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FAIRFIELD MOUNTAINS POA, INC. DBA RUMBLING BALD RESORT 401(K) PLAN 401k Plan overview

Plan NameFAIRFIELD MOUNTAINS POA, INC. DBA RUMBLING BALD RESORT 401(K) PLAN
Plan identification number 001

FAIRFIELD MOUNTAINS POA, INC. DBA RUMBLING BALD RESORT 401(K) 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

FAIRFIELD MOUNTAINS POA, INC. DBA RUMBLING BALD RE has sponsored the creation of one or more 401k plans.

Company Name:FAIRFIELD MOUNTAINS POA, INC. DBA RUMBLING BALD RE
Employer identification number (EIN):742107635
NAIC Classification:713900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FAIRFIELD MOUNTAINS POA, INC. DBA RUMBLING BALD RESORT 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01JEFF GEISLER2021-10-08 JEFF GEISLER2021-10-08
0012019-01-01JEFF GEISLER2020-10-12
0012018-01-01
0012017-01-01JAMES CAIN
0012016-01-01JAMES CAIN
0012015-01-01JAMES CAIN
0012014-01-01TOM JUDSON
0012013-01-01TOM JUDSON
0012012-01-01THOMAS JUDSON
0012011-01-01DENNIS BUCKNER2012-03-07
0012010-01-01DENNIS BUCKNER2011-03-10

Plan Statistics for FAIRFIELD MOUNTAINS POA, INC. DBA RUMBLING BALD RESORT 401(K) PLAN

401k plan membership statisitcs for FAIRFIELD MOUNTAINS POA, INC. DBA RUMBLING BALD RESORT 401(K) PLAN

Measure Date Value
2018: FAIRFIELD MOUNTAINS POA, INC. DBA RUMBLING BALD RESORT 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0157
Total number of active participants reported on line 7a of the Form 55002018-01-01140
Number of retired or separated participants receiving benefits2018-01-012
Number of other retired or separated participants entitled to future benefits2018-01-018
Total of all active and inactive participants2018-01-01150
Total participants2018-01-01150
Number of participants with account balances2018-01-0142
2017: FAIRFIELD MOUNTAINS POA, INC. DBA RUMBLING BALD RESORT 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0168
Total number of active participants reported on line 7a of the Form 55002017-01-0147
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-019
Total of all active and inactive participants2017-01-0157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0157
Number of participants with account balances2017-01-0135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: FAIRFIELD MOUNTAINS POA, INC. DBA RUMBLING BALD RESORT 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0166
Total number of active participants reported on line 7a of the Form 55002016-01-0160
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-017
Total of all active and inactive participants2016-01-0168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0168
Number of participants with account balances2016-01-0140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: FAIRFIELD MOUNTAINS POA, INC. DBA RUMBLING BALD RESORT 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0172
Total number of active participants reported on line 7a of the Form 55002015-01-0158
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-018
Total of all active and inactive participants2015-01-0166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0166
Number of participants with account balances2015-01-0138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: FAIRFIELD MOUNTAINS POA, INC. DBA RUMBLING BALD RESORT 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0172
Total number of active participants reported on line 7a of the Form 55002014-01-0165
Number of other retired or separated participants entitled to future benefits2014-01-017
Total of all active and inactive participants2014-01-0172
Total participants2014-01-0172
Number of participants with account balances2014-01-0139
2013: FAIRFIELD MOUNTAINS POA, INC. DBA RUMBLING BALD RESORT 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0165
Total number of active participants reported on line 7a of the Form 55002013-01-0165
Number of other retired or separated participants entitled to future benefits2013-01-017
Total of all active and inactive participants2013-01-0172
Total participants2013-01-0172
Number of participants with account balances2013-01-0139
2012: FAIRFIELD MOUNTAINS POA, INC. DBA RUMBLING BALD RESORT 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0169
Total number of active participants reported on line 7a of the Form 55002012-01-0159
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-016
Total of all active and inactive participants2012-01-0165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0165
Number of participants with account balances2012-01-0140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010

Financial Data on FAIRFIELD MOUNTAINS POA, INC. DBA RUMBLING BALD RESORT 401(K) PLAN

Measure Date Value
2018 : FAIRFIELD MOUNTAINS POA, INC. DBA RUMBLING BALD RESORT 401(K) PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$16,622
Expenses. Total of all expenses incurred2018-12-31$73,169
Benefits paid (including direct rollovers)2018-12-31$72,425
Total plan assets at end of year2018-12-31$1,158,180
Total plan assets at beginning of year2018-12-31$1,214,727
Value of fidelity bond covering the plan2018-12-31$150,000
Total contributions received or receivable from participants2018-12-31$77,716
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-92,538
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-56,547
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,158,180
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,214,727
Assets. Value of participant loans2018-12-31$69,074
Total contributions received or receivable from employer(s)2018-12-31$31,444
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$744
2017 : FAIRFIELD MOUNTAINS POA, INC. DBA RUMBLING BALD RESORT 401(K) PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$299,625
Expenses. Total of all expenses incurred2017-12-31$394,174
Benefits paid (including direct rollovers)2017-12-31$389,031
Total plan assets at end of year2017-12-31$1,214,727
Total plan assets at beginning of year2017-12-31$1,309,276
Value of fidelity bond covering the plan2017-12-31$150,000
Assets. Value of tangible personal property2017-12-31$0
Total contributions received or receivable from participants2017-12-31$67,526
Assets. Value of loans (other than to participants)2017-12-31$0
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$206,686
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$-94,549
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,214,727
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,309,276
Assets. Value of participant loans2017-12-31$41,797
Assets. Value of assets in partnership/joint-venture interests2017-12-31$0
Assets. Value of real-estate (other than employer real property)2017-12-31$0
Assets. Value of employer securities2017-12-31$0
Assets. Value of employer real property2017-12-31$0
Total contributions received or receivable from employer(s)2017-12-31$25,413
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$4,487
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$656
2016 : FAIRFIELD MOUNTAINS POA, INC. DBA RUMBLING BALD RESORT 401(K) PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$239,791
Expenses. Total of all expenses incurred2016-12-31$38,629
Benefits paid (including direct rollovers)2016-12-31$37,885
Total plan assets at end of year2016-12-31$1,309,276
Total plan assets at beginning of year2016-12-31$1,108,114
Value of fidelity bond covering the plan2016-12-31$150,000
Total contributions received or receivable from participants2016-12-31$87,916
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$21,041
Other income received2016-12-31$98,979
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$201,162
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,309,276
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,108,114
Assets. Value of participant loans2016-12-31$60,133
Total contributions received or receivable from employer(s)2016-12-31$31,855
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$744
2015 : FAIRFIELD MOUNTAINS POA, INC. DBA RUMBLING BALD RESORT 401(K) PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$52,657
Expenses. Total of all expenses incurred2015-12-31$92,402
Benefits paid (including direct rollovers)2015-12-31$91,827
Total plan assets at end of year2015-12-31$1,108,114
Total plan assets at beginning of year2015-12-31$1,147,859
Value of fidelity bond covering the plan2015-12-31$150,000
Total contributions received or receivable from participants2015-12-31$53,596
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-24,116
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$-39,745
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,108,114
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,147,859
Assets. Value of participant loans2015-12-31$41,335
Total contributions received or receivable from employer(s)2015-12-31$23,177
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$575
2014 : FAIRFIELD MOUNTAINS POA, INC. DBA RUMBLING BALD RESORT 401(K) PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$139,960
Expenses. Total of all expenses incurred2014-12-31$87,713
Benefits paid (including direct rollovers)2014-12-31$86,938
Total plan assets at end of year2014-12-31$1,147,859
Total plan assets at beginning of year2014-12-31$1,095,612
Value of fidelity bond covering the plan2014-12-31$150,000
Total contributions received or receivable from participants2014-12-31$51,751
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$64,824
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$52,247
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,147,859
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,095,612
Assets. Value of participant loans2014-12-31$30,605
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022014-12-31$0
Total contributions received or receivable from employer(s)2014-12-31$23,385
Value of certain deemed distributions of participant loans2014-12-31$256
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$519
2013 : FAIRFIELD MOUNTAINS POA, INC. DBA RUMBLING BALD RESORT 401(K) PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total income from all sources2013-12-31$247,486
Expenses. Total of all expenses incurred2013-12-31$108,618
Benefits paid (including direct rollovers)2013-12-31$107,784
Total plan assets at end of year2013-12-31$1,095,612
Total plan assets at beginning of year2013-12-31$956,744
Value of fidelity bond covering the plan2013-12-31$97,000
Total contributions received or receivable from participants2013-12-31$54,335
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$170,464
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$138,868
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,095,612
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$956,744
Assets. Value of participant loans2013-12-31$16,735
Total contributions received or receivable from employer(s)2013-12-31$22,687
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$834
2012 : FAIRFIELD MOUNTAINS POA, INC. DBA RUMBLING BALD RESORT 401(K) PLAN 2012 401k financial data
Total income from all sources2012-12-31$177,779
Expenses. Total of all expenses incurred2012-12-31$174,228
Benefits paid (including direct rollovers)2012-12-31$172,598
Total plan assets at end of year2012-12-31$956,744
Total plan assets at beginning of year2012-12-31$953,193
Value of fidelity bond covering the plan2012-12-31$97,000
Total contributions received or receivable from participants2012-12-31$67,858
Other income received2012-12-31$100,660
Net income (gross income less expenses)2012-12-31$3,551
Net plan assets at end of year (total assets less liabilities)2012-12-31$956,744
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$953,193
Assets. Value of participant loans2012-12-31$26,714
Total contributions received or receivable from employer(s)2012-12-31$9,261
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$1,630
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0

Form 5500 Responses for FAIRFIELD MOUNTAINS POA, INC. DBA RUMBLING BALD RESORT 401(K) PLAN

2018: FAIRFIELD MOUNTAINS POA, INC. DBA RUMBLING BALD RESORT 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: FAIRFIELD MOUNTAINS POA, INC. DBA RUMBLING BALD RESORT 401(K) 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
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: FAIRFIELD MOUNTAINS POA, INC. DBA RUMBLING BALD RESORT 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: FAIRFIELD MOUNTAINS POA, INC. DBA RUMBLING BALD RESORT 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: FAIRFIELD MOUNTAINS POA, INC. DBA RUMBLING BALD RESORT 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: FAIRFIELD MOUNTAINS POA, INC. DBA RUMBLING BALD RESORT 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: FAIRFIELD MOUNTAINS POA, INC. DBA RUMBLING BALD RESORT 401(K) 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

Insurance Providers Used on plan

THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 )
Policy contract number602356
Policy instance 1
Insurance contract or identification number602356
Number of Individuals Covered0
Insurance policy start date2012-01-01
Insurance policy end date2012-05-31
Total amount of commissions paid to insurance brokerUSD $2,142
Total amount of fees paid to insurance companyUSD $0
Commission paid to Insurance BrokerUSD $2,142
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?3
Insurance broker nameEPPS, STEVEN JR.

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