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O'CONNOR GMC RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameO'CONNOR GMC RETIREMENT SAVINGS PLAN
Plan identification number 002

O'CONNOR GMC RETIREMENT SAVINGS PLAN Benefits

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

401k Sponsoring company profile

HUTCHINS MOTORS, INC. DBA O'CONNOR GMC, INC. has sponsored the creation of one or more 401k plans.

Company Name:HUTCHINS MOTORS, INC. DBA O'CONNOR GMC, INC.
Employer identification number (EIN):201228013
NAIC Classification:441110
NAIC Description:New Car Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan O'CONNOR GMC RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022018-01-01
0022017-01-01TROY KNOWLAN TROY KNOWLAN2018-07-25
0022016-01-01TROY KNOWLAN
0022015-01-01TROY KNOWLAN TROY KNOWLAN2016-07-29
0022014-01-01TROY KNOWLAN TROY KNOWLAN2015-07-24
0022013-01-01TROY KNOWLAN TROY KNOWLAN2014-07-28
0022012-01-01TROY KNOWLAN TROY KNOWLAN2013-07-26
0022011-01-01TROY KNOWLAN TROY KNOWLAN2012-07-27
0022009-01-01TROY KNOWLAN TROY KNOWLAN2010-09-07

Plan Statistics for O'CONNOR GMC RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for O'CONNOR GMC RETIREMENT SAVINGS PLAN

Measure Date Value
2022: O'CONNOR GMC RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01237
Total number of active participants reported on line 7a of the Form 55002022-01-01183
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0132
Total of all active and inactive participants2022-01-01215
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01215
Number of participants with account balances2022-01-01174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-019
2021: O'CONNOR GMC RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01227
Total number of active participants reported on line 7a of the Form 55002021-01-01194
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0130
Total of all active and inactive participants2021-01-01224
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01225
Number of participants with account balances2021-01-01183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-018
2020: O'CONNOR GMC RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01212
Total number of active participants reported on line 7a of the Form 55002020-01-01200
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0117
Total of all active and inactive participants2020-01-01217
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01217
Number of participants with account balances2020-01-01177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-013
2019: O'CONNOR GMC RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01221
Total number of active participants reported on line 7a of the Form 55002019-01-01190
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0124
Total of all active and inactive participants2019-01-01214
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01214
Number of participants with account balances2019-01-01179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-015
2018: O'CONNOR GMC RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01250
Total number of active participants reported on line 7a of the Form 55002018-01-01185
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-0124
Total of all active and inactive participants2018-01-01210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01210
Number of participants with account balances2018-01-01187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0115
2017: O'CONNOR GMC RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01223
Total number of active participants reported on line 7a of the Form 55002017-01-01207
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-0127
Total of all active and inactive participants2017-01-01235
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01235
Number of participants with account balances2017-01-01219
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-019
2016: O'CONNOR GMC RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01229
Total number of active participants reported on line 7a of the Form 55002016-01-01203
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-017
Total of all active and inactive participants2016-01-01210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01210
Number of participants with account balances2016-01-01179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-018
2015: O'CONNOR GMC RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01220
Total number of active participants reported on line 7a of the Form 55002015-01-01195
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0119
Total of all active and inactive participants2015-01-01214
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01214
Number of participants with account balances2015-01-01197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0114
2014: O'CONNOR GMC RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01220
Total number of active participants reported on line 7a of the Form 55002014-01-01202
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-017
Total of all active and inactive participants2014-01-01209
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01209
Number of participants with account balances2014-01-01134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-015
2013: O'CONNOR GMC RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01206
Total number of active participants reported on line 7a of the Form 55002013-01-01191
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0111
Total of all active and inactive participants2013-01-01202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01202
Number of participants with account balances2013-01-01135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: O'CONNOR GMC RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01231
Total number of active participants reported on line 7a of the Form 55002012-01-01192
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0114
Total of all active and inactive participants2012-01-01206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01206
Number of participants with account balances2012-01-01134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-016
2011: O'CONNOR GMC RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01237
Total number of active participants reported on line 7a of the Form 55002011-01-01196
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0135
Total of all active and inactive participants2011-01-01231
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01231
Number of participants with account balances2011-01-01160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-013
2009: O'CONNOR GMC RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01274
Total number of active participants reported on line 7a of the Form 55002009-01-01191
Number of retired or separated participants receiving benefits2009-01-019
Number of other retired or separated participants entitled to future benefits2009-01-0142
Total of all active and inactive participants2009-01-01242
Total participants2009-01-01242
Number of participants with account balances2009-01-01179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-012

Financial Data on O'CONNOR GMC RETIREMENT SAVINGS PLAN

Measure Date Value
2022 : O'CONNOR GMC RETIREMENT SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$0
Total transfer of assets from this plan2022-12-31$4,261
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-1,498,961
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$478,494
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$420,458
Expenses. Certain deemed distributions of participant loans2022-12-31$5,128
Value of total corrective distributions2022-12-31$50,271
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$770,966
Value of total assets at end of year2022-12-31$12,113,761
Value of total assets at beginning of year2022-12-31$14,095,477
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$2,637
Total interest from all sources2022-12-31$13,468
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$681,280
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$681,280
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$750,651
Participant contributions at end of year2022-12-31$260,046
Participant contributions at beginning of year2022-12-31$245,968
Participant contributions at end of year2022-12-31$13,751
Participant contributions at beginning of year2022-12-31$10,557
Administrative expenses (other) incurred2022-12-31$2,637
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,977,455
Value of net assets at end of year (total assets less liabilities)2022-12-31$12,113,761
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$14,095,477
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$9,498,030
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$11,335,589
Interest on participant loans2022-12-31$13,468
Value of interest in common/collective trusts at end of year2022-12-31$2,321,620
Value of interest in common/collective trusts at beginning of year2022-12-31$2,484,115
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,720,346
Net investment gain or loss from common/collective trusts2022-12-31$-244,329
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$20,315
Employer contributions (assets) at end of year2022-12-31$20,314
Employer contributions (assets) at beginning of year2022-12-31$19,248
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$420,458
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 name2022-12-31WIPFLI LLP
Accountancy firm EIN2022-12-31390758449
2021 : O'CONNOR GMC RETIREMENT SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$0
Total transfer of assets from this plan2021-12-31$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$2,521,359
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$244,625
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$228,419
Expenses. Certain deemed distributions of participant loans2021-12-31$1,683
Value of total corrective distributions2021-12-31$12,515
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$684,459
Value of total assets at end of year2021-12-31$14,095,477
Value of total assets at beginning of year2021-12-31$11,818,743
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$2,008
Total interest from all sources2021-12-31$14,573
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,012,283
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$1,012,283
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
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$665,254
Participant contributions at end of year2021-12-31$245,968
Participant contributions at beginning of year2021-12-31$226,614
Participant contributions at end of year2021-12-31$10,557
Participant contributions at beginning of year2021-12-31$8,360
Other income not declared elsewhere2021-12-31$55
Administrative expenses (other) incurred2021-12-31$2,008
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$2,276,734
Value of net assets at end of year (total assets less liabilities)2021-12-31$14,095,477
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$11,818,743
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$11,335,589
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$10,395,688
Interest on participant loans2021-12-31$14,573
Value of interest in common/collective trusts at end of year2021-12-31$2,484,115
Value of interest in common/collective trusts at beginning of year2021-12-31$1,183,559
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$680,969
Net investment gain or loss from common/collective trusts2021-12-31$129,020
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$19,205
Employer contributions (assets) at end of year2021-12-31$19,248
Employer contributions (assets) at beginning of year2021-12-31$4,522
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$228,419
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 name2021-12-31WIPFLI LLP
Accountancy firm EIN2021-12-31390758449
2020 : O'CONNOR GMC RETIREMENT SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
Total transfer of assets from this plan2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$2,366,520
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,002,938
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$994,209
Expenses. Certain deemed distributions of participant loans2020-12-31$1,585
Value of total corrective distributions2020-12-31$5,616
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$753,395
Value of total assets at end of year2020-12-31$11,818,743
Value of total assets at beginning of year2020-12-31$10,455,161
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,528
Total interest from all sources2020-12-31$15,174
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$573,801
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$573,801
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$570,488
Participant contributions at end of year2020-12-31$226,614
Participant contributions at beginning of year2020-12-31$276,493
Participant contributions at end of year2020-12-31$8,360
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$167,293
Administrative expenses (other) incurred2020-12-31$1,528
