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Plan Name | MCCLUSKEY CHEVROLET, INC. 401(K) PROFIT SHARING PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | MCCLUSKEY CHEVROLET, INC. |
Employer identification number (EIN): | 310340690 |
NAIC Classification: | 441110 |
NAIC Description: | New Car Dealers |
Additional information about MCCLUSKEY CHEVROLET, INC.
Jurisdiction of Incorporation: | Ohio Secretary of State Business Services Division |
Incorporation Date: | 1928-06-02 |
Company Identification Number: | 131501 |
Legal Registered Office Address: |
1300 EAST NINTH STREET - CLEVELAND United States of America (USA) 44114 |
More information about MCCLUSKEY CHEVROLET, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | ||||
001 | 2021-01-01 | ||||
001 | 2020-01-01 | ||||
001 | 2019-01-01 | ||||
001 | 2018-01-01 | ||||
001 | 2018-01-01 | ||||
001 | 2017-01-01 | GINA R. OWENS | |||
001 | 2016-01-01 | GINA R. OWENS | |||
001 | 2015-01-01 | GINA R. OWENS | |||
001 | 2014-01-01 | GINA R. OWENS | |||
001 | 2013-01-01 | GINA R. OWENS | |||
001 | 2012-01-01 | GINA R. OWENS | |||
001 | 2011-01-01 | GINA R. OWENS | |||
001 | 2010-01-01 | GINA R. OWENS | GINA R. OWENS | 2011-07-22 | |
001 | 2009-01-01 | GINA OWENS | GINA OWENS | 2010-08-13 | |
001 | 2009-01-01 | GINA R. OWENS | GINA R. OWENS | 2010-07-23 | |
001 | 2009-01-01 | GINA R. OWENS | GINA R. OWENS | 2010-07-23 |
Measure | Date | Value |
---|---|---|
2022: MCCLUSKEY CHEVROLET, INC. 401(K) PROFIT SHARING PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 351 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 332 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 31 |
Total of all active and inactive participants | 2022-01-01 | 363 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 363 |
Number of participants with account balances | 2022-01-01 | 210 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 8 |
2021: MCCLUSKEY CHEVROLET, INC. 401(K) PROFIT SHARING PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 328 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 330 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 21 |
Total of all active and inactive participants | 2021-01-01 | 351 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 351 |
Number of participants with account balances | 2021-01-01 | 159 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 6 |
2020: MCCLUSKEY CHEVROLET, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 321 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 312 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 16 |
Total of all active and inactive participants | 2020-01-01 | 328 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 328 |
Number of participants with account balances | 2020-01-01 | 122 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 3 |
2019: MCCLUSKEY CHEVROLET, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 249 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 295 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 26 |
Total of all active and inactive participants | 2019-01-01 | 321 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 321 |
Number of participants with account balances | 2019-01-01 | 121 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 8 |
2018: MCCLUSKEY CHEVROLET, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 235 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 242 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 7 |
Total of all active and inactive participants | 2018-01-01 | 249 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 249 |
Number of participants with account balances | 2018-01-01 | 100 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: MCCLUSKEY CHEVROLET, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 224 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 224 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 11 |
Total of all active and inactive participants | 2017-01-01 | 235 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 235 |
Number of participants with account balances | 2017-01-01 | 90 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 1 |
2016: MCCLUSKEY CHEVROLET, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 169 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 216 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 8 |
Total of all active and inactive participants | 2016-01-01 | 224 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 224 |
Number of participants with account balances | 2016-01-01 | 75 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 2 |
2015: MCCLUSKEY CHEVROLET, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 142 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 165 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 4 |
Total of all active and inactive participants | 2015-01-01 | 169 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 169 |
Number of participants with account balances | 2015-01-01 | 68 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: MCCLUSKEY CHEVROLET, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 137 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 135 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 7 |
Total of all active and inactive participants | 2014-01-01 | 142 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 142 |
Number of participants with account balances | 2014-01-01 | 52 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: MCCLUSKEY CHEVROLET, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 129 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 132 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 5 |
Total of all active and inactive participants | 2013-01-01 | 137 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 137 |
Number of participants with account balances | 2013-01-01 | 53 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: MCCLUSKEY CHEVROLET, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 118 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 120 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 9 |
Total of all active and inactive participants | 2012-01-01 | 129 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 129 |
