| Plan Name | EAST SYRACUSE CHEVROLET EMPLOYEES' RETIREMENT & PROFIT SHARING PLAN & TRUST |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | EAST SYRACUSE SALES CO., INC. |
| Employer identification number (EIN): | 150296060 |
| NAIC Classification: | 441110 |
| NAIC Description: | New Car Dealers |
Additional information about EAST SYRACUSE SALES CO., INC.
| Jurisdiction of Incorporation: | New York Department of State |
| Incorporation Date: | 1931-09-10 |
| Company Identification Number: | 41305 |
| Legal Registered Office Address: |
c/o Bousquet Holstein PLLC 110 W Fayette St, Ste 1000 Syracuse United States of America (USA) 13202 |
More information about EAST SYRACUSE SALES CO., INC.
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2022-01-01 | AMBROSE BARBUTO | 2022-10-14 | ||
| 001 | 2021-01-01 | ||||
| 001 | 2021-01-01 | AMBROSE BARBUTO | |||
| 001 | 2020-01-01 | ||||
| 001 | 2019-01-01 | ||||
| 001 | 2018-01-01 | AMBROSE BARBUTO | 2019-07-23 | ||
| 001 | 2017-01-01 | AMBROSE BARBUTO | 2018-07-03 | ||
| 001 | 2016-01-01 | AMBROSE BARBUTO | 2017-09-26 | ||
| 001 | 2015-01-01 | AMBROSE BARBUTO | 2016-07-19 | ||
| 001 | 2014-01-01 | AMBROSE BARBUTO | 2015-09-22 | AMBROSE BARBUTO | 2015-09-22 |
| 001 | 2013-01-01 | AMBROSE BARBUTO | 2014-06-25 | AMBROSE BARBUTO | 2014-06-25 |
| 001 | 2012-01-01 | AMBROSE BARBUTO | 2013-02-21 | AMBROSE BARBUTO | 2013-02-21 |
| 001 | 2011-01-01 | AMBROSE BARBUTO | 2012-02-29 | AMBROSE BARBUTO | 2012-02-29 |
| 001 | 2010-01-01 | SIDNEY GREENBURG | 2011-06-07 |
| Measure | Date | Value |
|---|---|---|
| 2021 : EAST SYRACUSE CHEVROLET EMPLOYEES' RETIREMENT & PROFIT SHARING PLAN & TRUST 2021 401k financial data | ||
| Total income from all sources (including contributions) | 2021-12-31 | $964,949 |
| Total of all expenses incurred | 2021-12-31 | $143,748 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $113,691 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $387,597 |
| Value of total assets at end of year | 2021-12-31 | $5,365,656 |
| Value of total assets at beginning of year | 2021-12-31 | $4,544,455 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $30,057 |
| Total interest from all sources | 2021-12-31 | $3,566 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $355,795 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | Yes |
| Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2021-12-31 | $0 |
| Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $355,795 |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Contributions received from participants | 2021-12-31 | $241,077 |
| Participant contributions at end of year | 2021-12-31 | $56,841 |
| Participant contributions at beginning of year | 2021-12-31 | $98,670 |
| Participant contributions at end of year | 2021-12-31 | $0 |
| Participant contributions at beginning of year | 2021-12-31 | $4,612 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $66,041 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $171 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $77 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Value of net income/loss | 2021-12-31 | $821,201 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $5,365,656 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $4,544,455 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
| Investment advisory and management fees | 2021-12-31 | $17,088 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $5,305,953 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $4,438,935 |
| Interest on participant loans | 2021-12-31 | $3,566 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $51 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $34 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $34 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $217,991 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
| Contributions received in cash from employer | 2021-12-31 | $80,479 |
| Employer contributions (assets) at end of year | 2021-12-31 | $2,640 |
| Employer contributions (assets) at beginning of year | 2021-12-31 | $2,127 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $113,691 |
| Contract administrator fees | 2021-12-31 | $12,969 |
| Did the plan have assets held for investment | 2021-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
| Accountancy firm name | 2021-12-31 | BDG CPAS |
| Accountancy firm EIN | 2021-12-31 | 222625944 |
| 2020 : EAST SYRACUSE CHEVROLET EMPLOYEES' RETIREMENT & PROFIT SHARING PLAN & TRUST 2020 401k financial data | ||
| Total income from all sources (including contributions) | 2020-12-31 | $920,834 |
| Total of all expenses incurred | 2020-12-31 | $1,222,578 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $1,185,947 |
| Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $11,220 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $298,578 |
| Value of total assets at end of year | 2020-12-31 | $4,544,455 |
| Value of total assets at beginning of year | 2020-12-31 | $4,846,199 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $25,411 |
| Total interest from all sources | 2020-12-31 | $4,448 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $131,400 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $131,400 |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $400,000 |
| If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Contributions received from participants | 2020-12-31 | $211,577 |
| Participant contributions at end of year | 2020-12-31 | $98,670 |
| Participant contributions at beginning of year | 2020-12-31 | $96,551 |
| Participant contributions at end of year | 2020-12-31 | $4,612 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $12,380 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $77 |
| Total non interest bearing cash at beginning of year | 2020-12-31 | $6,401 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Value of net income/loss | 2020-12-31 | $-301,744 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $4,544,455 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $4,846,199 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
| Investment advisory and management fees | 2020-12-31 | $15,748 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $4,438,935 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $4,632,552 |
| Interest on participant loans | 2020-12-31 | $4,094 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $34 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $105,535 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $105,535 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $354 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $486,408 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
| Contributions received in cash from employer | 2020-12-31 | $74,621 |
