNo
2018-05-24Plan funding arrangement – General assets of the sponsorYes
2018-05-24Plan benefit arrangement – General assets of the sponsorYes
2017: CATES MUSIC STORE EMPLOYEE RETIREMENT PLAN 2017 form 5500 responses
2017-05-24Type of plan entitySingle employer plan
2017-05-24Submission has been amendedNo
2017-05-24This submission is the final filingNo
2017-05-24This return/report is a short plan year return/report (less than 12 months)No
2017-05-24Plan is a collectively bargained planNo
2017-05-24Plan funding arrangement – General assets of the sponsorYes
2017-05-24Plan benefit arrangement – General assets of the sponsorYes
2016: CATES MUSIC STORE EMPLOYEE RETIREMENT PLAN 2016 form 5500 responses
2016-05-24Type of plan entitySingle employer plan
2016-05-24Submission has been amendedYes
2016-05-24This submission is the final filingNo
2016-05-24This return/report is a short plan year return/report (less than 12 months)No
2016-05-24Plan is a collectively bargained planNo
2016-05-24Plan funding arrangement – General assets of the sponsorYes
2016-05-24Plan benefit arrangement – General assets of the sponsorYes
2015: CATES MUSIC STORE EMPLOYEE RETIREMENT PLAN 2015 form 5500 responses
2015-05-24Type of plan entitySingle employer plan
2015-05-24Submission has been amendedNo
2015-05-24This submission is the final filingNo
2015-05-24This return/report is a short plan year return/report (less than 12 months)No
2015-05-24Plan is a collectively bargained planNo
2015-05-24Plan funding arrangement – General assets of the sponsorYes
2015-05-24Plan benefit arrangement – General assets of the sponsorYes
2014: CATES MUSIC STORE EMPLOYEE RETIREMENT PLAN 2014 form 5500 responses
2014-05-24Type of plan entitySingle employer plan
2014-05-24Plan funding arrangement – General assets of the sponsorYes
2014-05-24Plan benefit arrangement – General assets of the sponsorYes
2013: CATES MUSIC STORE EMPLOYEE RETIREMENT PLAN 2013 form 5500 responses
2013-05-24Type of plan entitySingle employer plan
2013-05-24Submission has been amendedNo
2013-05-24This submission is the final filingNo
2013-05-24This return/report is a short plan year return/report (less than 12 months)No
2013-05-24Plan is a collectively bargained planNo
2013-05-24Plan funding arrangement – General assets of the sponsorYes
2013-05-24Plan benefit arrangement – General assets of the sponsorYes
2012: CATES MUSIC STORE EMPLOYEE RETIREMENT PLAN 2012 form 5500 responses
2012-05-24Type of plan entitySingle employer plan
2012-05-24Plan funding arrangement – General assets of the sponsorYes
2012-05-24Plan benefit arrangement – General assets of the sponsorYes
2011: CATES MUSIC STORE EMPLOYEE RETIREMENT PLAN 2011 form 5500 responses
2011-05-24Type of plan entitySingle employer plan
2011-05-24Plan funding arrangement – General assets of the sponsorYes
2011-05-24Plan benefit arrangement – General assets of the sponsorYes
2009: CATES MUSIC STORE EMPLOYEE RETIREMENT PLAN 2009 form 5500 responses
2009-05-24Type of plan entitySingle employer plan
2009-05-24Plan funding arrangement – General assets of the sponsorYes
2009-05-24Plan benefit arrangement – General assets of the sponsorYes

Insurance Providers Used on plan

MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberQUAC QU4C
Policy instance 1
Insurance contract or identification numberQUAC QU4C
Number of Individuals Covered2
Insurance policy start date2022-05-24
Insurance policy end date2023-05-23
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
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberQUAC QU4C
Policy instance 1
Insurance contract or identification numberQUAC QU4C
Number of Individuals Covered2
Insurance policy start date2021-05-24
Insurance policy end date2022-05-23
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
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberQUAC QU4C
Policy instance 1
Insurance contract or identification numberQUAC QU4C
Number of Individuals Covered3
Insurance policy start date2020-05-24
Insurance policy end date2021-05-23
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
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberQUAC QU4C
Policy instance 1
Insurance contract or identification numberQUAC QU4C
Number of Individuals Covered3
Insurance policy start date2019-05-24
Insurance policy end date2020-05-23
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
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberQUAC QU4C
Policy instance 1
Insurance contract or identification numberQUAC QU4C
Number of Individuals Covered3
Insurance policy start date2018-05-24
Insurance policy end date2019-05-23
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
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberQUAC QU4C
Policy instance 1
Insurance contract or identification numberQUAC QU4C
Number of Individuals Covered3
Insurance policy start date2018-05-24
Insurance policy end date2018-05-23
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

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