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TIM DAHLE IMPORTS INC. 401(K) PLAN 401k Plan overview

Plan NameTIM DAHLE IMPORTS INC. 401(K) PLAN
Plan identification number 001

TIM DAHLE IMPORTS INC. 401(K) PLAN Benefits

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

TIM DAHLE IMPORTS INC. has sponsored the creation of one or more 401k plans.

Company Name:TIM DAHLE IMPORTS INC.
Employer identification number (EIN):870462662
NAIC Classification:441110
NAIC Description:New Car Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TIM DAHLE IMPORTS INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-06-01
0012021-06-01
0012020-06-01
0012019-06-01
0012018-06-01
0012017-06-01EMILY GRAY
0012017-06-01
0012016-06-01TIMOTHY C. DAHLE TIMOTHY C. DAHLE2018-03-15
0012015-06-01TIMOTHY C. DAHLE TIMOTHY C. DAHLE2017-03-08
0012014-06-01TIMOTHY C. DAHLE TIMOTHY C. DAHLE2016-03-15
0012013-06-01TIMOTHY C. DAHLE TIMOTHY C. DAHLE2015-03-13
0012012-06-01TIMOTHY C. DAHLE TIMOTHY C. DAHLE2014-03-14
0012011-06-01TIMOTHY C. DAHLE TIMOTHY C. DAHLE2013-03-13
0012010-06-01TIMOTHY C. DAHLE TIMOTHY C. DAHLE2012-03-15
0012009-06-01TIMOTHY C. DAHLE TIMOTHY C. DAHLE2011-03-15

Plan Statistics for TIM DAHLE IMPORTS INC. 401(K) PLAN

401k plan membership statisitcs for TIM DAHLE IMPORTS INC. 401(K) PLAN

Measure Date Value
2022: TIM DAHLE IMPORTS INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-06-01792
Total number of active participants reported on line 7a of the Form 55002022-06-01476
Number of retired or separated participants receiving benefits2022-06-014
Number of other retired or separated participants entitled to future benefits2022-06-01428
Total of all active and inactive participants2022-06-01908
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-06-010
Total participants2022-06-01908
Number of participants with account balances2022-06-01796
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-06-013
2021: TIM DAHLE IMPORTS INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-06-01671
Total number of active participants reported on line 7a of the Form 55002021-06-01376
Number of retired or separated participants receiving benefits2021-06-017
Number of other retired or separated participants entitled to future benefits2021-06-01391
Total of all active and inactive participants2021-06-01774
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-06-010
Total participants2021-06-01774
Number of participants with account balances2021-06-01684
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-06-012
2020: TIM DAHLE IMPORTS INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-06-01587
Total number of active participants reported on line 7a of the Form 55002020-06-01372
Number of retired or separated participants receiving benefits2020-06-0113
Number of other retired or separated participants entitled to future benefits2020-06-01272
Total of all active and inactive participants2020-06-01657
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-06-010
Total participants2020-06-01657
Number of participants with account balances2020-06-01567
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-06-010
2019: TIM DAHLE IMPORTS INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-06-01448
Total number of active participants reported on line 7a of the Form 55002019-06-01377
Number of retired or separated participants receiving benefits2019-06-013
Number of other retired or separated participants entitled to future benefits2019-06-01200
Total of all active and inactive participants2019-06-01580
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-06-010
Total participants2019-06-01580
Number of participants with account balances2019-06-01476
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-06-014
2018: TIM DAHLE IMPORTS INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-06-01265
Total number of active participants reported on line 7a of the Form 55002018-06-01217
Number of retired or separated participants receiving benefits2018-06-013
Number of other retired or separated participants entitled to future benefits2018-06-0166
Total of all active and inactive participants2018-06-01286
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-06-010
Total participants2018-06-01286
Number of participants with account balances2018-06-01192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-06-012
2017: TIM DAHLE IMPORTS INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-06-01214
Total number of active participants reported on line 7a of the Form 55002017-06-01177
Number of retired or separated participants receiving benefits2017-06-013
Number of other retired or separated participants entitled to future benefits2017-06-0124
Total of all active and inactive participants2017-06-01204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-06-010
Total participants2017-06-01204
Number of participants with account balances2017-06-0197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-06-010
2016: TIM DAHLE IMPORTS INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-06-01186
Total number of active participants reported on line 7a of the Form 55002016-06-01149
Number of retired or separated participants receiving benefits2016-06-016
Number of other retired or separated participants entitled to future benefits2016-06-0124
Total of all active and inactive participants2016-06-01179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-06-010
Total participants2016-06-01179
Number of participants with account balances2016-06-0189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-06-010
2015: TIM DAHLE IMPORTS INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-06-01156
Total number of active participants reported on line 7a of the Form 55002015-06-01125
Number of retired or separated participants receiving benefits2015-06-013
Number of other retired or separated participants entitled to future benefits2015-06-0122
Total of all active and inactive participants2015-06-01150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-06-010
Total participants2015-06-01150
Number of participants with account balances2015-06-0178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-06-010
2014: TIM DAHLE IMPORTS INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-06-01147
Total number of active participants reported on line 7a of the Form 55002014-06-01115
Number of retired or separated participants receiving benefits2014-06-013
Number of other retired or separated participants entitled to future benefits2014-06-0120
Total of all active and inactive participants2014-06-01138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-06-010
Total participants2014-06-01138
Number of participants with account balances2014-06-0167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-06-010
2013: TIM DAHLE IMPORTS INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-06-01137
Total number of active participants reported on line 7a of the Form 55002013-06-01118
Number of retired or separated participants receiving benefits2013-06-013
Number of other retired or separated participants entitled to future benefits2013-06-0114
Total of all active and inactive participants2013-06-01135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-06-010
Total participants2013-06-01135
Number of participants with account balances2013-06-0150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-06-010
2012: TIM DAHLE IMPORTS INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-06-01137
Total number of active participants reported on line 7a of the Form 55002012-06-0198
Number of retired or separated participants receiving benefits2012-06-013
Number of other retired or separated participants entitled to future benefits2012-06-0118
Total of all active and inactive participants2012-06-01119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-06-010
Total participants2012-06-01119
Number of participants with account balances2012-06-0151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-06-010
2011: TIM DAHLE IMPORTS INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-06-01128
Total number of active participants reported on line 7a of the Form 55002011-06-01112
Number of retired or separated participants receiving benefits2011-06-010
Number of other retired or separated participants entitled to future benefits2011-06-0117
Total of all active and inactive participants2011-06-01129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-06-010
Total participants2011-06-01129
Number of participants with account balances2011-06-0150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-06-011
2010: TIM DAHLE IMPORTS INC. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-06-01129
Total number of active participants reported on line 7a of the Form 55002010-06-01102
Number of retired or separated participants receiving benefits2010-06-010
Number of other retired or separated participants entitled to future benefits2010-06-0114
Total of all active and inactive participants2010-06-01116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-06-010
Total participants2010-06-01116
Number of participants with account balances2010-06-0151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-06-011
2009: TIM DAHLE IMPORTS INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-06-01133
Total number of active participants reported on line 7a of the Form 55002009-06-01100
Number of retired or separated participants receiving benefits2009-06-010
Number of other retired or separated participants entitled to future benefits2009-06-0118
Total of all active and inactive participants2009-06-01118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-06-010
Total participants2009-06-01118
Number of participants with account balances2009-06-0147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-06-012

Financial Data on TIM DAHLE IMPORTS INC. 401(K) PLAN

Measure Date Value
2023 : TIM DAHLE IMPORTS INC. 401(K) PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-05-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-05-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-05-31$1,151
Total income from all sources (including contributions)2023-05-31$1,137,584
Total loss/gain on sale of assets2023-05-31$0
Total of all expenses incurred2023-05-31$747,023
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-05-31$717,081
Value of total corrective distributions2023-05-31$11,493
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-05-31$1,157,553
Value of total assets at end of year2023-05-31$6,326,532
Value of total assets at beginning of year2023-05-31$5,937,122
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-05-31$18,449
Total interest from all sources2023-05-31$3,419
Total dividends received (eg from common stock, registered investment company shares)2023-05-31$1,106
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-05-31$1,106
Was this plan covered by a fidelity bond2023-05-31Yes
Value of fidelity bond cover2023-05-31$500,000
If this is an individual account plan, was there a blackout period2023-05-31No
Were there any nonexempt tranactions with any party-in-interest2023-05-31No
Contributions received from participants2023-05-31$1,013,650
Participant contributions at end of year2023-05-31$64,394
Participant contributions at beginning of year2023-05-31$29,288
Participant contributions at beginning of year2023-05-31$9,400
Income. Received or receivable in cash from other sources (including rollovers)2023-05-31$143,903
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-05-31$1,151
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-05-31No
Value of net income/loss2023-05-31$390,561
Value of net assets at end of year (total assets less liabilities)2023-05-31$6,326,532
Value of net assets at beginning of year (total assets less liabilities)2023-05-31$5,935,971
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-05-31No
Were any leases to which the plan was party in default or uncollectible2023-05-31No
Value of interest in pooled separate accounts at end of year2023-05-31$6,174,092
Value of interest in pooled separate accounts at beginning of year2023-05-31$5,813,054
Interest on participant loans2023-05-31$3,419
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-05-31$88,046
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-05-31$85,380
Net investment gain/loss from pooled separate accounts2023-05-31$-24,494
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-05-31No
Was there a failure to transmit to the plan any participant contributions2023-05-31No
Has the plan failed to provide any benefit when due under the plan2023-05-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-05-31$717,081
Contract administrator fees2023-05-31$18,449
Did the plan have assets held for investment2023-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-05-31No
Opinion of an independent qualified public accountant for this plan2023-05-31Disclaimer
Accountancy firm name2023-05-31K&C, CPAS
Accountancy firm EIN2023-05-31454186798
2022 : TIM DAHLE IMPORTS INC. 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-05-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-05-31$1,151
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-05-31$141
Total income from all sources (including contributions)2022-05-31$587,303
Total loss/gain on sale of assets2022-05-31$0
Total of all expenses incurred2022-05-31$195,958
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-05-31$168,028
Expenses. Certain deemed distributions of participant loans2022-05-31$9,062
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-05-31$1,109,213
Value of total assets at end of year2022-05-31$5,937,122
Value of total assets at beginning of year2022-05-31$5,544,767
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-05-31$18,868
Total interest from all sources2022-05-31$1,957
Total dividends received (eg from common stock, registered investment company shares)2022-05-31$292
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-05-31$292
Was this plan covered by a fidelity bond2022-05-31Yes
Value of fidelity bond cover2022-05-31$500,000
If this is an individual account plan, was there a blackout period2022-05-31No
Were there any nonexempt tranactions with any party-in-interest2022-05-31No
Contributions received from participants2022-05-31$1,109,213
Participant contributions at end of year2022-05-31$29,288
Participant contributions at beginning of year2022-05-31$51,217
Participant contributions at end of year2022-05-31$9,400
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-05-31$1,151
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-05-31$141
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-05-31No
Value of net income/loss2022-05-31$391,345
Value of net assets at end of year (total assets less liabilities)2022-05-31$5,935,971
Value of net assets at beginning of year (total assets less liabilities)2022-05-31$5,544,626
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-05-31No
Were any leases to which the plan was party in default or uncollectible2022-05-31No
Value of interest in pooled separate accounts at end of year2022-05-31$5,813,054
Value of interest in pooled separate accounts at beginning of year2022-05-31$5,413,352
Interest on participant loans2022-05-31$1,957
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-05-31$85,380