| Employer contributions (assets) at end of year | 2020-12-31 | $2,127 |
| Employer contributions (assets) at beginning of year | 2020-12-31 | $5,160 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $1,185,947 |
| Contract administrator fees | 2020-12-31 | $9,663 |
| Did the plan have assets held for investment | 2020-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
| Accountancy firm name | 2020-12-31 | BDG CPAS |
| Accountancy firm EIN | 2020-12-31 | 222625944 |
| 2019 : EAST SYRACUSE CHEVROLET EMPLOYEES' RETIREMENT & PROFIT SHARING PLAN & TRUST 2019 401k financial data | ||
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $5 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $5 |
| Total income from all sources (including contributions) | 2019-12-31 | $1,147,220 |
| Total income from all sources (including contributions) | 2019-12-31 | $1,147,220 |
| Total of all expenses incurred | 2019-12-31 | $244,901 |
| Total of all expenses incurred | 2019-12-31 | $244,901 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $187,987 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $187,987 |
| Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $21,327 |
| Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $21,327 |
| Value of total corrective distributions | 2019-12-31 | $8,493 |
| Value of total corrective distributions | 2019-12-31 | $8,493 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $355,951 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $355,951 |
| Value of total assets at end of year | 2019-12-31 | $4,846,199 |
| Value of total assets at beginning of year | 2019-12-31 | $3,943,885 |
| Value of total assets at beginning of year | 2019-12-31 | $3,943,885 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $27,094 |
| Total interest from all sources | 2019-12-31 | $6,226 |
| Total interest from all sources | 2019-12-31 | $6,226 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $148,624 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $148,624 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $148,624 |
| Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $148,624 |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Value of fidelity bond cover | 2019-12-31 | $500,000 |
| Value of fidelity bond cover | 2019-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Contributions received from participants | 2019-12-31 | $268,625 |
| Contributions received from participants | 2019-12-31 | $268,625 |
| Participant contributions at end of year | 2019-12-31 | $96,551 |
| Participant contributions at end of year | 2019-12-31 | $96,551 |
| Participant contributions at beginning of year | 2019-12-31 | $127,606 |
| Participant contributions at beginning of year | 2019-12-31 | $127,606 |
| Participant contributions at end of year | 2019-12-31 | $0 |
| Participant contributions at end of year | 2019-12-31 | $0 |
| Participant contributions at beginning of year | 2019-12-31 | $5,662 |
| Participant contributions at beginning of year | 2019-12-31 | $5,662 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $32 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $199 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $199 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $5 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $5 |
| Total non interest bearing cash at end of year | 2019-12-31 | $6,401 |
| Total non interest bearing cash at end of year | 2019-12-31 | $6,401 |
| Total non interest bearing cash at beginning of year | 2019-12-31 | $8,902 |
| Total non interest bearing cash at beginning of year | 2019-12-31 | $8,902 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Value of net income/loss | 2019-12-31 | $902,319 |
| Value of net income/loss | 2019-12-31 | $902,319 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $4,846,199 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $4,846,199 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $3,943,880 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $3,943,880 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Investment advisory and management fees | 2019-12-31 | $15,121 |
| Investment advisory and management fees | 2019-12-31 | $15,121 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $4,632,552 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $4,632,552 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $3,795,870 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $3,795,870 |
| Interest on participant loans | 2019-12-31 | $4,996 |
| Interest on participant loans | 2019-12-31 | $4,996 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $105,535 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $105,535 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $80 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $80 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $80 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $80 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $1,230 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $1,230 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $636,419 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $636,419 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Contributions received in cash from employer | 2019-12-31 | $87,294 |
| Contributions received in cash from employer | 2019-12-31 | $87,294 |
| Employer contributions (assets) at end of year | 2019-12-31 | $5,160 |
| Employer contributions (assets) at end of year | 2019-12-31 | $5,160 |
| Employer contributions (assets) at beginning of year | 2019-12-31 | $5,566 |
| Employer contributions (assets) at beginning of year | 2019-12-31 | $5,566 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $187,987 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $187,987 |
| Contract administrator fees | 2019-12-31 | $11,973 |
| Contract administrator fees | 2019-12-31 | $11,973 |
| Did the plan have assets held for investment | 2019-12-31 | Yes |
| Did the plan have assets held for investment | 2019-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
| Accountancy firm name | 2019-12-31 | BDG CPAS |
| Accountancy firm name | 2019-12-31 | BDG CPAS |
| Accountancy firm EIN | 2019-12-31 | 222625944 |
| Accountancy firm EIN | 2019-12-31 | 222625944 |
| 2021: EAST SYRACUSE CHEVROLET EMPLOYEES' RETIREMENT & PROFIT SHARING PLAN & TRUST 2021 form 5500 responses | ||
|---|---|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: EAST SYRACUSE CHEVROLET EMPLOYEES' RETIREMENT & PROFIT SHARING PLAN & TRUST 2020 form 5500 responses | ||
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: EAST SYRACUSE CHEVROLET EMPLOYEES' RETIREMENT & PROFIT SHARING PLAN & TRUST 2019 form 5500 responses | ||
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |