ANDERSON NISSAN, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ANDERSON AUTOMOTIVE RETIREMENT PLAN
Measure | Date | Value |
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2022 : ANDERSON AUTOMOTIVE RETIREMENT PLAN 2022 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $8,721 |
Total income from all sources (including contributions) | 2022-12-31 | $-1,806,042 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $1,057,543 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $983,671 |
Value of total corrective distributions | 2022-12-31 | $909 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $1,646,414 |
Value of total assets at end of year | 2022-12-31 | $18,391,454 |
Value of total assets at beginning of year | 2022-12-31 | $21,263,760 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $72,963 |
Total interest from all sources | 2022-12-31 | $7,742 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $1,269,200 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $1,269,200 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $1,196,935 |
Participant contributions at end of year | 2022-12-31 | $12,506 |
Participant contributions at beginning of year | 2022-12-31 | $10,626 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $2,882 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-12-31 | $8,721 |
Administrative expenses (other) incurred | 2022-12-31 | $72,963 |
Total non interest bearing cash at end of year | 2022-12-31 | $28 |
Total non interest bearing cash at beginning of year | 2022-12-31 | $25 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-2,863,585 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $18,391,454 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $21,255,039 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $17,631,374 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $20,926,628 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $632,514 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $217,799 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $217,799 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $7,742 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-4,729,398 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $446,597 |
Employer contributions (assets) at end of year | 2022-12-31 | $115,032 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $108,682 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $983,671 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | WOODWARD AND ASSOCIATES, INC. |
Accountancy firm EIN | 2022-12-31 | 371378349 |
2021 : ANDERSON AUTOMOTIVE RETIREMENT PLAN 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $8,721 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $4,221,786 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $1,568,806 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $1,478,343 |
Value of total corrective distributions | 2021-12-31 | $8,721 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $1,749,088 |
Value of total assets at end of year | 2021-12-31 | $21,263,760 |
Value of total assets at beginning of year | 2021-12-31 | $18,602,059 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $81,742 |
Total interest from all sources | 2021-12-31 | $38 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $1,536,187 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $1,536,187 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | Yes |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $1,057,694 |
Participant contributions at end of year | 2021-12-31 | $10,626 |
Participant contributions at beginning of year | 2021-12-31 | $14,551 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $74,683 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-12-31 | $8,721 |
Administrative expenses (other) incurred | 2021-12-31 | $81,742 |
Total non interest bearing cash at end of year | 2021-12-31 | $25 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $2,652,980 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $21,255,039 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $18,602,059 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $20,926,628 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $18,501,392 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $217,799 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $19 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $19 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $38 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $936,473 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $616,711 |
Employer contributions (assets) at end of year | 2021-12-31 | $108,682 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $86,097 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $1,478,343 |
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 | 2021-12-31 | Yes |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | WOODWARD AND ASSOCIATES, INC. |
Accountancy firm EIN | 2021-12-31 | 371378349 |
2020 : ANDERSON AUTOMOTIVE RETIREMENT PLAN 2020 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $3,559,252 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $2,771,206 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $2,701,963 |
Value of total corrective distributions | 2020-12-31 | $4,123 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $1,325,378 |
Value of total assets at end of year | 2020-12-31 | $18,602,059 |
Value of total assets at beginning of year | 2020-12-31 | $17,814,013 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $65,120 |
Total interest from all sources | 2020-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $789,348 |
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 | $789,348 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $967,152 |
Participant contributions at end of year | 2020-12-31 | $14,551 |
Participant contributions at beginning of year | 2020-12-31 | $9,985 |
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 | $788,046 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $18,602,059 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $17,814,013 |
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 | $18,501,392 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $17,711,502 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $19 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $213 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $213 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $1,444,526 |
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 |
Contributions received in cash from employer | 2020-12-31 | $358,226 |
Employer contributions (assets) at end of year | 2020-12-31 | $86,097 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $92,313 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $2,701,963 |
Contract administrator fees | 2020-12-31 | $65,120 |
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 | WOODWARD AND ASSOCIATES, INC |
Accountancy firm EIN | 2020-12-31 | 371378349 |
2019 : ANDERSON AUTOMOTIVE RETIREMENT PLAN 2019 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $4,747,298 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $2,285,550 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $2,229,502 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,388,933 |
Value of total assets at end of year | 2019-12-31 | $17,814,013 |
Value of total assets at beginning of year | 2019-12-31 | $15,352,265 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $56,048 |
Total interest from all sources | 2019-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $753,835 |
