GOLLING CHRYSLER DODGE JEEP RAM INC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan GOLLING AUTOMOTIVE GROUP 401(K) PLAN
Measure | Date | Value |
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2022 : GOLLING AUTOMOTIVE GROUP 401(K) PLAN 2022 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $-1,017,934 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $1,292,490 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $1,271,505 |
Value of total corrective distributions | 2022-12-31 | $7,077 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $2,665,923 |
Value of total assets at end of year | 2022-12-31 | $20,220,774 |
Value of total assets at beginning of year | 2022-12-31 | $22,531,198 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $13,908 |
Total interest from all sources | 2022-12-31 | $28,696 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $650,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $1,741,004 |
Participant contributions at end of year | 2022-12-31 | $342,022 |
Participant contributions at beginning of year | 2022-12-31 | $321,677 |
Participant contributions at end of year | 2022-12-31 | $0 |
Participant contributions at beginning of year | 2022-12-31 | $177,908 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $392,932 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-2,310,424 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $20,220,774 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $22,531,198 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2022-12-31 | $18,705,760 |
Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $20,840,477 |
Interest on participant loans | 2022-12-31 | $11,193 |
Interest earned on other investments | 2022-12-31 | $17,503 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $1,022,992 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $1,029,436 |
Net investment gain/loss from pooled separate accounts | 2022-12-31 | $-3,712,553 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $531,987 |
Employer contributions (assets) at end of year | 2022-12-31 | $150,000 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $161,700 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $1,271,505 |
Contract administrator fees | 2022-12-31 | $13,908 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | JANZ & KNIGHT, P.L.C., CPAS |
Accountancy firm EIN | 2022-12-31 | 381458667 |
2021 : GOLLING AUTOMOTIVE GROUP 401(K) PLAN 2021 401k financial data |
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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 | $4,820,867 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $3,142,168 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $3,100,249 |
Value of total corrective distributions | 2021-12-31 | $32,696 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $2,330,902 |
Value of total assets at end of year | 2021-12-31 | $22,531,198 |
Value of total assets at beginning of year | 2021-12-31 | $20,852,499 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $9,223 |
Total interest from all sources | 2021-12-31 | $30,861 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $650,000 |
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 | $1,578,618 |
Participant contributions at end of year | 2021-12-31 | $321,677 |
Participant contributions at beginning of year | 2021-12-31 | $389,002 |
Participant contributions at end of year | 2021-12-31 | $177,908 |
Participant contributions at beginning of year | 2021-12-31 | $90,542 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $63,810 |
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 | $1,678,699 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $22,531,198 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $20,852,499 |
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 |
Value of interest in pooled separate accounts at end of year | 2021-12-31 | $20,840,477 |
Value of interest in pooled separate accounts at beginning of year | 2021-12-31 | $19,386,724 |
Interest on participant loans | 2021-12-31 | $13,850 |
Interest earned on other investments | 2021-12-31 | $17,011 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $1,029,436 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $962,529 |
Net investment gain/loss from pooled separate accounts | 2021-12-31 | $2,459,104 |
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 | Yes |
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 | $688,474 |
Employer contributions (assets) at end of year | 2021-12-31 | $161,700 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $23,702 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $3,100,249 |
Contract administrator fees | 2021-12-31 | $9,223 |
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 | JANZ & KNIGHT, P.L.C., CPAS |
Accountancy firm EIN | 2021-12-31 | 381458667 |
2020 : GOLLING AUTOMOTIVE GROUP 401(K) PLAN 2020 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total transfer of assets to this plan | 2020-12-31 | $100,310 |
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 | $6,409,649 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $1,069,080 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $1,047,585 |
Value of total corrective distributions | 2020-12-31 | $11,775 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $3,781,418 |
Value of total assets at end of year | 2020-12-31 | $20,852,499 |
Value of total assets at beginning of year | 2020-12-31 | $15,411,620 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $9,720 |
Total interest from all sources | 2020-12-31 | $33,346 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $650,000 |
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 | $1,272,770 |
Participant contributions at end of year | 2020-12-31 | $389,002 |
Participant contributions at beginning of year | 2020-12-31 | $361,476 |
Participant contributions at end of year | 2020-12-31 | $90,542 |
Participant contributions at beginning of year | 2020-12-31 | $56,384 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $2,053,401 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $5,340,569 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $20,852,499 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $15,411,620 |
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 |
Value of interest in pooled separate accounts at end of year | 2020-12-31 | $19,386,724 |
Value of interest in pooled separate accounts at beginning of year | 2020-12-31 | $14,533,812 |
Interest on participant loans | 2020-12-31 | $17,851 |
Interest earned on other investments | 2020-12-31 | $15,495 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $962,529 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $438,518 |
Net investment gain/loss from pooled separate accounts | 2020-12-31 | $2,594,885 |
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 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $455,247 |
Employer contributions (assets) at end of year | 2020-12-31 | $23,702 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $21,430 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $1,047,585 |
Contract administrator fees | 2020-12-31 | $9,720 |
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 | Unqualified |
Accountancy firm name | 2020-12-31 | JANZ & KNIGHT, P.L.C., CPAS |
Accountancy firm EIN | 2020-12-31 | 381458667 |
2019 : GOLLING AUTOMOTIVE GROUP 401(K) PLAN 2019 401k financial data |
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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 | $30,703 |
Total income from all sources (including contributions) | 2019-12-31 | $4,077,650 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $598,808 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $589,137 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,578,312 |
Value of total assets at end of year | 2019-12-31 | $15,411,620 |
Value of total assets at beginning of year | 2019-12-31 | $11,963,481 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $9,671 |
Total interest from all sources | 2019-12-31 | $24,710 |
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 | $650,000 |
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 | $1,047,394 |
Participant contributions at end of year | 2019-12-31 | $361,476 |
Participant contributions at beginning of year | 2019-12-31 | $320,946 |
Participant contributions at end of year | 2019-12-31 | $56,384 |
Participant contributions at beginning of year | 2019-12-31 | $57,148 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $141,053 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $30,703 |
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 | $3,478,842 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $15,411,620 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $11,932,778 |
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 |
Value of interest in pooled separate accounts at end of year | 2019-12-31 | $14,533,812 |
Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $11,159,234 |
Interest on participant loans | 2019-12-31 | $15,537 |
Interest earned on other investments | 2019-12-31 | $9,173 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $438,518 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $404,111 |
Net investment gain/loss from pooled separate accounts | 2019-12-31 | $2,474,628 |
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 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $389,865 |
Employer contributions (assets) at end of year | 2019-12-31 | $21,430 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $22,042 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $589,137 |
Contract administrator fees | 2019-12-31 | $9,671 |
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 | JANZ & KNIGHT, P.L.C., CPAS |
Accountancy firm EIN | 2019-12-31 | 381458667 |
2018 : GOLLING AUTOMOTIVE GROUP 401(K) PLAN 2018 401k financial data |
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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 | $30,703 |
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 | $758,616 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $660,320 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $595,629 |
Value of total corrective distributions | 2018-12-31 | $56,708 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $1,457,540 |
Value of total assets at end of year | 2018-12-31 | $11,963,481 |
Value of total assets at beginning of year | 2018-12-31 | $11,834,482 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $7,983 |
Total interest from all sources | 2018-12-31 | $23,731 |
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 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $750,000 |
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 | $984,459 |
Participant contributions at end of year | 2018-12-31 | $320,946 |
Participant contributions at beginning of year | 2018-12-31 | $262,970 |
Participant contributions at end of year | 2018-12-31 | $57,148 |
Participant contributions at beginning of year | 2018-12-31 | $21,245 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $94,378 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-12-31 | $30,703 |
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 | $98,296 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $11,932,778 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $11,834,482 |
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 |
Value of interest in pooled separate accounts at end of year | 2018-12-31 | $11,159,234 |
Value of interest in pooled separate accounts at beginning of year | 2018-12-31 | $11,305,774 |
Interest on participant loans | 2018-12-31 | $11,648 |
Interest earned on other investments | 2018-12-31 | $12,083 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $404,111 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $236,468 |
Net investment gain/loss from pooled separate accounts | 2018-12-31 | $-722,655 |
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 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $378,703 |
Employer contributions (assets) at end of year | 2018-12-31 | $22,042 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $8,025 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $595,629 |
Contract administrator fees | 2018-12-31 | $7,983 |
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 | JANZ & KNIGHT, P.L.C., CPAS |
Accountancy firm EIN | 2018-12-31 | 381458667 |
2017 : GOLLING AUTOMOTIVE GROUP 401(K) PLAN 2017 401k financial data |
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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 | $2,777,571 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $303,022 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $268,936 |
Value of total corrective distributions | 2017-12-31 | $26,837 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $1,209,274 |
Value of total assets at end of year | 2017-12-31 | $11,834,482 |
Value of total assets at beginning of year | 2017-12-31 | $9,359,933 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $7,249 |
Total interest from all sources | 2017-12-31 | $12,391 |
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 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $750,000 |
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 | $865,838 |
Participant contributions at end of year | 2017-12-31 | $262,970 |
Participant contributions at beginning of year | 2017-12-31 | $175,484 |
Participant contributions at end of year | 2017-12-31 | $21,245 |
Participant contributions at beginning of year | 2017-12-31 | $605 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $25,294 |
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 | $2,474,549 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $11,834,482 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $9,359,933 |
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 |
Value of interest in pooled separate accounts at end of year | 2017-12-31 | $11,305,774 |
Value of interest in pooled separate accounts at beginning of year | 2017-12-31 | $8,655,989 |
Interest on participant loans | 2017-12-31 | $6,813 |
Interest earned on other investments | 2017-12-31 | $5,578 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $236,468 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $527,785 |
Net investment gain/loss from pooled separate accounts | 2017-12-31 | $1,555,906 |
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 | Yes |
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 | $318,142 |
Employer contributions (assets) at end of year | 2017-12-31 | $8,025 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $70 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $268,936 |
Contract administrator fees | 2017-12-31 | $7,249 |
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 | JANZ & KNIGHT, P.L.C., CPAS |
Accountancy firm EIN | 2017-12-31 | 381458667 |
2016 : GOLLING AUTOMOTIVE GROUP 401(K) 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 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $1,756,836 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $319,439 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $299,957 |
Expenses. Certain deemed distributions of participant loans | 2016-12-31 | $2,987 |
Value of total corrective distributions | 2016-12-31 | $10,423 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $1,169,354 |
Value of total assets at end of year | 2016-12-31 | $9,359,933 |
Value of total assets at beginning of year | 2016-12-31 | $7,922,536 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $6,072 |
Total interest from all sources | 2016-12-31 | $14,344 |
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 |
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 | $818,145 |
Participant contributions at end of year | 2016-12-31 | $175,484 |
Participant contributions at beginning of year | 2016-12-31 | $165,050 |
Participant contributions at end of year | 2016-12-31 | $605 |
Participant contributions at beginning of year | 2016-12-31 | $7,491 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $1,931 |
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 | $1,437,397 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $9,359,933 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $7,922,536 |
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 |
Value of interest in pooled separate accounts at end of year | 2016-12-31 | $8,655,989 |
Value of interest in pooled separate accounts at beginning of year | 2016-12-31 | $7,617,298 |
Interest on participant loans | 2016-12-31 | $6,383 |
Interest earned on other investments | 2016-12-31 | $7,961 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $527,785 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $129,637 |
Net investment gain/loss from pooled separate accounts | 2016-12-31 | $573,138 |
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 | Yes |
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 | $349,278 |
Employer contributions (assets) at end of year | 2016-12-31 | $70 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $3,060 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $299,957 |
Contract administrator fees | 2016-12-31 | $6,072 |
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 | JANZ & KNIGHT, P.L.C., CPAS |
Accountancy firm EIN | 2016-12-31 | 381458667 |
2015 : GOLLING AUTOMOTIVE GROUP 401(K) PLAN 2015 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total transfer of assets to this plan | 2015-12-31 | $1,420,929 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $781,853 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $133,592 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $124,235 |
Expenses. Certain deemed distributions of participant loans | 2015-12-31 | $1,791 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $1,027,004 |
Value of total assets at end of year | 2015-12-31 | $7,922,536 |
Value of total assets at beginning of year | 2015-12-31 | $5,853,346 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $7,566 |
Total interest from all sources | 2015-12-31 | $8,722 |
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 |
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 | Yes |
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 | $537,843 |
Participant contributions at end of year | 2015-12-31 | $165,050 |
Participant contributions at beginning of year | 2015-12-31 | $136,540 |
Participant contributions at end of year | 2015-12-31 | $7,491 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $332,700 |
Administrative expenses (other) incurred | 2015-12-31 | $500 |
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 | $648,261 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $7,922,536 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $5,853,346 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2015-12-31 | $7,617,298 |
Value of interest in pooled separate accounts at beginning of year | 2015-12-31 | $0 |
Interest on participant loans | 2015-12-31 | $7,213 |
Interest earned on other investments | 2015-12-31 | $1,509 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $5,684,804 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $129,637 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-12-31 | $0 |
Net investment gain/loss from pooled separate accounts | 2015-12-31 | $112,896 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $-366,769 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $156,461 |
Employer contributions (assets) at end of year | 2015-12-31 | $3,060 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $32,002 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $124,235 |
Contract administrator fees | 2015-12-31 | $7,066 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2015-12-31 | Yes |
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 | JANZ & KNIGHT, P.L.C., CPAS |
Accountancy firm EIN | 2015-12-31 | 381458667 |
2010 : GOLLING AUTOMOTIVE GROUP 401(K) PLAN 2010 401k financial data |
---|
Transfers to/from the plan | 2010-12-31 | $0 |
Total plan liabilities at end of year | 2010-12-31 | $0 |
Total plan liabilities at beginning of year | 2010-12-31 | $0 |
Total income from all sources | 2010-12-31 | $877,712 |
Expenses. Total of all expenses incurred | 2010-12-31 | $116,844 |
Benefits paid (including direct rollovers) | 2010-12-31 | $78,020 |
Total plan assets at end of year | 2010-12-31 | $3,999,273 |
Total plan assets at beginning of year | 2010-12-31 | $3,238,405 |
Value of fidelity bond covering the plan | 2010-12-31 | $500,000 |
Total contributions received or receivable from participants | 2010-12-31 | $311,314 |
Expenses. Other expenses not covered elsewhere | 2010-12-31 | $3,847 |
Contributions received from other sources (not participants or employers) | 2010-12-31 | $1,701 |
Other income received | 2010-12-31 | $472,135 |
Noncash contributions received | 2010-12-31 | $0 |
Net income (gross income less expenses) | 2010-12-31 | $760,868 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $3,999,273 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $3,238,405 |
Assets. Value of participant loans | 2010-12-31 | $111,474 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $92,562 |
Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
Value of corrective distributions | 2010-12-31 | $34,977 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2010-12-31 | $0 |
Minimum employer required contribution for this plan year | 2010-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2010-12-31 | $0 |
2009 : GOLLING AUTOMOTIVE GROUP 401(K) 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 |
Funding deficiency by the employer to the plan for this plan year | 2009-12-31 | $0 |
Minimum employer required contribution for this plan year | 2009-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2009-12-31 | $0 |