?>
Logo

JEFF D'AMBROSIO DODGE 401(K) PLAN 401k Plan overview

Plan NameJEFF D'AMBROSIO DODGE 401(K) PLAN
Plan identification number 002

JEFF D'AMBROSIO DODGE 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

JEFF D'AMBROSIO DODGE AUTO GROUP has sponsored the creation of one or more 401k plans.

Company Name:JEFF D'AMBROSIO DODGE AUTO GROUP
Employer identification number (EIN):232366984
NAIC Classification:441228
NAIC Description:Motorcycle, ATV, and All Other Motor Vehicle Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JEFF D'AMBROSIO DODGE 401(K) 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
0022019-01-01
0022018-01-01
0022017-01-01CONSTANCE GILLELAND
0022016-01-01CONNIE GILLELAND
0022015-01-01CONNIE GILLELAND
0022014-11-01COSTANCE GILLELAND

Plan Statistics for JEFF D'AMBROSIO DODGE 401(K) PLAN

401k plan membership statisitcs for JEFF D'AMBROSIO DODGE 401(K) PLAN

Measure Date Value
2022: JEFF D'AMBROSIO DODGE 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01318
Total number of active participants reported on line 7a of the Form 55002022-01-01299
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01108
Total of all active and inactive participants2022-01-01407
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01407
Number of participants with account balances2022-01-01265
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0118
2021: JEFF D'AMBROSIO DODGE 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01280
Total number of active participants reported on line 7a of the Form 55002021-01-01268
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0150
Total of all active and inactive participants2021-01-01318
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01318
Number of participants with account balances2021-01-01203
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-011
2020: JEFF D'AMBROSIO DODGE 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01375
Total number of active participants reported on line 7a of the Form 55002020-01-01268
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0112
Total of all active and inactive participants2020-01-01280
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01280
Number of participants with account balances2020-01-0156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-013
2019: JEFF D'AMBROSIO DODGE 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01357
Total number of active participants reported on line 7a of the Form 55002019-01-01344
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-019
Total of all active and inactive participants2019-01-01353
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01353
Number of participants with account balances2019-01-0160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-011
2018: JEFF D'AMBROSIO DODGE 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01327
Total number of active participants reported on line 7a of the Form 55002018-01-01317
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-018
Total of all active and inactive participants2018-01-01325
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01325
Number of participants with account balances2018-01-0162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-013
2017: JEFF D'AMBROSIO DODGE 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01330
Total number of active participants reported on line 7a of the Form 55002017-01-01292
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-017
Total of all active and inactive participants2017-01-01299
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01299
Number of participants with account balances2017-01-0158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-014
2016: JEFF D'AMBROSIO DODGE 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01330
Total number of active participants reported on line 7a of the Form 55002016-01-01304
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 participants2016-01-01311
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01311
Number of participants with account balances2016-01-0156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-014
2015: JEFF D'AMBROSIO DODGE 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01336
Total number of active participants reported on line 7a of the Form 55002015-01-01309
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-013
Total of all active and inactive participants2015-01-01312
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01312
Number of participants with account balances2015-01-0155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-014
2014: JEFF D'AMBROSIO DODGE 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-11-01345
Total number of active participants reported on line 7a of the Form 55002014-11-01335
Number of retired or separated participants receiving benefits2014-11-010
Number of other retired or separated participants entitled to future benefits2014-11-011
Total of all active and inactive participants2014-11-01336
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-11-010
Total participants2014-11-01336
Number of participants with account balances2014-11-0153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-11-010