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 | $753,835 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
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 |
Contributions received from participants | 2019-12-31 | $995,143 |
Participant contributions at end of year | 2019-12-31 | $9,985 |
Participant contributions at beginning of year | 2019-12-31 | $10,205 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $25,697 |
Administrative expenses (other) incurred | 2019-12-31 | $3,150 |
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 | $2,461,748 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $17,814,013 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $15,352,265 |
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 leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Investment advisory and management fees | 2019-12-31 | $51,998 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $17,711,502 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $15,018,990 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $213 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $233,170 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $233,170 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $2,604,530 |
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 |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $368,093 |
Employer contributions (assets) at end of year | 2019-12-31 | $92,313 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $89,900 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $2,229,502 |
Contract administrator fees | 2019-12-31 | $900 |
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 |
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 |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | WOODWARD AND ASSOCIATES, INC |
Accountancy firm EIN | 2019-12-31 | 371378349 |
2018 : ANDERSON AUTOMOTIVE RETIREMENT PLAN 2018 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $283,301 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $1,254,846 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $1,200,625 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $1,374,403 |
Value of total assets at end of year | 2018-12-31 | $15,352,265 |
Value of total assets at beginning of year | 2018-12-31 | $16,323,810 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $54,221 |
Total interest from all sources | 2018-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $1,142,072 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $1,142,072 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $1,006,552 |
Participant contributions at end of year | 2018-12-31 | $10,205 |
Participant contributions at beginning of year | 2018-12-31 | $8,988 |
Other income not declared elsewhere | 2018-12-31 | $41 |
Administrative expenses (other) incurred | 2018-12-31 | $605 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-971,545 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $15,352,265 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $16,323,810 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $15,018,990 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $16,076,340 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $233,170 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $157,973 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $157,973 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-2,233,215 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $367,851 |
Employer contributions (assets) at end of year | 2018-12-31 | $89,900 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $80,509 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $1,200,625 |
Contract administrator fees | 2018-12-31 | $53,616 |
Did the plan have assets held for investment | 2018-12-31 | 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 | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | WOODWARD AND ASSOCIATES, INC |
Accountancy firm EIN | 2018-12-31 | 371378349 |
2017 : ANDERSON AUTOMOTIVE RETIREMENT PLAN 2017 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $3,907,766 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $1,965,850 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $1,919,785 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $1,265,700 |
Value of total assets at end of year | 2017-12-31 | $16,323,810 |
Value of total assets at beginning of year | 2017-12-31 | $14,381,894 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $46,065 |
Total interest from all sources | 2017-12-31 | $1,838 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $697,188 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $697,188 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $916,984 |
Participant contributions at end of year | 2017-12-31 | $8,988 |
Participant contributions at beginning of year | 2017-12-31 | $8,866 |
Administrative expenses (other) incurred | 2017-12-31 | $46,065 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $1,941,916 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $16,323,810 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $14,381,894 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $16,076,340 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $13,689,821 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $157,973 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $608,617 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $608,617 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $1,838 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $1,943,040 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $348,716 |
Employer contributions (assets) at end of year | 2017-12-31 | $80,509 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $74,590 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $1,919,785 |
Did the plan have assets held for investment | 2017-12-31 | 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 | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | WOODWARD & ASSOCIATES, INC |
Accountancy firm EIN | 2017-12-31 | 371378349 |
2016 : ANDERSON AUTOMOTIVE RETIREMENT PLAN 2016 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $33 |
Total income from all sources (including contributions) | 2016-12-31 | $2,908,679 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $875,841 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $833,561 |
Value of total corrective distributions | 2016-12-31 | $392 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $1,304,254 |
Value of total assets at end of year | 2016-12-31 | $14,381,894 |
Value of total assets at beginning of year | 2016-12-31 | $12,349,089 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $41,888 |
Total interest from all sources | 2016-12-31 | $2,375 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $422,721 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $422,721 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $949,763 |
Participant contributions at end of year | 2016-12-31 | $8,866 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $3,215 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-12-31 | $33 |
Administrative expenses (other) incurred | 2016-12-31 | $41,888 |
Total non interest bearing cash at beginning of year | 2016-12-31 | $12,345,874 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $2,032,838 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $14,381,894 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $12,349,056 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $13,689,821 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $608,617 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-12-31 | $2,375 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $1,179,329 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $354,491 |
Employer contributions (assets) at end of year | 2016-12-31 | $74,590 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $833,561 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | WOODWARD & ASSOCIATES |
Accountancy firm EIN | 2016-12-31 | 371378349 |
2015 : ANDERSON AUTOMOTIVE RETIREMENT PLAN 2015 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $33 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $66,956 |
Total income from all sources (including contributions) | 2015-12-31 | $1,150,221 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $625,883 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $590,328 |
Value of total corrective distributions | 2015-12-31 | $17,387 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $1,167,440 |
Value of total assets at end of year | 2015-12-31 | $12,349,089 |
Value of total assets at beginning of year | 2015-12-31 | $11,891,674 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $18,168 |
Total interest from all sources | 2015-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $149,605 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $149,605 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $834,954 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $3,215 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $2,751 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-12-31 | $33 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-12-31 | $66,956 |
Administrative expenses (other) incurred | 2015-12-31 | $18,168 |
Total non interest bearing cash at end of year | 2015-12-31 | $12,345,874 |
Total non interest bearing cash at beginning of year | 2015-12-31 | $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 | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $524,338 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $12,349,056 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $11,824,718 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $10,563,798 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $1,258,139 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-172,688 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $5,864 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $332,486 |
Employer contributions (assets) at end of year | 2015-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $66,986 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $590,328 |
Did the plan have assets held for investment | 2015-12-31 | 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 | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | WOODWARD & ASSOCIATES, INC. |
Accountancy firm EIN | 2015-12-31 | 371378349 |
2014 : ANDERSON AUTOMOTIVE RETIREMENT PLAN 2014 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $66,956 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $54,273 |
Total income from all sources (including contributions) | 2014-12-31 | $1,661,737 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $874,738 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $846,014 |
Value of total corrective distributions | 2014-12-31 | $10,752 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $998,270 |
Value of total assets at end of year | 2014-12-31 | $11,891,674 |
Value of total assets at beginning of year | 2014-12-31 | $11,091,992 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $17,972 |
Total interest from all sources | 2014-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $146,472 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $146,472 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
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 | $712,912 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $1,315 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $2,751 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $1,545 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-12-31 | $66,956 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-12-31 | $54,273 |
Administrative expenses (other) incurred | 2014-12-31 | $17,972 |
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 | $786,999 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $11,824,718 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $11,037,719 |
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 | $10,563,798 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $9,692,992 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $1,258,139 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $1,343,182 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $491,392 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $25,603 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $284,043 |
Employer contributions (assets) at end of year | 2014-12-31 | $66,986 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $54,273 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $846,014 |
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 | WOODWARD & ASSOCIATES, INC. |
Accountancy firm EIN | 2014-12-31 | 371378349 |
2013 : ANDERSON AUTOMOTIVE RETIREMENT PLAN 2013 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $54,273 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $46,211 |
Total income from all sources (including contributions) | 2013-12-31 | $2,875,646 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $1,382,094 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $1,356,357 |
Value of total corrective distributions | 2013-12-31 | $9,037 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $828,619 |
Value of total assets at end of year | 2013-12-31 | $11,091,992 |
Value of total assets at beginning of year | 2013-12-31 | $9,590,378 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $16,700 |
Total interest from all sources | 2013-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $110,859 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $110,859 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
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 | $592,600 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $1,545 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $3,104 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-12-31 | $54,273 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-12-31 | $46,211 |
Other income not declared elsewhere | 2013-12-31 | $80 |
Administrative expenses (other) incurred | 2013-12-31 | $16,700 |
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 | $1,493,552 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $11,037,719 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $9,544,167 |
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 | $9,692,992 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $8,309,883 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $1,343,182 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $1,231,180 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $1,924,307 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $11,781 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $236,019 |
Employer contributions (assets) at end of year | 2013-12-31 | $54,273 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $46,211 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $1,356,357 |
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 | WOODWARD & ASSOCIATES, INC. |
Accountancy firm EIN | 2013-12-31 | 371378349 |