?>
Logo

EWALD AUTOMOTIVE GROUP RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameEWALD AUTOMOTIVE GROUP RETIREMENT SAVINGS PLAN
Plan identification number 001

EWALD AUTOMOTIVE GROUP RETIREMENT SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).
  • Life insurance

401k Sponsoring company profile

EWALD AUTOMOTIVE GROUP has sponsored the creation of one or more 401k plans.

Company Name:EWALD AUTOMOTIVE GROUP
Employer identification number (EIN):391766730
NAIC Classification:441110
NAIC Description:New Car Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EWALD AUTOMOTIVE GROUP RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01ED FRIED
0012016-01-01ED FRIED
0012015-01-01ED FRIED
0012014-01-01ED FRIED
0012013-01-01DAVID BUSCH
0012012-01-01DAVID BUSCH
0012011-01-01ED FRIED ED FRIED2012-07-24
0012010-01-01ED FRIED ED FRIED2011-08-30
0012009-01-01ED FRIED ED FRIED2010-07-30

Plan Statistics for EWALD AUTOMOTIVE GROUP RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for EWALD AUTOMOTIVE GROUP RETIREMENT SAVINGS PLAN

Measure Date Value
2022: EWALD AUTOMOTIVE GROUP RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01520
Total number of active participants reported on line 7a of the Form 55002022-01-01310
Number of retired or separated participants receiving benefits2022-01-012
Number of other retired or separated participants entitled to future benefits2022-01-01117
Total of all active and inactive participants2022-01-01429
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-013
Total participants2022-01-01432
Number of participants with account balances2022-01-01432
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01115
2021: EWALD AUTOMOTIVE GROUP RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01499
Total number of active participants reported on line 7a of the Form 55002021-01-01386
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-01130
Total of all active and inactive participants2021-01-01517
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-013
Total participants2021-01-01520
Number of participants with account balances2021-01-01418
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01116
2020: EWALD AUTOMOTIVE GROUP RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01461
Total number of active participants reported on line 7a of the Form 55002020-01-01368
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01131
Total of all active and inactive participants2020-01-01499
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-013
Total participants2020-01-01502
Number of participants with account balances2020-01-01438
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01104
2019: EWALD AUTOMOTIVE GROUP RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01430
Total number of active participants reported on line 7a of the Form 55002019-01-01349
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01107
Total of all active and inactive participants2019-01-01456
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-014
Total participants2019-01-01460
Number of participants with account balances2019-01-01402
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01142
2018: EWALD AUTOMOTIVE GROUP RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01495
Total number of active participants reported on line 7a of the Form 55002018-01-01337
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0190
Total of all active and inactive participants2018-01-01427
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-013
Total participants2018-01-01430
Number of participants with account balances2018-01-01388
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01136
2017: EWALD AUTOMOTIVE GROUP RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01505
Total number of active participants reported on line 7a of the Form 55002017-01-01399
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0196
Total of all active and inactive participants2017-01-01495
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-013
Total participants2017-01-01498
Number of participants with account balances2017-01-01426
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01146
2016: EWALD AUTOMOTIVE GROUP RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01505
Total number of active participants reported on line 7a of the Form 55002016-01-01426
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0176
Total of all active and inactive participants2016-01-01502
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-013
Total participants2016-01-01505
Number of participants with account balances2016-01-01400
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-01114
2015: EWALD AUTOMOTIVE GROUP RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01469
Total number of active participants reported on line 7a of the Form 55002015-01-01424
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0179
Total of all active and inactive participants2015-01-01503
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
Total participants2015-01-01505
Number of participants with account balances2015-01-01362
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-01127
2014: EWALD AUTOMOTIVE GROUP RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01455
Total number of active participants reported on line 7a of the Form 55002014-01-01407
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0161
Total of all active and inactive participants2014-01-01468
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01469
Number of participants with account balances2014-01-01336
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-01106
2013: EWALD AUTOMOTIVE GROUP RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01446
Total number of active participants reported on line 7a of the Form 55002013-01-01396
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0159
Total of all active and inactive participants2013-01-01455
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01455
Number of participants with account balances2013-01-01310
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0196
2012: EWALD AUTOMOTIVE GROUP RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01462
Total number of active participants reported on line 7a of the Form 55002012-01-01379
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0166
Total of all active and inactive participants2012-01-01445
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01446
Number of participants with account balances2012-01-01310
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0193
2011: EWALD AUTOMOTIVE GROUP RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01444
Total number of active participants reported on line 7a of the Form 55002011-01-01401
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0161
Total of all active and inactive participants2011-01-01462
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01462
Number of participants with account balances2011-01-01299
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0190
2010: EWALD AUTOMOTIVE GROUP RETIREMENT SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01427