Financial Data on JEFF D'AMBROSIO DODGE 401(K) PLAN

Measure Date Value
2022 : JEFF D'AMBROSIO DODGE 401(K) PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-387,170
Total unrealized appreciation/depreciation of assets2022-12-31$-387,170
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$288,032
Total loss/gain on sale of assets2022-12-31$-53,961
Total of all expenses incurred2022-12-31$133,225
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$92,334
Expenses. Certain deemed distributions of participant loans2022-12-31$0
Value of total corrective distributions2022-12-31$17,736
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$582,247
Value of total assets at end of year2022-12-31$2,253,670
Value of total assets at beginning of year2022-12-31$2,098,863
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$23,155
Total interest from all sources2022-12-31$2,439
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$125,891
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$125,891
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$523,939
Participant contributions at end of year2022-12-31$39,842
Participant contributions at beginning of year2022-12-31$49,648
Participant contributions at end of year2022-12-31$7,581
Participant contributions at beginning of year2022-12-31$8,975
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$8,202
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$2,230
Other income not declared elsewhere2022-12-31$12,937
Administrative expenses (other) incurred2022-12-31$23,155
Total non interest bearing cash at end of year2022-12-31$418
Total non interest bearing cash at beginning of year2022-12-31$1,268
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$154,807
Value of net assets at end of year (total assets less liabilities)2022-12-31$2,253,670
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$2,098,863
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$1,728,560
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$1,869,870
Interest on participant loans2022-12-31$2,439
Interest earned on other investments2022-12-31$0
Value of interest in common/collective trusts at end of year2022-12-31$426,445
Value of interest in common/collective trusts at beginning of year2022-12-31$134,758
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$0
Net investment gain or loss from common/collective trusts2022-12-31$5,649
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$50,106
Employer contributions (assets) at end of year2022-12-31$50,824
Employer contributions (assets) at beginning of year2022-12-31$34,344
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$90,104
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$419,141
Aggregate carrying amount (costs) on sale of assets2022-12-31$473,102
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31VOYNOW BAYARD WHYTE AND CO, LLP
Accountancy firm EIN2022-12-31232074976
2021 : JEFF D'AMBROSIO DODGE 401(K) PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$0
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$726,564
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$359,973
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$284,938
Expenses. Certain deemed distributions of participant loans2021-12-31$26,332
Value of total corrective distributions2021-12-31$38,941
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$391,339
Value of total assets at end of year2021-12-31$2,098,863
Value of total assets at beginning of year2021-12-31$1,732,272
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$9,762
Total interest from all sources2021-12-31$2,193
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$22,184
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$22,184
Assets. Real estate other than employer real property at end of year2021-12-31$0
Assets. Real estate other than employer real property at beginning of year2021-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2021-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning 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$350,249
Participant contributions at end of year2021-12-31$49,648
Participant contributions at beginning of year2021-12-31$63,344
Participant contributions at end of year2021-12-31$8,975
Participant contributions at beginning of year2021-12-31$3,961
Assets. Other investments not covered elsewhere at end of year2021-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$0
Assets. Loans (other than to participants) at end of year2021-12-31$0
Assets. Loans (other than to participants) at beginning of year2021-12-31$0
Other income not declared elsewhere2021-12-31$310,848
Administrative expenses (other) incurred2021-12-31$0
Total non interest bearing cash at end of year2021-12-31$1,268
Total non interest bearing cash at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Income. Non cash contributions2021-12-31$0
Value of net income/loss2021-12-31$366,591
Value of net assets at end of year (total assets less liabilities)2021-12-31$2,098,863
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$1,732,272
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
Assets. partnership/joint venture interests at beginning of year2021-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$1,869,870
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$1,493,316
Value of interest in pooled separate accounts at end of year2021-12-31$0
Value of interest in pooled separate accounts at beginning of year2021-12-31$0
Interest on participant loans2021-12-31$2,193
Income. Interest from loans (other than to participants)2021-12-31$0
Interest earned on other investments2021-12-31$0
Income. Interest from US Government securities2021-12-31$0
Income. Interest from corporate debt instruments2021-12-31$0
Value of interest in master investment trust accounts at end of year2021-12-31$0
Value of interest in master investment trust accounts at beginning of year2021-12-31$0
Value of interest in common/collective trusts at end of year2021-12-31$134,758
Value of interest in common/collective trusts at beginning of year2021-12-31$147,251
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2021-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$0
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
Asset value of US Government securities at beginning of year2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$0
Net investment gain/loss from pooled separate accounts2021-12-31$0
Net investment gain or loss from common/collective trusts2021-12-31$0
Net gain/loss from 103.12 investment entities2021-12-31$0
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$41,090
Employer contributions (assets) at end of year2021-12-31$34,344
Employer contributions (assets) at beginning of year2021-12-31$24,400
Income. Dividends from preferred stock2021-12-31$0
Income. Dividends from common stock2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$284,938
Asset. Corporate debt instrument preferred debt at end of year2021-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2021-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$0
Contract administrator fees2021-12-31$9,762
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning 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
Aggregate proceeds on sale of assets2021-12-31$0
Aggregate carrying amount (costs) on sale of assets2021-12-31$0
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31VOYNOW BAYARD WHYTE AND CO, LLP
Accountancy firm EIN2021-12-31232074976
2020 : JEFF D'AMBROSIO DODGE 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$502,636
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$405,333
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$299,040
Expenses. Certain deemed distributions of participant loans2020-12-31$2,413
Value of total corrective distributions2020-12-31$81,403
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$279,441
Value of total assets at end of year2020-12-31$1,732,272
Value of total assets at beginning of year2020-12-31$1,634,969
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$22,477
Total interest from all sources2020-12-31$3,358
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$22,000
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$22,000
Administrative expenses professional fees incurred2020-12-31$7,500
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$100,000
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$244,789
Participant contributions at end of year2020-12-31$63,344
