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SAMES MOTOR COMPANY, INC. SALARY DEFERRAL 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameSAMES MOTOR COMPANY, INC. SALARY DEFERRAL 401(K) PROFIT SHARING PLAN
Plan identification number 001

SAMES MOTOR COMPANY, INC. SALARY DEFERRAL 401(K) PROFIT SHARING PLAN 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

SAMES MOTOR COMPANY, INC. has sponsored the creation of one or more 401k plans.

Company Name:SAMES MOTOR COMPANY, INC.
Employer identification number (EIN):741493789
NAIC Classification:441228
NAIC Description:Motorcycle, ATV, and All Other Motor Vehicle Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SAMES MOTOR COMPANY, INC. SALARY DEFERRAL 401(K) PROFIT SHARING 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
0012018-01-01
0012017-01-01JERIMY A BEAN JERIMY A BEAN2018-10-11
0012016-01-01JERIMY A. BEAN
0012015-01-01JERIMY BEAN
0012014-01-01JEFF ASKEW
0012013-01-01HECTOR CABALLERO
0012012-01-01HECTOR CABALLERO
0012011-01-01HECTOR CABALLERO
0012009-01-012010-10-14
0012009-01-01LEONOR G. GUTIERREZ LEONOR G. GUTIERREZ2010-10-15

Plan Statistics for SAMES MOTOR COMPANY, INC. SALARY DEFERRAL 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for SAMES MOTOR COMPANY, INC. SALARY DEFERRAL 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: SAMES MOTOR COMPANY, INC. SALARY DEFERRAL 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01467
Total number of active participants reported on line 7a of the Form 55002022-01-01469
Number of retired or separated participants receiving benefits2022-01-015
Number of other retired or separated participants entitled to future benefits2022-01-01124
Total of all active and inactive participants2022-01-01598
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01599
Number of participants with account balances2022-01-01544
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0125
2021: SAMES MOTOR COMPANY, INC. SALARY DEFERRAL 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01463
Total number of active participants reported on line 7a of the Form 55002021-01-01352
Number of retired or separated participants receiving benefits2021-01-014
Number of other retired or separated participants entitled to future benefits2021-01-01111
Total of all active and inactive participants2021-01-01467
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01467
Number of participants with account balances2021-01-01421
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0128
2020: SAMES MOTOR COMPANY, INC. SALARY DEFERRAL 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01506
Total number of active participants reported on line 7a of the Form 55002020-01-01370
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0192
Total of all active and inactive participants2020-01-01462
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01463
Number of participants with account balances2020-01-01409
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0132
2019: SAMES MOTOR COMPANY, INC. SALARY DEFERRAL 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01508
Total number of active participants reported on line 7a of the Form 55002019-01-01352
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01136
Total of all active and inactive participants2019-01-01488
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01488
Number of participants with account balances2019-01-01435
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0158
2018: SAMES MOTOR COMPANY, INC. SALARY DEFERRAL 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01490
Total number of active participants reported on line 7a of the Form 55002018-01-01370
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01120
Total of all active and inactive participants2018-01-01490
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01490
Number of participants with account balances2018-01-01441
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0159
2017: SAMES MOTOR COMPANY, INC. SALARY DEFERRAL 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01447
Total number of active participants reported on line 7a of the Form 55002017-01-01359
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01112
Total of all active and inactive participants2017-01-01471
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01471
Number of participants with account balances2017-01-01417
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0150
2016: SAMES MOTOR COMPANY, INC. SALARY DEFERRAL 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01390
Total number of active participants reported on line 7a of the Form 55002016-01-01353
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0173
Total of all active and inactive participants2016-01-01426
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01426
Number of participants with account balances2016-01-01344
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0118
2015: SAMES MOTOR COMPANY, INC. SALARY DEFERRAL 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01320
Total number of active participants reported on line 7a of the Form 55002015-01-01288
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0189
Total of all active and inactive participants2015-01-01377
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01377
Number of participants with account balances2015-01-01267
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-018
2014: SAMES MOTOR COMPANY, INC. SALARY DEFERRAL 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01300
Total number of active participants reported on line 7a of the Form 55002014-01-01246
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0190
Total of all active and inactive participants2014-01-01336
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01336
Number of participants with account balances2014-01-01248
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0111
2013: SAMES MOTOR COMPANY, INC. SALARY DEFERRAL 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01291
Total number of active participants reported on line 7a of the Form 55002013-01-01215
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0171
Total of all active and inactive participants2013-01-01286
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01286
Number of participants with account balances2013-01-01221
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-012
2012: SAMES MOTOR COMPANY, INC. SALARY DEFERRAL 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01269
Total number of active participants reported on line 7a of the Form 55002012-01-01196
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0170
Total of all active and inactive participants2012-01-01266
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01266
Number of participants with account balances2012-01-01189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: SAMES MOTOR COMPANY, INC. SALARY DEFERRAL 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01275
Total number of active participants reported on line 7a of the Form 55002011-01-01187
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0172
Total of all active and inactive participants2011-01-01259
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01259
Number of participants with account balances2011-01-01179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0110
2009: SAMES MOTOR COMPANY, INC. SALARY DEFERRAL 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01269
Total number of active participants reported on line 7a of the Form 55002009-01-01189
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0171
Total of all active and inactive participants2009-01-01260
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01260
Number of participants with account balances2009-01-01196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-013

Financial Data on SAMES MOTOR COMPANY, INC. SALARY DEFERRAL 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : SAMES MOTOR COMPANY, INC. SALARY DEFERRAL 401(K) PROFIT SHARING 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$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$1,651,211
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,095,758
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$993,349
Expenses. Certain deemed distributions of participant loans2022-12-31$12,373
Value of total corrective distributions2022-12-31$443
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,900,107
Value of total assets at end of year2022-12-31$14,488,692
Value of total assets at beginning of year2022-12-31$13,933,239
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$89,593
Total interest from all sources2022-12-31$27,248
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$130,547
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$130,547
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$2,065,108
Participant contributions at end of year2022-12-31$592,551
Participant contributions at beginning of year2022-12-31$528,676
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$1,419,873
Other income not declared elsewhere2022-12-31$72,929
Administrative expenses (other) incurred2022-12-31$89,593
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$555,453
Value of net assets at end of year (total assets less liabilities)2022-12-31$14,488,692
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$13,933,239
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$4,591,370
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$4,087,367
Interest on participant loans2022-12-31$27,248
Value of interest in common/collective trusts at end of year2022-12-31$9,304,771
Value of interest in common/collective trusts at beginning of year2022-12-31$9,317,196
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-831,390
Net investment gain or loss from common/collective trusts2022-12-31$-1,648,230
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 contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$415,126
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$993,349
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 name2022-12-31PAUL J. FITZGERALD, P.C.
Accountancy firm EIN2022-12-31742969628
2021 : SAMES MOTOR COMPANY, INC. SALARY DEFERRAL 401(K) PROFIT SHARING 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$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$3,611,597
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,108,708
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,033,270
Expenses. Certain deemed distributions of participant loans2021-12-31$29,951
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,859,439
Value of total assets at end of year2021-12-31$13,933,239
Value of total assets at beginning of year2021-12-31$11,430,350
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$45,487
Total interest from all sources2021-12-31$26,513
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$149,067
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$149,067
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 period2021-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,529,156
Participant contributions at end of year2021-12-31$528,676
Participant contributions at beginning of year2021-12-31$575,403
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$25,053
Other income not declared elsewhere2021-12-31$1,747
Administrative expenses (other) incurred2021-12-31$45,487
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$2,502,889
Value of net assets at end of year (total assets less liabilities)2021-12-31$13,933,239
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$11,430,350
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$4,087,367
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$0
Value of interest in pooled separate accounts at end of year2021-12-31$0
Value of interest in pooled separate accounts at beginning of year2021-12-31$10,854,947
Interest on participant loans2021-12-31$26,513
Value of interest in common/collective trusts at end of year2021-12-31$9,317,196
Value of interest in common/collective trusts at beginning of year2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$938,072
Net investment gain or loss from common/collective trusts2021-12-31$636,759
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$305,230
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,033,270
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31Yes
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 name2021-12-31PAUL J. FITZGERALD, P.C.
Accountancy firm EIN2021-12-31742969628
2020 : SAMES MOTOR COMPANY, INC. SALARY DEFERRAL 401(K) PROFIT SHARING 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$2,924,142
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,606,093
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,555,514
Expenses. Certain deemed distributions of participant loans2020-12-31$20,409
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,427,871
Value of total assets at end of year2020-12-31$11,430,350
Value of total assets at beginning of year2020-12-31$10,112,301
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$30,170
Total interest from all sources2020-12-31$30,064
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 year2020-12-31No
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$1,132,334
Participant contributions at end of year2020-12-31$575,403
Participant contributions at beginning of year2020-12-31$525,900
Other income not declared elsewhere2020-12-31$15,137
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$1,318,049
Value of net assets at end of year (total assets less liabilities)2020-12-31$11,430,350
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$10,112,301
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 pooled separate accounts at end of year2020-12-31$10,854,947
Value of interest in pooled separate accounts at beginning of year2020-12-31$9,586,401
Interest on participant loans2020-12-31$30,064
Net investment gain/loss from pooled separate accounts2020-12-31$1,451,070
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$295,537
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,555,514
Contract administrator fees2020-12-31$30,170
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 name2020-12-31PAUL J. FITZGERALD, P.C.
