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Plan Name | UNITED AUTO SUPPLY OF SYRACUSE 401(K) PROFIT SHARING PLAN & TRUST |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | UNITED AUTO SUPPLY OF SYRACUSE WEST, INC. |
Employer identification number (EIN): | 161265206 |
NAIC Classification: | 441300 |
NAIC Description: | Automotive Parts, Accessories, and Tire Stores |
Additional information about UNITED AUTO SUPPLY OF SYRACUSE WEST, INC.
Jurisdiction of Incorporation: | Vermont Secretary of State Corporations Division |
Incorporation Date: | 2007-10-04 |
Company Identification Number: | 84211 |
Legal Registered Office Address: |
400 CORNERSTONE DR #240 WILLISTON United States of America (USA) 05495 |
More information about UNITED AUTO SUPPLY OF SYRACUSE WEST, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2018-01-01 | ||||
001 | 2018-01-01 | ||||
001 | 2017-01-01 | JAMES RANALLI | JAMES RANALLI | 2018-10-12 | |
001 | 2016-01-01 | JAMES P RANALLI | |||
001 | 2015-01-01 | JAMES P RANALLI | JAMES P RANALLI | 2016-10-14 | |
001 | 2014-01-01 | JAMES P RANALLI | JAMES P RANALLI | 2015-10-13 | |
001 | 2013-01-01 | JAMES RANALLI | JAMES RANALLI | 2014-10-13 | |
001 | 2012-01-01 | JAMES P RANALLI | JAMES P RANALLI | 2013-10-07 | |
001 | 2011-01-01 | JAMES RANALLI | JAMES RANALLI | 2012-10-02 | |
001 | 2010-01-01 | JAMES RANALLI | JAMES RANALLI | 2011-09-28 | |
001 | 2009-01-01 | JAMES RANALLI | JAMES RANALLI | 2010-09-29 |
Measure | Date | Value |
---|---|---|
2018: UNITED AUTO SUPPLY OF SYRACUSE 401(K) PROFIT SHARING PLAN & TRUST 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 256 |
Total of all active and inactive participants | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 0 |
2017: UNITED AUTO SUPPLY OF SYRACUSE 401(K) PROFIT SHARING PLAN & TRUST 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 259 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 240 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 16 |
Total of all active and inactive participants | 2017-01-01 | 256 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 256 |
Number of participants with account balances | 2017-01-01 | 56 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: UNITED AUTO SUPPLY OF SYRACUSE 401(K) PROFIT SHARING PLAN & TRUST 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 161 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 206 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 14 |
Total of all active and inactive participants | 2016-01-01 | 220 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 220 |
Number of participants with account balances | 2016-01-01 | 57 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: UNITED AUTO SUPPLY OF SYRACUSE 401(K) PROFIT SHARING PLAN & TRUST 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 162 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 146 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 15 |
Total of all active and inactive participants | 2015-01-01 | 161 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 161 |
Number of participants with account balances | 2015-01-01 | 60 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: UNITED AUTO SUPPLY OF SYRACUSE 401(K) PROFIT SHARING PLAN & TRUST 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 169 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 144 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 12 |
Total of all active and inactive participants | 2014-01-01 | 156 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 156 |
Number of participants with account balances | 2014-01-01 | 60 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: UNITED AUTO SUPPLY OF SYRACUSE 401(K) PROFIT SHARING PLAN & TRUST 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 186 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 157 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 14 |
Total of all active and inactive participants | 2013-01-01 | 171 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 171 |
Number of participants with account balances | 2013-01-01 | 58 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: UNITED AUTO SUPPLY OF SYRACUSE 401(K) PROFIT SHARING PLAN & TRUST 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 154 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 142 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 16 |
Total of all active and inactive participants | 2012-01-01 | 158 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 158 |
Number of participants with account balances | 2012-01-01 | 54 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: UNITED AUTO SUPPLY OF SYRACUSE 401(K) PROFIT SHARING PLAN & TRUST 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 158 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 144 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 15 |
Total of all active and inactive participants | 2011-01-01 | 159 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 159 |
Number of participants with account balances | 2011-01-01 | 58 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: UNITED AUTO SUPPLY OF SYRACUSE 401(K) PROFIT SHARING PLAN & TRUST 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 165 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 119 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 22 |
Total of all active and inactive participants | 2010-01-01 | 141 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 141 |
Number of participants with account balances | 2010-01-01 | 60 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
2009: UNITED AUTO SUPPLY OF SYRACUSE 401(K) PROFIT SHARING PLAN & TRUST 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 164 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 165 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 13 |
Total of all active and inactive participants | 2009-01-01 | 178 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 178 |
Number of participants with account balances | 2009-01-01 | 50 |
Measure | Date | Value |
---|---|---|
2018 : UNITED AUTO SUPPLY OF SYRACUSE 401(K) PROFIT SHARING PLAN & TRUST 2018 401k financial data | ||
Transfers to/from the plan | 2018-12-31 | $-4,108,053 |
Total plan liabilities at beginning of year | 2018-12-31 | $5,921 |
Total income from all sources | 2018-12-31 | $178,762 |
Expenses. Total of all expenses incurred | 2018-12-31 | $64,633 |
Benefits paid (including direct rollovers) | 2018-12-31 | $62,889 |
Total plan assets at end of year | 2018-12-31 | $0 |
Total plan assets at beginning of year | 2018-12-31 | $3,999,845 |
Value of fidelity bond covering the plan | 2018-12-31 | $500,000 |
Expenses. Other expenses not covered elsewhere | 2018-12-31 | $1,744 |
Other income received | 2018-12-31 | $178,762 |
Net income (gross income less expenses) | 2018-12-31 | $114,129 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $0 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $3,993,924 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $1,744 |
Funding deficiency by the employer to the plan for this plan year | 2018-12-31 | $0 |
Minimum employer required contribution for this plan year | 2018-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2018-12-31 | $0 |
2017 : UNITED AUTO SUPPLY OF SYRACUSE 401(K) PROFIT SHARING PLAN & TRUST 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $5,921 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $4,340 |
Total income from all sources (including contributions) | 2017-12-31 | $758,868 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $47,010 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $30,058 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $217,929 |
Value of total assets at end of year | 2017-12-31 | $3,999,845 |
Value of total assets at beginning of year | 2017-12-31 | $3,286,406 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $16,952 |
Total interest from all sources | 2017-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
Contributions received from participants | 2017-12-31 | $146,529 |
Participant contributions at end of year | 2017-12-31 | $0 |
Participant contributions at end of year | 2017-12-31 | $2,228 |
Participant contributions at beginning of year | 2017-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-12-31 | $5,921 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-12-31 | $4,340 |
Administrative expenses (other) incurred | 2017-12-31 | $6,507 |
Value of net income/loss | 2017-12-31 | $711,858 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $3,993,924 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $3,282,066 |
Investment advisory and management fees | 2017-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $3,990,772 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $3,286,107 |
Value of interest in pooled separate accounts at end of year | 2017-12-31 | $0 |
Value of interest in master investment trust accounts at end of year | 2017-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $5,267 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $299 |
Assets. Value of investments in 103.12 investment entities at end of year | 2017-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $540,900 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $39 |
Contributions received in cash from employer | 2017-12-31 | $71,400 |
Employer contributions (assets) at end of year | 2017-12-31 | $1,578 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $30,058 |
Contract administrator fees | 2017-12-31 | $10,445 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | PIAKER & LYONS, CPA'S |
Accountancy firm EIN | 2017-12-31 | 161383205 |
2016 : UNITED AUTO SUPPLY OF SYRACUSE 401(K) PROFIT SHARING PLAN & TRUST 2016 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2016-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2016-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total transfer of assets to this plan | 2016-12-31 | $0 |
Total transfer of assets from this plan | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $4,340 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $3,499 |
Expenses. Interest paid | 2016-12-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $345,491 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $149,737 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $128,925 |
Expenses. Certain deemed distributions of participant loans | 2016-12-31 | $0 |
Value of total corrective distributions | 2016-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $225,112 |
Value of total assets at end of year | 2016-12-31 | $3,286,406 |
Value of total assets at beginning of year | 2016-12-31 | $3,089,811 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $20,812 |
Total income from rents | 2016-12-31 | $0 |
Total interest from all sources | 2016-12-31 | $0 |
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 year | 2016-12-31 | No |
Assets. Real estate other than employer real property at beginning of year | 2016-12-31 | $0 |
Administrative expenses professional fees incurred | 2016-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2016-12-31 | $0 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2016-12-31 | $0 |
Minimum employer required contribution for this plan year | 2016-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $150,357 |
Participant contributions at beginning of year | 2016-12-31 | $0 |
Participant contributions at beginning of year | 2016-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2016-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2016-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-12-31 | $4,340 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-12-31 | $3,499 |
Other income not declared elsewhere | 2016-12-31 | $0 |
Administrative expenses (other) incurred | 2016-12-31 | $700 |
Liabilities. Value of operating payables at beginning of year | 2016-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2016-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $195,754 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $3,282,066 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $3,086,312 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Assets. partnership/joint venture interests at beginning of year | 2016-12-31 | $0 |
Investment advisory and management fees | 2016-12-31 | $10,000 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $3,286,107 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $3,089,811 |
Interest on participant loans | 2016-12-31 | $0 |
Income. Interest from loans (other than to participants) | 2016-12-31 | $0 |
Interest earned on other investments | 2016-12-31 | $0 |
Income. Interest from US Government securities | 2016-12-31 | $0 |
Income. Interest from corporate debt instruments | 2016-12-31 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2016-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $299 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2016-12-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2016-12-31 | $0 |
Asset value of US Government securities at beginning of year | 2016-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $208,216 |
Net investment gain/loss from pooled separate accounts | 2016-12-31 | $-90,637 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $2,800 |
Net gain/loss from 103.12 investment entities | 2016-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Assets. Invements in employer securities at beginning of year | 2016-12-31 | $0 |
Assets. Value of employer real property at beginning of year | 2016-12-31 | $0 |
Contributions received in cash from employer | 2016-12-31 | $74,755 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $0 |
Income. Dividends from preferred stock | 2016-12-31 | $0 |
Income. Dividends from common stock | 2016-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $128,925 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2016-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2016-12-31 | $0 |
Contract administrator fees | 2016-12-31 | $10,112 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2016-12-31 | Yes |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2016-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2016-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2016-12-31 | $0 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Aggregate proceeds on sale of assets | 2016-12-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2016-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2016-12-31 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | PIAKER & LYONS, CPA'S |
Accountancy firm EIN | 2016-12-31 | 161383205 |
2015 : UNITED AUTO SUPPLY OF SYRACUSE 401(K) PROFIT SHARING PLAN & TRUST 2015 401k financial data | ||
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $3,499 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $3,139 |
Total income from all sources (including contributions) | 2015-12-31 | $200,787 |
Total of all expenses incurred | 2015-12-31 | $91,043 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $87,793 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $235,109 |
Value of total assets at end of year | 2015-12-31 | $3,089,811 |
Value of total assets at beginning of year | 2015-12-31 | $2,979,707 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $3,250 |
Total interest from all sources | 2015-12-31 | $5,769 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $250,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $156,488 |
Participant contributions at beginning of year | 2015-12-31 | $2,389 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-12-31 | $3,499 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-12-31 | $3,139 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $109,744 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $3,086,312 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $2,976,568 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Investment advisory and management fees | 2015-12-31 | $3,250 |
Value of interest in pooled separate accounts at end of year | 2015-12-31 | $2,877,653 |
Value of interest in pooled separate accounts at beginning of year | 2015-12-31 | $2,797,493 |
Interest earned on other investments | 2015-12-31 | $5,769 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $212,158 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-12-31 | $178,606 |
Net investment gain/loss from pooled separate accounts | 2015-12-31 | $-40,091 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $78,621 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $1,219 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $87,793 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | PIAKER & LYONS, CPA'S |
Accountancy firm EIN | 2015-12-31 | 161383205 |
2014 : UNITED AUTO SUPPLY OF SYRACUSE 401(K) PROFIT SHARING PLAN & TRUST 2014 401k financial data | ||
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $3,139 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $2,084 |
Total income from all sources (including contributions) | 2014-12-31 | $402,726 |
Total of all expenses incurred | 2014-12-31 | $81,166 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $68,707 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $240,417 |
Value of total assets at end of year | 2014-12-31 | $2,979,707 |
Value of total assets at beginning of year | 2014-12-31 | $2,657,092 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $12,459 |
Total interest from all sources | 2014-12-31 | $5,585 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $250,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $156,172 |
Participant contributions at end of year | 2014-12-31 | $2,389 |