Number of participants with account balances | 2012-01-01 | 59 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 1 |
2011: MCCLUSKEY CHEVROLET, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 118 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 109 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 9 |
Total of all active and inactive participants | 2011-01-01 | 118 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 118 |
Number of participants with account balances | 2011-01-01 | 66 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: MCCLUSKEY CHEVROLET, INC. 401(K) PROFIT SHARING PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 130 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 111 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 7 |
Total of all active and inactive participants | 2010-01-01 | 118 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 118 |
Number of participants with account balances | 2010-01-01 | 67 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
2009: MCCLUSKEY CHEVROLET, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 124 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 123 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 6 |
Total of all active and inactive participants | 2009-01-01 | 129 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 1 |
Total participants | 2009-01-01 | 130 |
Number of participants with account balances | 2009-01-01 | 72 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2022 : MCCLUSKEY CHEVROLET, INC. 401(K) PROFIT SHARING PLAN 2022 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $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 |
Total income from all sources (including contributions) | 2022-12-31 | $-175,726 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $792,922 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $745,226 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $1,305,331 |
Value of total assets at end of year | 2022-12-31 | $10,345,238 |
Value of total assets at beginning of year | 2022-12-31 | $11,313,886 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $47,696 |
Total interest from all sources | 2022-12-31 | $14,468 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $134,857 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $134,857 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $1,188,413 |
Participant contributions at end of year | 2022-12-31 | $333,327 |
Participant contributions at beginning of year | 2022-12-31 | $208,300 |
Participant contributions at end of year | 2022-12-31 | $11,099 |
Participant contributions at beginning of year | 2022-12-31 | $0 |
Total non interest bearing cash at end of year | 2022-12-31 | $1,039 |
Total non interest bearing cash at beginning of year | 2022-12-31 | $13,685 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-968,648 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $10,345,238 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $11,313,886 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Investment advisory and management fees | 2022-12-31 | $8,096 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $9,316,976 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $10,312,111 |
Interest on participant loans | 2022-12-31 | $14,468 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $567,461 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $686,669 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-1,637,817 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $7,435 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $116,918 |
Employer contributions (assets) at end of year | 2022-12-31 | $115,336 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $93,121 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $745,226 |
Contract administrator fees | 2022-12-31 | $39,600 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | CLARK, SCHAEFER, HACKETT & CO. |
Accountancy firm EIN | 2022-12-31 | 310800053 |
2021 : MCCLUSKEY CHEVROLET, INC. 401(K) PROFIT SHARING PLAN 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $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 | $3,062,453 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $245,392 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $206,719 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $1,298,557 |
Value of total assets at end of year | 2021-12-31 | $11,313,886 |
Value of total assets at beginning of year | 2021-12-31 | $8,496,825 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $38,673 |
Total interest from all sources | 2021-12-31 | $9,477 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $133,929 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $133,929 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $953,338 |
Participant contributions at end of year | 2021-12-31 | $208,300 |
Participant contributions at beginning of year | 2021-12-31 | $196,818 |
Participant contributions at end of year | 2021-12-31 | $0 |
Participant contributions at beginning of year | 2021-12-31 | $9,310 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $252,053 |
Total non interest bearing cash at end of year | 2021-12-31 | $13,685 |
Total non interest bearing cash at beginning of year | 2021-12-31 | $1,425 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $2,817,061 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $11,313,886 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $8,496,825 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Investment advisory and management fees | 2021-12-31 | $14,567 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $10,312,111 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $7,778,948 |
Interest on participant loans | 2021-12-31 | $9,477 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $686,669 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $441,121 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $1,614,964 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $5,526 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $93,166 |
Employer contributions (assets) at end of year | 2021-12-31 | $93,121 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $69,203 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $206,719 |
