PETERSEN MARINE, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PETERSEN MARINE RETIREMENT PLAN
Measure | Date | Value |
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2017: PETERSEN MARINE RETIREMENT PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 10 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 0 |
Total of all active and inactive participants | 2017-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 0 |
Number of participants with account balances | 2017-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: PETERSEN MARINE RETIREMENT PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 14 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 6 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 4 |
Total of all active and inactive participants | 2016-01-01 | 10 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 10 |
Number of participants with account balances | 2016-01-01 | 8 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: PETERSEN MARINE RETIREMENT PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 20 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 10 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 3 |
Total of all active and inactive participants | 2015-01-01 | 13 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 13 |
Number of participants with account balances | 2015-01-01 | 13 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 1 |
2014: PETERSEN MARINE RETIREMENT PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 17 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 15 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 3 |
Total of all active and inactive participants | 2014-01-01 | 18 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 18 |
Number of participants with account balances | 2014-01-01 | 16 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
Measure | Date | Value |
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2017 : PETERSEN MARINE RETIREMENT PLAN 2017 401k financial data |
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Total income from all sources | 2017-12-31 | $75,936 |
Expenses. Total of all expenses incurred | 2017-12-31 | $591,523 |
Benefits paid (including direct rollovers) | 2017-12-31 | $591,523 |
Total plan assets at end of year | 2017-12-31 | $0 |
Total plan assets at beginning of year | 2017-12-31 | $515,587 |
Total contributions received or receivable from participants | 2017-12-31 | $10,936 |
Other income received | 2017-12-31 | $60,319 |
Net income (gross income less expenses) | 2017-12-31 | $-515,587 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $0 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $515,587 |
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2017-12-31 | $10,936 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $4,681 |
2016 : PETERSEN MARINE RETIREMENT PLAN 2016 401k financial data |
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Total income from all sources | 2016-12-31 | $99,998 |
Expenses. Total of all expenses incurred | 2016-12-31 | $639,158 |
Benefits paid (including direct rollovers) | 2016-12-31 | $639,158 |
Total plan assets at end of year | 2016-12-31 | $515,587 |
Total plan assets at beginning of year | 2016-12-31 | $1,054,747 |
Value of fidelity bond covering the plan | 2016-12-31 | $130,000 |
Total contributions received or receivable from participants | 2016-12-31 | $27,192 |
Other income received | 2016-12-31 | $60,825 |
Net income (gross income less expenses) | 2016-12-31 | $-539,160 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $515,587 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,054,747 |
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2016-12-31 | $23,996 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $11,981 |
2015 : PETERSEN MARINE RETIREMENT PLAN 2015 401k financial data |
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Total income from all sources | 2015-12-31 | $137,038 |
Expenses. Total of all expenses incurred | 2015-12-31 | $285,713 |
Benefits paid (including direct rollovers) | 2015-12-31 | $285,713 |
Total plan assets at end of year | 2015-12-31 | $1,054,747 |
Total plan assets at beginning of year | 2015-12-31 | $1,203,422 |
Value of fidelity bond covering the plan | 2015-12-31 | $130,000 |
Total contributions received or receivable from participants | 2015-12-31 | $51,375 |
Contributions received from other sources (not participants or employers) | 2015-12-31 | $76,755 |
Other income received | 2015-12-31 | $-15,597 |
Net income (gross income less expenses) | 2015-12-31 | $-148,675 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $1,054,747 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,203,422 |
Assets. Value of participant loans | 2015-12-31 | $70,058 |
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2015-12-31 | $6,426 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $24,505 |
2014 : PETERSEN MARINE RETIREMENT PLAN 2014 401k financial data |
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Total income from all sources | 2014-12-31 | $157,395 |
Expenses. Total of all expenses incurred | 2014-12-31 | $505,538 |
Benefits paid (including direct rollovers) | 2014-12-31 | $505,538 |
Total plan assets at end of year | 2014-12-31 | $1,203,422 |
Total plan assets at beginning of year | 2014-12-31 | $1,551,565 |
Value of fidelity bond covering the plan | 2014-12-31 | $130,000 |
Total contributions received or receivable from participants | 2014-12-31 | $55,222 |
Other income received | 2014-12-31 | $76,669 |
Net income (gross income less expenses) | 2014-12-31 | $-348,143 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,203,422 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,551,565 |
Assets. Value of participant loans | 2014-12-31 | $85,585 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $25,504 |
2017: PETERSEN MARINE RETIREMENT PLAN 2017 form 5500 responses |
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2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | This submission is the final filing | Yes |
2017-01-01 | Plan funding arrangement – Insurance | Yes |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: PETERSEN MARINE RETIREMENT PLAN 2016 form 5500 responses |
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2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Plan funding arrangement – Insurance | Yes |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: PETERSEN MARINE RETIREMENT PLAN 2015 form 5500 responses |
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2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Plan funding arrangement – Insurance | Yes |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: PETERSEN MARINE RETIREMENT PLAN 2014 form 5500 responses |
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2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Plan funding arrangement – Insurance | Yes |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
Policy contract number | 371006-01 |
Policy instance | 1 |
Insurance contract or identification number | 371006-01 | Number of Individuals Covered | 0 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Total amount of commissions paid to insurance broker | USD $1,960 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $980 | Insurance broker organization code? | 3 | Insurance broker name | RICHARD BREGGER |
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GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
Policy contract number | 371006-01 |
Policy instance | 1 |
Insurance contract or identification number | 371006-01 | Number of Individuals Covered | 13 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Total amount of commissions paid to insurance broker | USD $5,961 | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Commission paid to Insurance Broker | USD $2,981 | Insurance broker organization code? | 3 | Insurance broker name | BRANDON PATRICK |
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GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
Policy contract number | 371006-01 |
Policy instance | 1 |
Insurance contract or identification number | 371006-01 | Number of Individuals Covered | 16 | Total amount of commissions paid to insurance broker | USD $5,867 | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Commission paid to Insurance Broker | USD $3,911 | Insurance broker organization code? | 3 | Insurance broker name | BRANDON PATRICK |
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AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
Policy contract number | 641099 |
Policy instance | 2 |
Insurance contract or identification number | 641099 | Number of Individuals Covered | 0 | Total amount of commissions paid to insurance broker | USD $1,877 | Commission paid to Insurance Broker | USD $1,877 | Insurance broker organization code? | 3 | Insurance broker name | AXA EQUITABLE |
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