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BAYWAY LINCOLN MERCURY, INC. 401K PLAN 401k Plan overview

Plan NameBAYWAY LINCOLN MERCURY, INC. 401K PLAN
Plan identification number 001

BAYWAY LINCOLN MERCURY, INC. 401K 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

BAYWAY AUTO GROUP has sponsored the creation of one or more 401k plans.

Company Name:BAYWAY AUTO GROUP
Employer identification number (EIN):760456267
NAIC Classification:441110
NAIC Description:New Car Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BAYWAY LINCOLN MERCURY, INC. 401K 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
0012017-01-01MIKE ABDUL
0012016-01-01MIKE ABDUL
0012015-01-01MIKE ABDUL
0012014-01-01MIKE ABDUL2015-10-01
0012013-01-01MIKE ABDUL2014-10-11
0012012-01-01MIKE ABDUL2013-10-09
0012011-01-01MIKE ABDUL2012-09-28
0012010-01-01MIKE ABDUL2011-09-28
0012009-01-01MIKE ABDUL MIKE ABDUL2010-09-16

Plan Statistics for BAYWAY LINCOLN MERCURY, INC. 401K PLAN

401k plan membership statisitcs for BAYWAY LINCOLN MERCURY, INC. 401K PLAN

Measure Date Value
2022: BAYWAY LINCOLN MERCURY, INC. 401K PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01597
Total number of active participants reported on line 7a of the Form 55002022-01-01422
Number of retired or separated participants receiving benefits2022-01-014
Number of other retired or separated participants entitled to future benefits2022-01-01114
Total of all active and inactive participants2022-01-01540
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01540
Number of participants with account balances2022-01-01271
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: BAYWAY LINCOLN MERCURY, INC. 401K PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01429
Total number of active participants reported on line 7a of the Form 55002021-01-01399
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01101
Total of all active and inactive participants2021-01-01500
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01500
Number of participants with account balances2021-01-01253
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: BAYWAY LINCOLN MERCURY, INC. 401K PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01392
Total number of active participants reported on line 7a of the Form 55002020-01-01330
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-0119
Total of all active and inactive participants2020-01-01350
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01350
Number of participants with account balances2020-01-0179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: BAYWAY LINCOLN MERCURY, INC. 401K PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01358
Total number of active participants reported on line 7a of the Form 55002019-01-01327
Number of retired or separated participants receiving benefits2019-01-012
Number of other retired or separated participants entitled to future benefits2019-01-0116
Total of all active and inactive participants2019-01-01345
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01345
Number of participants with account balances2019-01-0176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: BAYWAY LINCOLN MERCURY, INC. 401K PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01364
Total number of active participants reported on line 7a of the Form 55002018-01-01263
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-0129
Total of all active and inactive participants2018-01-01293
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01293
Number of participants with account balances2018-01-0193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-011
2017: BAYWAY LINCOLN MERCURY, INC. 401K PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01265
Total number of active participants reported on line 7a of the Form 55002017-01-01288
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0136
Total of all active and inactive participants2017-01-01324
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01324
Number of participants with account balances2017-01-01102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-013
2016: BAYWAY LINCOLN MERCURY, INC. 401K PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01249
Total number of active participants reported on line 7a of the Form 55002016-01-01198
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0125
Total of all active and inactive participants2016-01-01223
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01223
Number of participants with account balances2016-01-0173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: BAYWAY LINCOLN MERCURY, INC. 401K PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01221
Total number of active participants reported on line 7a of the Form 55002015-01-01195
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0120
Total of all active and inactive participants2015-01-01215
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01215
Number of participants with account balances2015-01-0169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2009: BAYWAY LINCOLN MERCURY, INC. 401K PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0193
Total number of active participants reported on line 7a of the Form 55002009-01-0174
Number of retired or separated participants receiving benefits2009-01-0115
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-0189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0189
Number of participants with account balances2009-01-0165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on BAYWAY LINCOLN MERCURY, INC. 401K PLAN

