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Filing

Super Lube Inc. 401K Profit Sharing Plan & Trust

Super Lube Inc. • EIN 59-1971228 • Plan year 2001

Company ProfileSource Archive
Filing Insights

Participants

Down

104 → 67

-37 • -35.58%

Assets

Down

$625,233 → $617,914

-$7,319 • -1.17%

Investment Management Fee

-

Admin expenses - • Total expenses $10,644

Filing Details

Context
Net investment result
$-7,319

Status Flags

Fidelity bond in place

Yes

Limited-scope audit performed

Not reported

Contributions transmitted on time

Not reported

Participant loans in default

No

Leases in default

No

Reportable party-in-interest issues

Not reported

Loss discovered during year

No

Assets with undetermined value

No

Non-cash contributions

No

Assets held for investment

Not reported

5% transactions reported

Not reported

All plan assets distributed

No

Benefits paid when due

Not reported

Plan blackout period

Not reported

Plan termination resolution adopted

No

Counterparties

Company Timeline

This filing is highlighted inside the broader sponsor history.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2005238$678,426$76,940$2,025iApproximate average salary by contribution assumption: employee only about $50,618 at 4% or $33,746 at 6%; with 50% employer match about $33,746 at 4% or $22,497 at 6%; with 100% employer match about $25,309 at 4% or $16,873 at 6%.
REGIONAL SUPER-LUBE 401K PROFIT SHARING PLAN & TRUST-31$436,931$54,401$1,755iApproximate average salary by contribution assumption: employee only about $43,872 at 4% or $29,248 at 6%; with 50% employer match about $29,248 at 4% or $19,499 at 6%; with 100% employer match about $21,936 at 4% or $14,624 at 6%.
Super Lube Inc. 401K Profit Sharing Plan & Trust-38$241,495$22,539$593iApproximate average salary by contribution assumption: employee only about $14,828 at 4% or $9,886 at 6%; with 50% employer match about $9,886 at 4% or $6,590 at 6%; with 100% employer match about $7,414 at 4% or $4,943 at 6%.
2004127$436,326$0-
REGIONAL SUPER LUBE 401K PROFIT SHARING PLAN & TRUST-27$436,326--
2003198$842,289$101,146$1,032iApproximate average salary by contribution assumption: employee only about $25,803 at 4% or $17,202 at 6%; with 50% employer match about $17,202 at 4% or $11,468 at 6%; with 100% employer match about $12,901 at 4% or $8,601 at 6%.
Super Lube Inc. 401K Profit Sharing Plan & Trust-98$842,289$101,146$1,032iApproximate average salary by contribution assumption: employee only about $25,803 at 4% or $17,202 at 6%; with 50% employer match about $17,202 at 4% or $11,468 at 6%; with 100% employer match about $12,901 at 4% or $8,601 at 6%.
2002189$0$0-
Super Lube Inc. 401K Profit Sharing Plan & Trust-89---
2001167$617,914$99,599$1,487iApproximate average salary by contribution assumption: employee only about $37,164 at 4% or $24,776 at 6%; with 50% employer match about $24,776 at 4% or $16,517 at 6%; with 100% employer match about $18,582 at 4% or $12,388 at 6%.
Super Lube Inc. 401K Profit Sharing Plan & TrustCurrent67$617,914$99,599$1,487iApproximate average salary by contribution assumption: employee only about $37,164 at 4% or $24,776 at 6%; with 50% employer match about $24,776 at 4% or $16,517 at 6%; with 100% employer match about $18,582 at 4% or $12,388 at 6%.
2000158$658,867$78,743$1,358iApproximate average salary by contribution assumption: employee only about $33,941 at 4% or $22,627 at 6%; with 50% employer match about $22,627 at 4% or $15,085 at 6%; with 100% employer match about $16,970 at 4% or $11,314 at 6%.
Super Lube Inc. 401K Profit Sharing Plan & Trust-58$658,867$78,743$1,358iApproximate average salary by contribution assumption: employee only about $33,941 at 4% or $22,627 at 6%; with 50% employer match about $22,627 at 4% or $15,085 at 6%; with 100% employer match about $16,970 at 4% or $11,314 at 6%.
1999173$676,582$109,060$1,494iApproximate average salary by contribution assumption: employee only about $37,349 at 4% or $24,900 at 6%; with 50% employer match about $24,900 at 4% or $16,600 at 6%; with 100% employer match about $18,675 at 4% or $12,450 at 6%.
Super Lube Inc. 401K Profit Sharing Plan & Trust-73$676,582$109,060$1,494iApproximate average salary by contribution assumption: employee only about $37,349 at 4% or $24,900 at 6%; with 50% employer match about $24,900 at 4% or $16,600 at 6%; with 100% employer match about $18,675 at 4% or $12,450 at 6%.
Schedule Details

Schedule A

Row 1
Filing Id
84037347329312
Form Id
23531592
Page Id
2
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
1020372347329060002
Ins Broker 01 Name
BLANCHARD HARRISON
Ins Broker Comm Pd 01 Amount
$235
Ins Broker Fees Pd 01 Amount
$0
Row 2
Filing Id
84037347329312
Form Id
23531592
Page Id
2
Page Seq
0
Page Row Num
2
Row Num
1
Image Form Id
1020372347329060002
Ins Broker 01 Name
MICHAEL R LONG
Ins Broker Comm Pd 01 Amount
$785
Ins Broker Fees Pd 01 Amount
$0
Row 3
Filing Id
84037347329312
Form Id
23531592
Page Id
2
Page Seq
0
Page Row Num
3
Row Num
2
Image Form Id
1020372347329060002
Ins Broker 01 Name
LEE HARRISON
Ins Broker Comm Pd 01 Amount
$141
Ins Broker Fees Pd 01 Amount
$0
Row 4
Ins Carrier Name: GUARDIAN LIFE INSURANCE COMPANY
Filing Id
84037347329312
Form Id
23531592
Schedule A EIN
59-1971228
Schedule A Plan Num
001
Schedule A Plan Year Begin Date
2001-01-01
Schedule A Tax Period
20011231
Ins Carrier Name
GUARDIAN LIFE INSURANCE COMPANY
Ins Carrier EIN
13-2656036
Ins Carrier Naic Code
64246
Ins Contract Num
602138
Ins Prsn Covered End of year Count
75
Ins Policy From Date
2001-01-01
Ins Policy To Date
2001-12-31
Ins Broker Comm Total Amount
$1,161
Ins Broker Fees Total Amount
$0
Pension End of year Gen Account Amount
$0
Pension End of year Sep Account Amount
$467,320
Pension Prem Paid Total Amount
$0
Pension Unpaid Premium Amount
$0
Pension Contract Cost Amount
$0
Pnsn Type Unalloc Cntrct I
1
Pension Oth Unalloc Type Text
P
Pension End Prev Bal Amount
$0
Pension Contribution Dep Amount
$0
Pension Divnd Cr Dep Amount
$0
Pension Interest Cr Dur Yr Amount
$0
Pension Transfer From Amount
$0
Pension Other Amount
$0
Pension Total Additions Amount
$0
Pension Total Bal Addn Amount
$0
Pension Bnfts Dsbrsd Amount
$0
Pension Admin Chrg Amount
$0
Pension Transfer To Amount
$0
Pension Oth Ded Amount
$0
Pension Total Ded Amount
$0
Pension End of year Bal Amount
$0
Wlfr Premium Rcvd Amount
$0
Wlfr Unpaid Due Amount
$0
Wlfr Reserve Amount
$0
Wlfr Total Earned Prem Amount
$0
Wlfr Claims Paid Amount
$0
Wlfr Incr Reserve Amount
$0
Wlfr Incurred Claim Amount
$0
Wlfr Claims Chrgd Amount
$0
Wlfr Ret Commissions Amount
$0
Wlfr Ret Admin Amount
$0
Wlfr Ret Oth Cost Amount
$0
Wlfr Ret Oth Expense Amount
$0
Wlfr Ret Taxes Amount
$0
Wlfr Ret Charges Amount
$0
Wlfr Ret Oth Chrgs Amount
$0
Wlfr Ret Total Amount
$0
Wlfr Refund Amount
$0
Wlfr Held Bnfts Amount
$0
Wlfr Claims Reserve Amount
$0
Wlfr Oth Reserve Amount
$0
Wlfr Divnds Due Amount
$0
Wlfr Total Charges Paid Amount
$0
Wlfr Acquis Cost Amount
$0

Schedule D

Row 1
Filing Id
84037347329312
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
1020372347329060003
Row 2
Filing Id
84037347329312
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
1020372347329060003
DFE P1 Entity 01 Name
GUARDIAN SEPARATE ACCOUNT L
DFE P1 Spons 01 Name
GUARDIAN LIFE INSURANCE
DFE P1 Plan 01 EIN Plan number
132656036000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$467,320
Row 3
Filing Id
84037347329312
Schedule D EIN
59-1971228
Schedule D Plan number
001
Schedule D Plan Year Begin Date
2001-01-01
Schedule D Tax Period
20011231

Schedule I

Schedule I Financial Statement

Small plan result

Balance sheet and activity values reported by the filer for this small-plan annual return.