Contract administrator fees | 2021-12-31 | $24,106 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2021-12-31 | Yes |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | CLARK, SCHAEFER, HACKETT & CO. |
Accountancy firm EIN | 2021-12-31 | 310800053 |
2020 : MCCLUSKEY CHEVROLET, INC. 401(K) PROFIT SHARING PLAN 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $2,129,857 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $348,629 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $321,870 |
Value of total corrective distributions | 2020-12-31 | $3,631 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $784,218 |
Value of total assets at end of year | 2020-12-31 | $8,496,825 |
Value of total assets at beginning of year | 2020-12-31 | $6,715,597 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $23,128 |
Total interest from all sources | 2020-12-31 | $8,944 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $66,103 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $66,103 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $715,015 |
Participant contributions at end of year | 2020-12-31 | $196,818 |
Participant contributions at beginning of year | 2020-12-31 | $166,566 |
Participant contributions at end of year | 2020-12-31 | $9,310 |
Participant contributions at beginning of year | 2020-12-31 | $0 |
Total non interest bearing cash at end of year | 2020-12-31 | $1,425 |
Total non interest bearing cash at beginning of year | 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 appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $1,781,228 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $8,496,825 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $6,715,597 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Investment advisory and management fees | 2020-12-31 | $6,828 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $7,778,948 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $5,948,275 |
Interest on participant loans | 2020-12-31 | $8,944 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $441,121 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $539,845 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $1,263,053 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $7,539 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $69,203 |
Employer contributions (assets) at end of year | 2020-12-31 | $69,203 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $60,911 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $321,870 |
Contract administrator fees | 2020-12-31 | $16,300 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2020-12-31 | Yes |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | CLARK, SCHAEFER, HACKETT & CO. |
Accountancy firm EIN | 2020-12-31 | 310800053 |
2019 : MCCLUSKEY CHEVROLET, INC. 401(K) PROFIT SHARING PLAN 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 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 | $2,296,144 |
Total income from all sources (including contributions) | 2019-12-31 | $2,296,144 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $42,284 |
Total of all expenses incurred | 2019-12-31 | $42,284 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $36,216 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $36,216 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $683,153 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $683,153 |
Value of total assets at end of year | 2019-12-31 | $6,715,597 |
Value of total assets at end of year | 2019-12-31 | $6,715,597 |
Value of total assets at beginning of year | 2019-12-31 | $4,461,737 |
Value of total assets at beginning of year | 2019-12-31 | $4,461,737 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $6,068 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $6,068 |
Total interest from all sources | 2019-12-31 | $8,060 |
Total interest from all sources | 2019-12-31 | $8,060 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $46,878 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $46,878 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $46,878 |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $46,878 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $622,242 |
Contributions received from participants | 2019-12-31 | $622,242 |
Participant contributions at end of year | 2019-12-31 | $166,566 |
Participant contributions at end of year | 2019-12-31 | $166,566 |
Participant contributions at beginning of year | 2019-12-31 | $138,764 |
Participant contributions at beginning of year | 2019-12-31 | $138,764 |
Total non interest bearing cash at end of year | 2019-12-31 | $0 |
Total non interest bearing cash at end of year | 2019-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $170 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $170 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $2,253,860 |
Value of net income/loss | 2019-12-31 | $2,253,860 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $6,715,597 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $6,715,597 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $4,461,737 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $4,461,737 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Investment advisory and management fees | 2019-12-31 | $3,203 |
Investment advisory and management fees | 2019-12-31 | $3,203 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $5,948,275 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $5,948,275 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $4,250,028 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $4,250,028 |
Interest on participant loans | 2019-12-31 | $8,060 |
Interest on participant loans | 2019-12-31 | $8,060 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $539,845 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $539,845 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $20,594 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $20,594 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $1,552,838 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $1,552,838 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $5,215 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $5,215 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $60,911 |
Contributions received in cash from employer | 2019-12-31 | $60,911 |
Employer contributions (assets) at end of year | 2019-12-31 | $60,911 |