Participant contributions at beginning of year | 2014-12-31 | $66 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-12-31 | $3,139 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-12-31 | $2,084 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $321,560 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $2,976,568 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $2,655,008 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Investment advisory and management fees | 2014-12-31 | $12,459 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $2,797,493 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $2,459,590 |
Interest earned on other investments | 2014-12-31 | $5,585 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-12-31 | $178,606 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-12-31 | $197,383 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $156,724 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $84,245 |
Employer contributions (assets) at end of year | 2014-12-31 | $1,219 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $53 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $68,707 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | PIAKER & LYONS, CPA'S |
Accountancy firm EIN | 2014-12-31 | 161383205 |
2013 : UNITED AUTO SUPPLY OF SYRACUSE 401(K) PROFIT SHARING PLAN & TRUST 2013 401k financial data | ||
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $2,084 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $2,466 |
Total income from all sources (including contributions) | 2013-12-31 | $674,317 |
Total of all expenses incurred | 2013-12-31 | $69,180 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $66,189 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $221,994 |
Value of total assets at end of year | 2013-12-31 | $2,657,092 |
Value of total assets at beginning of year | 2013-12-31 | $2,052,337 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $2,991 |
Total interest from all sources | 2013-12-31 | $4,836 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $250,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $137,156 |
Participant contributions at end of year | 2013-12-31 | $66 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $6,206 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-12-31 | $2,084 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-12-31 | $2,466 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $605,137 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $2,655,008 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $2,049,871 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Investment advisory and management fees | 2013-12-31 | $2,991 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $2,459,590 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $1,910,982 |
Interest earned on other investments | 2013-12-31 | $4,836 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-12-31 | $197,383 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $141,355 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $447,487 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $78,632 |
Employer contributions (assets) at end of year | 2013-12-31 | $53 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $66,189 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | PIAKER & LYONS, CPA'S |
Accountancy firm EIN | 2013-12-31 | 161383205 |
2012 : UNITED AUTO SUPPLY OF SYRACUSE 401(K) PROFIT SHARING PLAN & TRUST 2012 401k financial data | ||
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $2,466 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $2,637 |
Total income from all sources (including contributions) | 2012-12-31 | $471,015 |
Total of all expenses incurred | 2012-12-31 | $207,266 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $204,507 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $233,170 |
Value of total assets at end of year | 2012-12-31 | $2,052,337 |
Value of total assets at beginning of year | 2012-12-31 | $1,788,759 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $2,759 |
Total interest from all sources | 2012-12-31 | $8,094 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $250,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $151,857 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-12-31 | $2,466 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-12-31 | $2,637 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $263,749 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $2,049,871 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,786,122 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Investment advisory and management fees | 2012-12-31 | $2,759 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $1,910,982 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $1,462,352 |
Interest earned on other investments | 2012-12-31 | $8,094 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $141,355 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $326,407 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $229,751 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $81,313 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $204,507 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | PIAKER & LYONS, CPA'S |
Accountancy firm EIN | 2012-12-31 | 161383205 |
2011 : UNITED AUTO SUPPLY OF SYRACUSE 401(K) PROFIT SHARING PLAN & TRUST 2011 401k financial data | ||
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $2,637 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $2,624 |
Total income from all sources (including contributions) | 2011-12-31 | $163,888 |
Total of all expenses incurred | 2011-12-31 | $53,510 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $50,169 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $222,990 |
Value of total assets at end of year | 2011-12-31 | $1,788,759 |
Value of total assets at beginning of year | 2011-12-31 | $1,678,368 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $3,341 |