Measure Date Value
2022 : BAYWAY LINCOLN MERCURY, INC. 401K 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$7,475
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$18,269
Total income from all sources (including contributions)2022-12-31$950,450
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$325,004
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$268,442
Value of total corrective distributions2022-12-31$20,811
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,975,581
Value of total assets at end of year2022-12-31$6,816,582
Value of total assets at beginning of year2022-12-31$6,201,930
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$35,751
Total interest from all sources2022-12-31$5,173
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
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$1,395,750
Participant contributions at end of year2022-12-31$120,652
Participant contributions at beginning of year2022-12-31$69,045
Participant contributions at end of year2022-12-31$556
Participant contributions at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$31,990
Administrative expenses (other) incurred2022-12-31$3,375
Liabilities. Value of operating payables at end of year2022-12-31$7,475
Liabilities. Value of operating payables at beginning of year2022-12-31$18,269
Total non interest bearing cash at end of year2022-12-31$22,545
Total non interest bearing cash at beginning of year2022-12-31$22,545
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$625,446
Value of net assets at end of year (total assets less liabilities)2022-12-31$6,809,107
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$6,183,661
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
Investment advisory and management fees2022-12-31$14,258
Value of interest in pooled separate accounts at end of year2022-12-31$6,054,468
Value of interest in pooled separate accounts at beginning of year2022-12-31$5,494,846
Interest on participant loans2022-12-31$5,173
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$70,520
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$64,224
Net investment gain/loss from pooled separate accounts2022-12-31$-1,030,304
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$547,841
Employer contributions (assets) at end of year2022-12-31$547,841
Employer contributions (assets) at beginning of year2022-12-31$551,270
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$268,442
Contract administrator fees2022-12-31$18,118
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 name2022-12-31HARPER & PEARSON COMPANY, PC
Accountancy firm EIN2022-12-31741695589
2021 : BAYWAY LINCOLN MERCURY, INC. 401K 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$18,269
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$2,275,186
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$410,911
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$379,974
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,725,631
Value of total assets at end of year2021-12-31$6,201,930
Value of total assets at beginning of year2021-12-31$4,319,386
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$30,937
Total interest from all sources2021-12-31$3,699
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
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 period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,053,028
Participant contributions at end of year2021-12-31$69,045
Participant contributions at beginning of year2021-12-31$87,916
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$24,101
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$121,333
Administrative expenses (other) incurred2021-12-31$1,301
Liabilities. Value of operating payables at end of year2021-12-31$18,269
Liabilities. Value of operating payables at beginning of year2021-12-31$0
Total non interest bearing cash at end of year2021-12-31$22,545
Total non interest bearing cash at beginning of year2021-12-31$22,645
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$1,864,275
Value of net assets at end of year (total assets less liabilities)2021-12-31$6,183,661
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$4,319,386
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
Investment advisory and management fees2021-12-31$11,865
Value of interest in pooled separate accounts at end of year2021-12-31$5,494,846
Value of interest in pooled separate accounts at beginning of year2021-12-31$4,080,562
Interest on participant loans2021-12-31$3,699
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$64,224
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$61,941
Net investment gain/loss from pooled separate accounts2021-12-31$545,856
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$551,270
Employer contributions (assets) at end of year2021-12-31$551,270
Employer contributions (assets) at beginning of year2021-12-31$42,221
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$379,974
Contract administrator fees2021-12-31$17,771
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 name2021-12-31HARPER & PEARSON COMPANY, PC
Accountancy firm EIN2021-12-31741695589
2020 : BAYWAY LINCOLN MERCURY, INC. 401K 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$89,500
Total income from all sources (including contributions)2020-12-31$1,175,843
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$614,898
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$586,546
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$545,772
Value of total assets at end of year2020-12-31$4,319,386
Value of total assets at beginning of year2020-12-31$3,847,941
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$28,352
Total interest from all sources2020-12-31$3,468
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$469,293
Participant contributions at end of year2020-12-31$87,916
Participant contributions at beginning of year2020-12-31$46,230
Participant contributions at end of year2020-12-31$24,101
Participant contributions at beginning of year2020-12-31$9,371
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$34,258
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$89,500
Administrative expenses (other) incurred2020-12-31$2,500
Total non interest bearing cash at end of year2020-12-31$22,645
Total non interest bearing cash at beginning of year2020-12-31$1,038
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$560,945
Value of net assets at end of year (total assets less liabilities)2020-12-31$4,319,386
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$3,758,441
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
Investment advisory and management fees2020-12-31$9,155
Value of interest in pooled separate accounts at end of year2020-12-31$4,080,562
Value of interest in pooled separate accounts at beginning of year2020-12-31$3,791,302
Interest on participant loans2020-12-31$3,466
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$2
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$61,941
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$0
Net investment gain/loss from pooled separate accounts2020-12-31$626,603
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$42,221
Employer contributions (assets) at end of year2020-12-31$42,221
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$586,546
Contract administrator fees2020-12-31$16,697
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 name2020-12-31HARPER & PEARSON COMPANY, PC
Accountancy firm EIN2020-12-31741695589
2019 : BAYWAY LINCOLN MERCURY, INC. 401K 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$89,500
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$89,500
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$42,038
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$42,038
Total income from all sources (including contributions)2019-12-31$1,120,577
Total income from all sources (including contributions)2019-12-31$1,120,577
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$562,867
Total of all expenses incurred2019-12-31$562,867
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$453,908
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$453,908
Value of total corrective distributions2019-12-31$89,500
Value of total corrective distributions2019-12-31$89,500
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$466,829
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$466,829
Value of total assets at end of year2019-12-31$3,847,941
Value of total assets at end of year2019-12-31$3,847,941
Value of total assets at beginning of year2019-12-31$3,242,769
Value of total assets at beginning of year2019-12-31$3,242,769
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$19,459
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$19,459
Total interest from all sources2019-12-31$4,333
Total interest from all sources2019-12-31$4,333
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
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$439,490
Contributions received from participants2019-12-31$439,490
Participant contributions at end of year2019-12-31$46,230
Participant contributions at end of year2019-12-31$46,230
Participant contributions at beginning of year2019-12-31$85,435
Participant contributions at beginning of year2019-12-31$85,435
Participant contributions at end of year2019-12-31$9,371
Participant contributions at end of year2019-12-31$9,371
Participant contributions at beginning of year2019-12-31$253
Participant contributions at beginning of year2019-12-31$253
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$27,339
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$27,339
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$89,500
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$89,500
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$42,038
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$42,038
Administrative expenses (other) incurred2019-12-31$3,717
Administrative expenses (other) incurred2019-12-31$3,717
Total non interest bearing cash at end of year2019-12-31$1,038
Total non interest bearing cash at end of year2019-12-31$1,038
Total non interest bearing cash at beginning of year2019-12-31$948
Total non interest bearing cash at beginning of year2019-12-31$948
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
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$557,710
Value of net income/loss2019-12-31$557,710
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,758,441
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,758,441
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,200,731
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,200,731
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
Investment advisory and management fees2019-12-31$5,180
Investment advisory and management fees2019-12-31$5,180
Value of interest in pooled separate accounts at end of year2019-12-31$3,791,302
Value of interest in pooled separate accounts at end of year2019-12-31$3,791,302
Value of interest in pooled separate accounts at beginning of year2019-12-31$3,156,133
Value of interest in pooled separate accounts at beginning of year2019-12-31$3,156,133
Interest on participant loans2019-12-31$3,826
Interest on participant loans2019-12-31$3,826
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$507
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$507
Net investment gain/loss from pooled separate accounts2019-12-31$649,415
Net investment gain/loss from pooled separate accounts2019-12-31$649,415
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 contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$453,908
Contract administrator fees2019-12-31$10,562
Contract administrator fees2019-12-31$10,562
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
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 name2019-12-31HARPER & PEARSON COMPANY, PC
Accountancy firm name2019-12-31HARPER & PEARSON COMPANY, PC
Accountancy firm EIN2019-12-31741695589
Accountancy firm EIN2019-12-31741695589
2018 : BAYWAY LINCOLN MERCURY, INC. 401K 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$42,038
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$26,809
Total income from all sources (including contributions)2018-12-31$551,856
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$328,535
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$281,524
Value of total corrective distributions2018-12-31$42,038
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$793,125
Value of total assets at end of year2018-12-31$3,242,769
Value of total assets at beginning of year2018-12-31$3,004,219
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$4,973
Total interest from all sources2018-12-31$3,169
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$3,910
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$435,130
Participant contributions at end of year2018-12-31$85,435
Participant contributions at beginning of year2018-12-31$73,327
Participant contributions at end of year2018-12-31$253
Participant contributions at beginning of year2018-12-31$5,176
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$357,995
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$42,038
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$26,809
Total non interest bearing cash at end of year2018-12-31$948
Total non interest bearing cash at beginning of year2018-12-31$890
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$223,321
Value of net assets at end of year (total assets less liabilities)2018-12-31$3,200,731
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$2,977,410
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
Investment advisory and management fees2018-12-31$3
Value of interest in pooled separate accounts at end of year2018-12-31$3,156,133
Value of interest in pooled separate accounts at beginning of year2018-12-31$2,924,826
Interest on participant loans2018-12-31$3,112
Interest earned on other investments2018-12-31$57
Net investment gain/loss from pooled separate accounts2018-12-31$-244,438
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 contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$281,524
Contract administrator fees2018-12-31$1,060
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 name2018-12-31HARPER & PEARSON COMPANY, PC
Accountancy firm EIN2018-12-31741695589
2017 : BAYWAY LINCOLN MERCURY, INC. 401K 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$26,809
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$20,764
Total income from all sources (including contributions)2017-12-31$1,006,876
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$157,218
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$131,142
Value of total corrective distributions2017-12-31$22,973
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$631,534
Value of total assets at end of year2017-12-31$3,004,219
Value of total assets at beginning of year2017-12-31$2,148,516
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$3,103
Total interest from all sources2017-12-31$3,366
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
Administrative expenses professional fees incurred2017-12-31$2,300
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$447,381
Participant contributions at end of year2017-12-31$73,327
Participant contributions at beginning of year2017-12-31$42,246
Participant contributions at end of year2017-12-31$5,176
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$184,153
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$26,809
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$20,764
Total non interest bearing cash at end of year2017-12-31$890
Total non interest bearing cash at beginning of year2017-12-31$70
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$849,658
Value of net assets at end of year (total assets less liabilities)2017-12-31$2,977,410
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,127,752
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
Investment advisory and management fees2017-12-31$101
Value of interest in pooled separate accounts at end of year2017-12-31$2,924,826
Value of interest in pooled separate accounts at beginning of year2017-12-31$2,106,200
Interest on participant loans2017-12-31$3,366
Net investment gain/loss from pooled separate accounts2017-12-31$371,976
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 contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$131,142
Contract administrator fees2017-12-31$702
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 name2017-12-31HARPER & PEARSON COMPANY, PC
Accountancy firm EIN2017-12-31741695589
2016 : BAYWAY LINCOLN MERCURY, INC. 401K PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$20,764
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$357,069
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$105,771
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$82,827
Value of total corrective distributions2016-12-31$20,764
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$220,579
Value of total assets at end of year2016-12-31$2,148,516
Value of total assets at beginning of year2016-12-31$1,876,454
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$2,180
Total interest from all sources2016-12-31$1,960
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
Administrative expenses professional fees incurred2016-12-31$1,700
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$200,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$220,579
Participant contributions at end of year2016-12-31$42,246
Participant contributions at beginning of year2016-12-31$44,401
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$20,764
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Total non interest bearing cash at end of year2016-12-31$70
Total non interest bearing cash at beginning of year2016-12-31$70
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$251,298
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,127,752
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,876,454
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
Investment advisory and management fees2016-12-31$216
Value of interest in pooled separate accounts at end of year2016-12-31$2,106,200
Value of interest in pooled separate accounts at beginning of year2016-12-31$1,831,983
Interest on participant loans2016-12-31$1,960
Net investment gain/loss from pooled separate accounts2016-12-31$134,530
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 contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$82,827
Contract administrator fees2016-12-31$264
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 name2016-12-31HARPER & PEARSON COMPANY, PC
Accountancy firm EIN2016-12-31741695589
2015 : BAYWAY LINCOLN MERCURY, INC. 401K 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$181,267
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$293,800
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$291,417
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$208,548
Value of total assets at end of year2015-12-31$1,876,454
Value of total assets at beginning of year2015-12-31$1,988,987
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$2,383
Total interest from all sources2015-12-31$1,960
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
Administrative expenses professional fees incurred2015-12-31$1,900
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$200,000
If this is an individual account plan, was there a blackout period2015-12-31No
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$208,548
Participant contributions at end of year2015-12-31$44,401
Participant contributions at beginning of year2015-12-31$48,181
Total non interest bearing cash at end of year2015-12-31$70
Total non interest bearing cash at beginning of year2015-12-31$70
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-112,533
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,876,454
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,988,987
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
Investment advisory and management fees2015-12-31$261
Value of interest in pooled separate accounts at end of year2015-12-31$1,831,983
Value of interest in pooled separate accounts at beginning of year2015-12-31$1,940,736
Interest on participant loans2015-12-31$1,960
Net investment gain/loss from pooled separate accounts2015-12-31$-29,241
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$291,417
Contract administrator fees2015-12-31$222
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 name2015-12-31HARPER & PEARSON COMPANY, PC
Accountancy firm EIN2015-12-31741695589
2009 : BAYWAY LINCOLN MERCURY, INC. 401K 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 BAYWAY LINCOLN MERCURY, INC. 401K PLAN

2022: BAYWAY LINCOLN MERCURY, INC. 401K PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
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: BAYWAY LINCOLN MERCURY, INC. 401K 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: BAYWAY LINCOLN MERCURY, INC. 401K 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: BAYWAY LINCOLN MERCURY, INC. 401K 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: BAYWAY LINCOLN MERCURY, INC. 401K 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: BAYWAY LINCOLN MERCURY, INC. 401K 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: BAYWAY LINCOLN MERCURY, INC. 401K 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 – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: BAYWAY LINCOLN MERCURY, INC. 401K 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 – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2009: BAYWAY LINCOLN MERCURY, INC. 401K 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

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number94975
Policy instance 1
Insurance contract or identification number94975
Number of Individuals Covered298
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $2,883
Total amount of fees paid to insurance companyUSD $3,375
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?Yes
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 $2,883
Amount paid for insurance broker fees3375
Additional information about fees paid to insurance brokerPENSION ADMINISTRATION
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number94975
Policy instance 1
Insurance contract or identification number94975
Number of Individuals Covered272
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $3,579
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?Yes
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 $0
Amount paid for insurance broker fees3579
Additional information about fees paid to insurance brokerPENSION ADMINISTRATION
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number94975
Policy instance 1
Insurance contract or identification number94975
Number of Individuals Covered96
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 $4,353
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?Yes
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 $0
Amount paid for insurance broker fees4353
Additional information about fees paid to insurance brokerPENSION ADMINISTRATION
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number94975
Policy instance 1
Insurance contract or identification number94975
Number of Individuals Covered86
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 $5,811
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?Yes
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
Amount paid for insurance broker fees5811
Additional information about fees paid to insurance brokerPENSION ADMINISTRATION
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number94975
Policy instance 1
Insurance contract or identification number94975
Number of Individuals Covered102
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $2,456
Total amount of fees paid to insurance companyUSD $5,531
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?Yes
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
Amount paid for insurance broker fees5531
Additional information about fees paid to insurance brokerPENSION ADMINISTRATION
Insurance broker organization code?5
Commission paid to Insurance BrokerUSD $2,456
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number94975
Policy instance 1
Insurance contract or identification number94975
Number of Individuals Covered112
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $5,673
Total amount of fees paid to insurance companyUSD $4,993
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?Yes
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 $5,673
Insurance broker organization code?3
Amount paid for insurance broker fees4993
Additional information about fees paid to insurance brokerPENSION ADMINISTRATION
Insurance broker nameALLIANCE BENEFIT GROUP
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number94975
Policy instance 1
Insurance contract or identification number94975
Number of Individuals Covered76
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $5,003
Total amount of fees paid to insurance companyUSD $2,951
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?Yes
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 $5,003
Insurance broker organization code?3
Amount paid for insurance broker fees2951
Additional information about fees paid to insurance brokerPENSION ADMINISTRATION
Insurance broker nameALLIANCE BENEFIT GROUP

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