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ERHARD 401K SAVINGS PLAN 401k Plan overview

Plan NameERHARD 401K SAVINGS PLAN
Plan identification number 002

ERHARD 401K SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ERHARD MOTOR SALES, INC. has sponsored the creation of one or more 401k plans.

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.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ERHARD 401K SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01DIANE DENSMORE
0022016-01-01DIANE DENSMORE
0022015-01-01DIANE DENSMORE
0022014-01-01DIANE DENSMORE
0022013-01-01ANGELIKA HOVEY
0022012-01-01ANGELIKA HOVEY
0022011-01-01ANGELIKA HOVEY
0022010-01-01ANGELIKA HOVEY ANGELIKA HOVEY2011-10-12
0022009-01-01ANGELIKA HOVEY ANGELIKA HOVEY2010-10-13

Plan Statistics for ERHARD 401K SAVINGS PLAN

401k plan membership statisitcs for ERHARD 401K SAVINGS PLAN

Measure Date Value
2021: ERHARD 401K SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01243
Total number of active participants reported on line 7a of the Form 55002021-01-0131
Number of retired or separated participants receiving benefits2021-01-013
Number of other retired or separated participants entitled to future benefits2021-01-01130
Total of all active and inactive participants2021-01-01164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01164
Number of participants with account balances2021-01-01147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: ERHARD 401K SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01266
Total number of active participants reported on line 7a of the Form 55002020-01-01211
Number of retired or separated participants receiving benefits2020-01-012
Number of other retired or separated participants entitled to future benefits2020-01-0134
Total of all active and inactive participants2020-01-01247
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01247
Number of participants with account balances2020-01-01129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: ERHARD 401K SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01265
Total number of active participants reported on line 7a of the Form 55002019-01-01234
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-0131
Total of all active and inactive participants2019-01-01266
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01266
Number of participants with account balances2019-01-01131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: ERHARD 401K SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01242
Total number of active participants reported on line 7a of the Form 55002018-01-01241
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0124
Total of all active and inactive participants2018-01-01265
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01265
Number of participants with account balances2018-01-01117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: ERHARD 401K SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01232
Total number of active participants reported on line 7a of the Form 55002017-01-01219
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0123
Total of all active and inactive participants2017-01-01242
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01242
Number of participants with account balances2017-01-01115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: ERHARD 401K SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01216
Total number of active participants reported on line 7a of the Form 55002016-01-01208
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-0123
Total of all active and inactive participants2016-01-01232
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01232
Number of participants with account balances2016-01-01118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: ERHARD 401K SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01212
Total number of active participants reported on line 7a of the Form 55002015-01-01194
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-0121
Total of all active and inactive participants2015-01-01216
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01216
Number of participants with account balances2015-01-01118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: ERHARD 401K SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01217
Total number of active participants reported on line 7a of the Form 55002014-01-01187
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0123
Total of all active and inactive participants2014-01-01210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01210
Number of participants with account balances2014-01-01121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: ERHARD 401K SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01202
Total number of active participants reported on line 7a of the Form 55002013-01-01193
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-0123
Total of all active and inactive participants2013-01-01217
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01217
Number of participants with account balances2013-01-01124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: ERHARD 401K SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01198
Total number of active participants reported on line 7a of the Form 55002012-01-01179
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0123
Total of all active and inactive participants2012-01-01202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01202
Number of participants with account balances2012-01-01125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: ERHARD 401K SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01212
Total number of active participants reported on line 7a of the Form 55002011-01-01173
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0125
Total of all active and inactive participants2011-01-01198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01198
Number of participants with account balances2011-01-01125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2010: ERHARD 401K SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01205
Total number of active participants reported on line 7a of the Form 55002010-01-01180
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0132
Total of all active and inactive participants2010-01-01212
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01212
Number of participants with account balances2010-01-01137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-013
2009: ERHARD 401K SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01228
Total number of active participants reported on line 7a of the Form 55002009-01-01178
Number of retired or separated participants receiving benefits2009-01-014
Number of other retired or separated participants entitled to future benefits2009-01-0123
Total of all active and inactive participants2009-01-01205
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01205
Number of participants with account balances2009-01-01134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0113