Total number of active participants reported on line 7a of the Form 55002010-01-01375
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0169
Total of all active and inactive participants2010-01-01444
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01444
Number of participants with account balances2010-01-01268
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0181
2009: EWALD AUTOMOTIVE GROUP RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01579
Total number of active participants reported on line 7a of the Form 55002009-01-01380
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0147
Total of all active and inactive participants2009-01-01427
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01427
Number of participants with account balances2009-01-01254
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0178

Financial Data on EWALD AUTOMOTIVE GROUP RETIREMENT SAVINGS PLAN

Measure Date Value
2022 : EWALD AUTOMOTIVE GROUP RETIREMENT SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-3,315,286
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,817,855
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,739,588
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,975,301
Value of total assets at end of year2022-12-31$24,105,570
Value of total assets at beginning of year2022-12-31$30,238,711
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$78,267
Total interest from all sources2022-12-31$38,426
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$729,584
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$729,584
Administrative expenses professional fees incurred2022-12-31$64,491
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,679,184
Participant contributions at end of year2022-12-31$510,445
Participant contributions at beginning of year2022-12-31$479,659
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$76,264
Assets. Other investments not covered elsewhere at end of year2022-12-31$119,788
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$27,092
Other income not declared elsewhere2022-12-31$14,542
Total non interest bearing cash at end of year2022-12-31$25,034
Total non interest bearing cash at beginning of year2022-12-31$13,314
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-6,133,141
Value of net assets at end of year (total assets less liabilities)2022-12-31$24,105,570
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$30,238,711
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$13,776
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$22,261,496
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$27,350,896
Interest on participant loans2022-12-31$19,086
Interest earned on other investments2022-12-31$19,340
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,188,807
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$2,304,239
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$1,492
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-6,073,139
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$269,025
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$14,339
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,738,096
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BAKER TILLY US, LLP
Accountancy firm EIN2022-12-31390859910
2021 : EWALD AUTOMOTIVE GROUP RETIREMENT SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$5,871,218
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,021,111
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,961,992
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,942,480
Value of total assets at end of year2021-12-31$30,238,711
Value of total assets at beginning of year2021-12-31$26,388,604
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$59,119
Total interest from all sources2021-12-31$20,151
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$928,240
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$928,240
Administrative expenses professional fees incurred2021-12-31$59,119
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,606,535
Participant contributions at end of year2021-12-31$479,659
Participant contributions at beginning of year2021-12-31$480,541
Participant contributions at end of year2021-12-31$76,264
Participant contributions at beginning of year2021-12-31$63,971
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$80,848
Other income not declared elsewhere2021-12-31$16,814
Total non interest bearing cash at end of year2021-12-31$13,314
Total non interest bearing cash at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$3,850,107
Value of net assets at end of year (total assets less liabilities)2021-12-31$30,238,711
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$26,388,604
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$27,350,896
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$23,559,654
Interest on participant loans2021-12-31$20,151
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$2,304,239
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$2,273,889
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$1,492
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,963,533
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$255,097
Employer contributions (assets) at end of year2021-12-31$14,339
Employer contributions (assets) at beginning of year2021-12-31$10,549
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,960,500
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31Yes
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BAKER TILLY US, LLP
Accountancy firm EIN2021-12-31390859910
2020 : EWALD AUTOMOTIVE GROUP RETIREMENT SAVINGS PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$109,632
Total unrealized appreciation/depreciation of assets2020-12-31$109,632
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$5,391,082
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,533,953
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,461,097
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,542,035
Value of total assets at end of year2020-12-31$26,388,604
Value of total assets at beginning of year2020-12-31$22,531,475
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$72,856
Total interest from all sources2020-12-31$22,824
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$344,312
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$344,312
Administrative expenses professional fees incurred2020-12-31$72,856
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,322,343
Participant contributions at end of year2020-12-31$480,541
Participant contributions at beginning of year2020-12-31$476,624
Participant contributions at end of year2020-12-31$63,971
Participant contributions at beginning of year2020-12-31$57,600
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$12,255
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$3,001
Other income not declared elsewhere2020-12-31$4,566
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$1,567
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$3,857,129
Value of net assets at end of year (total assets less liabilities)2020-12-31$26,388,604