Participant contributions at beginning of year2020-12-31$74,819
Participant contributions at end of year2020-12-31$3,961
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$10,252
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$97,303
Value of net assets at end of year (total assets less liabilities)2020-12-31$1,732,272
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$1,634,969
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$5,602
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$1,493,316
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$1,560,150
Interest on participant loans2020-12-31$3,358
Income. Interest from loans (other than to participants)2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$147,251
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$195,390
Net investment gain or loss from common/collective trusts2020-12-31$2,447
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$24,400
Employer contributions (assets) at end of year2020-12-31$24,400
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$299,040
Contract administrator fees2020-12-31$9,375
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31VOYNOW BAYARD WHYTE AND COMPANY
Accountancy firm EIN2020-12-31232074976
2019 : JEFF D'AMBROSIO DODGE 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at 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 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$654,930
Total income from all sources (including contributions)2019-12-31$654,930
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$326,134
Total of all expenses incurred2019-12-31$326,134
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$243,226
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$243,226
Expenses. Certain deemed distributions of participant loans2019-12-31$4,124
Expenses. Certain deemed distributions of participant loans2019-12-31$4,124
Value of total corrective distributions2019-12-31$47,160
Value of total corrective distributions2019-12-31$47,160
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$324,969
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$324,969
Value of total assets at end of year2019-12-31$1,634,969
Value of total assets at end of year2019-12-31$1,634,969
Value of total assets at beginning of year2019-12-31$1,306,173
Value of total assets at beginning of year2019-12-31$1,306,173
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$31,624
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$31,624
Total interest from all sources2019-12-31$2,443
Total interest from all sources2019-12-31$2,443
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$31,990
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$31,990
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
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$31,990
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$31,990
Administrative expenses professional fees incurred2019-12-31$17,500
Administrative expenses professional fees incurred2019-12-31$17,500
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$100,000
Value of fidelity bond cover2019-12-31$100,000
If this is an individual account plan, was there a blackout period2019-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$297,632
Contributions received from participants2019-12-31$297,632
Participant contributions at end of year2019-12-31$74,819
Participant contributions at end of year2019-12-31$74,819
Participant contributions at beginning of year2019-12-31$35,274
Participant contributions at beginning of year2019-12-31$35,274
Participant contributions at end of year2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$655
Participant contributions at beginning of year2019-12-31$655
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
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$328,796
Value of net income/loss2019-12-31$328,796
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,634,969
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,634,969
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,306,173
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,306,173
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$5,549
Investment advisory and management fees2019-12-31$5,549
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$1,560,150
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$1,560,150
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,250,238
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,250,238
Interest on participant loans2019-12-31$2,443
Interest on participant loans2019-12-31$2,443
Income. Interest from loans (other than to participants)2019-12-31$0
Income. Interest from loans (other than to participants)2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$295,528
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$295,528
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$27,337
Contributions received in cash from employer2019-12-31$27,337
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$20,006
Employer contributions (assets) at beginning of year2019-12-31$20,006
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$243,226
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$243,226
Contract administrator fees2019-12-31$8,575
Contract administrator fees2019-12-31$8,575
Did the plan have assets held for investment2019-12-31Yes
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
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
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31VOYNOW BAYARD WHYTE AND COMPANY
Accountancy firm name2019-12-31VOYNOW BAYARD WHYTE AND COMPANY
Accountancy firm EIN2019-12-31232074976
Accountancy firm EIN2019-12-31232074976
2018 : JEFF D'AMBROSIO DODGE 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$252,994
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$107,937
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$27,486
Value of total corrective distributions2018-12-31$68,725
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$316,456
Value of total assets at end of year2018-12-31$1,306,173
Value of total assets at beginning of year2018-12-31$1,161,116
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$11,726
Total interest from all sources2018-12-31$1,653
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$19,871
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$19,871
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$100,000
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$289,040
Participant contributions at end of year2018-12-31$35,274
Participant contributions at beginning of year2018-12-31$13,800
Participant contributions at end of year2018-12-31$655
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$145,057
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,306,173
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,161,116
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
Investment advisory and management fees2018-12-31$10,149
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$1,250,238
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$1,090,394
Interest on participant loans2018-12-31$1,443
Income. Interest from loans (other than to participants)2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$38,999
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$38,999
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$210
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-84,986
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$27,416
Employer contributions (assets) at end of year2018-12-31$20,006
Employer contributions (assets) at beginning of year2018-12-31$17,923
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$27,486
Contract administrator fees2018-12-31$1,577
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 name2018-12-31VOYNOW BAYARD WHYTE AND COMPANY
Accountancy firm EIN2018-12-31232074976
2017 : JEFF D'AMBROSIO DODGE 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$524,111
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$107,192
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$44,551
Value of total corrective distributions2017-12-31$51,966
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$374,239
Value of total assets at end of year2017-12-31$1,161,116
Value of total assets at beginning of year2017-12-31$744,197
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$10,675
Total interest from all sources2017-12-31$737
