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ENTERPRISE RENT-A-CAR RETIREMENT SAVINGS PLAN OF PUERTO RICO 401k Plan overview

Plan NameENTERPRISE RENT-A-CAR RETIREMENT SAVINGS PLAN OF PUERTO RICO
Plan identification number 003

ENTERPRISE RENT-A-CAR RETIREMENT SAVINGS PLAN OF PUERTO RICO 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan not intended to be qualified - A plan not intended to be qualified under Code sections 401, 403, or 408.

401k Sponsoring company profile

THE CRAWFORD GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name:THE CRAWFORD GROUP, INC.
Employer identification number (EIN):431233684
NAIC Classification:532100
NAIC Description: Automotive Equipment Rental and Leasing

Additional information about THE CRAWFORD GROUP, INC.

Jurisdiction of Incorporation: Washington Secretary of State Corporations Division
Incorporation Date: 2001-01-22
Company Identification Number: 602092362
Legal Registered Office Address: 1367 STATE RT 4

NASELLE
United States of America (USA)
98638

More information about THE CRAWFORD GROUP, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ENTERPRISE RENT-A-CAR RETIREMENT SAVINGS PLAN OF PUERTO RICO

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032024-01-01RUSSELL WILLEY
0032023-01-01
0032023-01-01RUSSELL WILLEY
0032022-01-01
0032022-01-01RUSSELL WILLEY
0032021-01-01
0032021-01-01RICK SHORT
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01RICK SHORT
0032016-01-01RICK SHORT RICK SHORT2017-07-28
0032015-01-01WILLIAM SNYDER
0032014-01-01WILLIAM SNYDER WILLIAM SNYDER2015-07-28
0032013-01-01WILLIAM SNYDER WILLIAM SNYDER2014-07-30
0032012-01-01WILLIAM SNYDER
0032011-01-01WILLIAM SNYDER
0032009-01-01WILLIAM W. SNYDER

