PAT OBRIEN, JR. CHEVROLET, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PAT OBRIEN CHEVROLET 401K PLAN
Measure | Date | Value |
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2022 : PAT OBRIEN CHEVROLET 401K PLAN 2022 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $-992,611 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $652,546 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $647,014 |
Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $1,142 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $150,134 |
Value of total assets at end of year | 2022-12-31 | $6,075,339 |
Value of total assets at beginning of year | 2022-12-31 | $7,720,496 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $4,390 |
Total interest from all sources | 2022-12-31 | $2,371 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $700,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $136,268 |
Participant contributions at end of year | 2022-12-31 | $2,365 |
Participant contributions at beginning of year | 2022-12-31 | $65,172 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $2,393 |
Other income not declared elsewhere | 2022-12-31 | $10,583 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-1,645,157 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $6,075,339 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $7,720,496 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2022-12-31 | $4,992,171 |
Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $6,598,575 |
Interest on participant loans | 2022-12-31 | $2,371 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $1,080,803 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $1,056,749 |
Net investment gain/loss from pooled separate accounts | 2022-12-31 | $-1,155,699 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $11,473 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $647,014 |
Contract administrator fees | 2022-12-31 | $4,390 |
Did the plan have assets held for investment | 2022-12-31 | 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 | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | FORVIS, LLP |
Accountancy firm EIN | 2022-12-31 | 440160260 |
2021 : PAT OBRIEN CHEVROLET 401K PLAN 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $982,866 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $898,586 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $909,286 |
Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $-23,765 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $253,471 |
Value of total assets at end of year | 2021-12-31 | $7,720,496 |
Value of total assets at beginning of year | 2021-12-31 | $7,636,216 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $13,065 |
Total interest from all sources | 2021-12-31 | $4,888 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $700,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $219,796 |
Participant contributions at end of year | 2021-12-31 | $65,172 |
Participant contributions at beginning of year | 2021-12-31 | $95,423 |
Participant contributions at end of year | 2021-12-31 | $0 |
Participant contributions at beginning of year | 2021-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $26,651 |
Other income not declared elsewhere | 2021-12-31 | $11,044 |
Total non interest bearing cash at end of year | 2021-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2021-12-31 | $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 | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $84,280 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $7,720,496 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $7,636,216 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2021-12-31 | $6,598,575 |
Value of interest in pooled separate accounts at beginning of year | 2021-12-31 | $6,465,598 |
Interest on participant loans | 2021-12-31 | $4,888 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $1,056,749 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $1,075,195 |
Net investment gain/loss from pooled separate accounts | 2021-12-31 | $713,463 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $7,024 |
Employer contributions (assets) at end of year | 2021-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $909,286 |
Contract administrator fees | 2021-12-31 | $13,065 |
Did the plan have assets held for investment | 2021-12-31 | 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 | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | FORVIS |
Accountancy firm EIN | 2021-12-31 | 440160260 |
2020 : PAT OBRIEN CHEVROLET 401K PLAN 2020 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $1,353,754 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $2,699,745 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $2,630,236 |
Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $23,308 |
Value of total corrective distributions | 2020-12-31 | $14,415 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $508,691 |
Value of total assets at end of year | 2020-12-31 | $7,636,216 |
Value of total assets at beginning of year | 2020-12-31 | $8,982,207 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $31,786 |
Total interest from all sources | 2020-12-31 | $16,249 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Administrative expenses professional fees incurred | 2020-12-31 | $14,700 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $700,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $235,563 |
Participant contributions at end of year | 2020-12-31 | $95,423 |
Participant contributions at beginning of year | 2020-12-31 | $248,164 |
Participant contributions at end of year | 2020-12-31 | $0 |
Participant contributions at beginning of year | 2020-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $251,566 |
Other income not declared elsewhere | 2020-12-31 | $6,660 |
Total non interest bearing cash at end of year | 2020-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2020-12-31 | $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 | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $-1,345,991 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $7,636,216 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $8,982,207 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2020-12-31 | $6,465,598 |
Value of interest in pooled separate accounts at beginning of year | 2020-12-31 | $8,367,590 |
Interest on participant loans | 2020-12-31 | $10,647 |
Interest earned on other investments | 2020-12-31 | $5,602 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $1,075,195 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $366,453 |
Net investment gain/loss from pooled separate accounts | 2020-12-31 | $822,154 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $21,562 |
Employer contributions (assets) at end of year | 2020-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $2,630,236 |
Contract administrator fees | 2020-12-31 | $17,086 |
Did the plan have assets held for investment | 2020-12-31 | 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 | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | DIXON HUGHES GOODMAN LLP |
Accountancy firm EIN | 2020-12-31 | 560747981 |