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$1,363,582
Value of net assets at end of year (total assets less liabilities)2020-12-31$11,818,743
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$10,455,161
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$10,395,688
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$8,937,052
Interest on participant loans2020-12-31$15,174
Value of interest in common/collective trusts at end of year2020-12-31$1,183,559
Value of interest in common/collective trusts at beginning of year2020-12-31$1,238,022
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$984,429
Net investment gain or loss from common/collective trusts2020-12-31$39,721
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$15,614
Employer contributions (assets) at end of year2020-12-31$4,522
Employer contributions (assets) at beginning of year2020-12-31$3,594
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$994,209
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31WIPFLI
Accountancy firm EIN2020-12-31390758449
2019 : O'CONNOR GMC RETIREMENT SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total transfer of assets from this plan2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$2,447,707
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$968,225
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$932,319
Expenses. Certain deemed distributions of participant loans2019-12-31$29,010
Value of total corrective distributions2019-12-31$4,957
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$541,263
Value of total assets at end of year2019-12-31$10,455,161
Value of total assets at beginning of year2019-12-31$8,975,679
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,939
Total interest from all sources2019-12-31$15,779
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$453,691
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$453,691
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$471,028
Participant contributions at end of year2019-12-31$276,493
Participant contributions at beginning of year2019-12-31$317,416
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$57,310
Other income not declared elsewhere2019-12-31$40
Administrative expenses (other) incurred2019-12-31$1,939
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$1,479,482
Value of net assets at end of year (total assets less liabilities)2019-12-31$10,455,161
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$8,975,679
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$8,937,052
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$7,747,447
Interest on participant loans2019-12-31$15,779
Value of interest in common/collective trusts at end of year2019-12-31$1,238,022
Value of interest in common/collective trusts at beginning of year2019-12-31$907,449
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,380,989
Net investment gain or loss from common/collective trusts2019-12-31$55,945
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$12,925
Employer contributions (assets) at end of year2019-12-31$3,594
Employer contributions (assets) at beginning of year2019-12-31$3,367
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$932,319
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 name2019-12-31WIPFLI
Accountancy firm EIN2019-12-31390758449
2018 : O'CONNOR GMC RETIREMENT SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$6,539
Total transfer of assets from this plan2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$-92,150
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,314,408
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,297,104
Value of total corrective distributions2018-12-31$14,753
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$435,820
Value of total assets at end of year2018-12-31$8,975,679
Value of total assets at beginning of year2018-12-31$10,375,698
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$2,551
Total interest from all sources2018-12-31$15,446
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$656,209
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$656,209
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$423,995
Participant contributions at end of year2018-12-31$317,416
Participant contributions at beginning of year2018-12-31$341,656
Participant contributions at beginning of year2018-12-31$7,091
Other income not declared elsewhere2018-12-31$314
Administrative expenses (other) incurred2018-12-31$2,551
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,406,558
Value of net assets at end of year (total assets less liabilities)2018-12-31$8,975,679
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$10,375,698
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$7,747,447
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$8,991,221
Interest on participant loans2018-12-31$15,446
Value of interest in common/collective trusts at end of year2018-12-31$907,449
Value of interest in common/collective trusts at beginning of year2018-12-31$1,032,242
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,198,542
Net investment gain or loss from common/collective trusts2018-12-31$-1,397
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$11,825
Employer contributions (assets) at end of year2018-12-31$3,367
Employer contributions (assets) at beginning of year2018-12-31$3,488
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,297,104
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 name2018-12-31BERRY DUNN MCNEIL & PARKER LLC
Accountancy firm EIN2018-12-31010523282
2017 : O'CONNOR GMC RETIREMENT SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$0
Total transfer of assets from this plan2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$1,909,208
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$385,556
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$363,812
Value of total corrective distributions2017-12-31$19,249
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$457,293
Value of total assets at end of year2017-12-31$10,375,698