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$22,531,475
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$23,559,654
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$19,854,601
Interest on participant loans2020-12-31$22,824
Value of interest in common/collective trusts at end of year2020-12-31$0
Value of interest in common/collective trusts at beginning of year2020-12-31$1,943,182
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$2,273,889
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$183,618
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$3,076
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$3,344,684
Net investment gain or loss from common/collective trusts2020-12-31$23,029
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$207,437
Employer contributions (assets) at end of year2020-12-31$10,549
Employer contributions (assets) at beginning of year2020-12-31$11,282
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,458,021
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BAKER TILLY US, LLP
Accountancy firm EIN2020-12-31390859910
2019 : EWALD AUTOMOTIVE GROUP RETIREMENT SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$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$5,709,783
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,554,347
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,472,054
Value of total corrective distributions2019-12-31$6,822
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,476,306
Value of total assets at end of year2019-12-31$22,531,475
Value of total assets at beginning of year2019-12-31$18,376,039
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$75,471
Total interest from all sources2019-12-31$23,228
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$375,340
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$375,340
Administrative expenses professional fees incurred2019-12-31$75,471
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,252,498
Participant contributions at end of year2019-12-31$476,624
Participant contributions at beginning of year2019-12-31$523,518
Participant contributions at end of year2019-12-31$57,600
Participant contributions at beginning of year2019-12-31$35,153
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$30,349
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$3,001
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$2,801
Other income not declared elsewhere2019-12-31$20,693
Total non interest bearing cash at end of year2019-12-31$1,567
Total non interest bearing cash at beginning of year2019-12-31$55
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$4,155,436
Value of net assets at end of year (total assets less liabilities)2019-12-31$22,531,475
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$18,376,039
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$19,854,601
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$15,717,213
Interest on participant loans2019-12-31$23,228
Value of interest in common/collective trusts at end of year2019-12-31$1,943,182
Value of interest in common/collective trusts at beginning of year2019-12-31$1,922,187
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$183,618
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$168,132
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$3,836
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,776,769
Net investment gain or loss from common/collective trusts2019-12-31$37,447
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$193,459
Employer contributions (assets) at end of year2019-12-31$11,282
Employer contributions (assets) at beginning of year2019-12-31$6,980
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,468,218
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BAKER TILLY US, LLP
Accountancy firm EIN2019-12-31390859910
2018 : EWALD AUTOMOTIVE GROUP RETIREMENT SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$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$622,981
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,745,127
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,657,628
Expenses. Certain deemed distributions of participant loans2018-12-31$5,751
Value of total corrective distributions2018-12-31$12,264
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,398,850
Value of total assets at end of year2018-12-31$18,376,039
Value of total assets at beginning of year2018-12-31$19,498,185
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$69,484
Total interest from all sources2018-12-31$19,857
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$324,502
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$324,502
Administrative expenses professional fees incurred2018-12-31$69,484
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,169,679
Participant contributions at end of year2018-12-31$523,518
Participant contributions at beginning of year2018-12-31$552,090
Participant contributions at end of year2018-12-31$35,153
Participant contributions at beginning of year2018-12-31$33,621
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$42,049
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$2,801
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$1,772
Other income not declared elsewhere2018-12-31$17,142
Total non interest bearing cash at end of year2018-12-31$55
Total non interest bearing cash at beginning of year2018-12-31$21,468
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,122,146
Value of net assets at end of year (total assets less liabilities)2018-12-31$18,376,039
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$19,498,185
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$15,717,213
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$17,137,702
Interest on participant loans2018-12-31$19,857
Value of interest in common/collective trusts at end of year2018-12-31$1,922,187
Value of interest in common/collective trusts at beginning of year2018-12-31$1,593,033
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$168,132
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$151,172
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$3,612
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,161,571
Net investment gain or loss from common/collective trusts2018-12-31$24,201
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$187,122
Employer contributions (assets) at end of year2018-12-31$6,980
Employer contributions (assets) at beginning of year2018-12-31$7,327
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,654,016
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2018-12-31390859910
2017 : EWALD AUTOMOTIVE GROUP RETIREMENT SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$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$46
Total income from all sources (including contributions)2017-12-31$4,236,901
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,308,088
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,228,377
Value of total corrective distributions2017-12-31$16,702
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,337,963