Financial Data on ERHARD 401K SAVINGS PLAN

Measure Date Value
2021 : ERHARD 401K SAVINGS PLAN 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$2,965,839
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,902,674
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,788,689
Value of total corrective distributions2021-12-31$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 year2021-12-31$17,111,649
Value of total assets at beginning of year2021-12-31$16,048,484
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$76,628
Total interest from all sources2021-12-31$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 year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,445,812
Administrative expenses professional fees incurred2021-12-31$51,422
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
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$940,404
Participant contributions at end of year2021-12-31$151,674
Participant contributions at beginning of year2021-12-31$97,803
Participant contributions at end of year2021-12-31$9,570
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$3,064
Other income not declared elsewhere2021-12-31$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 appraiser2021-12-31No
Value of net income/loss2021-12-31$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)2021-12-31No
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$25,206
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$12,489,297
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$14,596,763
Interest on participant loans2021-12-31$8,635
Value of interest in common/collective trusts at end of year2021-12-31$4,459,457
Value of interest in common/collective trusts at beginning of year2021-12-31$1,352,917
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$6
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$1,001
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$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 trusts2021-12-31$65,593
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$258,779
Employer contributions (assets) at end of year2021-12-31$1,645
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,788,689
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 name2021-12-31BAKER TILLY US, LLP
Accountancy firm EIN2021-12-31390859910
2020 : ERHARD 401K SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$3,960,650
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$669,420
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$545,111
Value of total corrective distributions2020-12-31$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 year2020-12-31$16,048,484
Value of total assets at beginning of year2020-12-31$12,757,254
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$56,586
Total interest from all sources2020-12-31$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 year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$473,926
Administrative expenses professional fees incurred2020-12-31$37,826
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
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$710,853
Participant contributions at end of year2020-12-31$97,803
Participant contributions at beginning of year2020-12-31$88,257
Other income not declared elsewhere2020-12-31$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 appraiser2020-12-31No
Value of net income/loss2020-12-31$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)2020-12-31No
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$18,760
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$14,596,763
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$11,586,170
Interest on participant loans2020-12-31$7,171
Value of interest in common/collective trusts at end of year2020-12-31$1,352,917
Value of interest in common/collective trusts at beginning of year2020-12-31$1,079,584
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$1,001
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$3,243
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$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 trusts2020-12-31$72,468
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$545,111
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 name2020-12-31BAKER TILLY US, LLP
Accountancy firm EIN2020-12-31390859910
2019 : ERHARD 401K SAVINGS PLAN 2019 401k financial data
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 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 assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,343,066
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,227,608
Expenses. Certain deemed distributions of participant loans2019-12-31$65,854
Value of total corrective distributions2019-12-31$764
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$807,569
Value of total assets at end of year2019-12-31$12,757,254
Value of total assets at beginning of year2019-12-31$10,733,883
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$48,840
Total interest from all sources2019-12-31$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 year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
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
Contributions received from participants2019-12-31$746,115
Participant contributions at end of year2019-12-31$88,257
Participant contributions at beginning of year2019-12-31$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 appraiser2019-12-31No
Value of net income/loss2019-12-31$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)2019-12-31No
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
Investment advisory and management fees2019-12-31$48,840
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$11,586,170
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$10,084,487
Interest on participant loans2019-12-31$8,066
Value of interest in common/collective trusts at end of year2019-12-31$1,079,584
Value of interest in common/collective trusts at beginning of year2019-12-31$509,479
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$3,243
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$3,594
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$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 assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,227,608
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2019-12-31390859910
2018 : ERHARD 401K SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$84,242
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$970,573
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$919,570
Value of total corrective distributions2018-12-31$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 year2018-12-31$10,733,883
Value of total assets at beginning of year2018-12-31$11,620,214
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$49,943
Total interest from all sources2018-12-31$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 year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$26,869
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
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$570,991
Participant contributions at end of year2018-12-31$136,323
Participant contributions at beginning of year2018-12-31$173,454
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-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)2018-12-31No
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$17,596
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$10,084,487
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$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 year2018-12-31$509,479
Value of interest in common/collective trusts at beginning of year2018-12-31$270,112
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$3,594
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$3,315
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$3,315
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-495,461
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan 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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$919,570
Contract administrator fees2018-12-31$5,478
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 name2018-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2018-12-31390859910
2017 : ERHARD 401K SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$2,300,171
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$296,115
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$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 year2017-12-31$11,620,214
Value of total assets at beginning of year2017-12-31$9,616,158
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$42,998
Total interest from all sources2017-12-31$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 year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$22,713
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$512,313
Participant contributions at end of year2017-12-31$173,454
Participant contributions at beginning of year2017-12-31$181,551
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$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)2017-12-31No
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$15,244
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$11,173,333
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$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 year2017-12-31$270,112
Value of interest in common/collective trusts at beginning of year2017-12-31$235,753
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$3,315
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$1,822
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$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 assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$253,117
Contract administrator fees2017-12-31$5,041
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 name2017-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2017-12-31390859910
2016 : ERHARD 401K SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$11,785
Total income from all sources (including contributions)2016-12-31$1,193,060
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$174,435
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$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 year2016-12-31$9,616,158
Value of total assets at beginning of year2016-12-31$8,609,318
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$38,627
Total interest from all sources2016-12-31$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 year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$20,258
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$2,228
Participant contributions at end of year2016-12-31$181,551
Participant contributions at beginning of year2016-12-31$208,783
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$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 appraiser2016-12-31No
Value of net income/loss2016-12-31$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)2016-12-31No
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$13,113
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$9,197,032
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$8,186,010
Interest on participant loans2016-12-31$10,330
Value of interest in common/collective trusts at end of year2016-12-31$235,753
Value of interest in common/collective trusts at beginning of year2016-12-31$197,356
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$1,822
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$17,169
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$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 assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$520,737
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$135,808
Contract administrator fees2016-12-31$5,256
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 name2016-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2016-12-31390859910
2015 : ERHARD 401K SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$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 assets2015-12-31$0
Total of all expenses incurred2015-12-31$431,478
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$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 year2015-12-31$8,609,318
Value of total assets at beginning of year2015-12-31$8,617,006
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$41,344
Total interest from all sources2015-12-31$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 year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$26,393
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$523,209
Participant contributions at end of year2015-12-31$208,783
Participant contributions at beginning of year2015-12-31$182,563
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$11,785
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$6,627
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-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)2015-12-31No
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$9,740
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$8,186,010
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$8,238,168
Interest on participant loans2015-12-31$10,532
Value of interest in common/collective trusts at end of year2015-12-31$197,356
Value of interest in common/collective trusts at beginning of year2015-12-31$179,207
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$17,169
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$17,068
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$17,068
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-115,109
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan 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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$390,134
Contract administrator fees2015-12-31$5,211
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 name2015-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2015-12-31390859910
2014 : ERHARD 401K SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$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 assets2014-12-31$0
Total of all expenses incurred2014-12-31$394,688
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$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 year2014-12-31$8,617,006
Value of total assets at beginning of year2014-12-31$7,932,295
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$37,232
Total interest from all sources2014-12-31$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 year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$21,346
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$505,864
Participant contributions at end of year2014-12-31$182,563
Participant contributions at beginning of year2014-12-31$107,630
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$6,627
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$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 appraiser2014-12-31No
Value of net income/loss2014-12-31$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)2014-12-31No
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$11,005
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$8,238,168
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$7,637,647
Interest on participant loans2014-12-31$8,265
Value of interest in common/collective trusts at end of year2014-12-31$179,207
Value of interest in common/collective trusts at beginning of year2014-12-31$173,218
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$17,068
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$13,800
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$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 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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$357,456
Contract administrator fees2014-12-31$4,881
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 name2014-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2014-12-31390859910
2013 : ERHARD 401K SAVINGS PLAN 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$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 assets2013-12-31$0
Total of all expenses incurred2013-12-31$276,316
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$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 year2013-12-31$7,932,295
Value of total assets at beginning of year2013-12-31$6,212,519
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$32,833
Total interest from all sources2013-12-31$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 year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$21,900
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$450,805
Participant contributions at end of year2013-12-31$107,630
Participant contributions at beginning of year2013-12-31$113,850
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$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 year2013-12-31$33,697
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$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 appraiser2013-12-31No
Value of net income/loss2013-12-31$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)2013-12-31No
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$5,329
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$7,637,647
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$5,902,101
Interest on participant loans2013-12-31$6,062
Value of interest in common/collective trusts at end of year2013-12-31$173,218
Value of interest in common/collective trusts at beginning of year2013-12-31$174,215
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$13,800
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$22,353
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$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 trusts2013-12-31$9,887
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$243,483
Contract administrator fees2013-12-31$5,604
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 name2013-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2013-12-31390859910
2012 : ERHARD 401K SAVINGS PLAN 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$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 assets2012-12-31$0
Total of all expenses incurred2012-12-31$297,943
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$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 year2012-12-31$6,212,519
Value of total assets at beginning of year2012-12-31$5,260,707
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$28,664
Total interest from all sources2012-12-31$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 year2012-12-31No
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$433,799
Participant contributions at end of year2012-12-31$113,850
Participant contributions at beginning of year2012-12-31$152,844
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$9,992
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$20,827
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$4,678
Administrative expenses (other) incurred2012-12-31$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 appraiser2012-12-31No
Value of net income/loss2012-12-31$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)2012-12-31No
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$5,902,101
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$4,802,346
Interest on participant loans2012-12-31$7,037
Value of interest in common/collective trusts at end of year2012-12-31$174,215
Value of interest in common/collective trusts at beginning of year2012-12-31$269,955
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$22,353
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$25,570
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$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 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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$269,279
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 name2012-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2012-12-31390859910
2011 : ERHARD 401K SAVINGS PLAN 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$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 assets2011-12-31$0
Total of all expenses incurred2011-12-31$240,430
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$206,660
Expenses. Certain deemed distributions of participant loans2011-12-31$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 year2011-12-31$5,260,707
Value of total assets at beginning of year2011-12-31$5,163,113
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$25,933
Total interest from all sources2011-12-31$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 year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$17,681
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$426,694
Participant contributions at end of year2011-12-31$152,844
Participant contributions at beginning of year2011-12-31$195,773
Participant contributions at end of year2011-12-31$9,992
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$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 appraiser2011-12-31No
Value of net income/loss2011-12-31$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)2011-12-31No
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$3,759
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$4,802,346
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$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 year2011-12-31$269,955
Value of interest in common/collective trusts at beginning of year2011-12-31$240,165
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$25,570
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$21,476
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$21,476
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-102,623
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan 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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$206,660
Contract administrator fees2011-12-31$4,493
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 name2011-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2011-12-31390859910
2010 : ERHARD 401K SAVINGS PLAN 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$1,121,581
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$174,401
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$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 year2010-12-31$5,163,113
Value of total assets at beginning of year2010-12-31$4,215,933
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$21,624
Total interest from all sources2010-12-31$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 year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$21,624
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$399,692
Participant contributions at end of year2010-12-31$195,773
Participant contributions at beginning of year2010-12-31$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 appraiser2010-12-31No
Value of net income/loss2010-12-31$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)2010-12-31No
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$4,705,699
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$3,776,360
Interest on participant loans2010-12-31$11,039
Value of interest in common/collective trusts at end of year2010-12-31$240,165
Value of interest in common/collective trusts at beginning of year2010-12-31$226,208
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$21,476
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$8,974
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$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 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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$152,777
Did the plan have assets held for investment2010-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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 name2010-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2010-12-31390859910
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 securities2009-12-31$0

Form 5500 Responses for ERHARD 401K SAVINGS PLAN

2021: ERHARD 401K SAVINGS PLAN 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: ERHARD 401K SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ERHARD 401K SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ERHARD 401K SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ERHARD 401K SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ERHARD 401K SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ERHARD 401K SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ERHARD 401K SAVINGS PLAN 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: ERHARD 401K SAVINGS PLAN 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: ERHARD 401K SAVINGS PLAN 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: ERHARD 401K SAVINGS PLAN 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
2010: ERHARD 401K SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: ERHARD 401K SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
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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