Value of total assets at beginning of year2017-12-31$8,852,046
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$2,495
Total interest from all sources2017-12-31$12,657
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$367,027
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$367,027
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$405,962
Participant contributions at end of year2017-12-31$341,656
Participant contributions at beginning of year2017-12-31$318,543
Participant contributions at end of year2017-12-31$7,091
Participant contributions at beginning of year2017-12-31$6,117
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$37,938
Administrative expenses (other) incurred2017-12-31$2,495
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$1,523,652
Value of net assets at end of year (total assets less liabilities)2017-12-31$10,375,698
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$8,852,046
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$8,991,221
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$7,155,464
Interest on participant loans2017-12-31$12,657
Value of interest in common/collective trusts at end of year2017-12-31$1,032,242
Value of interest in common/collective trusts at beginning of year2017-12-31$1,368,654
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,042,475
Net investment gain or loss from common/collective trusts2017-12-31$29,756
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$13,393
Employer contributions (assets) at end of year2017-12-31$3,488
Employer contributions (assets) at beginning of year2017-12-31$3,268
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$363,812
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 name2017-12-31BERRY DUNN MCNEIL & PARKER LLC
Accountancy firm EIN2017-12-31010523282
2016 : O'CONNOR GMC RETIREMENT SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$0
Total transfer of assets from this plan2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$963,211
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$372,054
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$362,512
Value of total corrective distributions2016-12-31$7,038
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$457,109
Value of total assets at end of year2016-12-31$8,852,046
Value of total assets at beginning of year2016-12-31$8,260,889
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$2,504
Total interest from all sources2016-12-31$12,491
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$277,331
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$277,331
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$382,553
Participant contributions at end of year2016-12-31$318,543
Participant contributions at beginning of year2016-12-31$316,031
Participant contributions at end of year2016-12-31$6,117
Participant contributions at beginning of year2016-12-31$5,294
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$61,859
Administrative expenses (other) incurred2016-12-31$2,504
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$591,157
Value of net assets at end of year (total assets less liabilities)2016-12-31$8,852,046
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$8,260,889
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$7,155,464
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$6,891,048
Interest on participant loans2016-12-31$12,491
Value of interest in common/collective trusts at end of year2016-12-31$1,368,654
Value of interest in common/collective trusts at beginning of year2016-12-31$1,041,834
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$191,615
Net investment gain or loss from common/collective trusts2016-12-31$24,665
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$12,697
Employer contributions (assets) at end of year2016-12-31$3,268
Employer contributions (assets) at beginning of year2016-12-31$6,682
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$362,512
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 name2016-12-31BERRY DUNN MCNEIL & PARKER, LLC
Accountancy firm EIN2016-12-31010523282
2015 : O'CONNOR GMC RETIREMENT SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$0
Total transfer of assets from this plan2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$336,492
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$476,786
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$457,686
Expenses. Certain deemed distributions of participant loans2015-12-31$70
Value of total corrective distributions2015-12-31$16,400
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$385,289
Value of total assets at end of year2015-12-31$8,260,889
Value of total assets at beginning of year2015-12-31$8,401,183
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$2,630
Total interest from all sources2015-12-31$11,784
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$417,728
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$417,728
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$372,554
Participant contributions at end of year2015-12-31$316,031
Participant contributions at beginning of year2015-12-31$297,587
Participant contributions at end of year2015-12-31$5,294
Other income not declared elsewhere2015-12-31$218
Administrative expenses (other) incurred2015-12-31$2,630
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-140,294
Value of net assets at end of year (total assets less liabilities)2015-12-31$8,260,889
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$8,401,183
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$6,891,048
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$7,102,452
Interest on participant loans2015-12-31$11,784
Value of interest in common/collective trusts at end of year2015-12-31$1,041,834
Value of interest in common/collective trusts at beginning of year2015-12-31$995,112
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-474,683
Net investment gain or loss from common/collective trusts2015-12-31$-3,844
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$12,735
Employer contributions (assets) at end of year2015-12-31$6,682
Employer contributions (assets) at beginning of year2015-12-31$6,032
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$457,686
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 name2015-12-31BERRY DUNN
Accountancy firm EIN2015-12-31010523282
2014 : O'CONNOR GMC RETIREMENT SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$161,188
Total transfer of assets from this plan2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$836,232
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$447,698
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$428,933
Expenses. Certain deemed distributions of participant loans2014-12-31$196
Value of total corrective distributions2014-12-31$16,568
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$332,501
Value of total assets at end of year2014-12-31$8,401,183
Value of total assets at beginning of year2014-12-31$7,851,461
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$2,001
Total interest from all sources2014-12-31$13,466
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$405,873
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$405,873
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$320,449
Participant contributions at end of year2014-12-31$297,587
Participant contributions at beginning of year2014-12-31$349,535
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$660
Administrative expenses (other) incurred2014-12-31$2,001
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$388,534
Value of net assets at end of year (total assets less liabilities)2014-12-31$8,401,183
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$7,851,461
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$7,102,452
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$6,472,405
Interest on participant loans2014-12-31$13,466
Value of interest in common/collective trusts at end of year2014-12-31$995,112
Value of interest in common/collective trusts at beginning of year2014-12-31$1,026,734
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$62,045
Net investment gain or loss from common/collective trusts2014-12-31$22,347
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$11,392
Employer contributions (assets) at end of year2014-12-31$6,032
Employer contributions (assets) at beginning of year2014-12-31$2,787
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$428,933
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 name2014-12-31BERRY DUNN
Accountancy firm EIN2014-12-31010523282
2013 : O'CONNOR GMC RETIREMENT SAVINGS PLAN 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$0
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$1,700,896
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$664,031
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$625,090
Expenses. Certain deemed distributions of participant loans2013-12-31$4,615
Value of total corrective distributions2013-12-31$31,769
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$317,215
Value of total assets at end of year2013-12-31$7,851,461
Value of total assets at beginning of year2013-12-31$6,814,596
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$2,557
Total interest from all sources2013-12-31$14,563
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$241,250
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$241,250
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$306,529
Participant contributions at end of year2013-12-31$349,535
Participant contributions at beginning of year2013-12-31$404,855
Other income not declared elsewhere2013-12-31$5
Administrative expenses (other) incurred2013-12-31$2,557
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$1,036,865
Value of net assets at end of year (total assets less liabilities)2013-12-31$7,851,461
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$6,814,596
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$6,472,405
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$5,270,359
Interest on participant loans2013-12-31$14,563
Value of interest in common/collective trusts at end of year2013-12-31$1,026,734
Value of interest in common/collective trusts at beginning of year2013-12-31$1,134,177
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,073,240
Net investment gain or loss from common/collective trusts2013-12-31$54,623
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$10,686
Employer contributions (assets) at end of year2013-12-31$2,787
Employer contributions (assets) at beginning of year2013-12-31$5,205
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$625,090
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 name2013-12-31BERRY DUNN
Accountancy firm EIN2013-12-31010523282
2012 : O'CONNOR GMC RETIREMENT SAVINGS PLAN 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$0
Total income from all sources (including contributions)2012-12-31$1,196,647
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$367,811
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$343,149
Value of total corrective distributions2012-12-31$20,616
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$464,840
Value of total assets at end of year2012-12-31$6,814,596
Value of total assets at beginning of year2012-12-31$5,985,760
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$4,046
Total interest from all sources2012-12-31$15,353
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$104,661
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$104,661
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$322,906
Participant contributions at end of year2012-12-31$404,855
Participant contributions at beginning of year2012-12-31$344,268
Participant contributions at beginning of year2012-12-31$5,086
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$131,338
Administrative expenses (other) incurred2012-12-31$4,046
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$828,836
Value of net assets at end of year (total assets less liabilities)2012-12-31$6,814,596
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$5,985,760
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$5,270,359
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$4,423,994
Interest on participant loans2012-12-31$15,353
Value of interest in common/collective trusts at end of year2012-12-31$1,134,177
Value of interest in common/collective trusts at beginning of year2012-12-31$1,209,540
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$579,846
Net investment gain or loss from common/collective trusts2012-12-31$31,947
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$10,596
Employer contributions (assets) at end of year2012-12-31$5,205
Employer contributions (assets) at beginning of year2012-12-31$2,872
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$343,149
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 name2012-12-31BERRY DUNN
Accountancy firm EIN2012-12-31010523282
2011 : O'CONNOR GMC RETIREMENT SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets from this plan2011-12-31$105,089
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$420,038
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$981,999
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$956,778
Expenses. Certain deemed distributions of participant loans2011-12-31$23,951
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$333,947
Value of total assets at end of year2011-12-31$5,985,760
Value of total assets at beginning of year2011-12-31$6,652,810
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,270
Total interest from all sources2011-12-31$13,373
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$91,687
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$91,687
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$328,302
Participant contributions at end of year2011-12-31$344,268
Participant contributions at beginning of year2011-12-31$271,551
Participant contributions at end of year2011-12-31$5,086
Participant contributions at beginning of year2011-12-31$4,799
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$2,773
Administrative expenses (other) incurred2011-12-31$1,270
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-561,961
Value of net assets at end of year (total assets less liabilities)2011-12-31$5,985,760
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$6,652,810
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$4,423,994
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$4,754,756
Interest on participant loans2011-12-31$13,373
Value of interest in common/collective trusts at end of year2011-12-31$1,209,540
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,621,704
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-38,380
Net investment gain or loss from common/collective trusts2011-12-31$19,411
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$2,872
Employer contributions (assets) at end of year2011-12-31$2,872
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$956,778
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31Yes
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 name2011-12-31BERRY DUNN MCNEIL & PARKER, LLC
Accountancy firm EIN2011-12-31010523282
2010 : O'CONNOR GMC RETIREMENT SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$998,133
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$571,476
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$549,289
Expenses. Certain deemed distributions of participant loans2010-12-31$2,564
Value of total corrective distributions2010-12-31$15,018
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$306,768
Value of total assets at end of year2010-12-31$6,652,810
Value of total assets at beginning of year2010-12-31$6,226,153
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$4,605
Total interest from all sources2010-12-31$11,387
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$291,231
Participant contributions at end of year2010-12-31$271,551
Participant contributions at beginning of year2010-12-31$209,079
Participant contributions at end of year2010-12-31$4,799
Participant contributions at beginning of year2010-12-31$3,926
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$15,537
Other income not declared elsewhere2010-12-31$21,308
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$426,657
Value of net assets at end of year (total assets less liabilities)2010-12-31$6,652,810
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$6,226,153
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
Investment advisory and management fees2010-12-31$4,605
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$4,754,756
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$4,357,283
Interest on participant loans2010-12-31$11,387
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$1,621,704
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$1,655,865
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$658,670
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$549,289
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 name2010-12-31BERRY DUNN MCNEIL & PARKER
Accountancy firm EIN2010-12-31010523282

Form 5500 Responses for O'CONNOR GMC RETIREMENT SAVINGS PLAN

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

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAPB1XJ64
Policy instance 1
Insurance contract or identification numberGAPB1XJ64
Number of Individuals Covered0
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $1,410
Total amount of fees paid to insurance companyUSD $352
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAPB1XJ64
Policy instance 1
Insurance contract or identification numberGAPB1XJ64
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $1,351
Total amount of fees paid to insurance companyUSD $338
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $1,351
Additional information about fees paid to insurance brokerINVESTMENT ADVISORY SERVICES
Insurance broker organization code?4
Amount paid for insurance broker fees338
Insurance broker nameSENTINEL BNEFITS FINANCIAL GROUP

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