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Plan Name | ERHARD 401K SAVINGS PLAN |
Plan identification number | 002 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | ERHARD MOTOR SALES, INC. |
Employer identification number (EIN): | 381869581 |
NAIC Classification: | 441110 |
NAIC Description: | New Car Dealers |
Additional information about ERHARD MOTOR SALES, INC.
Jurisdiction of Incorporation: | Michigan Secretary of State |
Incorporation Date: | 0000-00-00 |
Company Identification Number: | 046975 |
Legal Registered Office Address: |
4065 MAPLE RD. BLOOMFIELD HILLS United States of America (USA) 48301 |
More information about ERHARD MOTOR SALES, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
002 | 2021-01-01 | ||||
002 | 2020-01-01 | ||||
002 | 2019-01-01 | ||||
002 | 2018-01-01 | ||||
002 | 2017-01-01 | DIANE DENSMORE | |||
002 | 2016-01-01 | DIANE DENSMORE | |||
002 | 2015-01-01 | DIANE DENSMORE | |||
002 | 2014-01-01 | DIANE DENSMORE | |||
002 | 2013-01-01 | ANGELIKA HOVEY | |||
002 | 2012-01-01 | ANGELIKA HOVEY | |||
002 | 2011-01-01 | ANGELIKA HOVEY | |||
002 | 2010-01-01 | ANGELIKA HOVEY | ANGELIKA HOVEY | 2011-10-12 | |
002 | 2009-01-01 | ANGELIKA HOVEY | ANGELIKA HOVEY | 2010-10-13 |
Measure | Date | Value |
---|---|---|
2021: ERHARD 401K SAVINGS PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 243 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 31 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 130 |
Total of all active and inactive participants | 2021-01-01 | 164 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 164 |
Number of participants with account balances | 2021-01-01 | 147 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: ERHARD 401K SAVINGS PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 266 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 211 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 34 |
Total of all active and inactive participants | 2020-01-01 | 247 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 247 |
Number of participants with account balances | 2020-01-01 | 129 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: ERHARD 401K SAVINGS PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 265 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 234 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 31 |
Total of all active and inactive participants | 2019-01-01 | 266 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 266 |
Number of participants with account balances | 2019-01-01 | 131 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: ERHARD 401K SAVINGS PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 242 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 241 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 24 |
Total of all active and inactive participants | 2018-01-01 | 265 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 265 |
Number of participants with account balances | 2018-01-01 | 117 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: ERHARD 401K SAVINGS PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 232 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 219 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 23 |
Total of all active and inactive participants | 2017-01-01 | 242 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 242 |
Number of participants with account balances | 2017-01-01 | 115 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: ERHARD 401K SAVINGS PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 216 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 208 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 23 |
Total of all active and inactive participants | 2016-01-01 | 232 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 232 |
Number of participants with account balances | 2016-01-01 | 118 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: ERHARD 401K SAVINGS PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 212 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 194 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 21 |
Total of all active and inactive participants | 2015-01-01 | 216 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 216 |
Number of participants with account balances | 2015-01-01 | 118 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: ERHARD 401K SAVINGS PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 217 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 187 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 23 |
Total of all active and inactive participants | 2014-01-01 | 210 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 210 |
Number of participants with account balances | 2014-01-01 | 121 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: ERHARD 401K SAVINGS PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 202 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 193 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 23 |
Total of all active and inactive participants | 2013-01-01 | 217 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 217 |
Number of participants with account balances | 2013-01-01 | 124 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 1 |
2012: ERHARD 401K SAVINGS PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 198 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 179 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 23 |
Total of all active and inactive participants | 2012-01-01 | 202 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 202 |
Number of participants with account balances | 2012-01-01 | 125 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: ERHARD 401K SAVINGS PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 212 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 173 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 25 |
Total of all active and inactive participants | 2011-01-01 | 198 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 198 |
Number of participants with account balances | 2011-01-01 | 125 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 1 |
2010: ERHARD 401K SAVINGS PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 205 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 180 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 32 |
Total of all active and inactive participants | 2010-01-01 | 212 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 212 |
Number of participants with account balances | 2010-01-01 | 137 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 3 |
2009: ERHARD 401K SAVINGS PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 228 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 178 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 4 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 23 |
Total of all active and inactive participants | 2009-01-01 | 205 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 205 |
Number of participants with account balances | 2009-01-01 | 134 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 13 |
