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ARGOSY L. P. 401(K) SAVINGS PLAN 401k Plan overview

Plan NameARGOSY L. P. 401(K) SAVINGS PLAN
Plan identification number 001

ARGOSY L. P. 401(K) SAVINGS PLAN Benefits

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

ARGOSY L. P. has sponsored the creation of one or more 401k plans.

Company Name:ARGOSY L. P.
Employer identification number (EIN):911479352
NAIC Classification:487000
NAIC Description: Scenic and Sightseeing Transportation, Tourism

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ARGOSY L. P. 401(K) SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JAMES CLARK2024-09-17 JAMES CLARK2024-09-17
0012022-01-01KEVIN CLARK2023-08-31 KEVIN CLARK2023-08-31
0012021-01-01MELISSA BRYANT2022-09-23 MELISSA BRYANT2022-09-23
0012020-01-01MELISSA BRYANT2021-04-02
0012019-01-01RICHARD LAKE2020-05-22 RICHARD LAKE2020-05-22
0012018-01-01RICHARD LAKE2019-05-02 RICHARD LAKE2019-05-02
0012017-01-01KEVIN CLARK2018-07-18 KEVIN CLARK2018-07-18
0012016-01-01DURAN LARSEN2017-07-27 DURAN LARSEN2017-07-27
0012015-01-01DURAN LARSEN2016-07-26 DURAN LARSEN2016-07-26
0012014-01-01DURAN LARSEN2015-07-27 DURAN LARSEN2015-07-27
0012013-01-01DURAN LARSEN2014-07-28 DURAN LARSEN2014-07-28
0012012-01-01DURAN LARSEN DURAN LARSEN2013-07-10
0012011-01-01DURAN LARSEN2012-07-18 DURAN LARSEN2012-07-18
0012010-01-01DURAN LARSEN2011-08-09 RALPH PEASE2011-08-09

Financial Data on ARGOSY L. P. 401(K) SAVINGS PLAN

Measure Date Value
2025 : ARGOSY L. P. 401(K) SAVINGS PLAN 2025 401k financial data
Total liabilities as of the beginning of the plan year2025-08-080
Total expenses incurred by plan in this plan year2025-08-0869306
Net assets as of the end of the plan year2025-08-084220464
Total assets as of the beginning of the plan year2025-08-083539008
Value of plan covered by a fidelity bond2025-08-08500000
Participant contributions to plan in this plan year2025-08-08138894
Other income to plan in this plan year2025-08-08547130
Plan net income in this plan year2025-08-08681456
Net assets as of the end of the plan year2025-08-084220464
Net assets as of the beginning of the plan year2025-08-083539008
Employer contributions to plan in this plan year2025-08-0864738
Expensese paid to adminstrative service provicers from plan in this plan year2025-08-0812628
2024 : ARGOSY L. P. 401(K) SAVINGS PLAN 2024 401k financial data
Total liabilities as of the beginning of the plan year2024-09-170
Total expenses incurred by plan in this plan year2024-09-17195174
Net assets as of the end of the plan year2024-09-173539008
Total assets as of the beginning of the plan year2024-09-172984496
Value of plan covered by a fidelity bond2024-09-17500000
Participant contributions to plan in this plan year2024-09-17130701
Other income to plan in this plan year2024-09-17560067
Plan net income in this plan year2024-09-17554512
Net assets as of the end of the plan year2024-09-173539008
Net assets as of the beginning of the plan year2024-09-172984496
Value of contributions failed to transmitted timely2024-09-1737
Employer contributions to plan in this plan year2024-09-1758918
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-1710556
2012 : ARGOSY L. P. 401(K) SAVINGS PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$876,537
Expenses. Total of all expenses incurred2012-12-31$114,175
Benefits paid (including direct rollovers)2012-12-31$112,813
Total plan assets at end of year2012-12-31$4,948,841
Total plan assets at beginning of year2012-12-31$4,186,479
Value of fidelity bond covering the plan2012-12-31$413,000
Total contributions received or receivable from participants2012-12-31$229,574
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$563,097
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$762,362
Net plan assets at end of year (total assets less liabilities)2012-12-31$4,948,841
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$4,186,479
Assets. Value of participant loans2012-12-31$80,211
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2012-12-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2012-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022012-12-31$0
Total contributions received or receivable from employer(s)2012-12-31$83,866
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$58
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$1,304
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0

Form 5500 Responses for ARGOSY L. P. 401(K) SAVINGS PLAN

2012: ARGOSY L. P. 401(K) SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
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

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number422351
Policy instance 1

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