Value of total assets at end of year2017-12-31$19,498,185
Value of total assets at beginning of year2017-12-31$16,569,418
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$63,009
Total interest from all sources2017-12-31$18,284
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$276,736
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$276,736
Administrative expenses professional fees incurred2017-12-31$63,009
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,145,788
Participant contributions at end of year2017-12-31$552,090
Participant contributions at beginning of year2017-12-31$508,567
Participant contributions at end of year2017-12-31$33,621
Participant contributions at beginning of year2017-12-31$31,991
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$1,772
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$2,106
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$46
Other income not declared elsewhere2017-12-31$5,752
Total non interest bearing cash at end of year2017-12-31$21,468
Total non interest bearing cash at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$2,928,813
Value of net assets at end of year (total assets less liabilities)2017-12-31$19,498,185
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$16,569,372
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$17,137,702
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$14,143,897
Interest on participant loans2017-12-31$18,284
Value of interest in common/collective trusts at end of year2017-12-31$1,593,033
Value of interest in common/collective trusts at beginning of year2017-12-31$1,721,191
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$151,172
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$154,791
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$2,205
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,573,005
Net investment gain or loss from common/collective trusts2017-12-31$25,161
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$192,175
Employer contributions (assets) at end of year2017-12-31$7,327
Employer contributions (assets) at beginning of year2017-12-31$6,875
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,226,172
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2017-12-31390859910
2016 : EWALD AUTOMOTIVE GROUP RETIREMENT SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$46
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$196
Total income from all sources (including contributions)2016-12-31$2,321,070
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$676,542
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$592,135
Value of total corrective distributions2016-12-31$28,391
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,213,717
Value of total assets at end of year2016-12-31$16,569,418
Value of total assets at beginning of year2016-12-31$14,925,040
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$56,016
Total interest from all sources2016-12-31$14,768
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$245,377
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$245,377
Administrative expenses professional fees incurred2016-12-31$56,016
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,035,366
Participant contributions at end of year2016-12-31$508,567
Participant contributions at beginning of year2016-12-31$423,159
Participant contributions at end of year2016-12-31$31,991
Participant contributions at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$2,826
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$2,106
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$1,938
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$46
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$196
Other income not declared elsewhere2016-12-31$1,417
Total non interest bearing cash at end of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$1,241
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,644,528
Value of net assets at end of year (total assets less liabilities)2016-12-31$16,569,372
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$14,924,844
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$14,143,897
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$12,778,746
Interest on participant loans2016-12-31$14,768
Value of interest in common/collective trusts at end of year2016-12-31$1,721,191
Value of interest in common/collective trusts at beginning of year2016-12-31$1,565,167
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$154,791
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$154,789
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$2,940
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$821,596
Net investment gain or loss from common/collective trusts2016-12-31$24,195
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$175,525
Employer contributions (assets) at end of year2016-12-31$6,875
Employer contributions (assets) at beginning of year2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$589,195
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2016-12-31390859910
2015 : EWALD AUTOMOTIVE GROUP RETIREMENT SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$196
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$4,258
Total income from all sources (including contributions)2015-12-31$1,148,634
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$459,049
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$390,450
Value of total corrective distributions2015-12-31$17,656
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,067,932
Value of total assets at end of year2015-12-31$14,925,040
Value of total assets at beginning of year2015-12-31$14,239,517
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$50,943
Total interest from all sources2015-12-31$13,662
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$218,597
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$218,597
Administrative expenses professional fees incurred2015-12-31$7,850
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$903,205
Participant contributions at end of year2015-12-31$423,159
Participant contributions at beginning of year2015-12-31$406,346
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$3,406
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$409
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$1,938
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$1,963
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$196
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$4,258
Other income not declared elsewhere2015-12-31$306
Administrative expenses (other) incurred2015-12-31$43,093
Total non interest bearing cash at end of year2015-12-31$1,241
Total non interest bearing cash at beginning of year2015-12-31$228
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$689,585
Value of net assets at end of year (total assets less liabilities)2015-12-31$14,924,844
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$14,235,259
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$12,778,746
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$12,009,844
Interest on participant loans2015-12-31$13,662
