401k Plan data: RETIREMENT PLAN FOR EMPLOYEES OF AAA NORTHWEST OHIO plan

RETIREMENT PLAN FOR EMPLOYEES OF AAA NORTHWEST OHIO 401k Plan overview

Plan Name	RETIREMENT PLAN FOR EMPLOYEES OF AAA NORTHWEST OHIO
Plan identification number	001

RETIREMENT PLAN FOR EMPLOYEES OF AAA NORTHWEST OHIO Benefits

401k Plan Type	Defined Benefit Pension
Plan Features/Benefits	Benefits are primarily pay related Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).

401k Sponsoring company profile

AAA NORTHWEST OHIO has sponsored the creation of one or more 401k plans.

Company Name: AAA NORTHWEST OHIO

Employer identification number (EIN): 344374445

NAIC Classification: 488990

Additional information about AAA NORTHWEST OHIO

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division

Incorporation Date: 1920-12-14

Company Identification Number: 94780

Legal Registered Office Address: 7150 W CENTRAL AVE
-
TOLEDO
United States of America (USA)
436171163

More information about AAA NORTHWEST OHIO

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RETIREMENT PLAN FOR EMPLOYEES OF AAA NORTHWEST OHIO

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2014-09-01 RICHARD KIRSCH
001 2013-09-01 RICHARD KIRSCH
001 2012-09-01 RICHARD KIRSCH
001 2011-09-01 RICHARD KIRSCH RICHARD KIRSCH 2013-06-17
001 2010-09-01 RICHARD KIRSCH
001 2009-09-01 RICHARD KIRSCH RICHARD KIRSCH 2011-06-01

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2014-09-01	RICHARD KIRSCH
001	2013-09-01	RICHARD KIRSCH
001	2012-09-01	RICHARD KIRSCH
001	2011-09-01	RICHARD KIRSCH	RICHARD KIRSCH	2013-06-17
001	2010-09-01	RICHARD KIRSCH
001	2009-09-01	RICHARD KIRSCH	RICHARD KIRSCH	2011-06-01

Plan Statistics for RETIREMENT PLAN FOR EMPLOYEES OF AAA NORTHWEST OHIO

401k plan membership statisitcs for RETIREMENT PLAN FOR EMPLOYEES OF AAA NORTHWEST OHIO

Measure Date Value
2014: RETIREMENT PLAN FOR EMPLOYEES OF AAA NORTHWEST OHIO 2014 401k membership
Total participants, beginning-of-year 2014-09-01 193
Total number of active participants reported on line 7a of the Form 5500 2014-09-01 56
Number of retired or separated participants receiving benefits 2014-09-01 53
Number of other retired or separated participants entitled to future benefits 2014-09-01 78
Total of all active and inactive participants 2014-09-01 187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-09-01 3
Total participants 2014-09-01 190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-09-01 0
2013: RETIREMENT PLAN FOR EMPLOYEES OF AAA NORTHWEST OHIO 2013 401k membership
Total participants, beginning-of-year 2013-09-01 192
Total number of active participants reported on line 7a of the Form 5500 2013-09-01 64
Number of retired or separated participants receiving benefits 2013-09-01 53
Number of other retired or separated participants entitled to future benefits 2013-09-01 74
Total of all active and inactive participants 2013-09-01 191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-09-01 2
Total participants 2013-09-01 193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-09-01 0
2012: RETIREMENT PLAN FOR EMPLOYEES OF AAA NORTHWEST OHIO 2012 401k membership
Total participants, beginning-of-year 2012-09-01 196
Total number of active participants reported on line 7a of the Form 5500 2012-09-01 68
Number of retired or separated participants receiving benefits 2012-09-01 48
Number of other retired or separated participants entitled to future benefits 2012-09-01 74
Total of all active and inactive participants 2012-09-01 190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-09-01 2
Total participants 2012-09-01 192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-09-01 3
2011: RETIREMENT PLAN FOR EMPLOYEES OF AAA NORTHWEST OHIO 2011 401k membership
Total participants, beginning-of-year 2011-09-01 201
Total number of active participants reported on line 7a of the Form 5500 2011-09-01 83
Number of retired or separated participants receiving benefits 2011-09-01 44
Number of other retired or separated participants entitled to future benefits 2011-09-01 67
Total of all active and inactive participants 2011-09-01 194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-09-01 2
Total participants 2011-09-01 196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-09-01 5
2010: RETIREMENT PLAN FOR EMPLOYEES OF AAA NORTHWEST OHIO 2010 401k membership
Total participants, beginning-of-year 2010-09-01 218
Total number of active participants reported on line 7a of the Form 5500 2010-09-01 96
Number of retired or separated participants receiving benefits 2010-09-01 40
Number of other retired or separated participants entitled to future benefits 2010-09-01 63
Total of all active and inactive participants 2010-09-01 199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-09-01 2
Total participants 2010-09-01 201
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-09-01 15
2009: RETIREMENT PLAN FOR EMPLOYEES OF AAA NORTHWEST OHIO 2009 401k membership
Total participants, beginning-of-year 2009-09-01 215
Total number of active participants reported on line 7a of the Form 5500 2009-09-01 118
Number of retired or separated participants receiving benefits 2009-09-01 37
Number of other retired or separated participants entitled to future benefits 2009-09-01 59
Total of all active and inactive participants 2009-09-01 214
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-09-01 2
Total participants 2009-09-01 216
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-09-01 15

Measure	Date	Value
2014: RETIREMENT PLAN FOR EMPLOYEES OF AAA NORTHWEST OHIO 2014 401k membership
Total participants, beginning-of-year	2014-09-01	193
Total number of active participants reported on line 7a of the Form 5500	2014-09-01	56
Number of retired or separated participants receiving benefits	2014-09-01	53
Number of other retired or separated participants entitled to future benefits	2014-09-01	78
Total of all active and inactive participants	2014-09-01	187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-09-01	3
Total participants	2014-09-01	190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-09-01	0
2013: RETIREMENT PLAN FOR EMPLOYEES OF AAA NORTHWEST OHIO 2013 401k membership
Total participants, beginning-of-year	2013-09-01	192
Total number of active participants reported on line 7a of the Form 5500	2013-09-01	64
Number of retired or separated participants receiving benefits	2013-09-01	53
Number of other retired or separated participants entitled to future benefits	2013-09-01	74
Total of all active and inactive participants	2013-09-01	191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-09-01	2
Total participants	2013-09-01	193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-09-01	0
2012: RETIREMENT PLAN FOR EMPLOYEES OF AAA NORTHWEST OHIO 2012 401k membership
Total participants, beginning-of-year	2012-09-01	196
Total number of active participants reported on line 7a of the Form 5500	2012-09-01	68
Number of retired or separated participants receiving benefits	2012-09-01	48
Number of other retired or separated participants entitled to future benefits	2012-09-01	74
Total of all active and inactive participants	2012-09-01	190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-09-01	2
Total participants	2012-09-01	192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-09-01	3
2011: RETIREMENT PLAN FOR EMPLOYEES OF AAA NORTHWEST OHIO 2011 401k membership
Total participants, beginning-of-year	2011-09-01	201
Total number of active participants reported on line 7a of the Form 5500	2011-09-01	83
Number of retired or separated participants receiving benefits	2011-09-01	44
Number of other retired or separated participants entitled to future benefits	2011-09-01	67
Total of all active and inactive participants	2011-09-01	194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-09-01	2
Total participants	2011-09-01	196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-09-01	5
2010: RETIREMENT PLAN FOR EMPLOYEES OF AAA NORTHWEST OHIO 2010 401k membership
Total participants, beginning-of-year	2010-09-01	218
Total number of active participants reported on line 7a of the Form 5500	2010-09-01	96
Number of retired or separated participants receiving benefits	2010-09-01	40
Number of other retired or separated participants entitled to future benefits	2010-09-01	63
Total of all active and inactive participants	2010-09-01	199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-09-01	2
Total participants	2010-09-01	201
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-09-01	15
2009: RETIREMENT PLAN FOR EMPLOYEES OF AAA NORTHWEST OHIO 2009 401k membership
Total participants, beginning-of-year	2009-09-01	215
Total number of active participants reported on line 7a of the Form 5500	2009-09-01	118
Number of retired or separated participants receiving benefits	2009-09-01	37
Number of other retired or separated participants entitled to future benefits	2009-09-01	59
Total of all active and inactive participants	2009-09-01	214
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-09-01	2
Total participants	2009-09-01	216
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-09-01	15