Financial Data on ENTERPRISE RENT-A-CAR RETIREMENT SAVINGS PLAN OF PUERTO RICO

Measure Date Value
2023 : ENTERPRISE RENT-A-CAR RETIREMENT SAVINGS PLAN OF PUERTO RICO 2023 401k financial data
Unrealized appreciation/depreciation of real estate assets2023-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2023-12-31$0
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total transfer of assets to this plan2023-12-31$0
Total transfer of assets from this plan2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$2,565
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$1,546
Expenses. Interest paid2023-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022023-12-31$0
Total income from all sources (including contributions)2023-12-31$2,469,103
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$464,523
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$461,958
Expenses. Certain deemed distributions of participant loans2023-12-31$0
Value of total corrective distributions2023-12-31$2,565
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$1,196,856
Value of total assets at end of year2023-12-31$9,078,729
Value of total assets at beginning of year2023-12-31$7,073,130
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$0
Total interest from all sources2023-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$183,481
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$183,481
Assets. Real estate other than employer real property at end of year2023-12-31$0
Assets. Real estate other than employer real property at beginning of year2023-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2023-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2023-12-31$0
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$1,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$305,648
Participant contributions at end of year2023-12-31$0
Participant contributions at beginning of year2023-12-31$0
Participant contributions at end of year2023-12-31$0
Assets. Other investments not covered elsewhere at end of year2023-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2023-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2023-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-12-31$0
Assets. Loans (other than to participants) at end of year2023-12-31$0
Assets. Loans (other than to participants) at beginning of year2023-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-12-31$0
Other income not declared elsewhere2023-12-31$6
Administrative expenses (other) incurred2023-12-31$0
Liabilities. Value of operating payables at end of year2023-12-31$0
Total non interest bearing cash at beginning of year2023-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Income. Non cash contributions2023-12-31$0
Value of net income/loss2023-12-31$2,004,580
Value of net assets at end of year (total assets less liabilities)2023-12-31$9,076,164
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$7,071,584
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Assets. partnership/joint venture interests at end of year2023-12-31$0
Assets. partnership/joint venture interests at beginning of year2023-12-31$0
Investment advisory and management fees2023-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$8,242,563
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$6,355,233
Value of interest in pooled separate accounts at end of year2023-12-31$0
Value of interest in pooled separate accounts at beginning of year2023-12-31$0
Interest on participant loans2023-12-31$0
Income. Interest from loans (other than to participants)2023-12-31$0
Interest earned on other investments2023-12-31$0
Income. Interest from US Government securities2023-12-31$0
Income. Interest from corporate debt instruments2023-12-31$0
Value of interest in master investment trust accounts at end of year2023-12-31$0
Value of interest in master investment trust accounts at beginning of year2023-12-31$0
Value of interest in common/collective trusts at end of year2023-12-31$0
Value of interest in common/collective trusts at beginning of year2023-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$112,899
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$70,014
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$70,014
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2023-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2023-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2023-12-31$0
Asset value of US Government securities at end of year2023-12-31$0
Asset value of US Government securities at beginning of year2023-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$1,088,760
Net investment gain/loss from pooled separate accounts2023-12-31$0
Net investment gain or loss from common/collective trusts2023-12-31$0
Net gain/loss from 103.12 investment entities2023-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Assets. Invements in employer securities at end of year2023-12-31$0
Assets. Invements in employer securities at beginning of year2023-12-31$0
Assets. Value of employer real property at end of year2023-12-31$0
Assets. Value of employer real property at beginning of year2023-12-31$0
Contributions received in cash from employer2023-12-31$891,208
Employer contributions (assets) at end of year2023-12-31$723,267
Employer contributions (assets) at beginning of year2023-12-31$647,883
Income. Dividends from preferred stock2023-12-31$0
Income. Dividends from common stock2023-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$461,958
Asset. Corporate debt instrument preferred debt at end of year2023-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2023-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2023-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2023-12-31$0
Contract administrator fees2023-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2023-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2023-12-31$0
Liabilities. Value of benefit claims payable at end of year2023-12-31$2,565
Liabilities. Value of benefit claims payable at beginning of year2023-12-31$1,546
Assets. Value of buildings and other operty used in plan operation at end of year2023-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2023-12-31$0
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Aggregate proceeds on sale of assets2023-12-31$0
Aggregate carrying amount (costs) on sale of assets2023-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2023-12-31$0
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31ERNST & YOUNG
Accountancy firm EIN2023-12-31346565596
Unrealized appreciation/depreciation of real estate assets2023-01-01$0
Unrealized appreciation/depreciation of other (non real estate) assets2023-01-01$0
Total unrealized appreciation/depreciation of assets2023-01-01$0
Total transfer of assets to this plan2023-01-01$0
Total transfer of assets from this plan2023-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$2,565
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$1,546
Total income from all sources (including contributions)2023-01-01$2,469,103
Total loss/gain on sale of assets2023-01-01$0
Total of all expenses incurred2023-01-01$464,523
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$461,958
Expenses. Certain deemed distributions of participant loans2023-01-01$0
Value of total corrective distributions2023-01-01$2,565
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$1,196,856
Value of total assets at end of year2023-01-01$9,078,729
Value of total assets at beginning of year2023-01-01$7,073,130
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$0
Total interest from all sources2023-01-01$0
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$183,481
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2023-01-01$183,481
Assets. Real estate other than employer real property at end of year2023-01-01$0
Assets. Real estate other than employer real property at beginning of year2023-01-01$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2023-01-01$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2023-01-01$0
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$1,000,000
If this is an individual account plan, was there a blackout period2023-01-01No
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Contributions received from participants2023-01-01$305,648
Participant contributions at end of year2023-01-01$0
Participant contributions at beginning of year2023-01-01$0
Participant contributions at end of year2023-01-01$0
Assets. Other investments not covered elsewhere at end of year2023-01-01$0
Assets. Other investments not covered elsewhere at beginning of year2023-01-01$0
Income. Received or receivable in cash from other sources (including rollovers)2023-01-01$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2023-01-01$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-01-01$0
Assets. Loans (other than to participants) at end of year2023-01-01$0
Assets. Loans (other than to participants) at beginning of year2023-01-01$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-01-01$0
Other income not declared elsewhere2023-01-01$6
Administrative expenses (other) incurred2023-01-01$0
Liabilities. Value of operating payables at end of year2023-01-01$0
Total non interest bearing cash at beginning of year2023-01-01$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Income. Non cash contributions2023-01-01$0
Value of net income/loss2023-01-01$2,004,580
Value of net assets at end of year (total assets less liabilities)2023-01-01$9,076,164
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$7,071,584
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Assets. partnership/joint venture interests at end of year2023-01-01$0
Assets. partnership/joint venture interests at beginning of year2023-01-01$0
Investment advisory and management fees2023-01-01$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-01-01$8,242,563
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-01-01$6,355,233
Value of interest in pooled separate accounts at end of year2023-01-01$0
Value of interest in pooled separate accounts at beginning of year2023-01-01$0
Interest on participant loans2023-01-01$0
Income. Interest from loans (other than to participants)2023-01-01$0
Interest earned on other investments2023-01-01$0
Income. Interest from US Government securities2023-01-01$0
Income. Interest from corporate debt instruments2023-01-01$0
Value of interest in master investment trust accounts at end of year2023-01-01$0
Value of interest in master investment trust accounts at beginning of year2023-01-01$0
Value of interest in common/collective trusts at end of year2023-01-01$0
Value of interest in common/collective trusts at beginning of year2023-01-01$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-01-01$112,899
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-01-01$0
Assets. Value of investments in 103.12 investment entities at end of year2023-01-01$0
Assets. Value of investments in 103.12 investment entities at beginning of year2023-01-01$0
Expenses. Payments to insurance carriers foe the provision of benefits2023-01-01$0
Asset value of US Government securities at end of year2023-01-01$0
Asset value of US Government securities at beginning of year2023-01-01$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-01-01$1,088,760
Net investment gain/loss from pooled separate accounts2023-01-01$0
Net investment gain or loss from common/collective trusts2023-01-01$0
Net gain/loss from 103.12 investment entities2023-01-01$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01No
Was there a failure to transmit to the plan any participant contributions2023-01-01No
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Assets. Invements in employer securities at end of year2023-01-01$0
Assets. Invements in employer securities at beginning of year2023-01-01$0
Assets. Value of employer real property at end of year2023-01-01$0
Assets. Value of employer real property at beginning of year2023-01-01$0
Contributions received in cash from employer2023-01-01$891,208
Employer contributions (assets) at end of year2023-01-01$723,267
Employer contributions (assets) at beginning of year2023-01-01$647,883
Income. Dividends from preferred stock2023-01-01$0
Income. Dividends from common stock2023-01-01$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$461,958
Asset. Corporate debt instrument preferred debt at end of year2023-01-01$0
Asset. Corporate debt instrument preferred debt at beginning of year2023-01-01$0
Asset. Corporate debt instrument debt (other) at end of year2023-01-01$0
Asset. Corporate debt instrument debt (other) at beginning of year2023-01-01$0
Contract administrator fees2023-01-01$0
Assets. Corporate common stocks other than exployer securities at end of year2023-01-01$0
Assets. Corporate common stocks other than exployer securities at beginning of year2023-01-01$0
Liabilities. Value of benefit claims payable at end of year2023-01-01$2,565
Liabilities. Value of benefit claims payable at beginning of year2023-01-01$1,546
Assets. Value of buildings and other operty used in plan operation at end of year2023-01-01$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2023-01-01$0
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Aggregate proceeds on sale of assets2023-01-01$0
Aggregate carrying amount (costs) on sale of assets2023-01-01$0
Liabilities. Value of acquisition indebtedness at end of year2023-01-01$0
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01ERNST & YOUNG
Accountancy firm EIN2023-01-01346565596
2022 : ENTERPRISE RENT-A-CAR RETIREMENT SAVINGS PLAN OF PUERTO RICO 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$1,546
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-253,208
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$609,022
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$607,476
Value of total corrective distributions2022-12-31$1,546
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,125,933
Value of total assets at end of year2022-12-31$7,073,130
Value of total assets at beginning of year2022-12-31$7,933,814
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$0
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$135,042
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$135,042
Assets. Real estate other than employer real property at end of year2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-12-31$0
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
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$306,261
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$37
Assets. Loans (other than to participants) at end of year2022-12-31$0
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-862,230
Value of net assets at end of year (total assets less liabilities)2022-12-31$7,071,584
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$7,933,814
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
Assets. partnership/joint venture interests at end of year2022-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$6,355,233
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$7,364,355
Value of interest in pooled separate accounts at end of year2022-12-31$0
Value of interest in master investment trust accounts at end of year2022-12-31$0
Value of interest in common/collective trusts at end of year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$70,014
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$64,688
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$64,688
Assets. Value of investments in 103.12 investment entities at end of year2022-12-31$0
Asset value of US Government securities at end of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,514,183
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 contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$819,672
Employer contributions (assets) at end of year2022-12-31$647,883
Employer contributions (assets) at beginning of year2022-12-31$504,734
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$607,476
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$0
Liabilities. Value of benefit claims payable at end of year2022-12-31$1,546
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 name2022-12-31ERNST & YOUNG
Accountancy firm EIN2022-12-31346565596
Total unrealized appreciation/depreciation of assets2022-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$1,546
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total income from all sources (including contributions)2022-01-01$-253,208
Total loss/gain on sale of assets2022-01-01$0
Total of all expenses incurred2022-01-01$609,022
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$607,476
Value of total corrective distributions2022-01-01$1,546
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$1,125,933
Value of total assets at end of year2022-01-01$7,073,130
Value of total assets at beginning of year2022-01-01$7,933,814
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$0
Total interest from all sources2022-01-01$0
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$135,042
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2022-01-01$135,042
Assets. Real estate other than employer real property at end of year2022-01-01$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-01-01$0
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$1,000,000
If this is an individual account plan, was there a blackout period2022-01-01No
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Contributions received from participants2022-01-01$306,261
Participant contributions at end of year2022-01-01$0
Participant contributions at beginning of year2022-01-01$37
Assets. Loans (other than to participants) at end of year2022-01-01$0
Total non interest bearing cash at end of year2022-01-01$0
Total non interest bearing cash at beginning of year2022-01-01$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-862,230
Value of net assets at end of year (total assets less liabilities)2022-01-01$7,071,584
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$7,933,814
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Assets. partnership/joint venture interests at end of year2022-01-01$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-01$6,355,233
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-01$7,364,355
Value of interest in pooled separate accounts at end of year2022-01-01$0
Value of interest in master investment trust accounts at end of year2022-01-01$0
Value of interest in common/collective trusts at end of year2022-01-01$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-01-01$70,014
Assets. Value of investments in 103.12 investment entities at end of year2022-01-01$0
Asset value of US Government securities at end of year2022-01-01$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-01-01$-1,514,183
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Contributions received in cash from employer2022-01-01$819,672
Employer contributions (assets) at end of year2022-01-01$647,883
Employer contributions (assets) at beginning of year2022-01-01$504,734
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$607,476
Asset. Corporate debt instrument preferred debt at end of year2022-01-01$0
Asset. Corporate debt instrument debt (other) at end of year2022-01-01$0
Assets. Corporate common stocks other than exployer securities at end of year2022-01-01$0
Liabilities. Value of benefit claims payable at end of year2022-01-01$1,546
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01ERNST & YOUNG
Accountancy firm EIN2022-01-01346565596
2021 : ENTERPRISE RENT-A-CAR RETIREMENT SAVINGS PLAN OF PUERTO RICO 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$1,956,769
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$444,716
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$444,716
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$966,271
Value of total assets at end of year2021-12-31$7,933,814
Value of total assets at beginning of year2021-12-31$6,421,761
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$0
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$140,002
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$140,002
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
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$294,962
Participant contributions at end of year2021-12-31$37
Participant contributions at beginning of year2021-12-31$0
Total non interest bearing cash at end of year2021-12-31$0
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$1,512,053
Value of net assets at end of year (total assets less liabilities)2021-12-31$7,933,814
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$6,421,761
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$7,364,355
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$6,295,439
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$64,688
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$49,930
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$49,930
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$850,496
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 contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$671,309
Employer contributions (assets) at end of year2021-12-31$504,734
Employer contributions (assets) at beginning of year2021-12-31$76,392
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$444,716
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 name2021-12-31ERNST & YOUNG
Accountancy firm EIN2021-12-31346565596
2020 : ENTERPRISE RENT-A-CAR RETIREMENT SAVINGS PLAN OF PUERTO RICO 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$7,090
Total income from all sources (including contributions)2020-12-31$1,201,601
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$451,584
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$451,584
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$439,630
Value of total assets at end of year2020-12-31$6,421,761
Value of total assets at beginning of year2020-12-31$5,678,834
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$0
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$100,072
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$100,072
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
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$228,340
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$8,569
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$7,090
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$14,165
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$750,017
Value of net assets at end of year (total assets less liabilities)2020-12-31$6,421,761
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$5,671,744
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$6,295,439
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$5,274,476
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$49,930
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$66,060
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$66,060
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$661,899
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 contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$211,290
Employer contributions (assets) at end of year2020-12-31$76,392
Employer contributions (assets) at beginning of year2020-12-31$315,564
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$451,584
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 plan2020-12-31Disclaimer
Accountancy firm name2020-12-31ERNST & YOUNG
Accountancy firm EIN2020-12-31346565596
2019 : ENTERPRISE RENT-A-CAR RETIREMENT SAVINGS PLAN OF PUERTO RICO 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$7,090
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$1,711,032
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$251,439
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$251,439
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$721,181
Value of total assets at end of year2019-12-31$5,678,834
Value of total assets at beginning of year2019-12-31$4,212,151
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$0
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$133,331
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$133,331
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$256,696
Participant contributions at end of year2019-12-31$8,569
Participant contributions at beginning of year2019-12-31$9,039
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$4
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$7,090
Total non interest bearing cash at end of year2019-12-31$14,165
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,459,593
Value of net assets at end of year (total assets less liabilities)2019-12-31$5,671,744
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,212,151
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$5,274,476
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$3,982,200
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$66,060
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$856,520
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$464,485
Employer contributions (assets) at end of year2019-12-31$315,564
Employer contributions (assets) at beginning of year2019-12-31$220,908
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$251,439
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 name2019-12-31ERNST & YOUNG LLP
Accountancy firm EIN2019-12-31346565596
2018 : ENTERPRISE RENT-A-CAR RETIREMENT SAVINGS PLAN OF PUERTO RICO 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$5,603
Total income from all sources (including contributions)2018-12-31$376,783
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$357,349
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$357,349
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$663,775
Value of total assets at end of year2018-12-31$4,212,151
Value of total assets at beginning of year2018-12-31$4,198,320
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$0
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$90,320
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$90,320
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,250,000
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$288,980
Participant contributions at end of year2018-12-31$9,039
Participant contributions at beginning of year2018-12-31$12,949
Assets. Other investments not covered elsewhere at end of year2018-12-31$4
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$19,434
Value of net assets at end of year (total assets less liabilities)2018-12-31$4,212,151
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$4,192,717
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$3,982,200
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$4,032,103
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-377,312
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$374,795
Employer contributions (assets) at end of year2018-12-31$220,908
Employer contributions (assets) at beginning of year2018-12-31$153,268
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$357,349
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$5,603
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 name2018-12-31ERNST & YOUNG LLP
Accountancy firm EIN2018-12-31346565596
2017 : ENTERPRISE RENT-A-CAR RETIREMENT SAVINGS PLAN OF PUERTO RICO 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$5,603
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$4,569
Total income from all sources (including contributions)2017-12-31$1,207,476
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$443,208
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$443,208
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$570,876
Value of total assets at end of year2017-12-31$4,198,320
Value of total assets at beginning of year2017-12-31$3,433,018
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$0
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$87,003
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$87,003
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,250,000
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$271,213
Participant contributions at end of year2017-12-31$12,949
Participant contributions at beginning of year2017-12-31$5,957
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Total non interest bearing cash at end of year2017-12-31$0
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$764,268
Value of net assets at end of year (total assets less liabilities)2017-12-31$4,192,717
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$3,428,449
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$4,032,103
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$3,237,252
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$549,597
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$299,663
Employer contributions (assets) at end of year2017-12-31$153,268
Employer contributions (assets) at beginning of year2017-12-31$189,809
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$443,208
Liabilities. Value of benefit claims payable at end of year2017-12-31$5,603
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$4,569
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 name2017-12-31ERNST & YOUNG LLP
Accountancy firm EIN2017-12-31346565596
2016 : ENTERPRISE RENT-A-CAR RETIREMENT SAVINGS PLAN OF PUERTO RICO 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$4,569
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$6,818
Total income from all sources (including contributions)2016-12-31$815,160
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$314,393
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$314,393
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$559,434
Value of total assets at end of year2016-12-31$3,433,018
Value of total assets at beginning of year2016-12-31$2,934,500
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$74,914
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$74,914
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,250,000
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$230,566
Participant contributions at end of year2016-12-31$5,957
Participant contributions at beginning of year2016-12-31$5,342
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$11
Total non interest bearing cash at end of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$500,767
Value of net assets at end of year (total assets less liabilities)2016-12-31$3,428,449
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,927,682
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$3,237,252
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$2,724,485
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$180,812
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$328,868
Employer contributions (assets) at end of year2016-12-31$189,809
Employer contributions (assets) at beginning of year2016-12-31$204,662
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$314,393
Liabilities. Value of benefit claims payable at end of year2016-12-31$4,569
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$6,818
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 name2016-12-31ERNST & YOUNG, LLP
Accountancy firm EIN2016-12-31346565596
2015 : ENTERPRISE RENT-A-CAR RETIREMENT SAVINGS PLAN OF PUERTO RICO 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$6,818
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$5,291
Total income from all sources (including contributions)2015-12-31$503,119
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$208,321
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$208,321
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$542,406
Value of total assets at end of year2015-12-31$2,934,500
Value of total assets at beginning of year2015-12-31$2,638,175
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$93,187
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$93,187
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,250,000
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$208,765
Participant contributions at end of year2015-12-31$5,342
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$11
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$1,593
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$1,553
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$294,798
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,927,682
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,632,884
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$2,724,485
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,445,699
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-132,474
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$333,641
Employer contributions (assets) at end of year2015-12-31$204,662
Employer contributions (assets) at beginning of year2015-12-31$189,330
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$208,321
Liabilities. Value of benefit claims payable at end of year2015-12-31$6,818
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$5,291
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 name2015-12-31ERNST & YOUNG, LLP
Accountancy firm EIN2015-12-31346565596
2014 : ENTERPRISE RENT-A-CAR RETIREMENT SAVINGS PLAN OF PUERTO RICO 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$5,291
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$5,846
Total income from all sources (including contributions)2014-12-31$603,724
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$293,251
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$287,960
Value of total corrective distributions2014-12-31$5,291
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$485,308
Value of total assets at end of year2014-12-31$2,638,175
Value of total assets at beginning of year2014-12-31$2,328,257
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$119,404
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$119,404
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,250,000
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$176,532
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$1,593
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$1,089
Total non interest bearing cash at end of year2014-12-31$1,553
Total non interest bearing cash at beginning of year2014-12-31$21,032
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$310,473
Value of net assets at end of year (total assets less liabilities)2014-12-31$2,632,884
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,322,411
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$2,445,699
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$2,132,120
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-988
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$308,776
Employer contributions (assets) at end of year2014-12-31$189,330
Employer contributions (assets) at beginning of year2014-12-31$174,016
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$287,960
Liabilities. Value of benefit claims payable at end of year2014-12-31$5,291
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$5,846
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 name2014-12-31ERNST & YOUNG, LLP
Accountancy firm EIN2014-12-31346565596
2013 : ENTERPRISE RENT-A-CAR RETIREMENT SAVINGS PLAN OF PUERTO RICO 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$5,846
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$990,330
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$190,298
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$184,452
Value of total corrective distributions2013-12-31$5,846
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$759,351
Value of total assets at end of year2013-12-31$2,328,257
Value of total assets at beginning of year2013-12-31$1,522,379
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$91,626
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$91,626
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,250,000
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$180,571
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$266,788
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$1,089
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$29
Total non interest bearing cash at end of year2013-12-31$21,032
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$800,032
Value of net assets at end of year (total assets less liabilities)2013-12-31$2,322,411
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,522,379
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$2,132,120
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,320,992
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$10,502
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$10,502
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$139,353
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$311,992
Employer contributions (assets) at end of year2013-12-31$174,016
Employer contributions (assets) at beginning of year2013-12-31$190,856
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$184,452
Liabilities. Value of benefit claims payable at end of year2013-12-31$5,846
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 name2013-12-31ERNST & YOUNG, LLP
Accountancy firm EIN2013-12-31346565596
2012 : ENTERPRISE RENT-A-CAR RETIREMENT SAVINGS PLAN OF PUERTO RICO 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$524
Total income from all sources (including contributions)2012-12-31$511,698
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$41,374
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$41,374
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$384,142
Value of total assets at end of year2012-12-31$1,522,379
Value of total assets at beginning of year2012-12-31$1,052,579
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$55,514
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$55,514
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,250,000
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$117,192
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$29
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$35
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$524
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$470,324
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,522,379
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,052,055
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$1,320,992
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$840,508
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$10,502
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$26,278
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$26,278
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$72,042
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$266,950
Employer contributions (assets) at end of year2012-12-31$190,856
Employer contributions (assets) at beginning of year2012-12-31$185,758
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$41,374
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 name2012-12-31ERNST & YOUNG, LLP
Accountancy firm EIN2012-12-31346565596
2011 : ENTERPRISE RENT-A-CAR RETIREMENT SAVINGS PLAN OF PUERTO RICO 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$524
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$33,624
Total income from all sources (including contributions)2011-12-31$367,264
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$29,835
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$29,311
Value of total corrective distributions2011-12-31$524
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$365,342
Value of total assets at end of year2011-12-31$1,052,579
Value of total assets at beginning of year2011-12-31$748,250
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$25,196
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$25,196
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,250,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$106,200
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$35
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$761
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$524
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$33,624
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$337,429
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,052,055
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$714,626
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$840,508
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$593,959
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$26,278
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$15,444
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$15,444
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-23,274
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$259,142
Employer contributions (assets) at end of year2011-12-31$185,758
Employer contributions (assets) at beginning of year2011-12-31$138,086
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$29,311
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 name2011-12-31ERNST & YOUNG LLP
Accountancy firm EIN2011-12-31346565596
2010 : ENTERPRISE RENT-A-CAR RETIREMENT SAVINGS PLAN OF PUERTO RICO 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$33,624
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$53,469
Total income from all sources (including contributions)2010-12-31$359,086
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$51,211
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$17,587
Value of total corrective distributions2010-12-31$33,624
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$295,257
Value of total assets at end of year2010-12-31$748,250
Value of total assets at beginning of year2010-12-31$460,220
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$23,269
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$23,269
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,250,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$91,841
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$761
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$562
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$33,624
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$53,469
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$307,875
Value of net assets at end of year (total assets less liabilities)2010-12-31$714,626
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$406,751
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$593,959
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$416,364
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$15,444
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$8,970
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$8,970
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$40,560
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$203,416
Employer contributions (assets) at end of year2010-12-31$138,086
Employer contributions (assets) at beginning of year2010-12-31$34,324
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$17,587
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 name2010-12-31ERNST & YOUNG LLP
Accountancy firm EIN2010-12-31346565596