Employer contributions (assets) at end of year | 2019-12-31 | $60,911 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $52,181 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $52,181 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $36,216 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $36,216 |
Contract administrator fees | 2019-12-31 | $2,865 |
Contract administrator fees | 2019-12-31 | $2,865 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | CLARK, SCHAEFER, HACKETT & CO. |
Accountancy firm name | 2019-12-31 | CLARK, SCHAEFER, HACKETT & CO. |
Accountancy firm EIN | 2019-12-31 | 310800053 |
Accountancy firm EIN | 2019-12-31 | 310800053 |
2018 : MCCLUSKEY CHEVROLET, INC. 401(K) PROFIT SHARING PLAN 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $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 | $12,772 |
Total income from all sources (including contributions) | 2018-12-31 | $-390,736 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $58,139 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $50,835 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $643,360 |
Value of total assets at end of year | 2018-12-31 | $4,461,737 |
Value of total assets at beginning of year | 2018-12-31 | $4,923,384 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $7,304 |
Total interest from all sources | 2018-12-31 | $5,769 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $14,660 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $14,660 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $532,497 |
Participant contributions at end of year | 2018-12-31 | $138,764 |
Participant contributions at beginning of year | 2018-12-31 | $112,001 |
Participant contributions at end of year | 2018-12-31 | $0 |
Participant contributions at beginning of year | 2018-12-31 | $51 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $58,682 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-12-31 | $12,772 |
Total non interest bearing cash at end of year | 2018-12-31 | $170 |
Total non interest bearing cash at beginning of year | 2018-12-31 | $5,558 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-448,875 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $4,461,737 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $4,910,612 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Investment advisory and management fees | 2018-12-31 | $2,593 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $4,250,028 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $4,616,529 |
Interest on participant loans | 2018-12-31 | $5,769 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $20,594 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $152,660 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-1,056,159 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $1,634 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $52,181 |
Employer contributions (assets) at end of year | 2018-12-31 | $52,181 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $36,585 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $50,835 |
Contract administrator fees | 2018-12-31 | $4,711 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | CLARK, SCHAEFER, HACKETT & CO. |
Accountancy firm EIN | 2018-12-31 | 310800053 |
2017 : MCCLUSKEY CHEVROLET, INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $12,772 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $29,000 |
Total income from all sources (including contributions) | 2017-12-31 | $1,292,196 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $96,900 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $76,951 |
Value of total corrective distributions | 2017-12-31 | $12,772 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $409,621 |
Value of total assets at end of year | 2017-12-31 | $4,923,384 |
Value of total assets at beginning of year | 2017-12-31 | $3,744,316 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $7,177 |
Total interest from all sources | 2017-12-31 | $5,527 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $65,589 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $65,589 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $372,049 |
Participant contributions at end of year | 2017-12-31 | $112,001 |
Participant contributions at beginning of year | 2017-12-31 | $132,405 |
Participant contributions at end of year | 2017-12-31 | $51 |
Participant contributions at beginning of year | 2017-12-31 | $4,331 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-12-31 | $12,772 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-12-31 | $29,000 |
Total non interest bearing cash at end of year | 2017-12-31 | $5,558 |
Total non interest bearing cash at beginning of year | 2017-12-31 | $93 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $1,195,296 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $4,910,612 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $3,715,316 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Investment advisory and management fees | 2017-12-31 | $2,180 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $4,616,529 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $3,434,293 |
Interest on participant loans | 2017-12-31 | $5,527 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $152,660 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $147,199 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $809,812 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $1,647 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $37,572 |
Employer contributions (assets) at end of year | 2017-12-31 | $36,585 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $25,995 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $76,951 |
Contract administrator fees | 2017-12-31 | $4,997 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2017-12-31 | Yes |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | CLARK, SCHAEFER, HACKETT & CO. |
Accountancy firm EIN | 2017-12-31 | 310800053 |
2016 : MCCLUSKEY CHEVROLET, INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $29,000 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $22,981 |
Total income from all sources (including contributions) | 2016-12-31 | $756,013 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $380,738 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $342,333 |
Value of total corrective distributions | 2016-12-31 | $29,000 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $298,202 |
Value of total assets at end of year | 2016-12-31 | $3,744,316 |
Value of total assets at beginning of year | 2016-12-31 | $3,363,022 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $9,405 |
Total interest from all sources | 2016-12-31 | $4,774 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $28,811 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $28,811 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $272,207 |
Participant contributions at end of year | 2016-12-31 | $132,405 |
Participant contributions at beginning of year | 2016-12-31 | $87,722 |
Participant contributions at end of year | 2016-12-31 | $4,331 |
Participant contributions at beginning of year | 2016-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-12-31 | $29,000 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-12-31 | $22,981 |
Total non interest bearing cash at end of year | 2016-12-31 | $93 |
Total non interest bearing cash at beginning of year | 2016-12-31 | $8,999 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $375,275 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $3,715,316 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $3,340,041 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Investment advisory and management fees | 2016-12-31 | $1,892 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $3,434,293 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $3,240,847 |
Interest on participant loans | 2016-12-31 | $4,774 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $147,199 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $2,203 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $423,208 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $1,018 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $25,995 |
Employer contributions (assets) at end of year | 2016-12-31 | $25,995 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $23,251 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $342,333 |
Contract administrator fees | 2016-12-31 | $7,513 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | CLARK, SCHAEFER, HACKETT & CO. |
Accountancy firm EIN | 2016-12-31 | 310800053 |
2015 : MCCLUSKEY CHEVROLET, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $22,981 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $22,634 |
Total income from all sources (including contributions) | 2015-12-31 | $221,583 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $596,708 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $558,519 |
Expenses. Certain deemed distributions of participant loans | 2015-12-31 | $10,918 |
Value of total corrective distributions | 2015-12-31 | $22,981 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $260,055 |
Value of total assets at end of year | 2015-12-31 | $3,363,022 |
Value of total assets at beginning of year | 2015-12-31 | $3,737,800 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $4,290 |
Total interest from all sources | 2015-12-31 | $2,412 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $56,205 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $56,205 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $232,320 |
Participant contributions at end of year | 2015-12-31 | $87,722 |
Participant contributions at beginning of year | 2015-12-31 | $51,565 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $4,484 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-12-31 | $22,981 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-12-31 | $22,634 |
Total non interest bearing cash at end of year | 2015-12-31 | $8,999 |
Total non interest bearing cash at beginning of year | 2015-12-31 | $3,670 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $-375,125 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $3,340,041 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $3,715,166 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $3,240,847 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $3,375,927 |
Interest on participant loans | 2015-12-31 | $2,412 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $2,203 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $289,912 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-97,873 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $784 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $23,251 |
Employer contributions (assets) at end of year | 2015-12-31 | $23,251 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $16,726 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $558,519 |
Contract administrator fees | 2015-12-31 | $4,290 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | CLARK, SCHAEFER, HACKETT & CO. |
Accountancy firm EIN | 2015-12-31 | 310800053 |
2014 : MCCLUSKEY CHEVROLET, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $22,634 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $12,981 |
Total income from all sources (including contributions) | 2014-12-31 | $501,964 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $128,384 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $95,919 |
Expenses. Certain deemed distributions of participant loans | 2014-12-31 | $2,869 |
Value of total corrective distributions | 2014-12-31 | $22,634 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $205,046 |
Value of total assets at end of year | 2014-12-31 | $3,737,800 |
Value of total assets at beginning of year | 2014-12-31 | $3,354,567 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $6,962 |
Total interest from all sources | 2014-12-31 | $2,610 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $78,915 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $78,915 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $179,545 |
Participant contributions at end of year | 2014-12-31 | $51,565 |
Participant contributions at beginning of year | 2014-12-31 | $75,586 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-12-31 | $22,634 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-12-31 | $12,981 |
Total non interest bearing cash at end of year | 2014-12-31 | $3,670 |
Total non interest bearing cash at beginning of year | 2014-12-31 | $5,277 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $373,580 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $3,715,166 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $3,341,586 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Investment advisory and management fees | 2014-12-31 | $2,611 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $3,375,927 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $3,064,213 |
Interest on participant loans | 2014-12-31 | $2,610 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $289,912 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $193,058 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $214,244 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $1,149 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $25,501 |
Employer contributions (assets) at end of year | 2014-12-31 | $16,726 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $16,433 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $95,919 |
Contract administrator fees | 2014-12-31 | $4,351 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | CLARK, SCHAEFER, HACKETT & CO. |
Accountancy firm EIN | 2014-12-31 | 310800053 |
2013 : MCCLUSKEY CHEVROLET, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $12,981 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $9,900 |
Total income from all sources (including contributions) | 2013-12-31 | $609,714 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $127,577 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $108,466 |
Value of total corrective distributions | 2013-12-31 | $12,981 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $182,799 |
Value of total assets at end of year | 2013-12-31 | $3,354,567 |
Value of total assets at beginning of year | 2013-12-31 | $2,869,349 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $6,130 |
Total interest from all sources | 2013-12-31 | $3,831 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $36,073 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $166,366 |
Participant contributions at end of year | 2013-12-31 | $75,586 |
Participant contributions at beginning of year | 2013-12-31 | $109,392 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-12-31 | $12,981 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-12-31 | $9,900 |
Total non interest bearing cash at end of year | 2013-12-31 | $5,277 |
Total non interest bearing cash at beginning of year | 2013-12-31 | $3,488 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $482,137 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $3,341,586 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $2,859,449 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Investment advisory and management fees | 2013-12-31 | $1,841 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $3,064,213 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $2,658,984 |
Interest on participant loans | 2013-12-31 | $3,831 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $193,058 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $80,087 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $386,602 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $409 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $16,433 |
Employer contributions (assets) at end of year | 2013-12-31 | $16,433 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $17,398 |
Income. Dividends from common stock | 2013-12-31 | $36,073 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $108,466 |
Contract administrator fees | 2013-12-31 | $4,289 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | CLARK, SCHAEFER, HACKETT & CO. |
Accountancy firm EIN | 2013-12-31 | 310800053 |
2012 : MCCLUSKEY CHEVROLET, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $9,900 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $8,337 |
Total income from all sources (including contributions) | 2012-12-31 | $143,034 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $150,124 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $136,908 |
Value of total corrective distributions | 2012-12-31 | $9,900 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $199,759 |
Value of total assets at end of year | 2012-12-31 | $2,869,349 |
Value of total assets at beginning of year | 2012-12-31 | $2,874,876 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $3,316 |
Total interest from all sources | 2012-12-31 | $5,775 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $15,337 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $15,337 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $250,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $181,644 |
Participant contributions at end of year | 2012-12-31 | $109,392 |
Participant contributions at beginning of year | 2012-12-31 | $153,640 |
Participant contributions at end of year | 2012-12-31 | $0 |
Participant contributions at beginning of year | 2012-12-31 | $2,600 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-12-31 | $9,900 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-12-31 | $8,337 |
Total non interest bearing cash at end of year | 2012-12-31 | $3,488 |
Total non interest bearing cash at beginning of year | 2012-12-31 | $207 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $-7,090 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $2,859,449 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $2,866,539 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Investment advisory and management fees | 2012-12-31 | $854 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $2,658,984 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $2,687,780 |
Interest on participant loans | 2012-12-31 | $5,775 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $80,087 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $12,116 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $-78,068 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $231 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $18,115 |
Employer contributions (assets) at end of year | 2012-12-31 | $17,398 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $18,533 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $136,908 |
Contract administrator fees | 2012-12-31 | $2,462 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | CLARK, SCHAEFER, HACKETT & CO. |
Accountancy firm EIN | 2012-12-31 | 310800053 |
2011 : MCCLUSKEY CHEVROLET, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $8,337 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $97,208 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $66,098 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $54,919 |
Value of total corrective distributions | 2011-12-31 | $8,337 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $210,139 |
Value of total assets at end of year | 2011-12-31 | $2,874,876 |
Value of total assets at beginning of year | 2011-12-31 | $2,835,429 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $2,842 |
Total interest from all sources | 2011-12-31 | $5,966 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $8,880 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $8,880 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $250,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $188,855 |
Participant contributions at end of year | 2011-12-31 | $153,640 |
Participant contributions at beginning of year | 2011-12-31 | $150,858 |
Participant contributions at end of year | 2011-12-31 | $2,600 |
Participant contributions at beginning of year | 2011-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $2,751 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-12-31 | $8,337 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-12-31 | $0 |
Total non interest bearing cash at end of year | 2011-12-31 | $207 |
Total non interest bearing cash at beginning of year | 2011-12-31 | $207 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $31,110 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $2,866,539 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $2,835,429 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Investment advisory and management fees | 2011-12-31 | $1,011 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $2,687,780 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $2,622,883 |
Interest on participant loans | 2011-12-31 | $5,966 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $12,116 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $61,481 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-128,227 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $450 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $18,533 |
Employer contributions (assets) at end of year | 2011-12-31 | $18,533 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $54,919 |
Contract administrator fees | 2011-12-31 | $1,831 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | CLARK, SCHAEFER, HACKETT & CO. |
Accountancy firm EIN | 2011-12-31 | 310800053 |
2010 : MCCLUSKEY CHEVROLET, INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $463,351 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $70,568 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $66,611 |
Value of total corrective distributions | 2010-12-31 | $446 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $170,492 |
Value of total assets at end of year | 2010-12-31 | $2,835,429 |
Value of total assets at beginning of year | 2010-12-31 | $2,442,646 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $3,511 |
Total interest from all sources | 2010-12-31 | $6,292 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $7,558 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $7,558 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $250,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $170,492 |
Participant contributions at end of year | 2010-12-31 | $150,858 |
Participant contributions at beginning of year | 2010-12-31 | $116,287 |
Participant contributions at end of year | 2010-12-31 | $0 |
Participant contributions at beginning of year | 2010-12-31 | $5,286 |
Total non interest bearing cash at end of year | 2010-12-31 | $207 |
Total non interest bearing cash at beginning of year | 2010-12-31 | $207 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $392,783 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $2,835,429 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,442,646 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Investment advisory and management fees | 2010-12-31 | $735 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $2,622,883 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $2,316,330 |
Interest on participant loans | 2010-12-31 | $6,292 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $61,481 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $4,536 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $278,876 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $133 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $66,611 |
Contract administrator fees | 2010-12-31 | $2,776 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | VEID & VEID, CPAS |
Accountancy firm EIN | 2010-12-31 | 542131378 |
2009 : MCCLUSKEY CHEVROLET, INC. 401(K) PROFIT SHARING PLAN 2009 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2022: MCCLUSKEY CHEVROLET, INC. 401(K) PROFIT SHARING PLAN 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: MCCLUSKEY CHEVROLET, INC. 401(K) PROFIT SHARING PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: MCCLUSKEY CHEVROLET, INC. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: MCCLUSKEY CHEVROLET, INC. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: MCCLUSKEY CHEVROLET, INC. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: MCCLUSKEY CHEVROLET, INC. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: MCCLUSKEY CHEVROLET, INC. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: MCCLUSKEY CHEVROLET, INC. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: MCCLUSKEY CHEVROLET, INC. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: MCCLUSKEY CHEVROLET, INC. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: MCCLUSKEY CHEVROLET, INC. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: MCCLUSKEY CHEVROLET, INC. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: MCCLUSKEY CHEVROLET, INC. 401(K) PROFIT SHARING PLAN 2010 form 5500 responses | ||
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: MCCLUSKEY CHEVROLET, INC. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | Yes |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |