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BROWN BEAR CAR WASH 401(K) PLAN 401k Plan overview

Plan NameBROWN BEAR CAR WASH 401(K) PLAN
Plan identification number 003

BROWN BEAR CAR WASH 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

BROWN BEAR CAR WASH has sponsored the creation of one or more 401k plans.

Company Name:BROWN BEAR CAR WASH
Employer identification number (EIN):910666066
NAIC Classification:811190

Additional information about BROWN BEAR CAR WASH

Jurisdiction of Incorporation: Washington Secretary of State Corporations Division
Incorporation Date: 1957-02-20
Company Identification Number: 578073701
Legal Registered Office Address: 711 CAPITOL WAY S STE 204

OLYMPIA
United States of America (USA)
985011267

More information about BROWN BEAR CAR WASH

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BROWN BEAR CAR WASH 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01GEORGE HOBSON
0032016-01-01STEVE PALMER
0032015-01-01STEVE PALMER
0032014-01-01STEVE PALMER
0032013-01-01STEVE PALMER
0032012-01-01STEVE PALMER
0032011-01-01STEVE PALMER
0032010-01-01STEVE PALMER
0032009-01-01STEVE PALMER
0032008-01-01STEVE PALMER

Plan Statistics for BROWN BEAR CAR WASH 401(K) PLAN

401k plan membership statisitcs for BROWN BEAR CAR WASH 401(K) PLAN

Measure Date Value
2022: BROWN BEAR CAR WASH 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01213
Total number of active participants reported on line 7a of the Form 55002022-01-01174
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0128
Total of all active and inactive participants2022-01-01202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01202
Number of participants with account balances2022-01-01123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: BROWN BEAR CAR WASH 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01254
Total number of active participants reported on line 7a of the Form 55002021-01-01178
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0128
Total of all active and inactive participants2021-01-01206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01206
Number of participants with account balances2021-01-01128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: BROWN BEAR CAR WASH 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01253
Total number of active participants reported on line 7a of the Form 55002020-01-01218
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0126
Total of all active and inactive participants2020-01-01244
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01244
Number of participants with account balances2020-01-01128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: BROWN BEAR CAR WASH 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01245
Total number of active participants reported on line 7a of the Form 55002019-01-01218
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0122
Total of all active and inactive participants2019-01-01240
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01240
Number of participants with account balances2019-01-01126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: BROWN BEAR CAR WASH 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01246
Total number of active participants reported on line 7a of the Form 55002018-01-01210
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0125
Total of all active and inactive participants2018-01-01235
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01235
Number of participants with account balances2018-01-01129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: BROWN BEAR CAR WASH 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01210
Total number of active participants reported on line 7a of the Form 55002017-01-01193
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0127
Total of all active and inactive participants2017-01-01220
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01220
Number of participants with account balances2017-01-01134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011
2016: BROWN BEAR CAR WASH 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01192
Total number of active participants reported on line 7a of the Form 55002016-01-01181
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0127
Total of all active and inactive participants2016-01-01208
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01208
Number of participants with account balances2016-01-01134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: BROWN BEAR CAR WASH 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01190
Total number of active participants reported on line 7a of the Form 55002015-01-01166
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0123
Total of all active and inactive participants2015-01-01189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01189
Number of participants with account balances2015-01-01119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: BROWN BEAR CAR WASH 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01201
Total number of active participants reported on line 7a of the Form 55002014-01-01174
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0123
Total of all active and inactive participants2014-01-01197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01197
Number of participants with account balances2014-01-01117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: BROWN BEAR CAR WASH 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01200
Total number of active participants reported on line 7a of the Form 55002013-01-01175
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0119
Total of all active and inactive participants2013-01-01194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01194
Number of participants with account balances2013-01-01116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: BROWN BEAR CAR WASH 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01197
Total number of active participants reported on line 7a of the Form 55002012-01-01169
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0120
Total of all active and inactive participants2012-01-01189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01189
Number of participants with account balances2012-01-01109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-015
2011: BROWN BEAR CAR WASH 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01202
Total number of active participants reported on line 7a of the Form 55002011-01-01169
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0118
Total of all active and inactive participants2011-01-01187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01187
Number of participants with account balances2011-01-01108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-017
2010: BROWN BEAR CAR WASH 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01204
Total number of active participants reported on line 7a of the Form 55002010-01-01205
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0118
Total of all active and inactive participants2010-01-01223
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01223
Number of participants with account balances2010-01-01114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-019
2009: BROWN BEAR CAR WASH 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01138
Total number of active participants reported on line 7a of the Form 55002009-01-01143
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0119
Total of all active and inactive participants2009-01-01162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01162
Number of participants with account balances2009-01-01100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-015
2008: BROWN BEAR CAR WASH 401(K) PLAN 2008 401k membership
Total participants, beginning-of-year2008-01-01147
Total number of active participants reported on line 7a of the Form 55002008-01-01154
Number of other retired or separated participants entitled to future benefits2008-01-0112
Total of all active and inactive participants2008-01-01166
Total participants2008-01-01166
Number of participants with account balances2008-01-0195

Financial Data on BROWN BEAR CAR WASH 401(K) PLAN

Measure Date Value
2022 : BROWN BEAR CAR WASH 401(K) PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-638,319
Total of all expenses incurred2022-12-31$224,854
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$184,699
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$889,775
Value of total assets at end of year2022-12-31$8,793,948
Value of total assets at beginning of year2022-12-31$9,657,121
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$40,155
Total interest from all sources2022-12-31$37
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$32,856
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$32,856
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$593,318
Administrative expenses (other) incurred2022-12-31$30,155
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-863,173
Value of net assets at end of year (total assets less liabilities)2022-12-31$8,793,948
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$9,657,121
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$10,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$1,535,440
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$9,323,393
Value of interest in common/collective trusts at end of year2022-12-31$7,248,054
Value of interest in common/collective trusts at beginning of year2022-12-31$323,311
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$10,454
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$10,417
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$10,417
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$37
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-636,503
Net investment gain or loss from common/collective trusts2022-12-31$-924,484
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$296,457
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$184,699
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MOSS ADAMS LLP
Accountancy firm EIN2022-12-31910189318
2021 : BROWN BEAR CAR WASH 401(K) PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$1,756,069
Total of all expenses incurred2021-12-31$269,979
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$244,546
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$810,215
Value of total assets at end of year2021-12-31$9,657,121
Value of total assets at beginning of year2021-12-31$8,171,031
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$25,433
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$312,461
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$312,461
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$527,808
Administrative expenses (other) incurred2021-12-31$15,433
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,486,090
Value of net assets at end of year (total assets less liabilities)2021-12-31$9,657,121
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$8,171,031
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$10,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$9,323,393
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$7,919,802
Value of interest in common/collective trusts at end of year2021-12-31$323,311
Value of interest in common/collective trusts at beginning of year2021-12-31$240,812
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$10,417
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$10,417
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$630,167
Net investment gain or loss from common/collective trusts2021-12-31$3,226
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$282,407
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$244,546
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MOSS ADAMS, LLP
Accountancy firm EIN2021-12-31910189318
2020 : BROWN BEAR CAR WASH 401(K) PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$1,718,768
Total of all expenses incurred2020-12-31$156,855
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$134,449
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$718,731
Value of total assets at end of year2020-12-31$8,171,031
Value of total assets at beginning of year2020-12-31$6,609,118
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$22,406
Total interest from all sources2020-12-31$10
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$109,843
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$109,843
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$474,868
Administrative expenses (other) incurred2020-12-31$12,406
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,561,913
Value of net assets at end of year (total assets less liabilities)2020-12-31$8,171,031
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$6,609,118
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$10,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$7,919,802
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$6,377,700
Interest earned on other investments2020-12-31$10
Value of interest in common/collective trusts at end of year2020-12-31$240,812
Value of interest in common/collective trusts at beginning of year2020-12-31$221,011
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$10,417
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$10,407
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$886,019
Net investment gain or loss from common/collective trusts2020-12-31$4,165
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$243,863
Employer contributions (assets) at end of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$134,449
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31MOSS ADAMS, LLP
Accountancy firm EIN2020-12-31910189318
2019 : BROWN BEAR CAR WASH 401(K) PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$1,789,477
Total of all expenses incurred2019-12-31$570,356
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$550,061
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$706,307
Value of total assets at end of year2019-12-31$6,609,118
Value of total assets at beginning of year2019-12-31$5,389,997
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$20,295
Total interest from all sources2019-12-31$61
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$97,684
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$97,684
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$250,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$466,471
Administrative expenses (other) incurred2019-12-31$10,295
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,219,121
Value of net assets at end of year (total assets less liabilities)2019-12-31$6,609,118
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$5,389,997
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$10,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$6,377,700
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$5,291,507
Interest earned on other investments2019-12-31$61
Value of interest in common/collective trusts at end of year2019-12-31$221,011
Value of interest in common/collective trusts at beginning of year2019-12-31$88,144
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$10,407
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$10,346
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$981,214
Net investment gain or loss from common/collective trusts2019-12-31$4,211
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$239,836
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$550,061
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MOSS ADAMS LLP
Accountancy firm EIN2019-12-31910189318
2018 : BROWN BEAR CAR WASH 401(K) PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$357,747
Total of all expenses incurred2018-12-31$515,991
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$494,849
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$695,671
Value of total assets at end of year2018-12-31$5,389,997
Value of total assets at beginning of year2018-12-31$5,548,241
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$21,142
Total interest from all sources2018-12-31$34
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$137,464
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$137,464
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$250,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$462,881
Administrative expenses (other) incurred2018-12-31$16,306
