WM J. CASSIDY TIRE & AUTO SUPPLY, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan WILLIAM J. CASSIDY TIRE & AUTO SUPPLY COMPANY EMPLOYEE PROFIT SHARING PLAN
401k plan membership statisitcs for WILLIAM J. CASSIDY TIRE & AUTO SUPPLY COMPANY EMPLOYEE PROFIT SHARING PLAN
Measure | Date | Value |
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2021: WILLIAM J. CASSIDY TIRE & AUTO SUPPLY COMPANY EMPLOYEE PROFIT SHARING PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 105 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 0 |
Total of all active and inactive participants | 2021-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 0 |
Number of participants with account balances | 2021-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 3 |
2020: WILLIAM J. CASSIDY TIRE & AUTO SUPPLY COMPANY EMPLOYEE PROFIT SHARING PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 131 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 92 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 5 |
Total of all active and inactive participants | 2020-01-01 | 97 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 97 |
Number of participants with account balances | 2020-01-01 | 72 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 3 |
2019: WILLIAM J. CASSIDY TIRE & AUTO SUPPLY COMPANY EMPLOYEE PROFIT SHARING PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 128 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 112 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 8 |
Total of all active and inactive participants | 2019-01-01 | 120 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 120 |
Number of participants with account balances | 2019-01-01 | 120 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 14 |
2016: WILLIAM J. CASSIDY TIRE & AUTO SUPPLY COMPANY EMPLOYEE PROFIT SHARING PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 99 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 100 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 8 |
Total of all active and inactive participants | 2016-01-01 | 108 |
Total participants | 2016-01-01 | 108 |
Number of participants with account balances | 2016-01-01 | 108 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 5 |
2015: WILLIAM J. CASSIDY TIRE & AUTO SUPPLY COMPANY EMPLOYEE PROFIT SHARING PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 99 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 98 |
Total of all active and inactive participants | 2015-01-01 | 98 |
Total participants | 2015-01-01 | 98 |
Number of participants with account balances | 2015-01-01 | 108 |
2014: WILLIAM J. CASSIDY TIRE & AUTO SUPPLY COMPANY EMPLOYEE PROFIT SHARING PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 96 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 99 |
Total of all active and inactive participants | 2014-01-01 | 99 |
Total participants | 2014-01-01 | 99 |
Number of participants with account balances | 2014-01-01 | 102 |
2013: WILLIAM J. CASSIDY TIRE & AUTO SUPPLY COMPANY EMPLOYEE PROFIT SHARING PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 95 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 96 |
Total of all active and inactive participants | 2013-01-01 | 96 |
Total participants | 2013-01-01 | 96 |
Number of participants with account balances | 2013-01-01 | 113 |
2012: WILLIAM J. CASSIDY TIRE & AUTO SUPPLY COMPANY EMPLOYEE PROFIT SHARING PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 96 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 92 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 3 |
Total of all active and inactive participants | 2012-01-01 | 95 |
Total participants | 2012-01-01 | 95 |
Number of participants with account balances | 2012-01-01 | 95 |
2011: WILLIAM J. CASSIDY TIRE & AUTO SUPPLY COMPANY EMPLOYEE PROFIT SHARING PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 97 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 95 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 1 |
Total of all active and inactive participants | 2011-01-01 | 96 |
Total participants | 2011-01-01 | 96 |
Number of participants with account balances | 2011-01-01 | 95 |
2010: WILLIAM J. CASSIDY TIRE & AUTO SUPPLY COMPANY EMPLOYEE PROFIT SHARING PLAN 2010 401k membership |
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Total participants, beginning-of-year | 2010-01-01 | 87 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 97 |
Total of all active and inactive participants | 2010-01-01 | 97 |
Total participants | 2010-01-01 | 97 |
Number of participants with account balances | 2010-01-01 | 73 |
2009: WILLIAM J. CASSIDY TIRE & AUTO SUPPLY COMPANY EMPLOYEE PROFIT SHARING PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 98 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 87 |
Total of all active and inactive participants | 2009-01-01 | 87 |
Total participants | 2009-01-01 | 87 |
Number of participants with account balances | 2009-01-01 | 84 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
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2021 : WILLIAM J. CASSIDY TIRE & AUTO SUPPLY COMPANY EMPLOYEE PROFIT SHARING PLAN 2021 401k financial data |
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Total transfer of assets from this plan | 2021-12-01 | $4,354,256 |
Total income from all sources (including contributions) | 2021-12-01 | $320,064 |
Total of all expenses incurred | 2021-12-01 | $173,496 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-01 | $130,699 |