Financial Data on RETIREMENT PLAN FOR EMPLOYEES OF AAA NORTHWEST OHIO

Measure	Date	Value
2015 : RETIREMENT PLAN FOR EMPLOYEES OF AAA NORTHWEST OHIO 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2015-08-31	$-14,445
Total unrealized appreciation/depreciation of assets	2015-08-31	$-14,445
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-08-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-08-31	$0
Total income from all sources (including contributions)	2015-08-31	$434,956
Total loss/gain on sale of assets	2015-08-31	$-5,829
Total of all expenses incurred	2015-08-31	$363,524
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-08-31	$337,362
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-08-31	$420,000
Value of total assets at end of year	2015-08-31	$8,043,697
Value of total assets at beginning of year	2015-08-31	$7,972,265
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-08-31	$26,162
Total interest from all sources	2015-08-31	$63,139
Total dividends received (eg from common stock, registered investment company shares)	2015-08-31	$223,859
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-08-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-08-31	$223,859
Administrative expenses professional fees incurred	2015-08-31	$26,162
Was this plan covered by a fidelity bond	2015-08-31	Yes
Value of fidelity bond cover	2015-08-31	$1,000,000
If this is an individual account plan, was there a blackout period	2015-08-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-08-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-08-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-08-31	$15,064
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-08-31	$17,951
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-08-31	No
Value of net income/loss	2015-08-31	$71,432
Value of net assets at end of year (total assets less liabilities)	2015-08-31	$8,043,697
Value of net assets at beginning of year (total assets less liabilities)	2015-08-31	$7,972,265
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-08-31	No
Were any leases to which the plan was party in default or uncollectible	2015-08-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-08-31	$5,374,849
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-08-31	$5,430,672
Income. Interest from US Government securities	2015-08-31	$21,616
Income. Interest from corporate debt instruments	2015-08-31	$41,218
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-08-31	$387,921
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-08-31	$189,659
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-08-31	$189,659
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-08-31	$305
Asset value of US Government securities at end of year	2015-08-31	$1,131,024
Asset value of US Government securities at beginning of year	2015-08-31	$1,079,670
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-08-31	$-251,768
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-08-31	Yes
Was there a failure to transmit to the plan any participant contributions	2015-08-31	No
Has the plan failed to provide any benefit when due under the plan	2015-08-31	No
Contributions received in cash from employer	2015-08-31	$420,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-08-31	$337,362
Asset. Corporate debt instrument debt (other) at end of year	2015-08-31	$1,134,839
Asset. Corporate debt instrument debt (other) at beginning of year	2015-08-31	$1,254,313
Did the plan have assets held for investment	2015-08-31	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	2015-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-08-31	No
Aggregate proceeds on sale of assets	2015-08-31	$397,775
Aggregate carrying amount (costs) on sale of assets	2015-08-31	$403,604
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-08-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-08-31	Disclaimer
Accountancy firm name	2015-08-31	REHMANN ROBSON LLC
Accountancy firm EIN	2015-08-31	383635706
2014 : RETIREMENT PLAN FOR EMPLOYEES OF AAA NORTHWEST OHIO 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2014-08-31	$15,392
Total unrealized appreciation/depreciation of assets	2014-08-31	$15,392
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-08-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-08-31	$0
Total income from all sources (including contributions)	2014-08-31	$1,459,607
Total loss/gain on sale of assets	2014-08-31	$-2,647
Total of all expenses incurred	2014-08-31	$338,143
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-08-31	$314,235
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-08-31	$420,000
Value of total assets at end of year	2014-08-31	$7,972,265
Value of total assets at beginning of year	2014-08-31	$6,850,801
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-08-31	$23,908
Total interest from all sources	2014-08-31	$66,184
Total dividends received (eg from common stock, registered investment company shares)	2014-08-31	$167,481
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-08-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-08-31	$167,481
Was this plan covered by a fidelity bond	2014-08-31	Yes
Value of fidelity bond cover	2014-08-31	$1,000,000
If this is an individual account plan, was there a blackout period	2014-08-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-08-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-08-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-08-31	$17,951
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-08-31	$15,998
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-08-31	No
Value of net income/loss	2014-08-31	$1,121,464
Value of net assets at end of year (total assets less liabilities)	2014-08-31	$7,972,265
Value of net assets at beginning of year (total assets less liabilities)	2014-08-31	$6,850,801
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-08-31	No
Were any leases to which the plan was party in default or uncollectible	2014-08-31	No
Investment advisory and management fees	2014-08-31	$23,908
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-08-31	$5,430,672
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-08-31	$4,374,544
Income. Interest from US Government securities	2014-08-31	$24,990
Income. Interest from corporate debt instruments	2014-08-31	$40,844
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-08-31	$189,659
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-08-31	$329,876
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-08-31	$329,876
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-08-31	$350
Asset value of US Government securities at end of year	2014-08-31	$1,079,670
