ATWOOD & ANDREWS, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan TOYOTA OF TEMECULA VALLEY 401(K) PLAN
Measure | Date | Value |
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2014 : TOYOTA OF TEMECULA VALLEY 401(K) PLAN 2014 401k financial data |
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Total income from all sources (including contributions) | 2014-12-31 | $182,219 |
Total of all expenses incurred | 2014-12-31 | $966,059 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $965,590 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $116,335 |
Value of total assets at end of year | 2014-12-31 | $1,051,775 |
Value of total assets at beginning of year | 2014-12-31 | $1,835,615 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $469 |
Total interest from all sources | 2014-12-31 | $1,032 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2014-12-31 | $0 |
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 | $86,858 |
Participant contributions at end of year | 2014-12-31 | $24,736 |
Participant contributions at beginning of year | 2014-12-31 | $60,843 |
Participant contributions at end of year | 2014-12-31 | $0 |
Participant contributions at beginning of year | 2014-12-31 | $125 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $26,675 |
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 | $-783,840 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $1,051,775 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,835,615 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $1,025,305 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $1,753,701 |
Interest on participant loans | 2014-12-31 | $1,032 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $64,852 |
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 | Yes |
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 | $2,802 |
Employer contributions (assets) at end of year | 2014-12-31 | $1,734 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $20,946 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $965,590 |
Contract administrator fees | 2014-12-31 | $469 |
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 | LANCE, SOLL & LUNGHARD, LLP |
Accountancy firm EIN | 2014-12-31 | 952700123 |
2013 : TOYOTA OF TEMECULA VALLEY 401(K) PLAN 2013 401k financial data |
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Total income from all sources (including contributions) | 2013-12-31 | $452,575 |
Total of all expenses incurred | 2013-12-31 | $335,864 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $335,714 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $153,075 |
Value of total assets at end of year | 2013-12-31 | $1,835,615 |
Value of total assets at beginning of year | 2013-12-31 | $1,718,904 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $150 |
Total interest from all sources | 2013-12-31 | $2,273 |
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 | $132,129 |
Participant contributions at end of year | 2013-12-31 | $60,843 |
Participant contributions at beginning of year | 2013-12-31 | $58,133 |
Participant contributions at end of year | 2013-12-31 | $125 |
Participant contributions at beginning of year | 2013-12-31 | $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 | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $116,711 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $1,835,615 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,718,904 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $1,753,701 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $1,640,899 |
Interest on participant loans | 2013-12-31 | $2,273 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $297,227 |
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 | Yes |
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 | $20,946 |
Employer contributions (assets) at end of year | 2013-12-31 | $20,946 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $19,872 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $335,714 |
Contract administrator fees | 2013-12-31 | $150 |
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 | LANCE, SOLL & LUNGHARD, LLP |
Accountancy firm EIN | 2013-12-31 | 952700123 |
2012 : TOYOTA OF TEMECULA VALLEY 401(K) PLAN 2012 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $324,978 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $106,662 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $106,443 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $144,820 |
Value of total assets at end of year | 2012-12-31 | $1,718,904 |
Value of total assets at beginning of year | 2012-12-31 | $1,500,588 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $219 |
Total interest from all sources | 2012-12-31 | $2,302 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan 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 | $104,911 |
Participant contributions at end of year | 2012-12-31 | $58,133 |
Participant contributions at beginning of year | 2012-12-31 | $51,219 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $20,037 |
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 | $218,316 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $1,718,904 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,500,588 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $1,640,899 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $1,427,644 |
Interest on participant loans | 2012-12-31 | $2,302 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $177,856 |
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 | $19,872 |
Employer contributions (assets) at end of year | 2012-12-31 | $19,872 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $21,725 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $106,443 |
Contract administrator fees | 2012-12-31 | $219 |
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 | LANCE, SOLL & LUNGHARD, LLP |
Accountancy firm EIN | 2012-12-31 | 952700123 |
2011 : TOYOTA OF TEMECULA VALLEY 401(K) PLAN 2011 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $97,798 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $310,795 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $309,739 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $153,543 |
Value of total assets at end of year | 2011-12-31 | $1,500,588 |
Value of total assets at beginning of year | 2011-12-31 | $1,713,585 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $1,056 |
Total interest from all sources | 2011-12-31 | $3,037 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan 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 | Yes |
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 | $116,066 |
Participant contributions at end of year | 2011-12-31 | $51,219 |
Participant contributions at beginning of year | 2011-12-31 | $83,498 |
Participant contributions at end of year | 2011-12-31 | $0 |
Participant contributions at beginning of year | 2011-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $15,752 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-12-31 | $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 | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $-212,997 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $1,500,588 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,713,585 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $1,427,644 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $1,605,847 |
Interest on participant loans | 2011-12-31 | $3,037 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-58,782 |
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 | $21,725 |
Employer contributions (assets) at end of year | 2011-12-31 | $21,725 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $24,240 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $309,739 |
Contract administrator fees | 2011-12-31 | $1,056 |
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 | 2011-12-31 | Yes |
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 | LANCE, SOLL & LUNGHARD, LLP |
Accountancy firm EIN | 2011-12-31 | 952700123 |
2010 : TOYOTA OF TEMECULA VALLEY 401(K) PLAN 2010 401k financial data |
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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 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $353,334 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $53,783 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $52,889 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $162,013 |
Value of total assets at end of year | 2010-12-31 | $1,713,585 |
Value of total assets at beginning of year | 2010-12-31 | $1,414,034 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $894 |
Total interest from all sources | 2010-12-31 | $3,715 |
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 | $137,773 |
Participant contributions at end of year | 2010-12-31 | $83,498 |
Participant contributions at beginning of year | 2010-12-31 | $78,726 |
Participant contributions at end of year | 2010-12-31 | $0 |
Participant contributions at beginning of year | 2010-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2010-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2010-12-31 | $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 | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $299,551 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $1,713,585 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,414,034 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $1,605,847 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $1,316,379 |
Interest on participant loans | 2010-12-31 | $3,715 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $187,606 |
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 | $24,240 |
Employer contributions (assets) at end of year | 2010-12-31 | $24,240 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $18,929 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $52,889 |
Contract administrator fees | 2010-12-31 | $894 |
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 | BERLINER & COMPANY, AN ACCOUNTANCY |
Accountancy firm EIN | 2010-12-31 | 953051519 |
2009 : TOYOTA OF TEMECULA VALLEY 401(K) PLAN 2009 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |