DAN PILSON AUTO CENTER, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan DAN PILSON AUTO CENTER INC 401K
| Measure | Date | Value |
|---|
| 2022: DAN PILSON AUTO CENTER INC 401K 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 163 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 138 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 39 |
| Total of all active and inactive participants | 2022-01-01 | 177 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
| Total participants | 2022-01-01 | 177 |
| Number of participants with account balances | 2022-01-01 | 154 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
| 2021: DAN PILSON AUTO CENTER INC 401K 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 107 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 109 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 29 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 0 |
| Total of all active and inactive participants | 2021-01-01 | 138 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
| Total participants | 2021-01-01 | 138 |
| Number of participants with account balances | 2021-01-01 | 138 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2022 : DAN PILSON AUTO CENTER INC 401K 2022 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total income from all sources (including contributions) | 2022-12-31 | $-549,355 |
| Total loss/gain on sale of assets | 2022-12-31 | $0 |
| Total of all expenses incurred | 2022-12-31 | $1,124,273 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $1,087,247 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $700,291 |
| Value of total assets at end of year | 2022-12-31 | $5,847,527 |
| Value of total assets at beginning of year | 2022-12-31 | $7,521,155 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $37,026 |
| Total interest from all sources | 2022-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $-1,249,646 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $-1,249,646 |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Contributions received from participants | 2022-12-31 | $464,401 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $-1,673,628 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $5,847,527 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $7,521,155 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Investment advisory and management fees | 2022-12-31 | $37,026 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $5,847,527 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $7,521,155 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Contributions received in cash from employer | 2022-12-31 | $235,890 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $1,087,247 |
| Did the plan have assets held for investment | 2022-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | DOEHRING, WINDERS & CO. LLP |
| Accountancy firm EIN | 2022-12-31 | 371206717 |
| 2021 : DAN PILSON AUTO CENTER INC 401K 2021 401k financial data |
|---|
| Transfers to/from the plan | 2021-12-31 | $15,785 |
| Total income from all sources | 2021-12-31 | $1,538,202 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $312,939 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $269,928 |
| Total plan assets at end of year | 2021-12-31 | $7,508,498 |
| Total plan assets at beginning of year | 2021-12-31 | $6,267,450 |
| Value of fidelity bond covering the plan | 2021-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $438,227 |
| Other income received | 2021-12-31 | $906,504 |
| Net income (gross income less expenses) | 2021-12-31 | $1,225,263 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $7,508,498 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $6,267,450 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $193,471 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $43,011 |
