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WALLACE AUTOMOTIVE EMPLOYEE PLAN #2 401k Plan overview

Plan NameWALLACE AUTOMOTIVE EMPLOYEE PLAN #2
Plan identification number 002

WALLACE AUTOMOTIVE EMPLOYEE PLAN #2 Benefits

401k Plan TypeDefined 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.
  • 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

WALLACE IMPORTS OF BRISTOL, INC. has sponsored the creation of one or more 401k plans.

Company Name:WALLACE IMPORTS OF BRISTOL, INC.
Employer identification number (EIN):621009045
NAIC Classification:423100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WALLACE AUTOMOTIVE EMPLOYEE PLAN #2

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022016-01-01LISA HILL2019-03-15
0022015-01-01LISA M. HILL2016-07-20 TIM C. BAKER2016-07-20
0022014-01-01LISA HILL TIM BAKER2015-07-24
0022013-01-01TIM BAKER TIM BAKER2014-07-23
0022012-01-01TIM BAKER
0022011-01-01TIM BAKER

Plan Statistics for WALLACE AUTOMOTIVE EMPLOYEE PLAN #2

401k plan membership statisitcs for WALLACE AUTOMOTIVE EMPLOYEE PLAN #2

Measure Date Value
2014: WALLACE AUTOMOTIVE EMPLOYEE PLAN #2 2014 401k membership
Total participants, beginning-of-year2014-01-0155
Total number of active participants reported on line 7a of the Form 55002014-01-0160
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-013
Total of all active and inactive participants2014-01-0164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0164
Number of participants with account balances2014-01-0120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: WALLACE AUTOMOTIVE EMPLOYEE PLAN #2 2013 401k membership
Total participants, beginning-of-year2013-01-0165
Total number of active participants reported on line 7a of the Form 55002013-01-0164
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-013
Total of all active and inactive participants2013-01-0168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0168
Number of participants with account balances2013-01-0119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: WALLACE AUTOMOTIVE EMPLOYEE PLAN #2 2012 401k membership
Total participants, beginning-of-year2012-01-0162
Total number of active participants reported on line 7a of the Form 55002012-01-0165
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-013
Total of all active and inactive participants2012-01-0169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0169
Number of participants with account balances2012-01-0166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-013
2011: WALLACE AUTOMOTIVE EMPLOYEE PLAN #2 2011 401k membership
Total participants, beginning-of-year2011-01-0165
Total number of active participants reported on line 7a of the Form 55002011-01-0159
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-0159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0159
Number of participants with account balances2011-01-0126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010

Financial Data on WALLACE AUTOMOTIVE EMPLOYEE PLAN #2

Measure Date Value
2014 : WALLACE AUTOMOTIVE EMPLOYEE PLAN #2 2014 401k financial data
Transfers to/from the plan2014-12-31$224
Total income from all sources2014-12-31$69,525
Expenses. Total of all expenses incurred2014-12-31$79,380
Benefits paid (including direct rollovers)2014-12-31$77,504
Total plan assets at end of year2014-12-31$647,185
Total plan assets at beginning of year2014-12-31$656,816
Value of fidelity bond covering the plan2014-12-31$250,000
Total contributions received or receivable from participants2014-12-31$41,506
Expenses. Other expenses not covered elsewhere2014-12-31$1,876
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$28,019
Net income (gross income less expenses)2014-12-31$-9,855
Net plan assets at end of year (total assets less liabilities)2014-12-31$647,185
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$656,816
Assets. Value of participant loans2014-12-31$13,031
Total contributions received or receivable from employer(s)2014-12-31$0
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$0
Amount contributed by the employer to the plan for this plan year2014-12-31$0
2013 : WALLACE AUTOMOTIVE EMPLOYEE PLAN #2 2013 401k financial data
Transfers to/from the plan2013-12-31$3
Total income from all sources2013-12-31$108,656
Expenses. Total of all expenses incurred2013-12-31$6,938
Benefits paid (including direct rollovers)2013-12-31$5,008
Total plan assets at end of year2013-12-31$656,816
Total plan assets at beginning of year2013-12-31$555,095
Value of fidelity bond covering the plan2013-12-31$250,000
Total contributions received or receivable from participants2013-12-31$34,836
Expenses. Other expenses not covered elsewhere2013-12-31$1,930
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$73,820
Net income (gross income less expenses)2013-12-31$101,718
Net plan assets at end of year (total assets less liabilities)2013-12-31$656,816
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$555,095
Assets. Value of participant loans2013-12-31$18,400
Total contributions received or receivable from employer(s)2013-12-31$0
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$0
Amount contributed by the employer to the plan for this plan year2013-12-31$0
2012 : WALLACE AUTOMOTIVE EMPLOYEE PLAN #2 2012 401k financial data
Total income from all sources2012-12-31$30,767
Expenses. Total of all expenses incurred2012-12-31$110,669
Benefits paid (including direct rollovers)2012-12-31$24,780
Total plan assets at end of year2012-12-31$555,095
Total plan assets at beginning of year2012-12-31$634,997
Value of fidelity bond covering the plan2012-12-31$250,000
Total contributions received or receivable from participants2012-12-31$30,767
Expenses. Other expenses not covered elsewhere2012-12-31$85,889
Contributions received from other sources (not participants or employers)2012-12-31$0
Net income (gross income less expenses)2012-12-31$-79,902
Net plan assets at end of year (total assets less liabilities)2012-12-31$555,095
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$634,997
Assets. Value of participant loans2012-12-31$8,867
Total contributions received or receivable from employer(s)2012-12-31$0
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$0
Amount contributed by the employer to the plan for this plan year2012-12-31$0
2011 : WALLACE AUTOMOTIVE EMPLOYEE PLAN #2 2011 401k financial data
Transfers to/from the plan2011-12-31$625,517
Total income from all sources2011-12-31$29,011
Expenses. Total of all expenses incurred2011-12-31$19,530
Benefits paid (including direct rollovers)2011-12-31$12,232
Total plan assets at end of year2011-12-31$634,998
Total plan assets at beginning of year2011-12-31$0
Value of fidelity bond covering the plan2011-12-31$250,000
Total contributions received or receivable from participants2011-12-31$37,084
Expenses. Other expenses not covered elsewhere2011-12-31$6,731
Contributions received from other sources (not participants or employers)2011-12-31$14,689
Other income received2011-12-31$-22,762
Net income (gross income less expenses)2011-12-31$9,481
Net plan assets at end of year (total assets less liabilities)2011-12-31$634,998
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$0
Assets. Value of participant loans2011-12-31$11,027
Total contributions received or receivable from employer(s)2011-12-31$0
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$567
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$0
Amount contributed by the employer to the plan for this plan year2011-12-31$0

Form 5500 Responses for WALLACE AUTOMOTIVE EMPLOYEE PLAN #2

2014: WALLACE AUTOMOTIVE EMPLOYEE PLAN #2 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 – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: WALLACE AUTOMOTIVE EMPLOYEE PLAN #2 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 – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: WALLACE AUTOMOTIVE EMPLOYEE PLAN #2 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: WALLACE AUTOMOTIVE EMPLOYEE PLAN #2 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01First time form 5500 has been submittedYes
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes

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