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GERALD AUTO GROUP PROFIT SHARING 401(K) PLAN & TRUST 401k Plan overview

Plan NameGERALD AUTO GROUP PROFIT SHARING 401(K) PLAN & TRUST
Plan identification number 001

GERALD AUTO GROUP PROFIT SHARING 401(K) PLAN & TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

GERALD NISSAN OF NORTH AURORA, INC. has sponsored the creation of one or more 401k plans.

Company Name:GERALD NISSAN OF NORTH AURORA, INC.
Employer identification number (EIN):364162660
NAIC Classification:441110
NAIC Description:New Car Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GERALD AUTO GROUP PROFIT SHARING 401(K) PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01JOHN DVORAK2023-12-01 JOHN DVORAK2023-12-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01JOHN DVORAK JOHN DVORAK2018-10-03
0012016-01-01LISA COLLINS LISA COLLINS2017-09-14
0012015-01-01LISA COLLINS LISA COLLINS2016-09-13
0012014-01-01LISA COLLINS LISA COLLINS2015-10-15
0012013-01-01LISA COLLINS
0012012-01-01LISA COLLINS
0012011-01-01LISA COLLINS
0012009-01-01LISA COLLINS LISA COLLINS2010-10-05
0012009-01-01 LISA COLLINS2010-10-05
0012009-01-01 LISA COLLINS2010-10-05

Plan Statistics for GERALD AUTO GROUP PROFIT SHARING 401(K) PLAN & TRUST

401k plan membership statisitcs for GERALD AUTO GROUP PROFIT SHARING 401(K) PLAN & TRUST

Measure Date Value
2022: GERALD AUTO GROUP PROFIT SHARING 401(K) PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-01635
Total number of active participants reported on line 7a of the Form 55002022-01-01474
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01120
Total of all active and inactive participants2022-01-01594
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01595
Number of participants with account balances2022-01-01590
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0195
2021: GERALD AUTO GROUP PROFIT SHARING 401(K) PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-01549
Total number of active participants reported on line 7a of the Form 55002021-01-01446
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01137
Total of all active and inactive participants2021-01-01583
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01583
Number of participants with account balances2021-01-01493
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0182
2020: GERALD AUTO GROUP PROFIT SHARING 401(K) PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-01451
Total number of active participants reported on line 7a of the Form 55002020-01-01387
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0161
Total of all active and inactive participants2020-01-01448
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01449
Number of participants with account balances2020-01-01434
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0183
2019: GERALD AUTO GROUP PROFIT SHARING 401(K) PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-01345
Total number of active participants reported on line 7a of the Form 55002019-01-01261
Number of retired or separated participants receiving benefits2019-01-017
Number of other retired or separated participants entitled to future benefits2019-01-0137
Total of all active and inactive participants2019-01-01305
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01305
Number of participants with account balances2019-01-01301
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0146
2018: GERALD AUTO GROUP PROFIT SHARING 401(K) PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-01314
Total number of active participants reported on line 7a of the Form 55002018-01-01252
Number of retired or separated participants receiving benefits2018-01-0126
Number of other retired or separated participants entitled to future benefits2018-01-0134
Total of all active and inactive participants2018-01-01312
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01313
Number of participants with account balances2018-01-01310
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0142
2017: GERALD AUTO GROUP PROFIT SHARING 401(K) PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-01284
Total number of active participants reported on line 7a of the Form 55002017-01-01230
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0164
Total of all active and inactive participants2017-01-01294
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01294
Number of participants with account balances2017-01-01292
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0145
2016: GERALD AUTO GROUP PROFIT SHARING 401(K) PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-01258
Total number of active participants reported on line 7a of the Form 55002016-01-01215
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0155
Total of all active and inactive participants2016-01-01270
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01271
Number of participants with account balances2016-01-01271
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0124
2015: GERALD AUTO GROUP PROFIT SHARING 401(K) PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-01223
Total number of active participants reported on line 7a of the Form 55002015-01-01192
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0154
Total of all active and inactive participants2015-01-01246
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01247
Number of participants with account balances2015-01-01241
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0126
2014: GERALD AUTO GROUP PROFIT SHARING 401(K) PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-01199
Total number of active participants reported on line 7a of the Form 55002014-01-01173
Number of retired or separated participants receiving benefits2014-01-0112
Number of other retired or separated participants entitled to future benefits2014-01-0122
Total of all active and inactive participants2014-01-01207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01207
Number of participants with account balances2014-01-01203
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0127
2013: GERALD AUTO GROUP PROFIT SHARING 401(K) PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-01164
Total number of active participants reported on line 7a of the Form 55002013-01-01171
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0118
Total of all active and inactive participants2013-01-01189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01189
Number of participants with account balances2013-01-01185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0112
2012: GERALD AUTO GROUP PROFIT SHARING 401(K) PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-01152
Total number of active participants reported on line 7a of the Form 55002012-01-01135
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0118
Total of all active and inactive participants2012-01-01153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01153
Number of participants with account balances2012-01-01153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0117
2011: GERALD AUTO GROUP PROFIT SHARING 401(K) PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-01133
Total number of active participants reported on line 7a of the Form 55002011-01-01129
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0112
Total of all active and inactive participants2011-01-01141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01141
Number of participants with account balances2011-01-01133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0110
2009: GERALD AUTO GROUP PROFIT SHARING 401(K) PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-01117
Total number of active participants reported on line 7a of the Form 55002009-01-01108
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-017
Total of all active and inactive participants2009-01-01115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01115
Number of participants with account balances2009-01-01115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-017

Financial Data on GERALD AUTO GROUP PROFIT SHARING 401(K) PLAN & TRUST

Measure Date Value
2022 : GERALD AUTO GROUP PROFIT SHARING 401(K) PLAN & TRUST 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$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$3,621,727
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,873,650
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,772,012
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$7,820,323
Value of total assets at end of year2022-12-31$24,797,979
Value of total assets at beginning of year2022-12-31$23,049,902
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$101,638
Total interest from all sources2022-12-31$2,328
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$367,244
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$367,244
Administrative expenses professional fees incurred2022-12-31$69,138
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$2,895,773
Participant contributions at end of year2022-12-31$60,633
Participant contributions at beginning of year2022-12-31$0
Participant contributions at end of year2022-12-31$16,218
Participant contributions at beginning of year2022-12-31$67,653
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$3,954,444
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$487
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Total non interest bearing cash at end of year2022-12-31$336
Total non interest bearing cash at beginning of year2022-12-31$556
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$1,748,077
Value of net assets at end of year (total assets less liabilities)2022-12-31$24,797,979
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$23,049,902
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$32,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$17,470,856
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$18,013,653
Interest on participant loans2022-12-31$1,831
Value of interest in common/collective trusts at end of year2022-12-31$6,236,970
Value of interest in common/collective trusts at beginning of year2022-12-31$4,474,994
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$42,373
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$29,015
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$29,015
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$497
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-3,893,359
Net investment gain or loss from common/collective trusts2022-12-31$-674,809
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$970,106
Employer contributions (assets) at end of year2022-12-31$970,106
Employer contributions (assets) at beginning of year2022-12-31$464,031
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,772,012
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CROWE, LLP
Accountancy firm EIN2022-12-31350921680
2021 : GERALD AUTO GROUP PROFIT SHARING 401(K) PLAN & TRUST 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$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$5,304,265
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,299,721
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,231,688
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,723,452
Value of total assets at end of year2021-12-31$23,049,902
Value of total assets at beginning of year2021-12-31$19,045,358
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$68,033
Total interest from all sources2021-12-31$10
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$407,874
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$407,874
Administrative expenses professional fees incurred2021-12-31$36,958
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,993,751
Participant contributions at end of year2021-12-31$67,653
Participant contributions at beginning of year2021-12-31$7,753
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$12,325
Other income not declared elsewhere2021-12-31$330
Total non interest bearing cash at end of year2021-12-31$556
Total non interest bearing cash at beginning of year2021-12-31$66,040
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$4,004,544
Value of net assets at end of year (total assets less liabilities)2021-12-31$23,049,902
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$19,045,358
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$31,075
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$18,013,653
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$17,903,620
Value of interest in common/collective trusts at end of year2021-12-31$4,474,994
Value of interest in common/collective trusts at beginning of year2021-12-31$858,369
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$29,015
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$14,503
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$14,503
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$10
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,172,599
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$717,376
Employer contributions (assets) at end of year2021-12-31$464,031
Employer contributions (assets) at beginning of year2021-12-31$195,073
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,231,688
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CROWE, LLP
Accountancy firm EIN2021-12-31350921680
2020 : GERALD AUTO GROUP PROFIT SHARING 401(K) PLAN & TRUST 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$5,743,319
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,298,591
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,220,921
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,386,041
Value of total assets at end of year2020-12-31$19,045,358
Value of total assets at beginning of year2020-12-31$15,600,630
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$77,670
Total interest from all sources2020-12-31$36
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$608,568
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$608,568
Administrative expenses professional fees incurred2020-12-31$50,870
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,483,129
Participant contributions at end of year2020-12-31$7,753
Participant contributions at beginning of year2020-12-31$4,462
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$1,370,743
Other income not declared elsewhere2020-12-31$2,838
Total non interest bearing cash at end of year2020-12-31$66,040
Total non interest bearing cash at beginning of year2020-12-31$23,735
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$3,444,728
Value of net assets at end of year (total assets less liabilities)2020-12-31$19,045,358
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$15,600,630
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$26,800
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$17,903,620
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$15,162,596
Interest earned on other investments2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$858,369
Value of interest in common/collective trusts at beginning of year2020-12-31$233,858
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$14,503
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$14,290
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$14,290
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$36
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,728,146
Net investment gain or loss from common/collective trusts2020-12-31$17,690
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$532,169
Employer contributions (assets) at end of year2020-12-31$195,073
Employer contributions (assets) at beginning of year2020-12-31$161,689
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,220,921
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CROWE, LLP
Accountancy firm EIN2020-12-31350921680
2019 : GERALD AUTO GROUP PROFIT SHARING 401(K) PLAN & TRUST 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$4,707,976
Total income from all sources (including contributions)2019-12-31$4,707,976
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,529,035
Total of all expenses incurred2019-12-31$2,529,035
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,460,205
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,460,205
Value of total corrective distributions2019-12-31$8,215
Value of total corrective distributions2019-12-31$8,215
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,712,442
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,712,442
Value of total assets at end of year2019-12-31$15,600,630
Value of total assets at end of year2019-12-31$15,600,630
Value of total assets at beginning of year2019-12-31$13,421,689
Value of total assets at beginning of year2019-12-31$13,421,689
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$60,615
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$60,615
Total interest from all sources2019-12-31$210
Total interest from all sources2019-12-31$210
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$494,443
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$494,443
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$494,443
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$494,443
Administrative expenses professional fees incurred2019-12-31$43,263
Administrative expenses professional fees incurred2019-12-31$43,263
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,108,910
Contributions received from participants2019-12-31$1,108,910
Participant contributions at end of year2019-12-31$4,462
Participant contributions at end of year2019-12-31$4,462
Participant contributions at beginning of year2019-12-31$946
Participant contributions at beginning of year2019-12-31$946
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$223,746
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$223,746
Other income not declared elsewhere2019-12-31$94
Other income not declared elsewhere2019-12-31$94
Administrative expenses (other) incurred2019-12-31$18
Administrative expenses (other) incurred2019-12-31$18
Total non interest bearing cash at end of year2019-12-31$23,735
Total non interest bearing cash at end of year2019-12-31$23,735
Total non interest bearing cash at beginning of year2019-12-31$24,017
Total non interest bearing cash at beginning of year2019-12-31$24,017
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$2,178,941
Value of net income/loss2019-12-31$2,178,941
Value of net assets at end of year (total assets less liabilities)2019-12-31$15,600,630
Value of net assets at end of year (total assets less liabilities)2019-12-31$15,600,630
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$13,421,689
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$13,421,689
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$17,334
Investment advisory and management fees2019-12-31$17,334
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$15,162,596
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$15,162,596
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$12,973,510
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$12,973,510
Value of interest in common/collective trusts at end of year2019-12-31$233,858
Value of interest in common/collective trusts at end of year2019-12-31$233,858
Value of interest in common/collective trusts at beginning of year2019-12-31$199,191
Value of interest in common/collective trusts at beginning of year2019-12-31$199,191
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$14,290
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$14,290
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$30,177
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$30,177
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$30,177
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$30,177
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$210
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$210
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,495,640
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,495,640
Net investment gain or loss from common/collective trusts2019-12-31$5,147
Net investment gain or loss from common/collective trusts2019-12-31$5,147
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$379,786
Contributions received in cash from employer2019-12-31$379,786
Employer contributions (assets) at end of year2019-12-31$161,689
Employer contributions (assets) at end of year2019-12-31$161,689
Employer contributions (assets) at beginning of year2019-12-31$193,848
Employer contributions (assets) at beginning of year2019-12-31$193,848
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,460,205
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,460,205
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CROWE, LLP
Accountancy firm name2019-12-31CROWE, LLP
Accountancy firm EIN2019-12-31350921680
Accountancy firm EIN2019-12-31350921680
2018 : GERALD AUTO GROUP PROFIT SHARING 401(K) PLAN & TRUST 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$468,737
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$651,015
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$599,622
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,362,364
Value of total assets at end of year2018-12-31$13,421,689
Value of total assets at beginning of year2018-12-31$13,603,967
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$51,393
Total interest from all sources2018-12-31$347
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$572,464
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$572,464
Administrative expenses professional fees incurred2018-12-31$30,593
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$997,304
Participant contributions at end of year2018-12-31$946
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$28,495
Other income not declared elsewhere2018-12-31$16,855
Total non interest bearing cash at end of year2018-12-31$24,017
Total non interest bearing cash at beginning of year2018-12-31$24,199
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-182,278
Value of net assets at end of year (total assets less liabilities)2018-12-31$13,421,689
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$13,603,967
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$20,800
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$12,973,510
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$12,667,086
Value of interest in common/collective trusts at end of year2018-12-31$199,191
Value of interest in common/collective trusts at beginning of year2018-12-31$757,450
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$30,177
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$26,454
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$26,454
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$347
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,492,239
Net investment gain or loss from common/collective trusts2018-12-31$8,946
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$336,565
Employer contributions (assets) at end of year2018-12-31$193,848
Employer contributions (assets) at beginning of year2018-12-31$128,778
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$599,622
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31CROWE LLP
Accountancy firm EIN2018-12-31350921680
2017 : GERALD AUTO GROUP PROFIT SHARING 401(K) PLAN & TRUST 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$3,296,856
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,468,950
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,382,909
Value of total corrective distributions2017-12-31$26,528
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,341,430
Value of total assets at end of year2017-12-31$13,603,967
Value of total assets at beginning of year2017-12-31$11,776,061
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$59,513
Total interest from all sources2017-12-31$117
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$769,833
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$769,833
Administrative expenses professional fees incurred2017-12-31$40,446
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$878,565
Participant contributions at beginning of year2017-12-31$11,976
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$153,321
Other income not declared elsewhere2017-12-31$24,811
Total non interest bearing cash at end of year2017-12-31$24,199
Total non interest bearing cash at beginning of year2017-12-31$45,895
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,827,906
Value of net assets at end of year (total assets less liabilities)2017-12-31$13,603,967
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$11,776,061
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$19,067
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$12,667,086
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$10,227,153
Value of interest in common/collective trusts at end of year2017-12-31$757,450
Value of interest in common/collective trusts at beginning of year2017-12-31$1,338,955
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$26,454
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$6,167
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$6,167
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$117
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,141,422
Net investment gain or loss from common/collective trusts2017-12-31$19,243
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$309,544
Employer contributions (assets) at end of year2017-12-31$128,778
Employer contributions (assets) at beginning of year2017-12-31$145,915
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,382,909
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31CROWE LLP
Accountancy firm EIN2017-12-31350921680
2016 : GERALD AUTO GROUP PROFIT SHARING 401(K) PLAN & TRUST 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,868,482
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,055,276
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$980,323
Value of total corrective distributions2016-12-31$26,528
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,120,397
Value of total assets at end of year2016-12-31$11,776,061
Value of total assets at beginning of year2016-12-31$10,962,855
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$48,425
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$134,190
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$134,190
Administrative expenses professional fees incurred2016-12-31$27,625
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$808,402
Participant contributions at end of year2016-12-31$11,976
Participant contributions at beginning of year2016-12-31$8,286
Other income not declared elsewhere2016-12-31$21,230
Total non interest bearing cash at end of year2016-12-31$45,895
Total non interest bearing cash at beginning of year2016-12-31$23,060
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$813,206
Value of net assets at end of year (total assets less liabilities)2016-12-31$11,776,061
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$10,962,855
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$20,800
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$10,227,153
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$9,676,271
Value of interest in common/collective trusts at end of year2016-12-31$1,338,955
Value of interest in common/collective trusts at beginning of year2016-12-31$1,084,460
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$6,167
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$15,704
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$15,704
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$569,061
Net investment gain or loss from common/collective trusts2016-12-31$23,604
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$311,995
Employer contributions (assets) at end of year2016-12-31$145,915
Employer contributions (assets) at beginning of year2016-12-31$155,074
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$980,323
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31CROWE HORWATH
Accountancy firm EIN2016-12-31350921680
2015 : GERALD AUTO GROUP PROFIT SHARING 401(K) PLAN & TRUST 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$942,296
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$535,939
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$484,307
Value of total corrective distributions2015-12-31$6,846
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,146,846
Value of total assets at end of year2015-12-31$10,962,855
Value of total assets at beginning of year2015-12-31$10,556,498
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$44,786
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$115,787
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$115,787
Administrative expenses professional fees incurred2015-12-31$23,986
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$835,698
Participant contributions at end of year2015-12-31$8,286
Participant contributions at beginning of year2015-12-31$65,469
Other income not declared elsewhere2015-12-31$20,662
Total non interest bearing cash at end of year2015-12-31$23,060
Total non interest bearing cash at beginning of year2015-12-31$5,045
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$406,357
Value of net assets at end of year (total assets less liabilities)2015-12-31$10,962,855
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$10,556,498
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$20,800
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$9,676,271
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$9,441,711
Value of interest in common/collective trusts at end of year2015-12-31$1,084,460
Value of interest in common/collective trusts at beginning of year2015-12-31$880,190
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$15,704
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$12,391
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$12,391
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-358,909
Net investment gain or loss from common/collective trusts2015-12-31$17,910
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$311,148
Employer contributions (assets) at end of year2015-12-31$155,074
Employer contributions (assets) at beginning of year2015-12-31$151,692
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$484,307
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31CROWE HORWATH LLP
Accountancy firm EIN2015-12-31350921680
2014 : GERALD AUTO GROUP PROFIT SHARING 401(K) PLAN & TRUST 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,674,241
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$748,903
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$684,020
Value of total corrective distributions2014-12-31$26,923
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,186,562
Value of total assets at end of year2014-12-31$10,556,498
Value of total assets at beginning of year2014-12-31$9,631,160
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$37,960
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$121,964
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$121,964
Administrative expenses professional fees incurred2014-12-31$17,160
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$776,654
Participant contributions at end of year2014-12-31$65,469
Participant contributions at beginning of year2014-12-31$65,427
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$114,460
Other income not declared elsewhere2014-12-31$17,580
Total non interest bearing cash at end of year2014-12-31$5,045
Total non interest bearing cash at beginning of year2014-12-31$321
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$925,338
Value of net assets at end of year (total assets less liabilities)2014-12-31$10,556,498
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$9,631,160
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$20,800
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$9,441,711
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$8,656,516
Value of interest in common/collective trusts at end of year2014-12-31$880,190
Value of interest in common/collective trusts at beginning of year2014-12-31$755,883
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$12,391
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$15,877
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$15,877
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$333,232
Net investment gain or loss from common/collective trusts2014-12-31$14,903
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$295,448
Employer contributions (assets) at end of year2014-12-31$151,692
Employer contributions (assets) at beginning of year2014-12-31$137,136
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$684,020
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31CROWE HORWATH LLP
Accountancy firm EIN2014-12-31350921680
2013 : GERALD AUTO GROUP PROFIT SHARING 401(K) PLAN & TRUST 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$2,690,657
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$411,184
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$342,380
Value of total corrective distributions2013-12-31$31,883
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,113,718
Value of total assets at end of year2013-12-31$9,631,160
Value of total assets at beginning of year2013-12-31$7,351,687
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$36,921
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$346,917
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$346,917
Administrative expenses professional fees incurred2013-12-31$15,709
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$724,138
Participant contributions at end of year2013-12-31$65,427
Participant contributions at beginning of year2013-12-31$58,360
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$118,402
Other income not declared elsewhere2013-12-31$12,682
Administrative expenses (other) incurred2013-12-31$412
Total non interest bearing cash at end of year2013-12-31$321
Total non interest bearing cash at beginning of year2013-12-31$10,604
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$2,279,473
Value of net assets at end of year (total assets less liabilities)2013-12-31$9,631,160
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$7,351,687
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$20,800
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$8,656,516
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$6,445,862
Value of interest in common/collective trusts at end of year2013-12-31$755,883
Value of interest in common/collective trusts at beginning of year2013-12-31$696,166
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$15,877
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$6,913
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$6,913
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,203,607
Net investment gain or loss from common/collective trusts2013-12-31$13,733
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$271,178
Employer contributions (assets) at end of year2013-12-31$137,136
Employer contributions (assets) at beginning of year2013-12-31$133,782
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$342,380
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31CROWE HORWARTH LLP
Accountancy firm EIN2013-12-31350921680
2012 : GERALD AUTO GROUP PROFIT SHARING 401(K) PLAN & TRUST 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,748,727
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$263,328
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$208,070
Value of total corrective distributions2012-12-31$31,883
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$897,214
Value of total assets at end of year2012-12-31$7,351,687
Value of total assets at beginning of year2012-12-31$5,866,288
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$23,375
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$149,042
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$149,042
Administrative expenses professional fees incurred2012-12-31$2,575
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$624,201
Participant contributions at end of year2012-12-31$58,360
Participant contributions at beginning of year2012-12-31$37,486
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$23,496
Total non interest bearing cash at end of year2012-12-31$10,604
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,485,399
Value of net assets at end of year (total assets less liabilities)2012-12-31$7,351,687
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$5,866,288
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$20,800
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$6,445,862
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$4,979,635
Value of interest in common/collective trusts at end of year2012-12-31$696,166
Value of interest in common/collective trusts at beginning of year2012-12-31$697,053
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$6,913
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$2,114
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$2,114
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$674,509
Net investment gain or loss from common/collective trusts2012-12-31$27,962
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$249,517
Employer contributions (assets) at end of year2012-12-31$133,782
Employer contributions (assets) at beginning of year2012-12-31$150,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$208,070
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31CROWE HORWARTH LLP
Accountancy firm EIN2012-12-31350921680
2011 : GERALD AUTO GROUP PROFIT SHARING 401(K) PLAN & TRUST 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$443,215
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$185,725
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$106,790
Value of total corrective distributions2011-12-31$56,360
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$647,698
Value of total assets at end of year2011-12-31$5,866,288
Value of total assets at beginning of year2011-12-31$5,608,798
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$22,575
Total interest from all sources2011-12-31$42
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$74,292
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$74,292
Administrative expenses professional fees incurred2011-12-31$1,775
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$492,136
Participant contributions at beginning of year2011-12-31$4,526
Participant contributions at end of year2011-12-31$37,486
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$5,562
Total non interest bearing cash at beginning of year2011-12-31$51,831
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$257,490
Value of net assets at end of year (total assets less liabilities)2011-12-31$5,866,288
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$5,608,798
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$20,800
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$4,979,635
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$4,939,473
Interest on participant loans2011-12-31$42
Value of interest in common/collective trusts at end of year2011-12-31$697,053
Value of interest in common/collective trusts at beginning of year2011-12-31$460,420
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$2,114
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$2,548
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$2,548
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-295,006
Net investment gain or loss from common/collective trusts2011-12-31$16,189
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$150,000
Employer contributions (assets) at end of year2011-12-31$150,000
Employer contributions (assets) at beginning of year2011-12-31$150,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$106,790
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31CROWE HORWATH LLP
Accountancy firm EIN2011-12-31350921680
2010 : GERALD AUTO GROUP PROFIT SHARING 401(K) PLAN & TRUST 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,267,096
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$517,053
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$472,442
Value of total corrective distributions2010-12-31$22,686
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$605,003
Value of total assets at end of year2010-12-31$5,608,798
Value of total assets at beginning of year2010-12-31$4,858,755
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$21,925
Total interest from all sources2010-12-31$1,152
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$60,258
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$60,258
Administrative expenses professional fees incurred2010-12-31$1,125
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$455,003
Participant contributions at end of year2010-12-31$4,526
Participant contributions at beginning of year2010-12-31$24,860
Participant contributions at beginning of year2010-12-31$42,169
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$186
Total non interest bearing cash at end of year2010-12-31$51,831
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$750,043
Value of net assets at end of year (total assets less liabilities)2010-12-31$5,608,798
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,858,755
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$20,800
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$4,939,473
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$4,302,924
Interest on participant loans2010-12-31$1,152
Value of interest in common/collective trusts at end of year2010-12-31$460,420
Value of interest in common/collective trusts at beginning of year2010-12-31$333,756
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$2,548
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$4,860
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$4,860
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$586,326
Net investment gain or loss from common/collective trusts2010-12-31$14,357
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$150,000
Employer contributions (assets) at end of year2010-12-31$150,000
Employer contributions (assets) at beginning of year2010-12-31$150,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$472,442
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31CROWE HORWATH LLP
Accountancy firm EIN2010-12-31350921680
2009 : GERALD AUTO GROUP PROFIT SHARING 401(K) PLAN & TRUST 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for GERALD AUTO GROUP PROFIT SHARING 401(K) PLAN & TRUST

2022: GERALD AUTO GROUP PROFIT SHARING 401(K) PLAN & TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: GERALD AUTO GROUP PROFIT SHARING 401(K) PLAN & TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: GERALD AUTO GROUP PROFIT SHARING 401(K) PLAN & TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: GERALD AUTO GROUP PROFIT SHARING 401(K) PLAN & TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: GERALD AUTO GROUP PROFIT SHARING 401(K) PLAN & TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: GERALD AUTO GROUP PROFIT SHARING 401(K) PLAN & TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: GERALD AUTO GROUP PROFIT SHARING 401(K) PLAN & TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: GERALD AUTO GROUP PROFIT SHARING 401(K) PLAN & TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: GERALD AUTO GROUP PROFIT SHARING 401(K) PLAN & TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: GERALD AUTO GROUP PROFIT SHARING 401(K) PLAN & TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: GERALD AUTO GROUP PROFIT SHARING 401(K) PLAN & TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: GERALD AUTO GROUP PROFIT SHARING 401(K) PLAN & TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: GERALD AUTO GROUP PROFIT SHARING 401(K) PLAN & TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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