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PETERSEN MARINE RETIREMENT PLAN 401k Plan overview

Plan NamePETERSEN MARINE RETIREMENT PLAN
Plan identification number 001

PETERSEN MARINE RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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

PETERSEN MARINE, INC. has sponsored the creation of one or more 401k plans.

Company Name:PETERSEN MARINE, INC.
Employer identification number (EIN):870327326
NAIC Classification:441222
NAIC Description:Boat Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PETERSEN MARINE RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01DENNIS PETERSEN
0012013-01-01DENNIS PETERSEN2014-07-31
0012012-01-01DENNIS PETERSEN2013-07-30
0012011-01-01DENNIS PETERSEN2012-09-27
0012010-01-01DENNIS PETERSEN2011-10-07

Plan Statistics for PETERSEN MARINE RETIREMENT PLAN

401k plan membership statisitcs for PETERSEN MARINE RETIREMENT PLAN

Measure Date Value
2017: PETERSEN MARINE RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0110
Total number of active participants reported on line 7a of the Form 55002017-01-010
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-010
Number of participants with account balances2017-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: PETERSEN MARINE RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0114
Total number of active participants reported on line 7a of the Form 55002016-01-016
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-014
Total of all active and inactive participants2016-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0110
Number of participants with account balances2016-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: PETERSEN MARINE RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0120
Total number of active participants reported on line 7a of the Form 55002015-01-0110
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-013
Total of all active and inactive participants2015-01-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0113
Number of participants with account balances2015-01-0113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011
2014: PETERSEN MARINE RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0117
Total number of active participants reported on line 7a of the Form 55002014-01-0115
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-013
Total of all active and inactive participants2014-01-0118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0118
Number of participants with account balances2014-01-0116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010

Financial Data on PETERSEN MARINE RETIREMENT PLAN

Measure Date Value
2017 : PETERSEN MARINE RETIREMENT PLAN 2017 401k financial data
Total income from all sources2017-12-31$75,936
Expenses. Total of all expenses incurred2017-12-31$591,523
Benefits paid (including direct rollovers)2017-12-31$591,523
Total plan assets at end of year2017-12-31$0
Total plan assets at beginning of year2017-12-31$515,587
Total contributions received or receivable from participants2017-12-31$10,936
Other income received2017-12-31$60,319
Net income (gross income less expenses)2017-12-31$-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 2510.3-1022017-12-31$10,936
Total contributions received or receivable from employer(s)2017-12-31$4,681
2016 : PETERSEN MARINE RETIREMENT PLAN 2016 401k financial data
Total income from all sources2016-12-31$99,998
Expenses. Total of all expenses incurred2016-12-31$639,158
Benefits paid (including direct rollovers)2016-12-31$639,158
Total plan assets at end of year2016-12-31$515,587
Total plan assets at beginning of year2016-12-31$1,054,747
Value of fidelity bond covering the plan2016-12-31$130,000
Total contributions received or receivable from participants2016-12-31$27,192
Other income received2016-12-31$60,825
Net income (gross income less expenses)2016-12-31$-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 2510.3-1022016-12-31$23,996
Total contributions received or receivable from employer(s)2016-12-31$11,981
2015 : PETERSEN MARINE RETIREMENT PLAN 2015 401k financial data
Total income from all sources2015-12-31$137,038
Expenses. Total of all expenses incurred2015-12-31$285,713
Benefits paid (including direct rollovers)2015-12-31$285,713
Total plan assets at end of year2015-12-31$1,054,747
Total plan assets at beginning of year2015-12-31$1,203,422
Value of fidelity bond covering the plan2015-12-31$130,000
Total contributions received or receivable from participants2015-12-31$51,375
Contributions received from other sources (not participants or employers)2015-12-31$76,755
Other income received2015-12-31$-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 loans2015-12-31$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 2510.3-1022015-12-31$6,426
Total contributions received or receivable from employer(s)2015-12-31$24,505
2014 : PETERSEN MARINE RETIREMENT PLAN 2014 401k financial data
Total income from all sources2014-12-31$157,395
Expenses. Total of all expenses incurred2014-12-31$505,538
Benefits paid (including direct rollovers)2014-12-31$505,538
Total plan assets at end of year2014-12-31$1,203,422
Total plan assets at beginning of year2014-12-31$1,551,565
Value of fidelity bond covering the plan2014-12-31$130,000
Total contributions received or receivable from participants2014-12-31$55,222
Other income received2014-12-31$76,669
Net income (gross income less expenses)2014-12-31$-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 loans2014-12-31$85,585
Total contributions received or receivable from employer(s)2014-12-31$25,504

Form 5500 Responses for PETERSEN MARINE RETIREMENT PLAN

2017: PETERSEN MARINE RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01This submission is the final filingYes
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PETERSEN MARINE RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PETERSEN MARINE RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PETERSEN MARINE RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number371006-01
Policy instance 1
Insurance contract or identification number371006-01
Number of Individuals Covered0
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $1,960
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $980
Insurance broker organization code?3
Insurance broker nameRICHARD BREGGER
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number371006-01
Policy instance 1
Insurance contract or identification number371006-01
Number of Individuals Covered13
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $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 BrokerUSD $2,981
Insurance broker organization code?3
Insurance broker nameBRANDON PATRICK
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number371006-01
Policy instance 1
Insurance contract or identification number371006-01
Number of Individuals Covered16
Total amount of commissions paid to insurance brokerUSD $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 BrokerUSD $3,911
Insurance broker organization code?3
Insurance broker nameBRANDON PATRICK
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number641099
Policy instance 2
Insurance contract or identification number641099
Number of Individuals Covered0
Total amount of commissions paid to insurance brokerUSD $1,877
Commission paid to Insurance BrokerUSD $1,877
Insurance broker organization code?3
Insurance broker nameAXA EQUITABLE

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