Value of total assets at end of year | 2021-12-01 | $0 |
Value of total assets at beginning of year | 2021-12-01 | $4,207,688 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-01 | $42,797 |
Total interest from all sources | 2021-12-01 | $3,456 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-01 | $7,757 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-01 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2021-12-01 | $0 |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-01 | $7,757 |
Was this plan covered by a fidelity bond | 2021-12-01 | Yes |
Value of fidelity bond cover | 2021-12-01 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-01 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-01 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-01 | No |
Participant contributions at end of year | 2021-12-01 | $0 |
Participant contributions at beginning of year | 2021-12-01 | $83,697 |
Other income not declared elsewhere | 2021-12-01 | $659 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-01 | No |
Value of net income/loss | 2021-12-01 | $146,568 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-01 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-01 | $4,207,688 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-01 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-01 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-01 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-01 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-01 | $723,791 |
Interest on participant loans | 2021-12-01 | $3,325 |
Value of interest in common/collective trusts at end of year | 2021-12-01 | $0 |
Value of interest in common/collective trusts at beginning of year | 2021-12-01 | $3,207,678 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-01 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-01 | $192,522 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-01 | $192,522 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-01 | $131 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-01 | $6,078 |
Net investment gain or loss from common/collective trusts | 2021-12-01 | $302,114 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-01 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2021-12-01 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-01 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-01 | $130,699 |
Contract administrator fees | 2021-12-01 | $42,797 |
Did the plan have assets held for investment | 2021-12-01 | No |
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 | 2021-12-01 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-01 | Yes |
Opinion of an independent qualified public accountant for this plan | 2021-12-01 | Unqualified |
Accountancy firm name | 2021-12-01 | MOWERY & SCHOENFELD, LLC |
Accountancy firm EIN | 2021-12-01 | 364111140 |
2020 : WILLIAM J. CASSIDY TIRE & AUTO SUPPLY COMPANY EMPLOYEE PROFIT SHARING PLAN 2020 401k financial data |
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Total income from all sources (including contributions) | 2020-12-31 | $542,809 |
Total of all expenses incurred | 2020-12-31 | $184,468 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $161,944 |
Value of total assets at end of year | 2020-12-31 | $4,207,688 |
Value of total assets at beginning of year | 2020-12-31 | $3,849,347 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $22,524 |
Total interest from all sources | 2020-12-31 | $3,635 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $10,574 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $10,574 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $1,000,000 |
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 |
Participant contributions at end of year | 2020-12-31 | $83,697 |
Participant contributions at beginning of year | 2020-12-31 | $59,747 |
Other income not declared elsewhere | 2020-12-31 | $679 |
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 | $358,341 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $4,207,688 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $3,849,347 |
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 registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $723,791 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $705,269 |
Interest on participant loans | 2020-12-31 | $2,855 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $3,207,678 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $2,877,268 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $192,522 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $207,063 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $207,063 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $780 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $79,423 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $448,498 |
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 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $161,944 |
Contract administrator fees | 2020-12-31 | $22,524 |
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 | MOWERY & SCHOENFELD, LLC |
Accountancy firm EIN | 2020-12-31 | 364111140 |
2019 : WILLIAM J. CASSIDY TIRE & AUTO SUPPLY COMPANY EMPLOYEE PROFIT SHARING PLAN 2019 401k financial data |
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Total income from all sources (including contributions) | 2019-12-31 | $574,826 |
Total income from all sources (including contributions) | 2019-12-31 | $574,826 |
Total of all expenses incurred | 2019-12-31 | $137,789 |
Total of all expenses incurred | 2019-12-31 | $137,789 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $115,807 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $115,807 |
Value of total assets at end of year | 2019-12-31 | $3,849,347 |
Value of total assets at end of year | 2019-12-31 | $3,849,347 |
Value of total assets at beginning of year | 2019-12-31 | $3,412,310 |
Value of total assets at beginning of year | 2019-12-31 | $3,412,310 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $21,982 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $21,982 |
Total interest from all sources | 2019-12-31 | $7,831 |
Total interest from all sources | 2019-12-31 | $7,831 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $33,410 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $33,410 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $33,410 |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $33,410 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $200,000 |
Value of fidelity bond cover | 2019-12-31 | $200,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Participant contributions at end of year | 2019-12-31 | $59,747 |
Participant contributions at end of year | 2019-12-31 | $59,747 |
Participant contributions at beginning of year | 2019-12-31 | $76,211 |
Participant contributions at beginning of year | 2019-12-31 | $76,211 |
Other income not declared elsewhere | 2019-12-31 | $1,370 |
Other income not declared elsewhere | 2019-12-31 | $1,370 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $437,037 |
Value of net income/loss | 2019-12-31 | $437,037 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $3,849,347 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $3,849,347 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $3,412,310 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $3,412,310 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $705,269 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $705,269 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $1,168,719 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $1,168,719 |
Interest on participant loans | 2019-12-31 | $3,978 |
Interest on participant loans | 2019-12-31 | $3,978 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $2,877,268 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $2,877,268 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $1,988,000 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $1,988,000 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $207,063 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $207,063 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $179,380 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $179,380 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $179,380 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $179,380 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $3,853 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $3,853 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $129,773 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $129,773 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $402,442 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $402,442 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Assets. Invements in employer securities at beginning of year | 2019-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2019-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $115,807 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $115,807 |
Contract administrator fees | 2019-12-31 | $21,982 |
Contract administrator fees | 2019-12-31 | $21,982 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan have assets held for investment | 2019-12-31 | 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 | 2019-12-31 | No |
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 | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | MOWERY & SCHOENFELD, LLC |
Accountancy firm name | 2019-12-31 | MOWERY & SCHOENFELD, LLC |
Accountancy firm EIN | 2019-12-31 | 364111140 |
Accountancy firm EIN | 2019-12-31 | 364111140 |
2016 : WILLIAM J. CASSIDY TIRE & AUTO SUPPLY COMPANY EMPLOYEE PROFIT SHARING PLAN 2016 401k financial data |
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Total income from all sources | 2016-12-31 | $224,367 |
Expenses. Total of all expenses incurred | 2016-12-31 | $172,023 |
Benefits paid (including direct rollovers) | 2016-12-31 | $150,989 |
Total plan assets at end of year | 2016-12-31 | $3,612,830 |
Total plan assets at beginning of year | 2016-12-31 | $3,560,486 |
Value of fidelity bond covering the plan | 2016-12-31 | $500,000 |
Other income received | 2016-12-31 | $174,367 |
Net income (gross income less expenses) | 2016-12-31 | $52,344 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $3,612,830 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $3,560,486 |
Assets. Value of participant loans | 2016-12-31 | $153,086 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $50,000 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $21,034 |
2015 : WILLIAM J. CASSIDY TIRE & AUTO SUPPLY COMPANY EMPLOYEE PROFIT SHARING PLAN 2015 401k financial data |
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Total plan liabilities at end of year | 2015-12-31 | $0 |
Total plan liabilities at beginning of year | 2015-12-31 | $6,200 |
Total income from all sources | 2015-12-31 | $166,545 |
Expenses. Total of all expenses incurred | 2015-12-31 | $2,076,430 |
Benefits paid (including direct rollovers) | 2015-12-31 | $2,054,434 |
Total plan assets at end of year | 2015-12-31 | $3,560,486 |
Total plan assets at beginning of year | 2015-12-31 | $5,476,571 |
Value of fidelity bond covering the plan | 2015-12-31 | $500,000 |
Other income received | 2015-12-31 | $116,545 |
Net income (gross income less expenses) | 2015-12-31 | $-1,909,885 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $3,560,486 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $5,470,371 |
Assets. Value of participant loans | 2015-12-31 | $163,855 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $50,000 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $21,996 |
2014 : WILLIAM J. CASSIDY TIRE & AUTO SUPPLY COMPANY EMPLOYEE PROFIT SHARING PLAN 2014 401k financial data |
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Total plan liabilities at end of year | 2014-12-31 | $6,200 |
Total plan liabilities at beginning of year | 2014-12-31 | $0 |
Total income from all sources | 2014-12-31 | $440,762 |
Expenses. Total of all expenses incurred | 2014-12-31 | $307,324 |
Benefits paid (including direct rollovers) | 2014-12-31 | $282,787 |
Total plan assets at end of year | 2014-12-31 | $5,476,571 |
Total plan assets at beginning of year | 2014-12-31 | $5,336,933 |
Value of fidelity bond covering the plan | 2014-12-31 | $500,000 |
Other income received | 2014-12-31 | $215,762 |
Net income (gross income less expenses) | 2014-12-31 | $133,438 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $5,470,371 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $5,336,933 |
Assets. Value of participant loans | 2014-12-31 | $186,379 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $225,000 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $24,537 |
2013 : WILLIAM J. CASSIDY TIRE & AUTO SUPPLY COMPANY EMPLOYEE PROFIT SHARING PLAN 2013 401k financial data |
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Total income from all sources | 2013-12-31 | $454,036 |
Expenses. Total of all expenses incurred | 2013-12-31 | $118,049 |
Benefits paid (including direct rollovers) | 2013-12-31 | $94,604 |
Total plan assets at end of year | 2013-12-31 | $5,336,933 |
Total plan assets at beginning of year | 2013-12-31 | $5,000,946 |
Value of fidelity bond covering the plan | 2013-12-31 | $500,000 |
Other income received | 2013-12-31 | $254,036 |
Net income (gross income less expenses) | 2013-12-31 | $335,987 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $5,336,933 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $5,000,946 |
Assets. Value of participant loans | 2013-12-31 | $155,960 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $200,000 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $23,445 |
2012 : WILLIAM J. CASSIDY TIRE & AUTO SUPPLY COMPANY EMPLOYEE PROFIT SHARING PLAN 2012 401k financial data |
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Total income from all sources | 2012-12-31 | $135,701 |
Expenses. Total of all expenses incurred | 2012-12-31 | $71,852 |
Benefits paid (including direct rollovers) | 2012-12-31 | $48,891 |
Total plan assets at end of year | 2012-12-31 | $5,000,946 |
Total plan assets at beginning of year | 2012-12-31 | $4,937,097 |
Value of fidelity bond covering the plan | 2012-12-31 | $500,000 |
Other income received | 2012-12-31 | $135,701 |
Net income (gross income less expenses) | 2012-12-31 | $63,849 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $5,000,946 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $4,937,097 |
Assets. Value of participant loans | 2012-12-31 | $153,624 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $22,961 |
2011 : WILLIAM J. CASSIDY TIRE & AUTO SUPPLY COMPANY EMPLOYEE PROFIT SHARING PLAN 2011 401k financial data |
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Total income from all sources | 2011-12-31 | $75,248 |
Expenses. Total of all expenses incurred | 2011-12-31 | $671,325 |
Benefits paid (including direct rollovers) | 2011-12-31 | $647,006 |
Total plan assets at end of year | 2011-12-31 | $4,937,097 |
Total plan assets at beginning of year | 2011-12-31 | $5,533,174 |
Value of fidelity bond covering the plan | 2011-12-31 | $500,000 |
Other income received | 2011-12-31 | $75,248 |
Net income (gross income less expenses) | 2011-12-31 | $-596,077 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $4,937,097 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $5,533,174 |
Assets. Value of participant loans | 2011-12-31 | $150,405 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $24,319 |
2010 : WILLIAM J. CASSIDY TIRE & AUTO SUPPLY COMPANY EMPLOYEE PROFIT SHARING PLAN 2010 401k financial data |
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Total income from all sources | 2010-12-31 | $156,242 |
Expenses. Total of all expenses incurred | 2010-12-31 | $50,499 |
Benefits paid (including direct rollovers) | 2010-12-31 | $31,635 |
Total plan assets at end of year | 2010-12-31 | $5,533,174 |
Total plan assets at beginning of year | 2010-12-31 | $5,427,431 |
Value of fidelity bond covering the plan | 2010-12-31 | $500,000 |
Other income received | 2010-12-31 | $156,242 |
Net income (gross income less expenses) | 2010-12-31 | $105,743 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $5,533,174 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $5,427,431 |
Assets. Value of participant loans | 2010-12-31 | $147,525 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $18,864 |