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$11,628
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$11,628
Administrative expenses professional fees incurred2017-12-31$10,000
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$100,000
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$317,085
Participant contributions at end of year2017-12-31$13,800
Participant contributions at beginning of year2017-12-31$13,464
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$3,908
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$25,811
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$416,919
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,161,116
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$744,197
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$1,090,394
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$650,168
Interest on participant loans2017-12-31$612
Income. Interest from loans (other than to participants)2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$38,999
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$43,462
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$43,462
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$125
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$137,507
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$31,343
Employer contributions (assets) at end of year2017-12-31$17,923
Employer contributions (assets) at beginning of year2017-12-31$33,195
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$44,551
Contract administrator fees2017-12-31$675
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 name2017-12-31WITHUMSMITH AND BROWN
Accountancy firm EIN2017-12-31222027092
2016 : JEFF D'AMBROSIO DODGE 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$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$405,986
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$55,729
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$41,501
Value of total corrective distributions2016-12-31$12,803
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$359,061
Value of total assets at end of year2016-12-31$744,197
Value of total assets at beginning of year2016-12-31$393,940
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,425
Total interest from all sources2016-12-31$532
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$7,922
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$7,922
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$100,000
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$319,345
Participant contributions at end of year2016-12-31$13,464
Participant contributions at beginning of year2016-12-31$5,704
Participant contributions at end of year2016-12-31$3,908
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$6,521
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$350,257
Value of net assets at end of year (total assets less liabilities)2016-12-31$744,197
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$393,940
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$650,168
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$332,872
Interest on participant loans2016-12-31$532
Income. Interest from loans (other than to participants)2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$43,462
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$24,373
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$24,373
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$38,471
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$33,195
Employer contributions (assets) at end of year2016-12-31$33,195
Employer contributions (assets) at beginning of year2016-12-31$30,991
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$41,501
Contract administrator fees2016-12-31$1,425
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 name2016-12-31WITHUMSMITH AND BROWN
Accountancy firm EIN2016-12-31222027092
2015 : JEFF D'AMBROSIO DODGE 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$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$340,917
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$5,225
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$4,685
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$342,968
Value of total assets at end of year2015-12-31$393,940
Value of total assets at beginning of year2015-12-31$58,248
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$540
Total interest from all sources2015-12-31$87
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$4,860
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$4,860
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$100,000
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$311,977
Participant contributions at end of year2015-12-31$5,704
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$5,187
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$335,692
Value of net assets at end of year (total assets less liabilities)2015-12-31$393,940
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$58,248
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$332,872
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$45,433
Interest on participant loans2015-12-31$86
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$24,373
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$1,939
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$1,939
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$1
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-6,998
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$30,991
Employer contributions (assets) at end of year2015-12-31$30,991
Employer contributions (assets) at beginning of year2015-12-31$5,689
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$4,685
Contract administrator fees2015-12-31$540
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 name2015-12-31WITHUMSMITH AND BROWN
Accountancy firm EIN2015-12-31222027092
2014 : JEFF D'AMBROSIO DODGE 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$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$58,248
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$58,378
Value of total assets at end of year2014-12-31$58,248
Value of total assets at beginning of year2014-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$255
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$255
Was this plan covered by a fidelity bond2014-12-31No
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$52,689
Participant contributions at end of year2014-12-31$5,187
Participant contributions at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$58,248
Value of net assets at end of year (total assets less liabilities)2014-12-31$58,248
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$0
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$45,433
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$1,939
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-385
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$5,689
Employer contributions (assets) at end of year2014-12-31$5,689
Employer contributions (assets) at beginning of year2014-12-31$0
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

Form 5500 Responses for JEFF D'AMBROSIO DODGE 401(K) PLAN

2022: JEFF D'AMBROSIO DODGE 401(K) 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: JEFF D'AMBROSIO DODGE 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
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: JEFF D'AMBROSIO DODGE 401(K) 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: JEFF D'AMBROSIO DODGE 401(K) 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: JEFF D'AMBROSIO DODGE 401(K) 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: JEFF D'AMBROSIO DODGE 401(K) 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: JEFF D'AMBROSIO DODGE 401(K) 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: JEFF D'AMBROSIO DODGE 401(K) 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: JEFF D'AMBROSIO DODGE 401(K) PLAN 2014 form 5500 responses
2014-11-01Type of plan entitySingle employer plan
2014-11-01First time form 5500 has been submittedYes
2014-11-01Submission has been amendedNo
2014-11-01This submission is the final filingNo
2014-11-01This return/report is a short plan year return/report (less than 12 months)Yes
2014-11-01Plan is a collectively bargained planNo
2014-11-01Plan funding arrangement – TrustYes
2014-11-01Plan benefit arrangement - TrustYes

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

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