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-05-31$80,198
Net investment gain/loss from pooled separate accounts2022-05-31$-524,159
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-05-31No
Was there a failure to transmit to the plan any participant contributions2022-05-31No
Has the plan failed to provide any benefit when due under the plan2022-05-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-05-31$168,028
Contract administrator fees2022-05-31$18,868
Did the plan have assets held for investment2022-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-05-31No
Opinion of an independent qualified public accountant for this plan2022-05-31Disclaimer
Accountancy firm name2022-05-31K&C, CPAS
Accountancy firm EIN2022-05-31454186798
2021 : TIM DAHLE IMPORTS INC. 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-05-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-05-31$141
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-05-31$1,117
Total income from all sources (including contributions)2021-05-31$2,185,593
Total loss/gain on sale of assets2021-05-31$0
Total of all expenses incurred2021-05-31$469,856
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-05-31$451,272
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-05-31$943,686
Value of total assets at end of year2021-05-31$5,544,767
Value of total assets at beginning of year2021-05-31$3,830,006
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-05-31$18,584
Total interest from all sources2021-05-31$4,572
Total dividends received (eg from common stock, registered investment company shares)2021-05-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-05-31No
Was this plan covered by a fidelity bond2021-05-31Yes
Value of fidelity bond cover2021-05-31$382,884
If this is an individual account plan, was there a blackout period2021-05-31No
Were there any nonexempt tranactions with any party-in-interest2021-05-31No
Contributions received from participants2021-05-31$943,686
Participant contributions at end of year2021-05-31$51,217
Participant contributions at beginning of year2021-05-31$108,450
Participant contributions at beginning of year2021-05-31$1,520
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-05-31$141
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-05-31$1,117
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-05-31No
Value of net income/loss2021-05-31$1,715,737
Value of net assets at end of year (total assets less liabilities)2021-05-31$5,544,626
Value of net assets at beginning of year (total assets less liabilities)2021-05-31$3,828,889
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-05-31No
Were any leases to which the plan was party in default or uncollectible2021-05-31No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-05-31$3,644,050
Value of interest in pooled separate accounts at end of year2021-05-31$5,413,352
Interest on participant loans2021-05-31$4,572
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-05-31$80,198
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-05-31$75,986
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-05-31$1,522
Net investment gain/loss from pooled separate accounts2021-05-31$1,235,813
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-05-31No
Was there a failure to transmit to the plan any participant contributions2021-05-31No
Has the plan failed to provide any benefit when due under the plan2021-05-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-05-31$451,272
Contract administrator fees2021-05-31$18,584
Did the plan have assets held for investment2021-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-05-31No
Opinion of an independent qualified public accountant for this plan2021-05-31Disclaimer
Accountancy firm name2021-05-31KEDDINGTON AND CHRISTENSEN
Accountancy firm EIN2021-05-31454186798
2020 : TIM DAHLE IMPORTS INC. 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-05-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-05-31$1,117
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-05-31$0
Total income from all sources (including contributions)2020-05-31$1,060,422
Total loss/gain on sale of assets2020-05-31$0
Total of all expenses incurred2020-05-31$246,430
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-05-31$232,341
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-05-31$873,786
Value of total assets at end of year2020-05-31$3,830,006
Value of total assets at beginning of year2020-05-31$3,014,897
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-05-31$14,089
Total interest from all sources2020-05-31$4,465
Total dividends received (eg from common stock, registered investment company shares)2020-05-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-05-31No
Was this plan covered by a fidelity bond2020-05-31Yes
Value of fidelity bond cover2020-05-31$382,884
If this is an individual account plan, was there a blackout period2020-05-31No
Were there any nonexempt tranactions with any party-in-interest2020-05-31No
Contributions received from participants2020-05-31$838,024
Participant contributions at end of year2020-05-31$108,450
Participant contributions at beginning of year2020-05-31$73,121
Participant contributions at end of year2020-05-31$1,520
Income. Received or receivable in cash from other sources (including rollovers)2020-05-31$35,762
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-05-31$1,117
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-05-31No
Value of net income/loss2020-05-31$813,992
Value of net assets at end of year (total assets less liabilities)2020-05-31$3,828,889
Value of net assets at beginning of year (total assets less liabilities)2020-05-31$3,014,897
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-05-31No
Were any leases to which the plan was party in default or uncollectible2020-05-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-05-31$3,644,050
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-05-31$2,855,986
Interest on participant loans2020-05-31$4,465
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-05-31$75,986
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-05-31$85,790
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-05-31$182,171
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-05-31No
Was there a failure to transmit to the plan any participant contributions2020-05-31Yes
Has the plan failed to provide any benefit when due under the plan2020-05-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-05-31$232,341
Contract administrator fees2020-05-31$14,089
Did the plan have assets held for investment2020-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-05-31Yes
Opinion of an independent qualified public accountant for this plan2020-05-31Disclaimer
Accountancy firm name2020-05-31KEDDINGTON AND CHRISTENSEN
Accountancy firm EIN2020-05-31454186798
2019 : TIM DAHLE IMPORTS INC. 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-05-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-05-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-05-31$0
Total income from all sources (including contributions)2019-05-31$613,095
Total loss/gain on sale of assets2019-05-31$0
Total of all expenses incurred2019-05-31$343,128
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-05-31$343,029
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-05-31$588,588
Value of total assets at end of year2019-05-31$3,014,897
Value of total assets at beginning of year2019-05-31$2,744,930
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-05-31$99
Total interest from all sources2019-05-31$1,989
Total dividends received (eg from common stock, registered investment company shares)2019-05-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-05-31No
Was this plan covered by a fidelity bond2019-05-31Yes
Value of fidelity bond cover2019-05-31$250,000
If this is an individual account plan, was there a blackout period2019-05-31No
Were there any nonexempt tranactions with any party-in-interest2019-05-31No
Contributions received from participants2019-05-31$442,095
Participant contributions at end of year2019-05-31$73,121
Participant contributions at beginning of year2019-05-31$22,539
Income. Received or receivable in cash from other sources (including rollovers)2019-05-31$146,493
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-05-31No
Value of net income/loss2019-05-31$269,967
Value of net assets at end of year (total assets less liabilities)2019-05-31$3,014,897
Value of net assets at beginning of year (total assets less liabilities)2019-05-31$2,744,930
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-05-31No
Were any leases to which the plan was party in default or uncollectible2019-05-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-05-31$2,855,986
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-05-31$2,616,959
Interest on participant loans2019-05-31$1,989
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-05-31$85,790
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-05-31$105,432
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-05-31$22,518
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-05-31No
Was there a failure to transmit to the plan any participant contributions2019-05-31Yes
Has the plan failed to provide any benefit when due under the plan2019-05-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-05-31$343,029
Contract administrator fees2019-05-31$99
Did the plan have assets held for investment2019-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-05-31Yes
Opinion of an independent qualified public accountant for this plan2019-05-31Disclaimer
Accountancy firm name2019-05-31KEDDINGTON AND CHRISTENSEN
Accountancy firm EIN2019-05-31454186798
2018 : TIM DAHLE IMPORTS INC. 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-05-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-05-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-05-31$0
Total income from all sources (including contributions)2018-05-31$536,330
Total loss/gain on sale of assets2018-05-31$0
Total of all expenses incurred2018-05-31$250,167
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-05-31$209,303
Value of total corrective distributions2018-05-31$40,864
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-05-31$329,591
Value of total assets at end of year2018-05-31$2,744,930
Value of total assets at beginning of year2018-05-31$2,458,767
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-05-31$0
Total interest from all sources2018-05-31$672
Total dividends received (eg from common stock, registered investment company shares)2018-05-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-05-31No
Was this plan covered by a fidelity bond2018-05-31Yes
Value of fidelity bond cover2018-05-31$150,000
If this is an individual account plan, was there a blackout period2018-05-31No
Were there any nonexempt tranactions with any party-in-interest2018-05-31No
Contributions received from participants2018-05-31$307,148
Participant contributions at end of year2018-05-31$22,539
Participant contributions at beginning of year2018-05-31$7,508
Income. Received or receivable in cash from other sources (including rollovers)2018-05-31$22,443
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-05-31No
Value of net income/loss2018-05-31$286,163
Value of net assets at end of year (total assets less liabilities)2018-05-31$2,744,930
Value of net assets at beginning of year (total assets less liabilities)2018-05-31$2,458,767
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-05-31No
Were any leases to which the plan was party in default or uncollectible2018-05-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-05-31$2,616,959
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-05-31$2,402,523
Interest on participant loans2018-05-31$672
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-05-31$105,432
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-05-31$48,736
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-05-31$206,067
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-05-31No
Was there a failure to transmit to the plan any participant contributions2018-05-31No
Has the plan failed to provide any benefit when due under the plan2018-05-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-05-31$209,303
Did the plan have assets held for investment2018-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-05-31Yes
Opinion of an independent qualified public accountant for this plan2018-05-31Disclaimer
Accountancy firm name2018-05-31KEDDINGTON AND CHRISTENSEN
Accountancy firm EIN2018-05-31454186798
2017 : TIM DAHLE IMPORTS INC. 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-05-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-05-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-05-31$0
Total income from all sources (including contributions)2017-05-31$543,973
Total loss/gain on sale of assets2017-05-31$0
Total of all expenses incurred2017-05-31$32,180
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-05-31$32,180
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-05-31$318,301
Value of total assets at end of year2017-05-31$2,458,767
Value of total assets at beginning of year2017-05-31$1,946,974
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-05-31$0
Total interest from all sources2017-05-31$651
Total dividends received (eg from common stock, registered investment company shares)2017-05-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-05-31No
Was this plan covered by a fidelity bond2017-05-31Yes
Value of fidelity bond cover2017-05-31$150,000
If this is an individual account plan, was there a blackout period2017-05-31No
Were there any nonexempt tranactions with any party-in-interest2017-05-31No
Contributions received from participants2017-05-31$275,374
Participant contributions at end of year2017-05-31$7,508
Participant contributions at beginning of year2017-05-31$14,336
Income. Received or receivable in cash from other sources (including rollovers)2017-05-31$42,927
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-05-31No
Value of net income/loss2017-05-31$511,793
Value of net assets at end of year (total assets less liabilities)2017-05-31$2,458,767
Value of net assets at beginning of year (total assets less liabilities)2017-05-31$1,946,974
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-05-31No
Were any leases to which the plan was party in default or uncollectible2017-05-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-05-31$2,402,523
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-05-31$1,900,157
Income. Interest from loans (other than to participants)2017-05-31$651
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-05-31$48,736
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-05-31$32,481
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-05-31$225,021
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-05-31No
Was there a failure to transmit to the plan any participant contributions2017-05-31No
Has the plan failed to provide any benefit when due under the plan2017-05-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-05-31$32,180
Did the plan have assets held for investment2017-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-05-31Yes
Opinion of an independent qualified public accountant for this plan2017-05-31Disclaimer
Accountancy firm name2017-05-31KEDDINGTON AND CHRISTENSEN
Accountancy firm EIN2017-05-31454186798
2016 : TIM DAHLE IMPORTS INC. 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-05-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-05-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-05-31$0
Total income from all sources (including contributions)2016-05-31$446,819
Total loss/gain on sale of assets2016-05-31$0
Total of all expenses incurred2016-05-31$103,441
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-05-31$103,441
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-05-31$514,822
Value of total assets at end of year2016-05-31$1,946,974
Value of total assets at beginning of year2016-05-31$1,603,596
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-05-31$0
Total interest from all sources2016-05-31$742
Total dividends received (eg from common stock, registered investment company shares)2016-05-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-05-31No
Was this plan covered by a fidelity bond2016-05-31Yes
Value of fidelity bond cover2016-05-31$150,000
If this is an individual account plan, was there a blackout period2016-05-31No
Were there any nonexempt tranactions with any party-in-interest2016-05-31No
Contributions received from participants2016-05-31$195,031
Participant contributions at end of year2016-05-31$14,336
Participant contributions at beginning of year2016-05-31$23,947
Income. Received or receivable in cash from other sources (including rollovers)2016-05-31$319,791
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-05-31No
Value of net income/loss2016-05-31$343,378
Value of net assets at end of year (total assets less liabilities)2016-05-31$1,946,974
Value of net assets at beginning of year (total assets less liabilities)2016-05-31$1,603,596
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-05-31No
Were any leases to which the plan was party in default or uncollectible2016-05-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-05-31$1,900,157
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-05-31$1,571,372
Interest on participant loans2016-05-31$742
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-05-31$32,481
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-05-31$8,277
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-05-31$-68,745
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-05-31No
Was there a failure to transmit to the plan any participant contributions2016-05-31No
Has the plan failed to provide any benefit when due under the plan2016-05-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-05-31$103,441
Did the plan have assets held for investment2016-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-05-31Yes
Opinion of an independent qualified public accountant for this plan2016-05-31Disclaimer
Accountancy firm name2016-05-31KEDDINGTON AND CHRISTENSEN
Accountancy firm EIN2016-05-31454186798
2015 : TIM DAHLE IMPORTS INC. 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-05-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-05-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-05-31$0
Total income from all sources (including contributions)2015-05-31$203,462
Total loss/gain on sale of assets2015-05-31$0
Total of all expenses incurred2015-05-31$13,251
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-05-31$3,061
Value of total corrective distributions2015-05-31$10,190
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-05-31$144,961
Value of total assets at end of year2015-05-31$1,603,596
Value of total assets at beginning of year2015-05-31$1,413,385
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-05-31$0
Total interest from all sources2015-05-31$1,320
Total dividends received (eg from common stock, registered investment company shares)2015-05-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-05-31No
Was this plan covered by a fidelity bond2015-05-31Yes
Value of fidelity bond cover2015-05-31$150,000
If this is an individual account plan, was there a blackout period2015-05-31No
Were there any nonexempt tranactions with any party-in-interest2015-05-31No
Contributions received from participants2015-05-31$144,961
Participant contributions at end of year2015-05-31$23,947
Participant contributions at beginning of year2015-05-31$35,319
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-05-31No
Value of net income/loss2015-05-31$190,211
Value of net assets at end of year (total assets less liabilities)2015-05-31$1,603,596
Value of net assets at beginning of year (total assets less liabilities)2015-05-31$1,413,385
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-05-31No
Were any leases to which the plan was party in default or uncollectible2015-05-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-05-31$1,571,372
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-05-31$1,371,141
Interest on participant loans2015-05-31$1,320
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-05-31$8,277
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-05-31$6,925
Net investment gain/loss from pooled separate accounts2015-05-31$57,181
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-05-31No
Was there a failure to transmit to the plan any participant contributions2015-05-31No
Has the plan failed to provide any benefit when due under the plan2015-05-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-05-31$3,061
Did the plan have assets held for investment2015-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-05-31Yes
Opinion of an independent qualified public accountant for this plan2015-05-31Disclaimer
Accountancy firm name2015-05-31KEDDINGTON AND CHRISTENSEN
Accountancy firm EIN2015-05-31454186798
2014 : TIM DAHLE IMPORTS INC. 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-05-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-05-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-05-31$0
Total income from all sources (including contributions)2014-05-31$274,010
Total loss/gain on sale of assets2014-05-31$0
Total of all expenses incurred2014-05-31$79,202
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-05-31$64,963
Value of total corrective distributions2014-05-31$14,239
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-05-31$126,676
Value of total assets at end of year2014-05-31$1,413,385
Value of total assets at beginning of year2014-05-31$1,218,577
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-05-31$0
Total interest from all sources2014-05-31$1,064
Total dividends received (eg from common stock, registered investment company shares)2014-05-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-05-31No
Was this plan covered by a fidelity bond2014-05-31Yes
Value of fidelity bond cover2014-05-31$150,000
If this is an individual account plan, was there a blackout period2014-05-31No
Were there any nonexempt tranactions with any party-in-interest2014-05-31No
Contributions received from participants2014-05-31$126,676
Participant contributions at end of year2014-05-31$35,319
Participant contributions at beginning of year2014-05-31$27,085
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-05-31No
Value of net income/loss2014-05-31$194,808
Value of net assets at end of year (total assets less liabilities)2014-05-31$1,413,385
Value of net assets at beginning of year (total assets less liabilities)2014-05-31$1,218,577
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-05-31No
Were any leases to which the plan was party in default or uncollectible2014-05-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-05-31$1,371,141
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-05-31$1,185,260
Interest on participant loans2014-05-31$1,064
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-05-31$6,925
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-05-31$6,232
Net investment gain/loss from pooled separate accounts2014-05-31$146,270
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-05-31No
Was there a failure to transmit to the plan any participant contributions2014-05-31Yes
Has the plan failed to provide any benefit when due under the plan2014-05-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-05-31$64,963
Did the plan have assets held for investment2014-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-05-31Yes
Opinion of an independent qualified public accountant for this plan2014-05-31Disclaimer
Accountancy firm name2014-05-31KEDDINGTON AND CHRISTENSEN
Accountancy firm EIN2014-05-31454186798
2013 : TIM DAHLE IMPORTS INC. 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-05-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-05-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-05-31$0
Total income from all sources (including contributions)2013-05-31$295,487
Total loss/gain on sale of assets2013-05-31$0
Total of all expenses incurred2013-05-31$78,529
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-05-31$78,529
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-05-31$134,838
Value of total assets at end of year2013-05-31$1,218,577
Value of total assets at beginning of year2013-05-31$1,001,619
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-05-31$0
Total interest from all sources2013-05-31$1,174
Total dividends received (eg from common stock, registered investment company shares)2013-05-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-05-31No
Was this plan covered by a fidelity bond2013-05-31Yes
Value of fidelity bond cover2013-05-31$150,000
If this is an individual account plan, was there a blackout period2013-05-31No
Were there any nonexempt tranactions with any party-in-interest2013-05-31No
Contributions received from participants2013-05-31$134,838
Participant contributions at end of year2013-05-31$27,085
Participant contributions at beginning of year2013-05-31$42,772
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-05-31No
Value of net income/loss2013-05-31$216,958
Value of net assets at end of year (total assets less liabilities)2013-05-31$1,218,577
Value of net assets at beginning of year (total assets less liabilities)2013-05-31$1,001,619
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-05-31No
Were any leases to which the plan was party in default or uncollectible2013-05-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-05-31$1,185,260
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-05-31$952,359
Interest on participant loans2013-05-31$1,174
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-05-31$6,232
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-05-31$6,488
Net investment gain/loss from pooled separate accounts2013-05-31$159,475
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-05-31No
Was there a failure to transmit to the plan any participant contributions2013-05-31No
Has the plan failed to provide any benefit when due under the plan2013-05-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-05-31$78,529
Did the plan have assets held for investment2013-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-05-31Yes
Opinion of an independent qualified public accountant for this plan2013-05-31Disclaimer
Accountancy firm name2013-05-31KEDDINGTON AND CHRISTENSEN
Accountancy firm EIN2013-05-31454186798
2012 : TIM DAHLE IMPORTS INC. 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-05-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-05-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-05-31$0
Total income from all sources (including contributions)2012-05-31$49,722
Total loss/gain on sale of assets2012-05-31$0
Total of all expenses incurred2012-05-31$55,465
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-05-31$32,024
Value of total corrective distributions2012-05-31$21,505
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-05-31$120,665
Value of total assets at end of year2012-05-31$1,001,619
Value of total assets at beginning of year2012-05-31$1,007,362
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-05-31$1,936
Total interest from all sources2012-05-31$519
Total dividends received (eg from common stock, registered investment company shares)2012-05-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-05-31No
Was this plan covered by a fidelity bond2012-05-31Yes
Value of fidelity bond cover2012-05-31$150,000
If this is an individual account plan, was there a blackout period2012-05-31No
Were there any nonexempt tranactions with any party-in-interest2012-05-31No
Contributions received from participants2012-05-31$120,665
Participant contributions at end of year2012-05-31$42,772
Participant contributions at beginning of year2012-05-31$24,901
Participant contributions at beginning of year2012-05-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-05-31No
Value of net income/loss2012-05-31$-5,743
Value of net assets at end of year (total assets less liabilities)2012-05-31$1,001,619
Value of net assets at beginning of year (total assets less liabilities)2012-05-31$1,007,362
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-05-31No
Were any leases to which the plan was party in default or uncollectible2012-05-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-05-31$952,359
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-05-31$982,461
Interest on participant loans2012-05-31$519
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-05-31$6,488
Net investment gain/loss from pooled separate accounts2012-05-31$-71,462
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-05-31No
Was there a failure to transmit to the plan any participant contributions2012-05-31No
Has the plan failed to provide any benefit when due under the plan2012-05-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-05-31$32,024
Contract administrator fees2012-05-31$1,936
Did the plan have assets held for investment2012-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-05-31Yes
Opinion of an independent qualified public accountant for this plan2012-05-31Disclaimer
Accountancy firm name2012-05-31KEDDINGTON AND CHRISTENSEN
Accountancy firm EIN2012-05-31454186798
2011 : TIM DAHLE IMPORTS INC. 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-05-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-05-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-05-31$0
Total income from all sources (including contributions)2011-05-31$289,973
Total loss/gain on sale of assets2011-05-31$0
Total of all expenses incurred2011-05-31$133,934
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-05-31$133,934
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-05-31$120,283
Value of total assets at end of year2011-05-31$1,007,362
Value of total assets at beginning of year2011-05-31$851,323
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-05-31$0
Total interest from all sources2011-05-31$1,657
Total dividends received (eg from common stock, registered investment company shares)2011-05-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-05-31No
Was this plan covered by a fidelity bond2011-05-31Yes
Value of fidelity bond cover2011-05-31$150,000
If this is an individual account plan, was there a blackout period2011-05-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-05-31$0
Were there any nonexempt tranactions with any party-in-interest2011-05-31No
Contributions received from participants2011-05-31$120,283
Participant contributions at end of year2011-05-31$24,901
Participant contributions at beginning of year2011-05-31$44,337
Participant contributions at end of year2011-05-31$0
Participant contributions at beginning of year2011-05-31$2,772
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-05-31No
Value of net income/loss2011-05-31$156,039
Value of net assets at end of year (total assets less liabilities)2011-05-31$1,007,362
Value of net assets at beginning of year (total assets less liabilities)2011-05-31$851,323
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-05-31No
Were any leases to which the plan was party in default or uncollectible2011-05-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-05-31$982,461
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-05-31$804,214
Income. Interest from loans (other than to participants)2011-05-31$1,657
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-05-31$168,033
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-05-31No
Was there a failure to transmit to the plan any participant contributions2011-05-31No
Has the plan failed to provide any benefit when due under the plan2011-05-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-05-31$133,934
Did the plan have assets held for investment2011-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-05-31Yes
Opinion of an independent qualified public accountant for this plan2011-05-31Disclaimer
Accountancy firm name2011-05-31KEDDINGTON & CHRISTENSEN, CPAS
Accountancy firm EIN2011-05-31454186798
2010 : TIM DAHLE IMPORTS INC. 401(K) PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-05-31$0

Form 5500 Responses for TIM DAHLE IMPORTS INC. 401(K) PLAN

2022: TIM DAHLE IMPORTS INC. 401(K) PLAN 2022 form 5500 responses
2022-06-01Type of plan entitySingle employer plan
2022-06-01Submission has been amendedNo
2022-06-01This submission is the final filingNo
2022-06-01This return/report is a short plan year return/report (less than 12 months)No
2022-06-01Plan is a collectively bargained planNo
2022-06-01Plan funding arrangement – InsuranceYes
2022-06-01Plan funding arrangement – TrustYes
2022-06-01Plan benefit arrangement – InsuranceYes
2022-06-01Plan benefit arrangement - TrustYes
2021: TIM DAHLE IMPORTS INC. 401(K) PLAN 2021 form 5500 responses
2021-06-01Type of plan entitySingle employer plan
2021-06-01Submission has been amendedNo
2021-06-01This submission is the final filingNo
2021-06-01This return/report is a short plan year return/report (less than 12 months)No
2021-06-01Plan is a collectively bargained planNo
2021-06-01Plan funding arrangement – InsuranceYes
2021-06-01Plan funding arrangement – TrustYes
2021-06-01Plan benefit arrangement – InsuranceYes
2021-06-01Plan benefit arrangement - TrustYes
2020: TIM DAHLE IMPORTS INC. 401(K) PLAN 2020 form 5500 responses
2020-06-01Type of plan entitySingle employer plan
2020-06-01Submission has been amendedNo
2020-06-01This submission is the final filingNo
2020-06-01This return/report is a short plan year return/report (less than 12 months)No
2020-06-01Plan is a collectively bargained planNo
2020-06-01Plan funding arrangement – InsuranceYes
2020-06-01Plan funding arrangement – TrustYes
2020-06-01Plan benefit arrangement – InsuranceYes
2020-06-01Plan benefit arrangement - TrustYes
2019: TIM DAHLE IMPORTS INC. 401(K) PLAN 2019 form 5500 responses
2019-06-01Type of plan entitySingle employer plan
2019-06-01Submission has been amendedNo
2019-06-01This submission is the final filingNo
2019-06-01This return/report is a short plan year return/report (less than 12 months)No
2019-06-01Plan is a collectively bargained planNo
2019-06-01Plan funding arrangement – InsuranceYes
2019-06-01Plan funding arrangement – TrustYes
2019-06-01Plan benefit arrangement – InsuranceYes
2019-06-01Plan benefit arrangement - TrustYes
2018: TIM DAHLE IMPORTS INC. 401(K) PLAN 2018 form 5500 responses
2018-06-01Type of plan entitySingle employer plan
2018-06-01Submission has been amendedNo
2018-06-01This submission is the final filingNo
2018-06-01This return/report is a short plan year return/report (less than 12 months)No
2018-06-01Plan is a collectively bargained planNo
2018-06-01Plan funding arrangement – InsuranceYes
2018-06-01Plan funding arrangement – TrustYes
2018-06-01Plan benefit arrangement – InsuranceYes
2018-06-01Plan benefit arrangement - TrustYes
2017: TIM DAHLE IMPORTS INC. 401(K) PLAN 2017 form 5500 responses
2017-06-01Type of plan entitySingle employer plan
2017-06-01Submission has been amendedYes
2017-06-01This submission is the final filingNo
2017-06-01This return/report is a short plan year return/report (less than 12 months)No
2017-06-01Plan is a collectively bargained planNo
2017-06-01Plan funding arrangement – InsuranceYes
2017-06-01Plan funding arrangement – TrustYes
2017-06-01Plan benefit arrangement – InsuranceYes
2017-06-01Plan benefit arrangement - TrustYes
2016: TIM DAHLE IMPORTS INC. 401(K) PLAN 2016 form 5500 responses
2016-06-01Type of plan entitySingle employer plan
2016-06-01Submission has been amendedNo
2016-06-01This submission is the final filingNo
2016-06-01This return/report is a short plan year return/report (less than 12 months)No
2016-06-01Plan is a collectively bargained planNo
2016-06-01Plan funding arrangement – InsuranceYes
2016-06-01Plan funding arrangement – TrustYes
2016-06-01Plan benefit arrangement – InsuranceYes
2016-06-01Plan benefit arrangement - TrustYes
2015: TIM DAHLE IMPORTS INC. 401(K) PLAN 2015 form 5500 responses
2015-06-01Type of plan entitySingle employer plan
2015-06-01Submission has been amendedNo
2015-06-01This submission is the final filingNo
2015-06-01This return/report is a short plan year return/report (less than 12 months)No
2015-06-01Plan is a collectively bargained planNo
2015-06-01Plan funding arrangement – InsuranceYes
2015-06-01Plan funding arrangement – TrustYes
2015-06-01Plan benefit arrangement – InsuranceYes
2015-06-01Plan benefit arrangement - TrustYes
2014: TIM DAHLE IMPORTS INC. 401(K) PLAN 2014 form 5500 responses
2014-06-01Type of plan entitySingle employer plan
2014-06-01Submission has been amendedNo
2014-06-01This submission is the final filingNo
2014-06-01This return/report is a short plan year return/report (less than 12 months)No
2014-06-01Plan is a collectively bargained planNo
2014-06-01Plan funding arrangement – InsuranceYes
2014-06-01Plan funding arrangement – TrustYes
2014-06-01Plan benefit arrangement – InsuranceYes
2014-06-01Plan benefit arrangement - TrustYes
2013: TIM DAHLE IMPORTS INC. 401(K) PLAN 2013 form 5500 responses
2013-06-01Type of plan entitySingle employer plan
2013-06-01Submission has been amendedNo
2013-06-01This submission is the final filingNo
2013-06-01This return/report is a short plan year return/report (less than 12 months)No
2013-06-01Plan is a collectively bargained planNo
2013-06-01Plan funding arrangement – InsuranceYes
2013-06-01Plan funding arrangement – TrustYes
2013-06-01Plan benefit arrangement – InsuranceYes
2013-06-01Plan benefit arrangement - TrustYes
2012: TIM DAHLE IMPORTS INC. 401(K) PLAN 2012 form 5500 responses
2012-06-01Type of plan entitySingle employer plan
2012-06-01Submission has been amendedNo
2012-06-01This submission is the final filingNo
2012-06-01This return/report is a short plan year return/report (less than 12 months)No
2012-06-01Plan is a collectively bargained planNo
2012-06-01Plan funding arrangement – InsuranceYes
2012-06-01Plan funding arrangement – TrustYes
2012-06-01Plan benefit arrangement – InsuranceYes
2012-06-01Plan benefit arrangement - TrustYes
2011: TIM DAHLE IMPORTS INC. 401(K) PLAN 2011 form 5500 responses
2011-06-01Type of plan entitySingle employer plan
2011-06-01Submission has been amendedNo
2011-06-01This submission is the final filingNo
2011-06-01This return/report is a short plan year return/report (less than 12 months)No
2011-06-01Plan is a collectively bargained planNo
2011-06-01Plan funding arrangement – InsuranceYes
2011-06-01Plan funding arrangement – TrustYes
2011-06-01Plan benefit arrangement – InsuranceYes
2011-06-01Plan benefit arrangement - TrustYes
2010: TIM DAHLE IMPORTS INC. 401(K) PLAN 2010 form 5500 responses
2010-06-01Type of plan entitySingle employer plan
2010-06-01Submission has been amendedNo
2010-06-01This submission is the final filingNo
2010-06-01This return/report is a short plan year return/report (less than 12 months)No
2010-06-01Plan is a collectively bargained planNo
2010-06-01Plan funding arrangement – TrustYes
2010-06-01Plan benefit arrangement - TrustYes
2009: TIM DAHLE IMPORTS INC. 401(K) PLAN 2009 form 5500 responses
2009-06-01Type of plan entitySingle employer plan
2009-06-01Submission has been amendedNo
2009-06-01This submission is the final filingNo
2009-06-01This return/report is a short plan year return/report (less than 12 months)No
2009-06-01Plan is a collectively bargained planNo
2009-06-01Plan funding arrangement – TrustYes
2009-06-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number746965-01
Policy instance 1
Insurance contract or identification number746965-01
Number of Individuals Covered797
Insurance policy start date2022-06-01
Insurance policy end date2023-05-31
Total amount of commissions paid to insurance brokerUSD $14,765
Total amount of fees paid to insurance companyUSD $0
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
Commission paid to Insurance BrokerUSD $14,765
Insurance broker organization code?3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number829774
Policy instance 1
Insurance contract or identification number829774
Number of Individuals Covered689
Insurance policy start date2021-06-01
Insurance policy end date2022-05-31
Total amount of commissions paid to insurance brokerUSD $3,870
Total amount of fees paid to insurance companyUSD $0
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?Yes
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
Commission paid to Insurance BrokerUSD $3,870
Insurance broker organization code?3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number829774
Policy instance 1
Insurance contract or identification number829774
Number of Individuals Covered569
Insurance policy start date2020-06-01
Insurance policy end date2021-05-31
Total amount of commissions paid to insurance brokerUSD $10,573
Total amount of fees paid to insurance companyUSD $2,115
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?Yes
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
Commission paid to Insurance BrokerUSD $10,573
Insurance broker organization code?3
Amount paid for insurance broker fees2115
Additional information about fees paid to insurance brokerTPA FEES
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number829774
Policy instance 1
Insurance contract or identification number829774
Number of Individuals Covered476
Insurance policy start date2019-06-01
Insurance policy end date2020-05-31
Total amount of commissions paid to insurance brokerUSD $8,346
Total amount of fees paid to insurance companyUSD $1,663
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?Yes
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
Commission paid to Insurance BrokerUSD $8,346
Insurance broker organization code?3
Amount paid for insurance broker fees1663
Additional information about fees paid to insurance brokerTPA FEES
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number829774
Policy instance 1
Insurance contract or identification number829774
Number of Individuals Covered194
Insurance policy start date2018-06-01
Insurance policy end date2019-05-31
Total amount of commissions paid to insurance brokerUSD $6,834
Total amount of fees paid to insurance companyUSD $1,367
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?Yes
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
Amount paid for insurance broker fees1367
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
Commission paid to Insurance BrokerUSD $6,834
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number829774
Policy instance 1
Insurance contract or identification number829774
Number of Individuals Covered99
Insurance policy start date2017-06-01
Insurance policy end date2018-05-31
Total amount of commissions paid to insurance brokerUSD $6,647
Total amount of fees paid to insurance companyUSD $1,329
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?Yes
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number805385
Policy instance 1
Insurance contract or identification number805385
Number of Individuals Covered78
Insurance policy start date2015-06-01
Insurance policy end date2016-05-31
Total amount of commissions paid to insurance brokerUSD $7,809
Total amount of fees paid to insurance companyUSD $224
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?Yes
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
Commission paid to Insurance BrokerUSD $7,809
Insurance broker organization code?3
Amount paid for insurance broker fees224
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker nameNATIONAL BENEFIT SERVICES LLC
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number805385
Policy instance 1
Insurance contract or identification number805385
Number of Individuals Covered67
Insurance policy start date2014-06-01
Insurance policy end date2015-05-31
Total amount of commissions paid to insurance brokerUSD $3,516
Total amount of fees paid to insurance companyUSD $1,675
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?Yes
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
Commission paid to Insurance BrokerUSD $3,516
Insurance broker organization code?3
Amount paid for insurance broker fees1675
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker nameNATIONAL BENEFIT SERVICES LLC
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number805382
Policy instance 1
Insurance contract or identification number805382
Number of Individuals Covered50
Insurance policy start date2013-06-01
Insurance policy end date2014-05-31
Total amount of commissions paid to insurance brokerUSD $3,483
Total amount of fees paid to insurance companyUSD $0
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?Yes
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
Commission paid to Insurance BrokerUSD $3,021
Insurance broker organization code?3
Insurance broker nameNATIONAL BENEFIT SERVICES, LLC
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number805382
Policy instance 1
Insurance contract or identification number805382
Number of Individuals Covered51
Insurance policy start date2012-06-01
Insurance policy end date2013-05-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $41
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?Yes
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
Amount paid for insurance broker fees25
Additional information about fees paid to insurance brokerSALES AND MARKETING FEE
Insurance broker organization code?3
Insurance broker nameMORGAN STANLEY
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number805382
Policy instance 1
Insurance contract or identification number805382
Number of Individuals Covered50
Insurance policy start date2011-06-01
Insurance policy end date2012-05-31
Total amount of commissions paid to insurance brokerUSD $2,443
Total amount of fees paid to insurance companyUSD $518
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?Yes
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

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