Asset value of US Government securities at beginning of year	2014-08-31	$886,600
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-08-31	$793,197
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-08-31	Yes
Was there a failure to transmit to the plan any participant contributions	2014-08-31	No
Has the plan failed to provide any benefit when due under the plan	2014-08-31	No
Contributions received in cash from employer	2014-08-31	$420,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-08-31	$314,235
Asset. Corporate debt instrument debt (other) at end of year	2014-08-31	$1,254,313
Asset. Corporate debt instrument debt (other) at beginning of year	2014-08-31	$1,243,783
Did the plan have assets held for investment	2014-08-31	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	2014-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-08-31	No
Aggregate proceeds on sale of assets	2014-08-31	$501,439
Aggregate carrying amount (costs) on sale of assets	2014-08-31	$504,086
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-08-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-08-31	Disclaimer
Accountancy firm name	2014-08-31	REHMANN ROBSON LLC
Accountancy firm EIN	2014-08-31	383635706
2013 : RETIREMENT PLAN FOR EMPLOYEES OF AAA NORTHWEST OHIO 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2013-08-31	$353,715
Total unrealized appreciation/depreciation of assets	2013-08-31	$353,715
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-08-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-08-31	$49,925
Total income from all sources (including contributions)	2013-08-31	$1,079,242
Total loss/gain on sale of assets	2013-08-31	$-7,773
Total of all expenses incurred	2013-08-31	$332,183
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-08-31	$302,440
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-08-31	$380,000
Value of total assets at end of year	2013-08-31	$6,850,801
Value of total assets at beginning of year	2013-08-31	$6,153,667
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-08-31	$29,743
Total interest from all sources	2013-08-31	$69,378
Total dividends received (eg from common stock, registered investment company shares)	2013-08-31	$108,526
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-08-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-08-31	$108,526
Administrative expenses professional fees incurred	2013-08-31	$8,776
Was this plan covered by a fidelity bond	2013-08-31	Yes
Value of fidelity bond cover	2013-08-31	$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-08-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-08-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-08-31	$15,998
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-08-31	$17,890
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2013-08-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-08-31	$49,925
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-08-31	No
Value of net income/loss	2013-08-31	$747,059
Value of net assets at end of year (total assets less liabilities)	2013-08-31	$6,850,801
Value of net assets at beginning of year (total assets less liabilities)	2013-08-31	$6,103,742
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-08-31	No
Were any leases to which the plan was party in default or uncollectible	2013-08-31	No
Investment advisory and management fees	2013-08-31	$20,967
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-08-31	$4,374,544
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-08-31	$3,702,709
Income. Interest from US Government securities	2013-08-31	$24,946
Income. Interest from corporate debt instruments	2013-08-31	$42,493
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-08-31	$329,876
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-08-31	$445,694
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-08-31	$445,694
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-08-31	$1,939
Asset value of US Government securities at end of year	2013-08-31	$886,600
Asset value of US Government securities at beginning of year	2013-08-31	$827,633
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-08-31	$175,396
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-08-31	Yes
Was there a failure to transmit to the plan any participant contributions	2013-08-31	No
Has the plan failed to provide any benefit when due under the plan	2013-08-31	No
Contributions received in cash from employer	2013-08-31	$380,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-08-31	$302,440
Asset. Corporate debt instrument debt (other) at end of year	2013-08-31	$1,243,783
Asset. Corporate debt instrument debt (other) at beginning of year	2013-08-31	$1,159,741
Did the plan have assets held for investment	2013-08-31	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	2013-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-08-31	No
Aggregate proceeds on sale of assets	2013-08-31	$499,853
Aggregate carrying amount (costs) on sale of assets	2013-08-31	$507,626
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-08-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-08-31	Disclaimer
Accountancy firm name	2013-08-31	REHMANN ROBSON
Accountancy firm EIN	2013-08-31	383635706
2012 : RETIREMENT PLAN FOR EMPLOYEES OF AAA NORTHWEST OHIO 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2012-08-31	$-9,609
Total unrealized appreciation/depreciation of assets	2012-08-31	$-9,609
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-08-31	$49,925
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-08-31	$0
Total income from all sources (including contributions)	2012-08-31	$701,742
Total loss/gain on sale of assets	2012-08-31	$-8,362
Total of all expenses incurred	2012-08-31	$366,096
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-08-31	$274,816
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-08-31	$215,000
Value of total assets at end of year	2012-08-31	$6,153,667
Value of total assets at beginning of year	2012-08-31	$5,768,096
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-08-31	$91,280
Total interest from all sources	2012-08-31	$78,104
Total dividends received (eg from common stock, registered investment company shares)	2012-08-31	$73,850
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-08-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-08-31	$73,850
Administrative expenses professional fees incurred	2012-08-31	$77,551
Was this plan covered by a fidelity bond	2012-08-31	Yes
Value of fidelity bond cover	2012-08-31	$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-08-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-08-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-08-31	$17,890
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-08-31	$25,222
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2012-08-31	$49,925
Administrative expenses (other) incurred	2012-08-31	$13,729
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-08-31	No
Value of net income/loss	2012-08-31	$335,646
Value of net assets at end of year (total assets less liabilities)	2012-08-31	$6,103,742
Value of net assets at beginning of year (total assets less liabilities)	2012-08-31	$5,768,096
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-08-31	No
Were any leases to which the plan was party in default or uncollectible	2012-08-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-08-31	$3,702,709
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-08-31	$3,305,198
Income. Interest from US Government securities	2012-08-31	$31,110
Income. Interest from corporate debt instruments	2012-08-31	$46,546
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-08-31	$445,694
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-08-31	$386,459
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-08-31	$386,459
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-08-31	$448
Asset value of US Government securities at end of year	2012-08-31	$827,633
Asset value of US Government securities at beginning of year	2012-08-31	$844,095
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-08-31	$352,759
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-08-31	Yes
Was there a failure to transmit to the plan any participant contributions	2012-08-31	No
Has the plan failed to provide any benefit when due under the plan	2012-08-31	No
Contributions received in cash from employer	2012-08-31	$215,000
Employer contributions (assets) at end of year	2012-08-31	$0
Employer contributions (assets) at beginning of year	2012-08-31	$115,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-08-31	$274,816
Asset. Corporate debt instrument debt (other) at end of year	2012-08-31	$1,159,741
Asset. Corporate debt instrument debt (other) at beginning of year	2012-08-31	$1,092,122
Did the plan have assets held for investment	2012-08-31	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	2012-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-08-31	No
Aggregate proceeds on sale of assets	2012-08-31	$1,143,335
Aggregate carrying amount (costs) on sale of assets	2012-08-31	$1,151,697
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-08-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-08-31	Disclaimer
Accountancy firm name	2012-08-31	REHMANN ROBSON
Accountancy firm EIN	2012-08-31	383567911
2011 : RETIREMENT PLAN FOR EMPLOYEES OF AAA NORTHWEST OHIO 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2011-08-31	$-6,748
Total unrealized appreciation/depreciation of assets	2011-08-31	$-6,748
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-08-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-08-31	$0
Total income from all sources (including contributions)	2011-08-31	$1,039,699
Total loss/gain on sale of assets	2011-08-31	$-6,615
Total of all expenses incurred	2011-08-31	$355,098
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-08-31	$259,854
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-08-31	$515,000
Value of total assets at end of year	2011-08-31	$5,768,096
Value of total assets at beginning of year	2011-08-31	$5,083,495
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-08-31	$95,244
Total interest from all sources	2011-08-31	$82,111
Total dividends received (eg from common stock, registered investment company shares)	2011-08-31	$71,253
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-08-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-08-31	$71,253
Administrative expenses professional fees incurred	2011-08-31	$61,865
Was this plan covered by a fidelity bond	2011-08-31	Yes
Value of fidelity bond cover	2011-08-31	$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-08-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-08-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-08-31	$25,222
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-08-31	$19,937
Administrative expenses (other) incurred	2011-08-31	$33,379
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-08-31	No
Value of net income/loss	2011-08-31	$684,601
Value of net assets at end of year (total assets less liabilities)	2011-08-31	$5,768,096
Value of net assets at beginning of year (total assets less liabilities)	2011-08-31	$5,083,495
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-08-31	No
Were any leases to which the plan was party in default or uncollectible	2011-08-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-08-31	$3,305,198
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-08-31	$2,857,068
Income. Interest from US Government securities	2011-08-31	$37,540
Income. Interest from corporate debt instruments	2011-08-31	$43,811
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-08-31	$386,459
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-08-31	$406,270
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-08-31	$406,270
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-08-31	$760
Asset value of US Government securities at end of year	2011-08-31	$844,095
Asset value of US Government securities at beginning of year	2011-08-31	$908,272
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-08-31	$384,698
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-08-31	Yes
Was there a failure to transmit to the plan any participant contributions	2011-08-31	No
Has the plan failed to provide any benefit when due under the plan	2011-08-31	No
Contributions received in cash from employer	2011-08-31	$515,000
Employer contributions (assets) at end of year	2011-08-31	$115,000
Employer contributions (assets) at beginning of year	2011-08-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-08-31	$259,854
Asset. Corporate debt instrument debt (other) at end of year	2011-08-31	$1,092,122
Asset. Corporate debt instrument debt (other) at beginning of year	2011-08-31	$891,948
Did the plan have assets held for investment	2011-08-31	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	2011-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-08-31	No
Aggregate proceeds on sale of assets	2011-08-31	$932,301
Aggregate carrying amount (costs) on sale of assets	2011-08-31	$938,916
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-08-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-08-31	Disclaimer
Accountancy firm name	2011-08-31	SPILMAN, HILLS & HEIDEBRINK, LTD
Accountancy firm EIN	2011-08-31	341833111
2010 : RETIREMENT PLAN FOR EMPLOYEES OF AAA NORTHWEST OHIO 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-08-31	$0

Form 5500 Responses for RETIREMENT PLAN FOR EMPLOYEES OF AAA NORTHWEST OHIO

2014: RETIREMENT PLAN FOR EMPLOYEES OF AAA NORTHWEST OHIO 2014 form 5500 responses
2014-09-01	Type of plan entity	Single employer plan
2014-09-01	Submission has been amended	No
2014-09-01	This submission is the final filing	No
2014-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-09-01	Plan is a collectively bargained plan	No
2014-09-01	Plan funding arrangement – Trust	Yes
2014-09-01	Plan benefit arrangement - Trust	Yes
2013: RETIREMENT PLAN FOR EMPLOYEES OF AAA NORTHWEST OHIO 2013 form 5500 responses
2013-09-01	Type of plan entity	Single employer plan
2013-09-01	Submission has been amended	No
2013-09-01	This submission is the final filing	No
2013-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-09-01	Plan is a collectively bargained plan	No
2013-09-01	Plan funding arrangement – Trust	Yes
2013-09-01	Plan benefit arrangement - Trust	Yes
2012: RETIREMENT PLAN FOR EMPLOYEES OF AAA NORTHWEST OHIO 2012 form 5500 responses
2012-09-01	Type of plan entity	Single employer plan
2012-09-01	Submission has been amended	No
2012-09-01	This submission is the final filing	No
2012-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-09-01	Plan is a collectively bargained plan	No
2012-09-01	Plan funding arrangement – Trust	Yes
2012-09-01	Plan benefit arrangement - Trust	Yes
2011: RETIREMENT PLAN FOR EMPLOYEES OF AAA NORTHWEST OHIO 2011 form 5500 responses
2011-09-01	Type of plan entity	Single employer plan
2011-09-01	Submission has been amended	No
2011-09-01	This submission is the final filing	No
2011-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-09-01	Plan is a collectively bargained plan	No
2011-09-01	Plan funding arrangement – Trust	Yes
2011-09-01	Plan benefit arrangement - Trust	Yes
2010: RETIREMENT PLAN FOR EMPLOYEES OF AAA NORTHWEST OHIO 2010 form 5500 responses
2010-09-01	Type of plan entity	Single employer plan
2010-09-01	Submission has been amended	No
2010-09-01	This submission is the final filing	No
2010-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-09-01	Plan is a collectively bargained plan	No
2010-09-01	Plan funding arrangement – Trust	Yes
2010-09-01	Plan benefit arrangement - Trust	Yes
2009: RETIREMENT PLAN FOR EMPLOYEES OF AAA NORTHWEST OHIO 2009 form 5500 responses
2009-09-01	Type of plan entity	Single employer plan
2009-09-01	Submission has been amended	No
2009-09-01	This submission is the final filing	No
2009-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-09-01	Plan is a collectively bargained plan	No
2009-09-01	Plan funding arrangement – Trust	Yes
2009-09-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	AAA NORTHWEST OHIO
Employer identification number (EIN):	344374445
NAIC Classification:	488990

Jurisdiction of Incorporation:	Ohio Secretary of State Business Services Division
Incorporation Date:	1920-12-14
Company Identification Number:	94780
Legal Registered Office Address:	7150 W CENTRAL AVE - TOLEDO United States of America (USA) 436171163