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-158,244
Value of net assets at end of year (total assets less liabilities)2018-12-31$5,389,997
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$5,548,241
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$4,836
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$5,291,507
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$5,469,802
Value of interest in pooled separate accounts at beginning of year2018-12-31$0
Interest earned on other investments2018-12-31$34
Value of interest in common/collective trusts at end of year2018-12-31$88,144
Value of interest in common/collective trusts at beginning of year2018-12-31$68,125
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$10,346
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$10,314
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-475,422
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$232,790
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$494,849
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31MOSS ADAMS LLP
Accountancy firm EIN2018-12-31910189318
2017 : BROWN BEAR CAR WASH 401(K) PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$1,272,896
Total of all expenses incurred2017-12-31$164,162
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$149,767
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$624,678
Value of total assets at end of year2017-12-31$5,548,241
Value of total assets at beginning of year2017-12-31$4,439,507
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$14,395
Total interest from all sources2017-12-31$714
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$93,733
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$93,733
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$406,807
Administrative expenses (other) incurred2017-12-31$14,395
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,108,734
Value of net assets at end of year (total assets less liabilities)2017-12-31$5,548,241
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$4,439,507
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$5,469,802
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$0
Value of interest in pooled separate accounts at end of year2017-12-31$0
Value of interest in pooled separate accounts at beginning of year2017-12-31$4,268,340
Interest earned on other investments2017-12-31$714
Value of interest in common/collective trusts at end of year2017-12-31$68,125
Value of interest in common/collective trusts at beginning of year2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$10,314
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$171,167
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$324,736
Net investment gain/loss from pooled separate accounts2017-12-31$228,495
Net investment gain or loss from common/collective trusts2017-12-31$540
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$217,871
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$149,767
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31Yes
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31RSM US LLP
Accountancy firm EIN2017-12-31420714325
2016 : BROWN BEAR CAR WASH 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$799,659
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$67,844
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$67,158
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$546,597
Value of total assets at end of year2016-12-31$4,439,507
Value of total assets at beginning of year2016-12-31$3,707,692
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$686
Total interest from all sources2016-12-31$2,757
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$346,835
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$731,815
Value of net assets at end of year (total assets less liabilities)2016-12-31$4,439,507
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$3,707,692
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$4,268,340
Value of interest in pooled separate accounts at beginning of year2016-12-31$3,531,771
Interest earned on other investments2016-12-31$2,757
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$171,167
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$175,921
Net investment gain/loss from pooled separate accounts2016-12-31$250,305
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$199,762
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$67,158
Contract administrator fees2016-12-31$686
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31RSM US LLP
Accountancy firm EIN2016-12-31420714325
2015 : BROWN BEAR CAR WASH 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$462,818
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$165,293
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$164,806
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$495,340
Value of total assets at end of year2015-12-31$3,707,692
Value of total assets at beginning of year2015-12-31$3,410,167
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$487
Total interest from all sources2015-12-31$2,517
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$315,823
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$297,525
Value of net assets at end of year (total assets less liabilities)2015-12-31$3,707,692
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$3,410,167
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$3,531,771
Value of interest in pooled separate accounts at beginning of year2015-12-31$3,292,363
Interest earned on other investments2015-12-31$2,517
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$175,921
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$117,804
Net investment gain/loss from pooled separate accounts2015-12-31$-35,039
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$179,517
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$164,806
Contract administrator fees2015-12-31$487
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31RWM US LLP
Accountancy firm EIN2015-12-31420714325
2014 : BROWN BEAR CAR WASH 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$655,157
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$115,807
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$115,167
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$454,862
Value of total assets at end of year2014-12-31$3,410,167
Value of total assets at beginning of year2014-12-31$2,870,817
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$640
Total interest from all sources2014-12-31$1,530
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$250,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$287,728
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$539,350
Value of net assets at end of year (total assets less liabilities)2014-12-31$3,410,167
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,870,817
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$3,292,363
Value of interest in pooled separate accounts at beginning of year2014-12-31$2,795,234
Interest earned on other investments2014-12-31$1,530
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$117,804
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$75,583
Net investment gain/loss from pooled separate accounts2014-12-31$198,765
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$167,134
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$115,167
Contract administrator fees2014-12-31$640
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MCGLADREY LLP
Accountancy firm EIN2014-12-31420714325
2013 : BROWN BEAR CAR WASH 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$985,289
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$163,576
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$163,139
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$505,461
Value of total assets at end of year2013-12-31$2,870,817
Value of total assets at beginning of year2013-12-31$2,049,104
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$437
Total interest from all sources2013-12-31$1,245
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$268,644
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$73,034
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$821,713
Value of net assets at end of year (total assets less liabilities)2013-12-31$2,870,817
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,049,104
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$2,795,234
Value of interest in pooled separate accounts at beginning of year2013-12-31$1,974,800
Interest earned on other investments2013-12-31$1,245
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$75,583
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$74,304
Net investment gain/loss from pooled separate accounts2013-12-31$478,583
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$163,783
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$163,139
Contract administrator fees2013-12-31$437
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MCGLADREY LLP
Accountancy firm EIN2013-12-31420714325
2012 : BROWN BEAR CAR WASH 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$670,807
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$55,455
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$54,769
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$427,838
Value of total assets at end of year2012-12-31$2,049,104
Value of total assets at beginning of year2012-12-31$1,433,752
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$686
Total interest from all sources2012-12-31$1,385
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$250,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$270,715
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$615,352
Value of net assets at end of year (total assets less liabilities)2012-12-31$2,049,104
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,433,752
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$1,974,800
Value of interest in pooled separate accounts at beginning of year2012-12-31$1,381,670
Interest earned on other investments2012-12-31$1,385
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$74,304
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$52,082
Net investment gain/loss from pooled separate accounts2012-12-31$241,584
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$157,123
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$54,769
Contract administrator fees2012-12-31$686
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MCGLADREY LLP
Accountancy firm EIN2012-12-31420714325
2011 : BROWN BEAR CAR WASH 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$313,553
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$38,714
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$38,027
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$402,122
Value of total assets at end of year2011-12-31$1,433,752
Value of total assets at beginning of year2011-12-31$1,158,913
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$687
Total interest from all sources2011-12-31$2,588
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$250,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$255,243
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$274,839
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,433,752
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,158,913
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$1,381,670
Value of interest in pooled separate accounts at beginning of year2011-12-31$993,273
Interest earned on other investments2011-12-31$2,588
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$52,082
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$165,640
Net investment gain/loss from pooled separate accounts2011-12-31$-91,157
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$146,879
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$38,027
Contract administrator fees2011-12-31$687
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MCGLADREY LLP
Accountancy firm EIN2011-12-31420714325
2010 : BROWN BEAR CAR WASH 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$498,096
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$13,164
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$12,503
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$389,965
Value of total assets at end of year2010-12-31$1,158,913
Value of total assets at beginning of year2010-12-31$673,981
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$661
Total interest from all sources2010-12-31$4,050
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$250,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$238,739
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$484,932
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,158,913
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$673,981
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$993,273
Value of interest in pooled separate accounts at beginning of year2010-12-31$570,012
Interest earned on other investments2010-12-31$4,050
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$165,640
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$103,969
Net investment gain/loss from pooled separate accounts2010-12-31$104,081
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$151,226
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$12,503
Contract administrator fees2010-12-31$661
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31MOSS ADAMS LLP
Accountancy firm EIN2010-12-31910189318
2009 : BROWN BEAR CAR WASH 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0
2008 : BROWN BEAR CAR WASH 401(K) PLAN 2008 401k financial data
Total unrealized appreciation/depreciation of assets2008-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2008-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2008-12-31$0
Total income from all sources (including contributions)2008-12-31$279,142
Total loss/gain on sale of assets2008-12-31$0
Total of all expenses incurred2008-12-31$4,334
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2008-12-31$3,884
Total contributions o plan (from employers,participants, others, non cash contrinutions)2008-12-31$338,502
Value of total assets at end of year2008-12-31$274,808
Value of total assets at beginning of year2008-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2008-12-31$450
Total interest from all sources2008-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2008-12-31$6,400
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2008-12-31No
Was this plan covered by a fidelity bond2008-12-31Yes
Value of fidelity bond cover2008-12-31$250,000
If this is an individual account plan, was there a blackout period2008-12-31No
Were there any nonexempt tranactions with any party-in-interest2008-12-31No
Contributions received from participants2008-12-31$198,958
Participant contributions at end of year2008-12-31$10,467
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2008-12-31No
Value of net income/loss2008-12-31$274,808
Value of net assets at end of year (total assets less liabilities)2008-12-31$274,808
Value of net assets at beginning of year (total assets less liabilities)2008-12-31$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2008-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2008-12-31No
Were any leases to which the plan was party in default or uncollectible2008-12-31No
Investment advisory and management fees2008-12-31$450
Value of interest in registered invesment companies (eg mutual funds) at end of year2008-12-31$237,531
Net investment gain/loss from registered investment companies (e.g. mutual funds)2008-12-31$-65,760
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2008-12-31No
Was there a failure to transmit to the plan any participant contributions2008-12-31Yes
Has the plan failed to provide any benefit when due under the plan2008-12-31No
Contributions received in cash from employer2008-12-31$139,544
Employer contributions (assets) at end of year2008-12-31$26,810
Income. Dividends from common stock2008-12-31$6,400
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2008-12-31$3,884
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32008-12-31No
Did the plan have assets held for investment2008-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2008-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2008-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2008-12-31Yes
Opinion of an independent qualified public accountant for this plan2008-12-31Disclaimer
Accountancy firm name2008-12-31MOSS ADAMS LLP
Accountancy firm EIN2008-12-31910189318

Form 5500 Responses for BROWN BEAR CAR WASH 401(K) PLAN

2022: BROWN BEAR CAR WASH 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: BROWN BEAR CAR WASH 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: BROWN BEAR CAR WASH 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: BROWN BEAR CAR WASH 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: BROWN BEAR CAR WASH 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: BROWN BEAR CAR WASH 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: BROWN BEAR CAR WASH 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: BROWN BEAR CAR WASH 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: BROWN BEAR CAR WASH 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: BROWN BEAR CAR WASH 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: BROWN BEAR CAR WASH 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: BROWN BEAR CAR WASH 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: BROWN BEAR CAR WASH 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: BROWN BEAR CAR WASH 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes
2008: BROWN BEAR CAR WASH 401(K) PLAN 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01First time form 5500 has been submittedYes
2008-01-01Submission has been amendedYes
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INS CO (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number512774
Policy instance 1
Insurance contract or identification number512774
Number of Individuals Covered0
Insurance policy start date2021-01-01
Insurance policy end date2021-01-01
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INS CO (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number512774
Policy instance 1
Insurance contract or identification number512774
Number of Individuals Covered128
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number512774
Policy instance 1
Insurance contract or identification number512774
Number of Individuals Covered126
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number512774
Policy instance 1
Insurance contract or identification number512774
Number of Individuals Covered129
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number067269
Policy instance 2
Insurance contract or identification number067269
Number of Individuals Covered0
Insurance policy start date2017-01-01
Insurance policy end date2017-04-26
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number512774
Policy instance 1
Insurance contract or identification number512774
Number of Individuals Covered134
Insurance policy start date2017-04-27
Insurance policy end date2017-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number067269
Policy instance 1
Insurance contract or identification number067269
Number of Individuals Covered189
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $8,984
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,984
Insurance broker organization code?3
Insurance broker nameM HOLDINGS SECURITIES, INC.
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number067269
Policy instance 1
Insurance contract or identification number067269
Number of Individuals Covered197
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $6,115
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?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 $6,115
Insurance broker organization code?3
Insurance broker nameM HOLDINGS SECURITIES, INC.
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number067269
Policy instance 1
Insurance contract or identification number067269
Number of Individuals Covered194
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $4,449
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,449
Insurance broker organization code?3
Insurance broker namePARKER SMITH AND FEEK
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number067269
Policy instance 1
Insurance contract or identification number067269
Number of Individuals Covered189
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $4,623
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,623
Insurance broker organization code?3
Insurance broker nameREIMER L DOUGLAS
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number067269
Policy instance 1
Insurance contract or identification number067269
Number of Individuals Covered170
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $3,356
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number067269
Policy instance 1
Insurance contract or identification number067269
Number of Individuals Covered223
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $2,000
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?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

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