End-of-year assets$617,914-$7,319 change

Balance Sheet

Beginning and end of plan year.

Total assets$625,233$617,914Decrease -$7,319 (-1.17%)
Total liabilities$0$0No change $0
Net assets$625,233$617,914Decrease -$7,319 (-1.17%)

Contributions

Employer contributions$25,811
Participant contributions$73,788
Other contributions$0

Income & Expenses

Total income$3,325
Total expenses$10,644
Net income$-7,319
Source fields
Schedule I source fields
Filing Id
84037347329312
Schedule I EIN
59-1971228
Schedule I Plan Num
001
Schedule I Plan Year Begin Date
2001-01-01
Schedule I Tax Period
20011231
Small plan total assets at beginning of year
$625,233
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$625,233
Small plan total assets at end of year
$617,914
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$617,914
Small plan employer contributions
$25,811
Small plan participant contributions
$73,788
Small Oth Contribution Rcvd Amount
$0
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$-96,274
Small plan total income
$3,325
Small plan total benefit distributions
$10,644
Small Corrective Distribution Amount
$0
Small Dm Dstrb Ptcp Ln A
0
Small Oth Expenses Amount
$0
Small plan total expenses
$10,644
Small plan net income or loss
$-7,319
Small Total Plan Transfers Amount
$0
Small Joint Venture End of year Indicator
No
Small Joint Venture End of year Amount
$0
Small Employer Prop End of year Indicator
No
Small Employer Prop End of year Amount
$0
Small Investment Real Est End of year I
2
Small Investment Real Est End of year A
0
Small Employer Sec End of year Indicator
No
Small Employer Sec End of year Amount
$0
Small Mortg Participants End of year Indicator
Yes
Small Mortg Participants End of year Amount
$119,371
Small Oth Lns Participants End of year Indicator
No
Small Oth Lns Participants End of year Amount
$0
Small Personal Prop End of year Indicator
No
Small Personal Prop End of year Amount
$0
Small Fail Xmt Ctb I
2
Small Fail Xmt Ctb A
0
Small plan participant loans in default
No
Small Loans In Default Amount
$0
Small plan leases in default
No
Small Leases In Default Amount
$0
Small Pt In Interest Not Reported I
2
Small Pt In Interest Not Reported A
0
Small plan fidelity bond in place
Yes
Small plan fidelity bond amount
$50,000
Small plan loss discovered during year
No
Small Loss Discovered Dur Year Amount
$0
Small plan assets with undetermined value
No
Small Asset Undeterm Valuation Amount
$0
Small plan non-cash contributions reported
No
Small Non Cash Contribution Amount
$0
Small 20 Percent Sngl Investment Indicator
No
Small 20 Percent Sngl Investment Amount
$0
Small plan all plan assets distributed
No
Waiver Annual Iqpa Report
2
Small plan resolution to terminate plan adopted
No
Small Res Terminate Plan Adpt Amount
$0

Schedule R

Schedule R Pension Information

Retirement plan characteristics

Testing, payor, opinion-letter, and transfer information reported with the filing.

Transfers

Distributed property value$0
Schedule R source fields
Row 1
Filing Id
84037347329312
Schedule R EIN
59-1971228
Schedule R Plan number
001
Schedule R Plan Year Begin Date
2001-01-01
Schedule R Tax Period
20011231
Pension Value Dstrb Pd Property Amount
$0
Pension Bnft Distribution Sngl Sum Count
0
Pension Employer Contribution Rqr Amount
$0
Pension Employer Contribution Paid Amount
$0
Pension Funding Deficiency Amount
$0
Super Lube Inc. 401K Profit Sharing Plan & Trust | Super Lube Inc. | Plan 001 | 2001 Form 5500 Filing