Total interest from all sources | 2011-12-31 | $5,463 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $250,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $143,382 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-12-31 | $2,637 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-12-31 | $2,624 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $110,378 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $1,786,122 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,675,744 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Investment advisory and management fees | 2011-12-31 | $3,341 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $1,462,352 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $1,602,539 |
Interest earned on other investments | 2011-12-31 | $5,463 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $326,407 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $75,829 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-64,565 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $79,608 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $50,169 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | PIAKER & LYONS, CPA S |
Accountancy firm EIN | 2011-12-31 | 161383205 |
2010 : UNITED AUTO SUPPLY OF SYRACUSE 401(K) PROFIT SHARING PLAN & TRUST 2010 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $2,624 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $2,592 |
Total income from all sources (including contributions) | 2010-12-31 | $427,777 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $97,653 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $91,807 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $196,412 |
Value of total assets at end of year | 2010-12-31 | $1,678,368 |
Value of total assets at beginning of year | 2010-12-31 | $1,348,212 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $5,846 |
Total interest from all sources | 2010-12-31 | $2,353 |
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 year | 2010-12-31 | No |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $250,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $114,980 |
Participant contributions at beginning of year | 2010-12-31 | $169 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $19,385 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2010-12-31 | $2,624 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2010-12-31 | $2,592 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $330,124 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $1,675,744 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,345,620 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Investment advisory and management fees | 2010-12-31 | $5,846 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $1,602,539 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $1,270,098 |
Interest earned on other investments | 2010-12-31 | $2,353 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $75,829 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $77,945 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $229,012 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $62,047 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $91,807 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | PIAKER & LYONS, CPA S |
Accountancy firm EIN | 2010-12-31 | 161383205 |
2009 : UNITED AUTO SUPPLY OF SYRACUSE 401(K) PROFIT SHARING PLAN & TRUST 2009 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2018: UNITED AUTO SUPPLY OF SYRACUSE 401(K) PROFIT SHARING PLAN & TRUST 2018 form 5500 responses | ||
---|---|---|
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | This submission is the final filing | Yes |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: UNITED AUTO SUPPLY OF SYRACUSE 401(K) PROFIT SHARING PLAN & TRUST 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: UNITED AUTO SUPPLY OF SYRACUSE 401(K) PROFIT SHARING PLAN & TRUST 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: UNITED AUTO SUPPLY OF SYRACUSE 401(K) PROFIT SHARING PLAN & TRUST 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Insurance | Yes |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement – Insurance | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: UNITED AUTO SUPPLY OF SYRACUSE 401(K) PROFIT SHARING PLAN & TRUST 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Insurance | Yes |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement – Insurance | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: UNITED AUTO SUPPLY OF SYRACUSE 401(K) PROFIT SHARING PLAN & TRUST 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Insurance | Yes |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement – Insurance | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: UNITED AUTO SUPPLY OF SYRACUSE 401(K) PROFIT SHARING PLAN & TRUST 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Insurance | Yes |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement – Insurance | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: UNITED AUTO SUPPLY OF SYRACUSE 401(K) PROFIT SHARING PLAN & TRUST 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Insurance | Yes |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement – Insurance | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: UNITED AUTO SUPPLY OF SYRACUSE 401(K) PROFIT SHARING PLAN & TRUST 2010 form 5500 responses | ||
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Insurance | Yes |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement – Insurance | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: UNITED AUTO SUPPLY OF SYRACUSE 401(K) PROFIT SHARING PLAN & TRUST 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Insurance | Yes |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement – Insurance | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |