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LAMB CHEVROLET, INC. 401K PROFIT SHARING PLAN 401k Plan overview

Plan NameLAMB CHEVROLET, INC. 401K PROFIT SHARING PLAN
Plan identification number 002

LAMB CHEVROLET, INC. 401K PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • 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.
  • 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

LAMB CHEVROLET, INC. has sponsored the creation of one or more 401k plans.

Company Name:LAMB CHEVROLET, INC.
Employer identification number (EIN):860137291
NAIC Classification:441110
NAIC Description:New Car Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LAMB CHEVROLET, INC. 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01SHAWN T. PARKER, CPC, QPA, ERPA2024-10-03
0022022-01-01SHAWN T. PARKER, CPC, QPA, ERPA2023-08-04
0022021-01-01SHAWN T. PARKER, CPC, QPA, ERPA2022-08-24
0022020-01-01SHAWN T. PARKER, CPC, QPA, ERPA2021-08-10
0022019-01-01ALAN GOLD, CPA2020-08-06
0022018-01-01ALAN GOLD, CPA2019-08-22
0022017-01-01
0022017-01-01
0022016-01-01
0022015-01-01
0022014-01-01
0022014-01-01SHARON KENNEDY, APA, QPA, QKA, ERPA
0022013-01-01SHARON KENNEDY, APA, QPA, QKA, ERPA
0022012-01-01SHARON KENNEDY, APA, QPA, QKA, ERPA
0022011-01-01THEO F. LAMB THEO F. LAMB2012-08-27
0022010-01-01THEO F LAMB
0022009-01-01THEO F LAMB

Financial Data on LAMB CHEVROLET, INC. 401K PROFIT SHARING PLAN

Measure Date Value
2023 : LAMB CHEVROLET, INC. 401K PROFIT SHARING PLAN 2023 401k financial data
Total income from all sources2023-12-31$690,835
Expenses. Total of all expenses incurred2023-12-31$358,908
Benefits paid (including direct rollovers)2023-12-31$321,838
Total plan assets at end of year2023-12-31$4,591,258
Total plan assets at beginning of year2023-12-31$4,259,331
Value of fidelity bond covering the plan2023-12-31$1,500,000
Assets. Value of tangible personal property2023-12-31$11,000
Total contributions received or receivable from participants2023-12-31$266,273
Contributions received from other sources (not participants or employers)2023-12-31$57,193
Other income received2023-12-31$329,137
Net income (gross income less expenses)2023-12-31$331,927
Net plan assets at end of year (total assets less liabilities)2023-12-31$4,591,258
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$4,259,331
Assets. Value of participant loans2023-12-31$159,168
Assets. Value of real-estate (other than employer real property)2023-12-31$1,010,243
Total contributions received or receivable from employer(s)2023-12-31$38,232
Value of corrective distributions2023-12-31$9,417
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$27,653
2022 : LAMB CHEVROLET, INC. 401K PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources2022-12-31$-66,605
Expenses. Total of all expenses incurred2022-12-31$199,579
Benefits paid (including direct rollovers)2022-12-31$169,220
Total plan assets at end of year2022-12-31$4,259,331
Total plan assets at beginning of year2022-12-31$4,525,515
Value of fidelity bond covering the plan2022-12-31$1,500,000
Assets. Value of tangible personal property2022-12-31$11,000
Total contributions received or receivable from participants2022-12-31$282,436
Other income received2022-12-31$-384,393
Net income (gross income less expenses)2022-12-31$-266,184
Net plan assets at end of year (total assets less liabilities)2022-12-31$4,259,331
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$4,525,515
Assets. Value of participant loans2022-12-31$97,396
Assets. Value of real-estate (other than employer real property)2022-12-31$1,010,243
Total contributions received or receivable from employer(s)2022-12-31$35,352
Value of corrective distributions2022-12-31$4,291
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$26,068
2021 : LAMB CHEVROLET, INC. 401K PROFIT SHARING PLAN 2021 401k financial data
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$672,677
Expenses. Total of all expenses incurred2021-12-31$175,001
Benefits paid (including direct rollovers)2021-12-31$148,274
Total plan assets at end of year2021-12-31$4,525,515
Total plan assets at beginning of year2021-12-31$4,027,839
Value of fidelity bond covering the plan2021-12-31$1,020,000
Assets. Value of tangible personal property2021-12-31$11,000
Total contributions received or receivable from participants2021-12-31$238,909
Contributions received from other sources (not participants or employers)2021-12-31$19,512
Other income received2021-12-31$385,426
Net income (gross income less expenses)2021-12-31$497,676
Net plan assets at end of year (total assets less liabilities)2021-12-31$4,525,515
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$4,027,839
Assets. Value of participant loans2021-12-31$136,089
Assets. Value of real-estate (other than employer real property)2021-12-31$1,010,243
Total contributions received or receivable from employer(s)2021-12-31$28,830
Value of corrective distributions2021-12-31$2,878
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$23,849
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : LAMB CHEVROLET, INC. 401K PROFIT SHARING PLAN 2020 401k financial data
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$478,458
Expenses. Total of all expenses incurred2020-12-31$521,231
Benefits paid (including direct rollovers)2020-12-31$469,142
Total plan assets at end of year2020-12-31$4,027,839
Total plan assets at beginning of year2020-12-31$4,070,612
Value of fidelity bond covering the plan2020-12-31$1,020,000
Assets. Value of tangible personal property2020-12-31$11,000
Total contributions received or receivable from participants2020-12-31$199,791
Other income received2020-12-31$257,439
Net income (gross income less expenses)2020-12-31$-42,773
Net plan assets at end of year (total assets less liabilities)2020-12-31$4,027,839
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$4,070,612
Assets. Value of participant loans2020-12-31$122,455
Assets. Value of real-estate (other than employer real property)2020-12-31$1,010,243
Total contributions received or receivable from employer(s)2020-12-31$21,228
Value of corrective distributions2020-12-31$1,135
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$50,954
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : LAMB CHEVROLET, INC. 401K PROFIT SHARING PLAN 2019 401k financial data
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$581,524
Expenses. Total of all expenses incurred2019-12-31$397,703
Benefits paid (including direct rollovers)2019-12-31$387,525
Total plan assets at end of year2019-12-31$4,070,612
Total plan assets at beginning of year2019-12-31$3,886,791
Value of fidelity bond covering the plan2019-12-31$1,020,000
Assets. Value of tangible personal property2019-12-31$11,000
Total contributions received or receivable from participants2019-12-31$150,834
Other income received2019-12-31$404,915
Net income (gross income less expenses)2019-12-31$183,821
Net plan assets at end of year (total assets less liabilities)2019-12-31$4,070,612
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$3,886,791
Assets. Value of participant loans2019-12-31$75,998
Assets. Value of real-estate (other than employer real property)2019-12-31$1,010,243
Total contributions received or receivable from employer(s)2019-12-31$25,775
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$10,178
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : LAMB CHEVROLET, INC. 401K PROFIT SHARING PLAN 2018 401k financial data
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$42,336
Expenses. Total of all expenses incurred2018-12-31$338,514
Benefits paid (including direct rollovers)2018-12-31$334,468
Total plan assets at end of year2018-12-31$3,886,791
Total plan assets at beginning of year2018-12-31$4,182,969
Value of fidelity bond covering the plan2018-12-31$1,140,000
Assets. Value of tangible personal property2018-12-31$11,000
Total contributions received or receivable from participants2018-12-31$171,586
Contributions received from other sources (not participants or employers)2018-12-31$12,890
Other income received2018-12-31$-160,702
Net income (gross income less expenses)2018-12-31$-296,178
Net plan assets at end of year (total assets less liabilities)2018-12-31$3,886,791
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$4,182,969
Assets. Value of participant loans2018-12-31$87,719
Assets. Value of real-estate (other than employer real property)2018-12-31$1,010,243
Total contributions received or receivable from employer(s)2018-12-31$18,562
Value of corrective distributions2018-12-31$2,186
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$1,860
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : LAMB CHEVROLET, INC. 401K PROFIT SHARING PLAN 2017 401k financial data
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$786,534
Expenses. Total of all expenses incurred2017-12-31$147,578
Benefits paid (including direct rollovers)2017-12-31$146,640
Total plan assets at end of year2017-12-31$4,034,209
Total plan assets at beginning of year2017-12-31$3,395,253
Value of fidelity bond covering the plan2017-12-31$900,000
Assets. Value of tangible personal property2017-12-31$11,000
Total contributions received or receivable from participants2017-12-31$129,255
Assets. Value of loans (other than to participants)2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$276,372
Other income received2017-12-31$362,579
Net income (gross income less expenses)2017-12-31$638,956
Net plan assets at end of year (total assets less liabilities)2017-12-31$4,034,209
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$3,395,253
Assets. Value of participant loans2017-12-31$39,057
Assets. Value of real-estate (other than employer real property)2017-12-31$889,929
Total contributions received or receivable from employer(s)2017-12-31$18,328
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$938
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : LAMB CHEVROLET, INC. 401K PROFIT SHARING PLAN 2016 401k financial data
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$269,056
Expenses. Total of all expenses incurred2016-12-31$310,404
Benefits paid (including direct rollovers)2016-12-31$308,952
Total plan assets at end of year2016-12-31$3,395,253
Total plan assets at beginning of year2016-12-31$3,436,601
Value of fidelity bond covering the plan2016-12-31$900,000
Assets. Value of tangible personal property2016-12-31$11,000
Total contributions received or receivable from participants2016-12-31$119,490
Assets. Value of loans (other than to participants)2016-12-31$209,741
Other income received2016-12-31$149,209
Net income (gross income less expenses)2016-12-31$-41,348
Net plan assets at end of year (total assets less liabilities)2016-12-31$3,395,253
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$3,436,601
Assets. Value of participant loans2016-12-31$78,439
Assets. Value of real-estate (other than employer real property)2016-12-31$889,929
Total contributions received or receivable from employer(s)2016-12-31$357
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$1,452
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : LAMB CHEVROLET, INC. 401K PROFIT SHARING PLAN 2015 401k financial data
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$33,478
Expenses. Total of all expenses incurred2015-12-31$96,487
Benefits paid (including direct rollovers)2015-12-31$92,157
Total plan assets at end of year2015-12-31$3,436,601
Total plan assets at beginning of year2015-12-31$3,499,610
Value of fidelity bond covering the plan2015-12-31$500,000
Total contributions received or receivable from participants2015-12-31$105,109
Assets. Value of loans (other than to participants)2015-12-31$219,241
Other income received2015-12-31$-86,687
Net income (gross income less expenses)2015-12-31$-63,009
Net plan assets at end of year (total assets less liabilities)2015-12-31$3,436,601
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$3,499,610
Assets. Value of participant loans2015-12-31$118,767
Assets. Value of real-estate (other than employer real property)2015-12-31$889,929
Total contributions received or receivable from employer(s)2015-12-31$15,056
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$4,330
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : LAMB CHEVROLET, INC. 401K PROFIT SHARING PLAN 2014 401k financial data
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$187,852
Expenses. Total of all expenses incurred2014-12-31$114,787
Benefits paid (including direct rollovers)2014-12-31$113,553
Total plan assets at end of year2014-12-31$3,487,458
Total plan assets at beginning of year2014-12-31$3,414,393
Value of fidelity bond covering the plan2014-12-31$900,000
Total contributions received or receivable from participants2014-12-31$111,689
Assets. Value of loans (other than to participants)2014-12-31$225,937
Other income received2014-12-31$54,469
Net income (gross income less expenses)2014-12-31$73,065
Net plan assets at end of year (total assets less liabilities)2014-12-31$3,487,458
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$3,414,393
Assets. Value of participant loans2014-12-31$121,057
Assets. Value of real-estate (other than employer real property)2014-12-31$889,929
Total contributions received or receivable from employer(s)2014-12-31$21,694
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$1,234
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : LAMB CHEVROLET, INC. 401K PROFIT SHARING PLAN 2013 401k financial data
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$350,668
Expenses. Total of all expenses incurred2013-12-31$208,933
Benefits paid (including direct rollovers)2013-12-31$206,270
Total plan assets at end of year2013-12-31$3,414,393
Total plan assets at beginning of year2013-12-31$3,272,658
Value of fidelity bond covering the plan2013-12-31$900,000
Total contributions received or receivable from participants2013-12-31$110,838
Assets. Value of loans (other than to participants)2013-12-31$224,924
Other income received2013-12-31$228,053
Net income (gross income less expenses)2013-12-31$141,735
Net plan assets at end of year (total assets less liabilities)2013-12-31$3,414,393
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$3,272,658
Assets. Value of participant loans2013-12-31$134,264
Assets. Value of real-estate (other than employer real property)2013-12-31$889,929
Total contributions received or receivable from employer(s)2013-12-31$11,777
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$2,663
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : LAMB CHEVROLET, INC. 401K PROFIT SHARING PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$299,998
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$197,224
Expenses. Total of all expenses incurred2012-12-31$150,044
Benefits paid (including direct rollovers)2012-12-31$147,771
Total plan assets at end of year2012-12-31$3,272,658
Total plan assets at beginning of year2012-12-31$2,925,480
Value of fidelity bond covering the plan2012-12-31$900,000
Total contributions received or receivable from participants2012-12-31$75,625
Assets. Value of loans (other than to participants)2012-12-31$363,210
Expenses. Other expenses not covered elsewhere2012-12-31$2,273
Contributions received from other sources (not participants or employers)2012-12-31$27,711
Other income received2012-12-31$93,888
Net income (gross income less expenses)2012-12-31$47,180
Net plan assets at end of year (total assets less liabilities)2012-12-31$3,272,658
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$2,925,480
Assets. Value of participant loans2012-12-31$99,761
Assets. Value of real-estate (other than employer real property)2012-12-31$889,929
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : LAMB CHEVROLET, INC. 401K PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$130,367
Expenses. Total of all expenses incurred2011-12-31$47,576
Benefits paid (including direct rollovers)2011-12-31$45,057
Total plan assets at end of year2011-12-31$2,925,480
Total plan assets at beginning of year2011-12-31$2,842,689
Total contributions received or receivable from participants2011-12-31$82,991
Assets. Value of loans (other than to participants)2011-12-31$201,000
Other income received2011-12-31$37,945
Net income (gross income less expenses)2011-12-31$82,791
Net plan assets at end of year (total assets less liabilities)2011-12-31$2,925,480
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$2,842,689
Assets. Value of participant loans2011-12-31$93,847
Assets. Value of real-estate (other than employer real property)2011-12-31$861,473
Total contributions received or receivable from employer(s)2011-12-31$9,431
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$2,519
2010 : LAMB CHEVROLET, INC. 401K PROFIT SHARING PLAN 2010 401k financial data
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$42,679
Expenses. Total of all expenses incurred2010-12-31$2,598
Benefits paid (including direct rollovers)2010-12-31$0
Total plan assets at end of year2010-12-31$2,842,689
Total plan assets at beginning of year2010-12-31$2,802,608
Value of fidelity bond covering the plan2010-12-31$350,000
Total contributions received or receivable from participants2010-12-31$71,677
Assets. Value of loans (other than to participants)2010-12-31$705,000
Expenses. Other expenses not covered elsewhere2010-12-31$576
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$-39,450
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$40,081
Net plan assets at end of year (total assets less liabilities)2010-12-31$2,842,689
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$2,802,608
Assets. Value of participant loans2010-12-31$48,846
Assets. Value of real-estate (other than employer real property)2010-12-31$861,473
Total contributions received or receivable from employer(s)2010-12-31$10,452
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$2,022
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : LAMB CHEVROLET, INC. 401K PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for LAMB CHEVROLET, INC. 401K PROFIT SHARING PLAN

2023: LAMB CHEVROLET, INC. 401K PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: LAMB CHEVROLET, INC. 401K PROFIT SHARING 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: LAMB CHEVROLET, INC. 401K PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: LAMB CHEVROLET, INC. 401K PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: LAMB CHEVROLET, INC. 401K PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: LAMB CHEVROLET, INC. 401K PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: LAMB CHEVROLET, INC. 401K PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: LAMB CHEVROLET, INC. 401K PROFIT SHARING 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: LAMB CHEVROLET, INC. 401K PROFIT SHARING 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
2014: LAMB CHEVROLET, INC. 401K PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: LAMB CHEVROLET, INC. 401K PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: LAMB CHEVROLET, INC. 401K PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: LAMB CHEVROLET, INC. 401K PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: LAMB CHEVROLET, INC. 401K PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: LAMB CHEVROLET, INC. 401K PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number108610
Policy instance 1
Insurance contract or identification number108610
Number of Individuals Covered54
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,906
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number108610
Policy instance 1
Insurance contract or identification number108610
Number of Individuals Covered55
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,198
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number108610
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number108610
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number108610
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number108610
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number108610
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number108610
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number108610
Policy instance 2
LIBERTY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61492 )
Policy contract number8001427
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number108610
Policy instance 2
LIBERTY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61492 )
Policy contract number8001427
Policy instance 1
LIBERTY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61492 )
Policy contract number8001427
Policy instance 1
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-54-CP33
Policy instance 2
LIBERTY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61492 )
Policy contract number8001427
Policy instance 2
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-54-CP33
Policy instance 1
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-54-CP33
Policy instance 2
LIBERTY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61492 )
Policy contract number8001427
Policy instance 1

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