Value of interest in common/collective trusts at end of year2015-12-31$1,565,167
Value of interest in common/collective trusts at beginning of year2015-12-31$1,666,584
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$154,789
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$150,294
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$2,980
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-173,943
Net investment gain or loss from common/collective trusts2015-12-31$22,080
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$164,318
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$852
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$387,470
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2015-12-31390859910
2014 : EWALD AUTOMOTIVE GROUP RETIREMENT SAVINGS PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$6,107
Total unrealized appreciation/depreciation of assets2014-12-31$6,107
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$4,258
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$49,901
Total income from all sources (including contributions)2014-12-31$1,865,693
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$552,222
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$488,709
Value of total corrective distributions2014-12-31$20,933
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$917,224
Value of total assets at end of year2014-12-31$14,239,517
Value of total assets at beginning of year2014-12-31$12,971,689
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$42,580
Total interest from all sources2014-12-31$14,220
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$162,687
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$162,687
Administrative expenses professional fees incurred2014-12-31$7,750
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$774,615
Participant contributions at end of year2014-12-31$406,346
Participant contributions at beginning of year2014-12-31$386,264
Participant contributions at end of year2014-12-31$3,406
Participant contributions at beginning of year2014-12-31$39,190
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$2,171
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$1,963
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$2,757
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$4,258
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$49,901
Other income not declared elsewhere2014-12-31$3,445
Administrative expenses (other) incurred2014-12-31$34,830
Total non interest bearing cash at end of year2014-12-31$228
Total non interest bearing cash at beginning of year2014-12-31$9
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,313,471
Value of net assets at end of year (total assets less liabilities)2014-12-31$14,235,259
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$12,921,788
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$12,009,844
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$10,353,236
Interest on participant loans2014-12-31$14,220
Value of interest in common/collective trusts at end of year2014-12-31$1,666,584
Value of interest in common/collective trusts at beginning of year2014-12-31$1,923,558
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$150,294
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$258,371
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$4,562
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$736,850
Net investment gain or loss from common/collective trusts2014-12-31$25,160
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$140,438
Employer contributions (assets) at end of year2014-12-31$852
Employer contributions (assets) at beginning of year2014-12-31$8,304
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$484,147
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BAKER TILLY
Accountancy firm EIN2014-12-31390859910
2013 : EWALD AUTOMOTIVE GROUP RETIREMENT SAVINGS PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$17,606
Total unrealized appreciation/depreciation of assets2013-12-31$17,606
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$49,901
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$56,395
Total income from all sources (including contributions)2013-12-31$3,126,337
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$715,313
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$650,807
Value of total corrective distributions2013-12-31$28,690
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$971,536
Value of total assets at end of year2013-12-31$12,971,689
Value of total assets at beginning of year2013-12-31$10,567,159
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$35,816
Total interest from all sources2013-12-31$12,067
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$112,250
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$112,250
Administrative expenses professional fees incurred2013-12-31$7,650
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$752,402
Participant contributions at end of year2013-12-31$386,264
Participant contributions at beginning of year2013-12-31$289,676
Participant contributions at end of year2013-12-31$39,190
Participant contributions at beginning of year2013-12-31$40,942
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$87,461
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$2,757
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$9,182
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$49,901
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$56,395
Other income not declared elsewhere2013-12-31$1,343
Administrative expenses (other) incurred2013-12-31$28,166
Total non interest bearing cash at end of year2013-12-31$9
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$2,411,024
Value of net assets at end of year (total assets less liabilities)2013-12-31$12,921,788
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$10,510,764
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$10,353,236
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$7,624,604
Interest on participant loans2013-12-31$12,067
Value of interest in common/collective trusts at end of year2013-12-31$1,923,558
Value of interest in common/collective trusts at beginning of year2013-12-31$2,354,040
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$258,371
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$240,767
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$6,132
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,046,943
Net investment gain or loss from common/collective trusts2013-12-31$-35,408
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$131,673
Employer contributions (assets) at end of year2013-12-31$8,304
Employer contributions (assets) at beginning of year2013-12-31$7,948
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$644,675
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BAKER TILLY
Accountancy firm EIN2013-12-31390859910
2012 : EWALD AUTOMOTIVE GROUP RETIREMENT SAVINGS PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$13,892
Total unrealized appreciation/depreciation of assets2012-12-31$13,892
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$56,395
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,903,294
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$505,984
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$453,234
Value of total corrective distributions2012-12-31$23,624
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$833,435
Value of total assets at end of year2012-12-31$10,567,159
Value of total assets at beginning of year2012-12-31$9,113,454
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$29,126
Total interest from all sources2012-12-31$9,363
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$119,663
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$119,663
Administrative expenses professional fees incurred2012-12-31$7,550
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$675,544
Participant contributions at end of year2012-12-31$289,676
Participant contributions at beginning of year2012-12-31$254,241
Participant contributions at end of year2012-12-31$40,942
Participant contributions at beginning of year2012-12-31$27,909
Assets. Other investments not covered elsewhere at end of year2012-12-31$240,767
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$237,723
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$43,300
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$9,182
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$4,974
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$56,395
Administrative expenses (other) incurred2012-12-31$21,576
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,397,310
Value of net assets at end of year (total assets less liabilities)2012-12-31$10,510,764
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$9,113,454
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$7,624,604
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$6,260,886
Interest on participant loans2012-12-31$9,363
Value of interest in common/collective trusts at end of year2012-12-31$2,354,040
Value of interest in common/collective trusts at beginning of year2012-12-31$2,321,953
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$6,281
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$806,787
Net investment gain or loss from common/collective trusts2012-12-31$120,154
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$114,591
Employer contributions (assets) at end of year2012-12-31$7,948
Employer contributions (assets) at beginning of year2012-12-31$5,768
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$446,953
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2012-12-31390859910
2011 : EWALD AUTOMOTIVE GROUP RETIREMENT SAVINGS PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$26,243
Total unrealized appreciation/depreciation of assets2011-12-31$26,243
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$815,583
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$799,219
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$740,880
Expenses. Certain deemed distributions of participant loans2011-12-31$10,960
Value of total corrective distributions2011-12-31$23,383
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$905,010
Value of total assets at end of year2011-12-31$9,113,454
Value of total assets at beginning of year2011-12-31$9,097,090
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$23,996
Total interest from all sources2011-12-31$10,171
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$77,107
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$77,107
Administrative expenses professional fees incurred2011-12-31$7,450
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$632,647
Participant contributions at end of year2011-12-31$254,241
Participant contributions at beginning of year2011-12-31$260,971
Participant contributions at end of year2011-12-31$27,909
Participant contributions at beginning of year2011-12-31$28,600
Assets. Other investments not covered elsewhere at end of year2011-12-31$237,723
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$211,480
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$150,842
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$4,974
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$6,686
Administrative expenses (other) incurred2011-12-31$16,546
Total non interest bearing cash at beginning of year2011-12-31$6,450
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$16,364
Value of net assets at end of year (total assets less liabilities)2011-12-31$9,113,454
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$9,097,090
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$6,260,886
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$6,933,977
Interest on participant loans2011-12-31$10,171
Value of interest in common/collective trusts at end of year2011-12-31$2,321,953
Value of interest in common/collective trusts at beginning of year2011-12-31$1,642,981
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$6,130
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-250,072
Net investment gain or loss from common/collective trusts2011-12-31$47,124
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$121,521
Employer contributions (assets) at end of year2011-12-31$5,768
Employer contributions (assets) at beginning of year2011-12-31$5,945
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$734,750
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2011-12-31390859910
2010 : EWALD AUTOMOTIVE GROUP RETIREMENT SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$21,838
Total income from all sources (including contributions)2010-12-31$1,485,014
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$362,018
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$300,445
Value of total corrective distributions2010-12-31$36,388
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$615,724
Value of total assets at end of year2010-12-31$9,097,090
Value of total assets at beginning of year2010-12-31$7,995,932
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$25,185
Total interest from all sources2010-12-31$10,410
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$74,023
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$74,023
Administrative expenses professional fees incurred2010-12-31$7,350
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$527,840
Participant contributions at end of year2010-12-31$260,971
Participant contributions at beginning of year2010-12-31$204,935
Participant contributions at end of year2010-12-31$28,600
Participant contributions at beginning of year2010-12-31$16,713
Assets. Other investments not covered elsewhere at end of year2010-12-31$211,480
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$221,359
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$6,072
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$6,686
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$3,668
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$21,838
Other income not declared elsewhere2010-12-31$15,219
Administrative expenses (other) incurred2010-12-31$17,835
Total non interest bearing cash at end of year2010-12-31$6,450