Measure | Date | Value |
---|---|---|
2021 : ERHARD 401K SAVINGS PLAN 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $2,965,839 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $1,902,674 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $1,788,689 |
Value of total corrective distributions | 2021-12-31 | $37,357 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $1,202,247 |
Value of total assets at end of year | 2021-12-31 | $17,111,649 |
Value of total assets at beginning of year | 2021-12-31 | $16,048,484 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $76,628 |
Total interest from all sources | 2021-12-31 | $8,635 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $1,445,812 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $1,445,812 |
Administrative expenses professional fees incurred | 2021-12-31 | $51,422 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $940,404 |
Participant contributions at end of year | 2021-12-31 | $151,674 |
Participant contributions at beginning of year | 2021-12-31 | $97,803 |
Participant contributions at end of year | 2021-12-31 | $9,570 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $3,064 |
Other income not declared elsewhere | 2021-12-31 | $4,670 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $1,063,165 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $17,111,649 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $16,048,484 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Investment advisory and management fees | 2021-12-31 | $25,206 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $12,489,297 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $14,596,763 |
Interest on participant loans | 2021-12-31 | $8,635 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $4,459,457 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $1,352,917 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $6 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $1,001 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $1,001 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $238,882 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $65,593 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $258,779 |
Employer contributions (assets) at end of year | 2021-12-31 | $1,645 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $1,788,689 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | BAKER TILLY US, LLP |
Accountancy firm EIN | 2021-12-31 | 390859910 |
2020 : ERHARD 401K SAVINGS PLAN 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $3,960,650 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $669,420 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $545,111 |
Value of total corrective distributions | 2020-12-31 | $67,723 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $710,853 |
Value of total assets at end of year | 2020-12-31 | $16,048,484 |
Value of total assets at beginning of year | 2020-12-31 | $12,757,254 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $56,586 |
Total interest from all sources | 2020-12-31 | $7,171 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $473,926 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $473,926 |
Administrative expenses professional fees incurred | 2020-12-31 | $37,826 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $710,853 |
Participant contributions at end of year | 2020-12-31 | $97,803 |
Participant contributions at beginning of year | 2020-12-31 | $88,257 |
Other income not declared elsewhere | 2020-12-31 | $4,868 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $3,291,230 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $16,048,484 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $12,757,254 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Investment advisory and management fees | 2020-12-31 | $18,760 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $14,596,763 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $11,586,170 |
Interest on participant loans | 2020-12-31 | $7,171 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $1,352,917 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $1,079,584 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $1,001 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $3,243 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $3,243 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $2,691,364 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $72,468 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $545,111 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | BAKER TILLY US, LLP |
Accountancy firm EIN | 2020-12-31 | 390859910 |
2019 : ERHARD 401K SAVINGS PLAN 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $3,366,437 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $1,343,066 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $1,227,608 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $65,854 |
Value of total corrective distributions | 2019-12-31 | $764 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $807,569 |
Value of total assets at end of year | 2019-12-31 | $12,757,254 |
Value of total assets at beginning of year | 2019-12-31 | $10,733,883 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $48,840 |
Total interest from all sources | 2019-12-31 | $8,066 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $746,115 |
Participant contributions at end of year | 2019-12-31 | $88,257 |
Participant contributions at beginning of year | 2019-12-31 | $136,323 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $61,454 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $2,023,371 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $12,757,254 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $10,733,883 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Investment advisory and management fees | 2019-12-31 | $48,840 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $11,586,170 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $10,084,487 |
Interest on participant loans | 2019-12-31 | $8,066 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $1,079,584 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $509,479 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $3,243 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $3,594 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $3,594 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $2,550,802 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $1,227,608 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | BAKER TILLY VIRCHOW KRAUSE, LLP |
Accountancy firm EIN | 2019-12-31 | 390859910 |
2018 : ERHARD 401K SAVINGS PLAN 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $84,242 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $970,573 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $919,570 |
Value of total corrective distributions | 2018-12-31 | $1,060 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $570,991 |
Value of total assets at end of year | 2018-12-31 | $10,733,883 |
Value of total assets at beginning of year | 2018-12-31 | $11,620,214 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $49,943 |
Total interest from all sources | 2018-12-31 | $8,712 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Administrative expenses professional fees incurred | 2018-12-31 | $26,869 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $570,991 |
Participant contributions at end of year | 2018-12-31 | $136,323 |
Participant contributions at beginning of year | 2018-12-31 | $173,454 |
Participant contributions at end of year | 2018-12-31 | $0 |
Participant contributions at beginning of year | 2018-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-886,331 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $10,733,883 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $11,620,214 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Investment advisory and management fees | 2018-12-31 | $17,596 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $10,084,487 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $11,173,333 |
Income. Interest from loans (other than to participants) | 2018-12-31 | $8,712 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $509,479 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $270,112 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $3,594 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $3,315 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $3,315 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-495,461 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $919,570 |
Contract administrator fees | 2018-12-31 | $5,478 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | BAKER TILLY VIRCHOW KRAUSE, LLP |
Accountancy firm EIN | 2018-12-31 | 390859910 |
2017 : ERHARD 401K SAVINGS PLAN 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $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 | $2,300,171 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $296,115 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $253,117 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $512,313 |
Value of total assets at end of year | 2017-12-31 | $11,620,214 |
Value of total assets at beginning of year | 2017-12-31 | $9,616,158 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $42,998 |
Total interest from all sources | 2017-12-31 | $10,202 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Administrative expenses professional fees incurred | 2017-12-31 | $22,713 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $512,313 |
Participant contributions at end of year | 2017-12-31 | $173,454 |
Participant contributions at beginning of year | 2017-12-31 | $181,551 |
Participant contributions at end of year | 2017-12-31 | $0 |
Participant contributions at beginning of year | 2017-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $2,004,056 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $11,620,214 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $9,616,158 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Investment advisory and management fees | 2017-12-31 | $15,244 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $11,173,333 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $9,197,032 |
Income. Interest from loans (other than to participants) | 2017-12-31 | $10,202 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $270,112 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $235,753 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $3,315 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $1,822 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $1,822 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $1,777,656 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $253,117 |
Contract administrator fees | 2017-12-31 | $5,041 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | BAKER TILLY VIRCHOW KRAUSE, LLP |
Accountancy firm EIN | 2017-12-31 | 390859910 |
2016 : ERHARD 401K SAVINGS PLAN 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $11,785 |
Total income from all sources (including contributions) | 2016-12-31 | $1,193,060 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $174,435 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $135,808 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $522,965 |
Value of total assets at end of year | 2016-12-31 | $9,616,158 |
Value of total assets at beginning of year | 2016-12-31 | $8,609,318 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $38,627 |
Total interest from all sources | 2016-12-31 | $10,330 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Administrative expenses professional fees incurred | 2016-12-31 | $20,258 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $2,228 |
Participant contributions at end of year | 2016-12-31 | $181,551 |
Participant contributions at beginning of year | 2016-12-31 | $208,783 |
Participant contributions at end of year | 2016-12-31 | $0 |
Participant contributions at beginning of year | 2016-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-12-31 | $11,785 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $1,018,625 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $9,616,158 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $8,597,533 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Investment advisory and management fees | 2016-12-31 | $13,113 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $9,197,032 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $8,186,010 |
Interest on participant loans | 2016-12-31 | $10,330 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $235,753 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $197,356 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $1,822 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $17,169 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $17,169 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $659,765 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $520,737 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $135,808 |
Contract administrator fees | 2016-12-31 | $5,256 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | BAKER TILLY VIRCHOW KRAUSE, LLP |
Accountancy firm EIN | 2016-12-31 | 390859910 |
2015 : ERHARD 401K SAVINGS PLAN 2015 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $11,785 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $6,627 |
Total income from all sources (including contributions) | 2015-12-31 | $418,632 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $431,478 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $390,134 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $523,209 |
Value of total assets at end of year | 2015-12-31 | $8,609,318 |
Value of total assets at beginning of year | 2015-12-31 | $8,617,006 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $41,344 |
Total interest from all sources | 2015-12-31 | $10,532 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Administrative expenses professional fees incurred | 2015-12-31 | $26,393 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $523,209 |
Participant contributions at end of year | 2015-12-31 | $208,783 |
Participant contributions at beginning of year | 2015-12-31 | $182,563 |
Participant contributions at end of year | 2015-12-31 | $0 |
Participant contributions at beginning of year | 2015-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-12-31 | $11,785 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-12-31 | $6,627 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $-12,846 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $8,597,533 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $8,610,379 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Investment advisory and management fees | 2015-12-31 | $9,740 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $8,186,010 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $8,238,168 |
Interest on participant loans | 2015-12-31 | $10,532 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $197,356 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $179,207 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $17,169 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $17,068 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $17,068 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-115,109 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $390,134 |
Contract administrator fees | 2015-12-31 | $5,211 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | BAKER TILLY VIRCHOW KRAUSE, LLP |
Accountancy firm EIN | 2015-12-31 | 390859910 |
2014 : ERHARD 401K SAVINGS PLAN 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $6,627 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $33,697 |
Total income from all sources (including contributions) | 2014-12-31 | $1,106,469 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $394,688 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $357,456 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $505,864 |
Value of total assets at end of year | 2014-12-31 | $8,617,006 |
Value of total assets at beginning of year | 2014-12-31 | $7,932,295 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $37,232 |
Total interest from all sources | 2014-12-31 | $8,265 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Administrative expenses professional fees incurred | 2014-12-31 | $21,346 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $505,864 |
Participant contributions at end of year | 2014-12-31 | $182,563 |
Participant contributions at beginning of year | 2014-12-31 | $107,630 |
Participant contributions at end of year | 2014-12-31 | $0 |
Participant contributions at beginning of year | 2014-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-12-31 | $6,627 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-12-31 | $33,697 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $711,781 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $8,610,379 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $7,898,598 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Investment advisory and management fees | 2014-12-31 | $11,005 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $8,238,168 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $7,637,647 |
Interest on participant loans | 2014-12-31 | $8,265 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $179,207 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $173,218 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $17,068 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $13,800 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $13,800 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $592,340 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $357,456 |
Contract administrator fees | 2014-12-31 | $4,881 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | BAKER TILLY VIRCHOW KRAUSE, LLP |
Accountancy firm EIN | 2014-12-31 | 390859910 |
2013 : ERHARD 401K SAVINGS PLAN 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $33,697 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $20,827 |
Total income from all sources (including contributions) | 2013-12-31 | $1,983,222 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $276,316 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $243,483 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $453,392 |
Value of total assets at end of year | 2013-12-31 | $7,932,295 |
Value of total assets at beginning of year | 2013-12-31 | $6,212,519 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $32,833 |
Total interest from all sources | 2013-12-31 | $6,062 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Administrative expenses professional fees incurred | 2013-12-31 | $21,900 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $450,805 |
Participant contributions at end of year | 2013-12-31 | $107,630 |
Participant contributions at beginning of year | 2013-12-31 | $113,850 |
Participant contributions at end of year | 2013-12-31 | $0 |
Participant contributions at beginning of year | 2013-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $2,587 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-12-31 | $33,697 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-12-31 | $20,827 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $1,706,906 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $7,898,598 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $6,191,692 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Investment advisory and management fees | 2013-12-31 | $5,329 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $7,637,647 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $5,902,101 |
Interest on participant loans | 2013-12-31 | $6,062 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $173,218 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $174,215 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $13,800 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $22,353 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $22,353 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $1,513,881 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $9,887 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $243,483 |
Contract administrator fees | 2013-12-31 | $5,604 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | BAKER TILLY VIRCHOW KRAUSE, LLP |
Accountancy firm EIN | 2013-12-31 | 390859910 |
2012 : ERHARD 401K SAVINGS PLAN 2012 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $20,827 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $4,678 |
Total income from all sources (including contributions) | 2012-12-31 | $1,233,606 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $297,943 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $269,279 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $433,799 |
Value of total assets at end of year | 2012-12-31 | $6,212,519 |
Value of total assets at beginning of year | 2012-12-31 | $5,260,707 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $28,664 |
Total interest from all sources | 2012-12-31 | $7,037 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $433,799 |
Participant contributions at end of year | 2012-12-31 | $113,850 |
Participant contributions at beginning of year | 2012-12-31 | $152,844 |
Participant contributions at end of year | 2012-12-31 | $0 |
Participant contributions at beginning of year | 2012-12-31 | $9,992 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-12-31 | $20,827 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-12-31 | $4,678 |
Administrative expenses (other) incurred | 2012-12-31 | $28,664 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $935,663 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $6,191,692 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $5,256,029 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $5,902,101 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $4,802,346 |
Interest on participant loans | 2012-12-31 | $7,037 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $174,215 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $269,955 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $22,353 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $25,570 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $25,570 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $792,770 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $269,279 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | BAKER TILLY VIRCHOW KRAUSE, LLP |
Accountancy firm EIN | 2012-12-31 | 390859910 |
2011 : ERHARD 401K SAVINGS PLAN 2011 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $4,678 |
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 | $333,346 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $240,430 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $206,660 |
Expenses. Certain deemed distributions of participant loans | 2011-12-31 | $7,837 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $426,694 |
Value of total assets at end of year | 2011-12-31 | $5,260,707 |
Value of total assets at beginning of year | 2011-12-31 | $5,163,113 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $25,933 |
Total interest from all sources | 2011-12-31 | $9,275 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Administrative expenses professional fees incurred | 2011-12-31 | $17,681 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $426,694 |
Participant contributions at end of year | 2011-12-31 | $152,844 |
Participant contributions at beginning of year | 2011-12-31 | $195,773 |
Participant contributions at end of year | 2011-12-31 | $9,992 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-12-31 | $4,678 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $92,916 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $5,256,029 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $5,163,113 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Investment advisory and management fees | 2011-12-31 | $3,759 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $4,802,346 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $4,705,699 |
Income. Interest from loans (other than to participants) | 2011-12-31 | $9,275 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $269,955 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $240,165 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $25,570 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $21,476 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $21,476 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-102,623 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $206,660 |
Contract administrator fees | 2011-12-31 | $4,493 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | BAKER TILLY VIRCHOW KRAUSE, LLP |
Accountancy firm EIN | 2011-12-31 | 390859910 |
2010 : ERHARD 401K SAVINGS PLAN 2010 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $1,121,581 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $174,401 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $152,777 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $404,459 |
Value of total assets at end of year | 2010-12-31 | $5,163,113 |
Value of total assets at beginning of year | 2010-12-31 | $4,215,933 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $21,624 |
Total interest from all sources | 2010-12-31 | $11,039 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Administrative expenses professional fees incurred | 2010-12-31 | $21,624 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $399,692 |
Participant contributions at end of year | 2010-12-31 | $195,773 |
Participant contributions at beginning of year | 2010-12-31 | $204,391 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $4,767 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $947,180 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $5,163,113 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $4,215,933 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $4,705,699 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $3,776,360 |
Interest on participant loans | 2010-12-31 | $11,039 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $240,165 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $226,208 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $21,476 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $8,974 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $8,974 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $706,083 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $152,777 |
Did the plan have assets held for investment | 2010-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | BAKER TILLY VIRCHOW KRAUSE, LLP |
Accountancy firm EIN | 2010-12-31 | 390859910 |
2009 : ERHARD 401K SAVINGS PLAN 2009 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2021: ERHARD 401K SAVINGS PLAN 2021 form 5500 responses | ||
---|---|---|
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: ERHARD 401K SAVINGS PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: ERHARD 401K SAVINGS PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: ERHARD 401K SAVINGS PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: ERHARD 401K SAVINGS PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: ERHARD 401K SAVINGS PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: ERHARD 401K SAVINGS PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: ERHARD 401K SAVINGS PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: ERHARD 401K SAVINGS PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: ERHARD 401K SAVINGS PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: ERHARD 401K SAVINGS PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: ERHARD 401K SAVINGS PLAN 2010 form 5500 responses | ||
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: ERHARD 401K SAVINGS PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |