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PHILLIPSBURG EASTON HONDA 401(K) PLAN 401k Plan overview

Plan NamePHILLIPSBURG EASTON HONDA 401(K) PLAN
Plan identification number 001

PHILLIPSBURG EASTON HONDA 401(K) 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.

401k Sponsoring company profile

PHILLIPSBURG EASTON HONDA has sponsored the creation of one or more 401k plans.

Company Name:PHILLIPSBURG EASTON HONDA
Employer identification number (EIN):222269012
NAIC Classification:441110
NAIC Description:New Car Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PHILLIPSBURG EASTON HONDA 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01DONNA O'REILLY2020-10-15
0012018-01-01
0012017-01-01DONNA O'REILLY
0012016-01-01DONNA O'REILLY
0012015-01-01DONNA O'REILLY
0012014-01-01DONNA O'REILLY
0012013-01-01DONNA O'REILLY
0012012-01-01DONNA O'REILLY
0012011-01-01DONNA O'REILLY
0012010-01-01DONNA O'REILLY
0012009-01-01DONNA O'REILLY

Plan Statistics for PHILLIPSBURG EASTON HONDA 401(K) PLAN

401k plan membership statisitcs for PHILLIPSBURG EASTON HONDA 401(K) PLAN

Measure Date Value
2022: PHILLIPSBURG EASTON HONDA 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01195
Total number of active participants reported on line 7a of the Form 55002022-01-01162
Number of retired or separated participants receiving benefits2022-01-016
Number of other retired or separated participants entitled to future benefits2022-01-0126
Total of all active and inactive participants2022-01-01194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01194
Number of participants with account balances2022-01-01115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-012
2021: PHILLIPSBURG EASTON HONDA 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01205
Total number of active participants reported on line 7a of the Form 55002021-01-01146
Number of retired or separated participants receiving benefits2021-01-016
Number of other retired or separated participants entitled to future benefits2021-01-0127
Total of all active and inactive participants2021-01-01179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01179
Number of participants with account balances2021-01-01110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-013
2020: PHILLIPSBURG EASTON HONDA 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01206
Total number of active participants reported on line 7a of the Form 55002020-01-01183
Number of retired or separated participants receiving benefits2020-01-015
Number of other retired or separated participants entitled to future benefits2020-01-0128
Total of all active and inactive participants2020-01-01216
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01216
Number of participants with account balances2020-01-01113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-011
2019: PHILLIPSBURG EASTON HONDA 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01211
Total number of active participants reported on line 7a of the Form 55002019-01-01205
Number of retired or separated participants receiving benefits2019-01-016
Number of other retired or separated participants entitled to future benefits2019-01-0122
Total of all active and inactive participants2019-01-01233
Total participants2019-01-01233
Number of participants with account balances2019-01-01111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-011
2018: PHILLIPSBURG EASTON HONDA 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01193
Total number of active participants reported on line 7a of the Form 55002018-01-01179
Number of retired or separated participants receiving benefits2018-01-017
Number of other retired or separated participants entitled to future benefits2018-01-0125
Total of all active and inactive participants2018-01-01211
Total participants2018-01-01211
Number of participants with account balances2018-01-01113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-013
2017: PHILLIPSBURG EASTON HONDA 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01193
Total number of active participants reported on line 7a of the Form 55002017-01-01161
Number of other retired or separated participants entitled to future benefits2017-01-0131
Total of all active and inactive participants2017-01-01192
Total participants2017-01-01192
Number of participants with account balances2017-01-01104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-016
2016: PHILLIPSBURG EASTON HONDA 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01188
Total number of active participants reported on line 7a of the Form 55002016-01-01165
Number of other retired or separated participants entitled to future benefits2016-01-0128
Total of all active and inactive participants2016-01-01193
Total participants2016-01-01193
Number of participants with account balances2016-01-01109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-012
2015: PHILLIPSBURG EASTON HONDA 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01167
Total number of active participants reported on line 7a of the Form 55002015-01-01144
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0128
Total of all active and inactive participants2015-01-01172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01172
Number of participants with account balances2015-01-01110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-012
2014: PHILLIPSBURG EASTON HONDA 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01171
Total number of active participants reported on line 7a of the Form 55002014-01-01147
Number of retired or separated participants receiving benefits2014-01-013
Number of other retired or separated participants entitled to future benefits2014-01-0118
Total of all active and inactive participants2014-01-01168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01168
Number of participants with account balances2014-01-01100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-013
2013: PHILLIPSBURG EASTON HONDA 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01180
Total number of active participants reported on line 7a of the Form 55002013-01-01156
Number of other retired or separated participants entitled to future benefits2013-01-0116
Total of all active and inactive participants2013-01-01172
Total participants2013-01-01172
Number of participants with account balances2013-01-0194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-012
2012: PHILLIPSBURG EASTON HONDA 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01153
Total number of active participants reported on line 7a of the Form 55002012-01-01157
Number of retired or separated participants receiving benefits2012-01-012
Number of other retired or separated participants entitled to future benefits2012-01-0121
Total of all active and inactive participants2012-01-01180
Total participants2012-01-01180
Number of participants with account balances2012-01-0197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-014
2011: PHILLIPSBURG EASTON HONDA 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01148
Total number of active participants reported on line 7a of the Form 55002011-01-01133
Number of other retired or separated participants entitled to future benefits2011-01-0120
Total of all active and inactive participants2011-01-01153
Total participants2011-01-01153
Number of participants with account balances2011-01-0188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-019
2010: PHILLIPSBURG EASTON HONDA 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01148
Total number of active participants reported on line 7a of the Form 55002010-01-01136
Number of other retired or separated participants entitled to future benefits2010-01-0110
Total of all active and inactive participants2010-01-01146
Total participants2010-01-01146
Number of participants with account balances2010-01-0186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-012
2009: PHILLIPSBURG EASTON HONDA 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01131
Total number of active participants reported on line 7a of the Form 55002009-01-01133
Number of other retired or separated participants entitled to future benefits2009-01-0113
Total of all active and inactive participants2009-01-01146
Total participants2009-01-01146
Number of participants with account balances2009-01-0187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on PHILLIPSBURG EASTON HONDA 401(K) PLAN

Measure Date Value
2022 : PHILLIPSBURG EASTON HONDA 401(K) PLAN 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets2022-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$0
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$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Expenses. Interest paid2022-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022022-12-31$0
Total income from all sources (including contributions)2022-12-31$-903,305
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$268,116
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$240,235
Expenses. Certain deemed distributions of participant loans2022-12-31$26,017
Value of total corrective distributions2022-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$591,911
Value of total assets at end of year2022-12-31$7,138,718
Value of total assets at beginning of year2022-12-31$8,310,139
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$1,864
Total income from rents2022-12-31$0
Total interest from all sources2022-12-31$9,932
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
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$0
Assets. Real estate other than employer real property at end of year2022-12-31$0
Assets. Real estate other than employer real property at beginning of year2022-12-31$0
Administrative expenses professional fees incurred2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-12-31$0
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$538,101
Participant contributions at end of year2022-12-31$224,416
Participant contributions at beginning of year2022-12-31$188,573
Participant contributions at end of year2022-12-31$2,551
Participant contributions at beginning of year2022-12-31$3,041
Assets. Other investments not covered elsewhere at end of year2022-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Assets. Loans (other than to participants) at end of year2022-12-31$0
Assets. Loans (other than to participants) at beginning of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Other income not declared elsewhere2022-12-31$0
Administrative expenses (other) incurred2022-12-31$0
Liabilities. Value of operating payables at end of year2022-12-31$0
Liabilities. Value of operating payables at beginning of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Income. Non cash contributions2022-12-31$0
Value of net income/loss2022-12-31$-1,171,421
Value of net assets at end of year (total assets less liabilities)2022-12-31$7,138,718
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$8,310,139
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Assets. partnership/joint venture interests at end of year2022-12-31$0
Assets. partnership/joint venture interests at beginning of year2022-12-31$0
Investment advisory and management fees2022-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$6,897,273
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$8,108,603
Value of interest in pooled separate accounts at end of year2022-12-31$0
Value of interest in pooled separate accounts at beginning of year2022-12-31$0
Interest on participant loans2022-12-31$9,932
Income. Interest from loans (other than to participants)2022-12-31$0
Interest earned on other investments2022-12-31$0
Income. Interest from US Government securities2022-12-31$0
Income. Interest from corporate debt instruments2022-12-31$0
Value of interest in master investment trust accounts at end of year2022-12-31$0
Value of interest in master investment trust accounts at beginning of year2022-12-31$0
Value of interest in common/collective trusts at end of year2022-12-31$0
Value of interest in common/collective trusts at beginning of year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2022-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$14,223
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$9,618
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$0
Asset value of US Government securities at end of year2022-12-31$0
Asset value of US Government securities at beginning of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,505,148
Net investment gain/loss from pooled separate accounts2022-12-31$0
Net investment gain or loss from common/collective trusts2022-12-31$0
Net gain/loss from 103.12 investment entities2022-12-31$0
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
Assets. Invements in employer securities at end of year2022-12-31$0
Assets. Invements in employer securities at beginning of year2022-12-31$0
Assets. Value of employer real property at end of year2022-12-31$0
Assets. Value of employer real property at beginning of year2022-12-31$0
Contributions received in cash from employer2022-12-31$53,810
Employer contributions (assets) at end of year2022-12-31$255
Employer contributions (assets) at beginning of year2022-12-31$304
Income. Dividends from preferred stock2022-12-31$0
Income. Dividends from common stock2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$240,235
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$0
Contract administrator fees2022-12-31$1,864
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$0
Liabilities. Value of benefit claims payable at end of year2022-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$0
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
Aggregate proceeds on sale of assets2022-12-31$0
Aggregate carrying amount (costs) on sale of assets2022-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2022-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2022-12-31$0
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31COHNREZNICK LLP
Accountancy firm EIN2022-12-31221478099
2021 : PHILLIPSBURG EASTON HONDA 401(K) PLAN 2021 401k financial data
Total transfer of assets to this plan2021-12-31$0
Total transfer of assets from this plan2021-12-31$0
Expenses. Interest paid2021-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022021-12-31$0
Total income from all sources (including contributions)2021-12-31$1,585,227
Total of all expenses incurred2021-12-31$228,282
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$220,073
Expenses. Certain deemed distributions of participant loans2021-12-31$6,444
Value of total corrective distributions2021-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$535,103
Value of total assets at end of year2021-12-31$8,310,139
Value of total assets at beginning of year2021-12-31$6,953,194
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,765
Total interest from all sources2021-12-31$8,362
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Assets. Real estate other than employer real property at end of year2021-12-31$0
Administrative expenses professional fees incurred2021-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2021-12-31$0
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
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$484,641
Participant contributions at end of year2021-12-31$188,573
Participant contributions at beginning of year2021-12-31$133,719
Participant contributions at end of year2021-12-31$3,041
Participant contributions at beginning of year2021-12-31$2,618
Assets. Other investments not covered elsewhere at end of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$2,000
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Assets. Loans (other than to participants) at end of year2021-12-31$0
Administrative expenses (other) incurred2021-12-31$0
Total non interest bearing cash at end of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,356,945
Value of net assets at end of year (total assets less liabilities)2021-12-31$8,310,139
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$6,953,194
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
Assets. partnership/joint venture interests at end of year2021-12-31$0
Investment advisory and management fees2021-12-31$1,765
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$8,108,603
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$6,800,615
Value of interest in pooled separate accounts at end of year2021-12-31$0
Interest on participant loans2021-12-31$8,362
Value of interest in master investment trust accounts at end of year2021-12-31$0
Value of interest in common/collective trusts at end of year2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$9,618
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$15,980
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$0
Asset value of US Government securities at end of year2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,041,762
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Assets. Invements in employer securities at end of year2021-12-31$0
Assets. Value of employer real property at end of year2021-12-31$0
Contributions received in cash from employer2021-12-31$48,462
Employer contributions (assets) at end of year2021-12-31$304
Employer contributions (assets) at beginning of year2021-12-31$262
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$220,073
Asset. Corporate debt instrument preferred debt at end of year2021-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$0
Contract administrator fees2021-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2021-12-31$0
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 name2021-12-31COHNREZNICK LLP
Accountancy firm EIN2021-12-31221478099
2020 : PHILLIPSBURG EASTON HONDA 401(K) PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$1,400,767
Total of all expenses incurred2020-12-31$472,532
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$471,070
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$403,240
Value of total assets at end of year2020-12-31$6,953,194
Value of total assets at beginning of year2020-12-31$6,024,959
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,462
Total interest from all sources2020-12-31$7,725
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
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$0
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
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$366,582
Participant contributions at end of year2020-12-31$133,719
Participant contributions at beginning of year2020-12-31$161,222
Participant contributions at end of year2020-12-31$2,618
Participant contributions at beginning of year2020-12-31$1,837
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$928,235
Value of net assets at end of year (total assets less liabilities)2020-12-31$6,953,194
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$6,024,959
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
Investment advisory and management fees2020-12-31$1,462
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$6,800,615
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$5,831,659
Interest on participant loans2020-12-31$7,725
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$15,980
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$30,057
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$989,802
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$36,658
Employer contributions (assets) at end of year2020-12-31$262
Employer contributions (assets) at beginning of year2020-12-31$184
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$471,070
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 name2020-12-31COHNREZNICK LLP
Accountancy firm EIN2020-12-31221478099
2019 : PHILLIPSBURG EASTON HONDA 401(K) PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$1,537,469
Total of all expenses incurred2019-12-31$231,506
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$229,711
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$388,030
Value of total assets at end of year2019-12-31$6,024,959
Value of total assets at beginning of year2019-12-31$4,718,996
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,795
Total interest from all sources2019-12-31$7,261
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$352,755
Participant contributions at end of year2019-12-31$161,222
Participant contributions at beginning of year2019-12-31$106,661
Participant contributions at end of year2019-12-31$1,837
Participant contributions at beginning of year2019-12-31$2,456
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$1,305,963
Value of net assets at end of year (total assets less liabilities)2019-12-31$6,024,959
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,718,996
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
Investment advisory and management fees2019-12-31$1,795
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$5,831,659
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$4,556,623
Interest on participant loans2019-12-31$7,261
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$30,057
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$53,010
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,142,178
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 contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$35,275
Employer contributions (assets) at end of year2019-12-31$184
Employer contributions (assets) at beginning of year2019-12-31$246
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$229,711
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31COHNREZNICK LLP
Accountancy firm EIN2019-12-31221478099
2018 : PHILLIPSBURG EASTON HONDA 401(K) PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$-33,014
Total of all expenses incurred2018-12-31$334,299
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$332,605
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$342,962
Value of total assets at end of year2018-12-31$4,718,996
Value of total assets at beginning of year2018-12-31$5,086,309
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,694
Total interest from all sources2018-12-31$-375,976
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$311,784
Participant contributions at end of year2018-12-31$106,661
Participant contributions at beginning of year2018-12-31$113,336
Participant contributions at end of year2018-12-31$246
Administrative expenses (other) incurred2018-12-31$1,694
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-367,313
Value of net assets at end of year (total assets less liabilities)2018-12-31$4,718,996
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$5,086,309
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$4,556,623
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$4,954,133
Interest on participant loans2018-12-31$5,981
Interest earned on other investments2018-12-31$-22
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$-381,935
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$53,010
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$18,840
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 contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$31,178
Employer contributions (assets) at end of year2018-12-31$2,456
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$332,605
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
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 name2018-12-31COHNREZNICK LLP
Accountancy firm EIN2018-12-31221478099
2017 : PHILLIPSBURG EASTON HONDA 401(K) PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$1,117,377
Total of all expenses incurred2017-12-31$321,028
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$319,514
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$341,827
Value of total assets at end of year2017-12-31$5,086,309
Value of total assets at beginning of year2017-12-31$4,289,960
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,514
Total interest from all sources2017-12-31$5,551
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$1,514
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
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$310,752
Participant contributions at end of year2017-12-31$113,336
Participant contributions at beginning of year2017-12-31$132,501
Participant contributions at beginning of year2017-12-31$4,845
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$796,349
Value of net assets at end of year (total assets less liabilities)2017-12-31$5,086,309
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$4,289,960
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$4,954,133
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$4,134,073
Interest on participant loans2017-12-31$5,551
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$18,840
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$18,057
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$769,999
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$31,075
Employer contributions (assets) at beginning of year2017-12-31$484
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$319,514
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
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 name2017-12-31COHNREZNICK LLP
Accountancy firm EIN2017-12-31221478099
2016 : PHILLIPSBURG EASTON HONDA 401(K) PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$748,205
Total of all expenses incurred2016-12-31$381,930
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$380,496
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$413,208
Value of total assets at end of year2016-12-31$4,289,960
Value of total assets at beginning of year2016-12-31$3,923,685
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,434
Total interest from all sources2016-12-31$6,332
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$354,513
Participant contributions at end of year2016-12-31$132,501
Participant contributions at beginning of year2016-12-31$142,189
Participant contributions at end of year2016-12-31$4,845
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$23,244
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$366,275
Value of net assets at end of year (total assets less liabilities)2016-12-31$4,289,960
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$3,923,685
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
Investment advisory and management fees2016-12-31$1,434
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$4,134,073
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$3,781,496
Interest on participant loans2016-12-31$6,332
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$18,057
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$328,665
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 contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$35,451
Employer contributions (assets) at end of year2016-12-31$484
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$380,496
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
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 name2016-12-31COHEN REZNICK LLP
Accountancy firm EIN2016-12-31221478099
2015 : PHILLIPSBURG EASTON HONDA 401(K) PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$340,086
Total of all expenses incurred2015-12-31$5,279
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$4,538
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$401,721
Value of total assets at end of year2015-12-31$3,923,685
Value of total assets at beginning of year2015-12-31$3,588,878
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$741
Total interest from all sources2015-12-31$4,298
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$250,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$365,201
Participant contributions at end of year2015-12-31$142,189
Participant contributions at beginning of year2015-12-31$93,286
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$334,807
Value of net assets at end of year (total assets less liabilities)2015-12-31$3,923,685
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$3,588,878
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
Investment advisory and management fees2015-12-31$741
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$3,781,496
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$3,495,592
Interest on participant loans2015-12-31$4,298
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-65,933
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$36,520
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$4,538
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 name2015-12-31COHNREZNICK LLP
Accountancy firm EIN2015-12-31221478099
2014 : PHILLIPSBURG EASTON HONDA 401(K) PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$492,808
Total of all expenses incurred2014-12-31$40,730
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$39,636
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$366,406
Value of total assets at end of year2014-12-31$3,588,878
Value of total assets at beginning of year2014-12-31$3,136,800
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,094
Total interest from all sources2014-12-31$3,124
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$250,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$333,101
Participant contributions at end of year2014-12-31$93,286
Participant contributions at beginning of year2014-12-31$64,788
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$452,078
Value of net assets at end of year (total assets less liabilities)2014-12-31$3,588,878
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,136,800
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
Investment advisory and management fees2014-12-31$1,094
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$3,495,592
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$3,072,012
Interest on participant loans2014-12-31$3,124
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$123,278
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$33,305
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$39,636
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 name2014-12-31COHEN REZNICK LLP
Accountancy firm EIN2014-12-31221478099
2013 : PHILLIPSBURG EASTON HONDA 401(K) PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$509,213
Total unrealized appreciation/depreciation of assets2013-12-31$509,213
Total income from all sources (including contributions)2013-12-31$796,641
Total of all expenses incurred2013-12-31$504,637
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$504,637
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$285,726
Value of total assets at end of year2013-12-31$3,136,800
Value of total assets at beginning of year2013-12-31$2,844,796
Total interest from all sources2013-12-31$1,702
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$250,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$256,114
Participant contributions at end of year2013-12-31$64,788
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$4,000
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$292,004
Value of net assets at end of year (total assets less liabilities)2013-12-31$3,136,800
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,844,796
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$3,072,012
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$2,844,796
Interest on participant loans2013-12-31$1,702
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$25,612
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$504,637
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 name2013-12-31COHN REZNICK LLP
Accountancy firm EIN2013-12-31221478099
2012 : PHILLIPSBURG EASTON HONDA 401(K) PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$551,068
Total of all expenses incurred2012-12-31$406,718
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$406,718
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$282,306
Value of total assets at end of year2012-12-31$2,844,796
Value of total assets at beginning of year2012-12-31$2,700,446
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$250,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$255,701
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$1,036
Assets. Loans (other than to participants) at beginning of year2012-12-31$1,981
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$144,350
Value of net assets at end of year (total assets less liabilities)2012-12-31$2,844,796
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,700,446
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$2,844,796
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$2,698,465
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$268,762
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$25,569
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$406,718
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 name2012-12-31COHN REZNICK LLP
Accountancy firm EIN2012-12-31221478099
2011 : PHILLIPSBURG EASTON HONDA 401(K) PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$156,968
Total of all expenses incurred2011-12-31$344,055
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$344,055
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$316,925
Value of total assets at end of year2011-12-31$2,700,446
Value of total assets at beginning of year2011-12-31$2,887,533
Total interest from all sources2011-12-31$-159,957
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$250,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$287,294
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$1,345
Assets. Loans (other than to participants) at end of year2011-12-31$1,981
Assets. Loans (other than to participants) at beginning of year2011-12-31$10,824
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-187,087
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,700,446
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,887,533
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 master investment trust accounts at end of year2011-12-31$2,698,465
Value of interest in master investment trust accounts at beginning of year2011-12-31$2,876,709
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$-159,957
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$28,286
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$344,055
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
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 name2011-12-31COHNREZNICK LLP
Accountancy firm EIN2011-12-31221478099
2010 : PHILLIPSBURG EASTON HONDA 401(K) PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$704,516
Total of all expenses incurred2010-12-31$97,508
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$97,508
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$318,222
Value of total assets at end of year2010-12-31$2,887,533
Value of total assets at beginning of year2010-12-31$2,280,525
Total interest from all sources2010-12-31$386,294
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$250,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$289,292
Assets. Loans (other than to participants) at end of year2010-12-31$10,824
Assets. Loans (other than to participants) at beginning of year2010-12-31$21,460
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$607,008
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,887,533
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,280,525
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
Interest on participant loans2010-12-31$1,490
Value of interest in master investment trust accounts at end of year2010-12-31$2,876,709
Value of interest in master investment trust accounts at beginning of year2010-12-31$2,259,065
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$384,804
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$28,930
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$97,508
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
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 name2010-12-31JHCOHEN
Accountancy firm EIN2010-12-31221478099

Form 5500 Responses for PHILLIPSBURG EASTON HONDA 401(K) PLAN

2022: PHILLIPSBURG EASTON HONDA 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: PHILLIPSBURG EASTON HONDA 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: PHILLIPSBURG EASTON HONDA 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PHILLIPSBURG EASTON HONDA 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PHILLIPSBURG EASTON HONDA 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PHILLIPSBURG EASTON HONDA 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PHILLIPSBURG EASTON HONDA 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PHILLIPSBURG EASTON HONDA 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PHILLIPSBURG EASTON HONDA 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PHILLIPSBURG EASTON HONDA 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PHILLIPSBURG EASTON HONDA 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PHILLIPSBURG EASTON HONDA 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: PHILLIPSBURG EASTON HONDA 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: PHILLIPSBURG EASTON HONDA 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
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 number35080520
Policy instance 1
Insurance contract or identification number35080520
Number of Individuals Covered115
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $52
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $52
Amount paid for insurance broker fees0
Insurance broker organization code?3
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number35080520
Policy instance 1
Insurance contract or identification number35080520
Number of Individuals Covered110
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $30
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $30
Insurance broker organization code?3
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number35080520
Policy instance 1
Insurance contract or identification number35080520
Number of Individuals Covered113
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $72
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $72
Additional information about fees paid to insurance brokerINVESTMENT ADVISOR
Insurance broker organization code?3
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number35080520
Policy instance 1
Insurance contract or identification number35080520
Number of Individuals Covered111
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $126
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $126
Additional information about fees paid to insurance brokerINVESTMENT ADVISOR
Insurance broker organization code?3
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number35080520
Policy instance 1
Insurance contract or identification number35080520
Total amount of commissions paid to insurance brokerUSD $179
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Other information about contractVARIABLE ANNUTIES
Commission paid to Insurance BrokerUSD $179
Insurance broker organization code?3
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number35080520
Policy instance 1
Insurance contract or identification number35080520
Total amount of fees paid to insurance companyUSD $75
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Other information about contractVARIABLE ANNUITIES
Amount paid for insurance broker fees75
Insurance broker organization code?3
Insurance broker nameLPL FINANCIAL LLC

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