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,122,996
Value of net assets at end of year (total assets less liabilities)2010-12-31$9,097,090
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$7,974,094
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$6,933,977
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$5,995,685
Interest on participant loans2010-12-31$10,410
Value of interest in common/collective trusts at end of year2010-12-31$1,642,981
Value of interest in common/collective trusts at beginning of year2010-12-31$1,550,774
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$7,665
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$726,766
Net investment gain or loss from common/collective trusts2010-12-31$42,872
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$81,812
Employer contributions (assets) at end of year2010-12-31$5,945
Employer contributions (assets) at beginning of year2010-12-31$2,798
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$292,780
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2010-12-31390859910
2009 : EWALD AUTOMOTIVE GROUP RETIREMENT SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for EWALD AUTOMOTIVE GROUP RETIREMENT SAVINGS PLAN

2022: EWALD AUTOMOTIVE GROUP RETIREMENT SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulitple employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: EWALD AUTOMOTIVE GROUP RETIREMENT SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulitple employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: EWALD AUTOMOTIVE GROUP RETIREMENT SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulitple employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: EWALD AUTOMOTIVE GROUP RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulitple employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: EWALD AUTOMOTIVE GROUP RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: EWALD AUTOMOTIVE GROUP RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: EWALD AUTOMOTIVE GROUP RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: EWALD AUTOMOTIVE GROUP RETIREMENT SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: EWALD AUTOMOTIVE GROUP RETIREMENT SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: EWALD AUTOMOTIVE GROUP RETIREMENT SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: EWALD AUTOMOTIVE GROUP RETIREMENT SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: EWALD AUTOMOTIVE GROUP RETIREMENT SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: EWALD AUTOMOTIVE GROUP RETIREMENT SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: EWALD AUTOMOTIVE GROUP RETIREMENT SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberK00228
Policy instance 2
Insurance contract or identification numberK00228
Number of Individuals Covered40
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractGROUP ANNUITY CONTRACT
MET LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number044500000
Policy instance 1
Insurance contract or identification number044500000
Number of Individuals Covered3
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $1,492
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberK00228
Policy instance 2
Insurance contract or identification numberK00228
Number of Individuals Covered39
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractGROUP ANNUITY CONTRACT
MET LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number044500000
Policy instance 1
Insurance contract or identification number044500000
Number of Individuals Covered3
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberK00228
Policy instance 2
Insurance contract or identification numberK00228
Number of Individuals Covered62
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractGROUP ANNUITY CONTRACT
MET LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number044500000
Policy instance 1
Insurance contract or identification number044500000
Number of Individuals Covered4
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $3,076
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MET LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number044500000
Policy instance 1
Insurance contract or identification number044500000
Number of Individuals Covered4
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $3,836
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MET LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number044500000
Policy instance 1
Insurance contract or identification number044500000
Number of Individuals Covered4
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $2,205
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MET LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number044500000
Policy instance 1
Insurance contract or identification number044500000
Number of Individuals Covered5
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $2,980
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MET LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number044500000
Policy instance 1
Insurance contract or identification number044500000
Number of Individuals Covered5
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $6,542
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractLIFE INSURANCE POLICIES
MET LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number044500000
Policy instance 1
Insurance contract or identification number044500000
Number of Individuals Covered6
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $6,132
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractLIFE INSURANCE POLICIES
Insurance broker organization code?3
Insurance broker nameJEFFREY W DAY
MET LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number044500000
Policy instance 1
Insurance contract or identification number044500000
Number of Individuals Covered6
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $33
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $6,281
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractLIFE INSURANCE POLICIES
Commission paid to Insurance BrokerUSD $33
Insurance broker organization code?3
Insurance broker nameJEFFREY W DAY
MET LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number044500000
Policy instance 1
Insurance contract or identification number044500000
Number of Individuals Covered7
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $33
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $6,130
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractLIFE INSURANCE POLICIES
MET LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number044500000
Policy instance 1
Insurance contract or identification number044500000
Number of Individuals Covered7
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $31
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $7,665
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractLIFE INSURANCE POLICIES
Commission paid to Insurance BrokerUSD $31
Insurance broker organization code?3
Insurance broker nameJEFFREY W DAY

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

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3