Form 5500 Responses for ENTERPRISE RENT-A-CAR RETIREMENT SAVINGS PLAN OF PUERTO RICO

2023: ENTERPRISE RENT-A-CAR RETIREMENT SAVINGS PLAN OF PUERTO RICO 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: ENTERPRISE RENT-A-CAR RETIREMENT SAVINGS PLAN OF PUERTO RICO 2022 form 5500 responses
2022-01-01Type of plan entitySingle 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 – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ENTERPRISE RENT-A-CAR RETIREMENT SAVINGS PLAN OF PUERTO RICO 2021 form 5500 responses
2021-01-01Type of plan entitySingle 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 – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ENTERPRISE RENT-A-CAR RETIREMENT SAVINGS PLAN OF PUERTO RICO 2020 form 5500 responses
2020-01-01Type of plan entitySingle 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 – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ENTERPRISE RENT-A-CAR RETIREMENT SAVINGS PLAN OF PUERTO RICO 2019 form 5500 responses
2019-01-01Type of plan entitySingle 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 – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ENTERPRISE RENT-A-CAR RETIREMENT SAVINGS PLAN OF PUERTO RICO 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 – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ENTERPRISE RENT-A-CAR RETIREMENT SAVINGS PLAN OF PUERTO RICO 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 – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ENTERPRISE RENT-A-CAR RETIREMENT SAVINGS PLAN OF PUERTO RICO 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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ENTERPRISE RENT-A-CAR RETIREMENT SAVINGS PLAN OF PUERTO RICO 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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ENTERPRISE RENT-A-CAR RETIREMENT SAVINGS PLAN OF PUERTO RICO 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ENTERPRISE RENT-A-CAR RETIREMENT SAVINGS PLAN OF PUERTO RICO 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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ENTERPRISE RENT-A-CAR RETIREMENT SAVINGS PLAN OF PUERTO RICO 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 – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ENTERPRISE RENT-A-CAR RETIREMENT SAVINGS PLAN OF PUERTO RICO 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 – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: ENTERPRISE RENT-A-CAR RETIREMENT SAVINGS PLAN OF PUERTO RICO 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 – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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