Accountancy firm EIN2020-12-31742969628
2019 : SAMES MOTOR COMPANY, INC. SALARY DEFERRAL 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
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$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
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$3,305,470
Total income from all sources (including contributions)2019-12-31$3,305,470
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$852,576
Total of all expenses incurred2019-12-31$852,576
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$806,953
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$806,953
Expenses. Certain deemed distributions of participant loans2019-12-31$18,212
Expenses. Certain deemed distributions of participant loans2019-12-31$18,212
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,621,896
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,621,896
Value of total assets at end of year2019-12-31$10,112,301
Value of total assets at end of year2019-12-31$10,112,301
Value of total assets at beginning of year2019-12-31$7,659,407
Value of total assets at beginning of year2019-12-31$7,659,407
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$27,411
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$27,411
Total interest from all sources2019-12-31$30,864
Total interest from all sources2019-12-31$30,864
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
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
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
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,103,867
Participant contributions at end of year2019-12-31$525,900
Participant contributions at end of year2019-12-31$525,900
Participant contributions at beginning of year2019-12-31$508,508
Participant contributions at beginning of year2019-12-31$508,508
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$209,923
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$209,923
Other income not declared elsewhere2019-12-31$15,097
Other income not declared elsewhere2019-12-31$15,097
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$2,452,894
Value of net income/loss2019-12-31$2,452,894
Value of net assets at end of year (total assets less liabilities)2019-12-31$10,112,301
Value of net assets at end of year (total assets less liabilities)2019-12-31$10,112,301
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$7,659,407
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$7,659,407
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$9,586,401
Value of interest in pooled separate accounts at end of year2019-12-31$9,586,401
Value of interest in pooled separate accounts at beginning of year2019-12-31$7,150,899
Value of interest in pooled separate accounts at beginning of year2019-12-31$7,150,899
Interest on participant loans2019-12-31$30,864
Interest on participant loans2019-12-31$30,864
Net investment gain/loss from pooled separate accounts2019-12-31$1,637,613
Net investment gain/loss from pooled separate accounts2019-12-31$1,637,613
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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 contributions2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$308,106
Contributions received in cash from employer2019-12-31$308,106
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$806,953
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$806,953
Contract administrator fees2019-12-31$27,411
Contract administrator fees2019-12-31$27,411
Did the plan have assets held for investment2019-12-31Yes
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
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
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31PAUL J. FITZGERALD, P.C.
Accountancy firm name2019-12-31PAUL J. FITZGERALD, P.C.
Accountancy firm EIN2019-12-31742969628
2018 : SAMES MOTOR COMPANY, INC. SALARY DEFERRAL 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$949,675
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$496,837
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$448,052
Expenses. Certain deemed distributions of participant loans2018-12-31$22,556
Value of total corrective distributions2018-12-31$107
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,360,227
Value of total assets at end of year2018-12-31$7,659,407
Value of total assets at beginning of year2018-12-31$7,206,569
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$26,122
Total interest from all sources2018-12-31$23,857
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$0
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,078,194
Participant contributions at end of year2018-12-31$508,508
Participant contributions at beginning of year2018-12-31$425,811
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$6,717
Other income not declared elsewhere2018-12-31$15,551
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$452,838
Value of net assets at end of year (total assets less liabilities)2018-12-31$7,659,407
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$7,206,569
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in pooled separate accounts at end of year2018-12-31$7,150,899
Value of interest in pooled separate accounts at beginning of year2018-12-31$6,780,758
Interest on participant loans2018-12-31$23,857
Interest earned on other investments2018-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from pooled separate accounts2018-12-31$-449,960
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$275,316
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$448,052
Contract administrator fees2018-12-31$26,122
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31PAUL J. FITZGERALD, P.C.
Accountancy firm EIN2018-12-31742969628
2017 : SAMES MOTOR COMPANY, INC. SALARY DEFERRAL 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$2,182,680
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$493,391
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$454,183
Expenses. Certain deemed distributions of participant loans2017-12-31$18,685
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,291,388
Value of total assets at end of year2017-12-31$7,206,569
Value of total assets at beginning of year2017-12-31$5,517,280
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$20,523
Total interest from all sources2017-12-31$16,035
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$903,701
Participant contributions at end of year2017-12-31$425,811
Participant contributions at beginning of year2017-12-31$304,380
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$165,694
Other income not declared elsewhere2017-12-31$12,673
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,689,289
Value of net assets at end of year (total assets less liabilities)2017-12-31$7,206,569
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$5,517,280
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$6,780,758
Value of interest in pooled separate accounts at beginning of year2017-12-31$5,212,900
Interest on participant loans2017-12-31$16,035
Net investment gain/loss from pooled separate accounts2017-12-31$862,584
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$221,993
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$454,183
Contract administrator fees2017-12-31$20,523
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31PAUL J. FITZGERALD, P.C
Accountancy firm EIN2017-12-31742969628
2016 : SAMES MOTOR COMPANY, INC. SALARY DEFERRAL 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$34,927
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,581,795
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$679,296
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$598,573
Expenses. Certain deemed distributions of participant loans2016-12-31$9,143
Value of total corrective distributions2016-12-31$50,426
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,192,241
Value of total assets at end of year2016-12-31$5,517,280
Value of total assets at beginning of year2016-12-31$4,579,854
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$21,154
Total interest from all sources2016-12-31$12,871
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$796,988
Participant contributions at end of year2016-12-31$304,380
Participant contributions at beginning of year2016-12-31$232,447
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$261,386
Other income not declared elsewhere2016-12-31$10,552
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$902,499
Value of net assets at end of year (total assets less liabilities)2016-12-31$5,517,280
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$4,579,854
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$5,212,900
Value of interest in pooled separate accounts at beginning of year2016-12-31$4,347,407
Interest on participant loans2016-12-31$12,871
Net investment gain/loss from pooled separate accounts2016-12-31$366,131
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$133,867
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$598,573
Contract administrator fees2016-12-31$21,154
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31PAUL J. FITZGERALD, P.C.
Accountancy firm EIN2016-12-31742969628
2015 : SAMES MOTOR COMPANY, INC. SALARY DEFERRAL 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$700,204
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$237,425
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$169,373
Expenses. Certain deemed distributions of participant loans2015-12-31$28,585
Value of total corrective distributions2015-12-31$21,809
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$783,083
Value of total assets at end of year2015-12-31$4,579,854
Value of total assets at beginning of year2015-12-31$4,117,075
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$17,658
Total interest from all sources2015-12-31$9,034
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$531,742
Participant contributions at end of year2015-12-31$232,447
Participant contributions at beginning of year2015-12-31$238,106
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$101,004
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$462,779
Value of net assets at end of year (total assets less liabilities)2015-12-31$4,579,854
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$4,117,075
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$4,347,407
Value of interest in pooled separate accounts at beginning of year2015-12-31$3,878,969
Interest on participant loans2015-12-31$9,034
Net investment gain/loss from pooled separate accounts2015-12-31$-91,913
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$150,337
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$169,373
Contract administrator fees2015-12-31$17,658
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31PAUL J. FITZGERALD, P.C.
Accountancy firm EIN2015-12-31742969628
2014 : SAMES MOTOR COMPANY, INC. SALARY DEFERRAL 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$751,745
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$433,670
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$376,863
Expenses. Certain deemed distributions of participant loans2014-12-31$14,316
Value of total corrective distributions2014-12-31$21,693
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$606,438
Value of total assets at end of year2014-12-31$4,117,075
Value of total assets at beginning of year2014-12-31$3,799,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$20,798
Total interest from all sources2014-12-31$7,732
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$487,209
Participant contributions at end of year2014-12-31$238,106
Participant contributions at beginning of year2014-12-31$168,162
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$485
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$318,075
Value of net assets at end of year (total assets less liabilities)2014-12-31$4,117,075
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,799,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$3,878,969
Value of interest in pooled separate accounts at beginning of year2014-12-31$3,630,838
Interest on participant loans2014-12-31$7,732
Net investment gain/loss from pooled separate accounts2014-12-31$137,575
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$118,744
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$376,863
Contract administrator fees2014-12-31$20,798
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31PAUL J. FITZGERALD, P.C.
Accountancy firm EIN2014-12-31742969628
2013 : SAMES MOTOR COMPANY, INC. SALARY DEFERRAL 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$861,832
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$279,070
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$254,411
Expenses. Certain deemed distributions of participant loans2013-12-31$6,544
Value of total corrective distributions2013-12-31$545
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$507,250
Value of total assets at end of year2013-12-31$3,799,000
Value of total assets at beginning of year2013-12-31$3,216,238
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$17,570
Total interest from all sources2013-12-31$6,984
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$400,510
Participant contributions at end of year2013-12-31$168,162
Participant contributions at beginning of year2013-12-31$183,414
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$582,762
Value of net assets at end of year (total assets less liabilities)2013-12-31$3,799,000
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,216,238
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$3,630,838
Value of interest in pooled separate accounts at beginning of year2013-12-31$3,032,824
Interest on participant loans2013-12-31$6,984
Net investment gain/loss from pooled separate accounts2013-12-31$347,598
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$106,740
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$254,411
Contract administrator fees2013-12-31$17,570
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31PAUL J. FITZGERALD, P.C.
Accountancy firm EIN2013-12-31742969628
2012 : SAMES MOTOR COMPANY, INC. SALARY DEFERRAL 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$595,946
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$321,395
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$299,296
Expenses. Certain deemed distributions of participant loans2012-12-31$2,751
Value of total corrective distributions2012-12-31$3,113
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$412,765
Value of total assets at end of year2012-12-31$3,216,238
Value of total assets at beginning of year2012-12-31$2,941,687
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$16,235
Total interest from all sources2012-12-31$7,146
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$333,445
Participant contributions at end of year2012-12-31$183,414
Participant contributions at beginning of year2012-12-31$151,673
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$274,551
Value of net assets at end of year (total assets less liabilities)2012-12-31$3,216,238
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,941,687
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$3,032,824
Value of interest in pooled separate accounts at beginning of year2012-12-31$2,790,014
Interest on participant loans2012-12-31$7,146
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$0
Net investment gain/loss from pooled separate accounts2012-12-31$176,035
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$79,320
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$299,296
Contract administrator fees2012-12-31$16,235
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31PAUL J. FITZGERALD, P.C.
Accountancy firm EIN2012-12-31742969628
2011 : SAMES MOTOR COMPANY, INC. SALARY DEFERRAL 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$254,423
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$317,307
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$256,743
Expenses. Certain deemed distributions of participant loans2011-12-31$23,089
Value of total corrective distributions2011-12-31$21,613
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$301,738
Value of total assets at end of year2011-12-31$2,941,687
Value of total assets at beginning of year2011-12-31$3,004,571
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$15,862
Total interest from all sources2011-12-31$6,533
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$301,738
Participant contributions at end of year2011-12-31$151,673
Participant contributions at beginning of year2011-12-31$139,167
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-62,884
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,941,687
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$3,004,571
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$2,790,014
Value of interest in pooled separate accounts at beginning of year2011-12-31$2,865,404
Interest on participant loans2011-12-31$6,533
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$0
Net investment gain/loss from pooled separate accounts2011-12-31$-53,848
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$256,743
Contract administrator fees2011-12-31$15,862
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31PAUL J FITZGERALD, P.C.
Accountancy firm EIN2011-12-31742969628
2010 : SAMES MOTOR COMPANY, INC. SALARY DEFERRAL 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$444,138
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$342,830
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$313,964
Expenses. Certain deemed distributions of participant loans2010-12-31$5,637
Value of total corrective distributions2010-12-31$8,024
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$263,827
Value of total assets at end of year2010-12-31$3,004,571
Value of total assets at beginning of year2010-12-31$2,903,263
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$15,205
Total interest from all sources2010-12-31$7,494
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$263,827
Participant contributions at end of year2010-12-31$139,167
Participant contributions at beginning of year2010-12-31$151,745
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$101,308
Value of net assets at end of year (total assets less liabilities)2010-12-31$3,004,571
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,903,263
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$2,865,404
Value of interest in pooled separate accounts at beginning of year2010-12-31$2,751,518
Interest on participant loans2010-12-31$7,494
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$0
Net investment gain/loss from pooled separate accounts2010-12-31$172,817
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$313,964
Contract administrator fees2010-12-31$15,205
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31PAUL J. FITZGERALD, P.C.
Accountancy firm EIN2010-12-31742969628
2009 : SAMES MOTOR COMPANY, INC. SALARY DEFERRAL 401(K) PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for SAMES MOTOR COMPANY, INC. SALARY DEFERRAL 401(K) PROFIT SHARING PLAN

2022: SAMES MOTOR COMPANY, INC. SALARY DEFERRAL 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedYes
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: SAMES MOTOR COMPANY, INC. SALARY DEFERRAL 401(K) PROFIT SHARING 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: SAMES MOTOR COMPANY, INC. SALARY DEFERRAL 401(K) PROFIT SHARING 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: SAMES MOTOR COMPANY, INC. SALARY DEFERRAL 401(K) PROFIT SHARING 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: SAMES MOTOR COMPANY, INC. SALARY DEFERRAL 401(K) PROFIT SHARING 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 – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SAMES MOTOR COMPANY, INC. SALARY DEFERRAL 401(K) PROFIT SHARING 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 – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SAMES MOTOR COMPANY, INC. SALARY DEFERRAL 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulitple 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 – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SAMES MOTOR COMPANY, INC. SALARY DEFERRAL 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulitple 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 – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SAMES MOTOR COMPANY, INC. SALARY DEFERRAL 401(K) PROFIT SHARING 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 – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SAMES MOTOR COMPANY, INC. SALARY DEFERRAL 401(K) PROFIT SHARING 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 – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SAMES MOTOR COMPANY, INC. SALARY DEFERRAL 401(K) PROFIT SHARING PLAN 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
2012-01-01Plan benefit arrangement - TrustYes
2011: SAMES MOTOR COMPANY, INC. SALARY DEFERRAL 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
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
2011-01-01Plan benefit arrangement - TrustYes
2009: SAMES MOTOR COMPANY, INC. SALARY DEFERRAL 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number068765
Policy instance 1
Insurance contract or identification number068765
Number of Individuals Covered0
Insurance policy start date2021-01-01
Insurance policy end date2021-05-18
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 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
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number068765
Policy instance 1
Insurance contract or identification number068765
Number of Individuals Covered463
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 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
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number068765
Policy instance 1
Insurance contract or identification number068765
Number of Individuals Covered488
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 $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 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
Insurance broker organization code?3
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number068765
Policy instance 1
Insurance contract or identification number068765
Number of Individuals Covered490
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 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
Insurance broker organization code?3
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number068765
Policy instance 1
Insurance contract or identification number068765
Number of Individuals Covered471
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 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
Insurance broker organization code?3
Insurance broker name
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP 38619
Policy instance 1
Insurance contract or identification numberGP 38619
Number of Individuals Covered0
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $15,125
Total amount of fees paid to insurance companyUSD $30
Are there contracts with allocated funds for individual policies?No
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 $15,125
Amount paid for insurance broker fees30
Additional information about fees paid to insurance brokerNON-MONETARY COMPENSATION TO SALES REP
Insurance broker organization code?4
Insurance broker nameAMY G RAWLS
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number068765
Policy instance 2
Insurance contract or identification number068765
Number of Individuals Covered377
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $21,872
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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 $21,872
Insurance broker organization code?3
Insurance broker nameAMY RAWLS
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP 38619
Policy instance 1
Insurance contract or identification numberGP 38619
Number of Individuals Covered248
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP 38619
Policy instance 1
Insurance contract or identification numberGP 38619
Number of Individuals Covered221
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $11,535
Total amount of fees paid to insurance companyUSD $25
Are there contracts with allocated funds for individual policies?No
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 $6,993
Amount paid for insurance broker fees12
Additional information about fees paid to insurance brokerNON-MONETARY COMPENSATION TO SALES REP
Insurance broker organization code?4
Insurance broker nameFINANCIAL TELESIS INC
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP 38619
Policy instance 1
Insurance contract or identification numberGP 38619
Number of Individuals Covered189
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $5,509
Total amount of fees paid to insurance companyUSD $26
Are there contracts with allocated funds for individual policies?No
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 $5,509
Amount paid for insurance broker fees26
Additional information about fees paid to insurance brokerNON-MONETARY COMPENSATION TO SALES REP
Insurance broker organization code?4
Insurance broker nameFINANCIAL TELESIS INC
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP 38619
Policy instance 1
Insurance contract or identification numberGP 38619
Number of Individuals Covered179
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $5,243
Total amount of fees paid to insurance companyUSD $44
Are there contracts with allocated funds for individual policies?No
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP 38619
Policy instance 1
Insurance contract or identification numberGP 38619
Number of Individuals Covered173
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $5,114
Total amount of fees paid to insurance companyUSD $20
Are there contracts with allocated funds for individual policies?No
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

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