FINNEGAN AUTO, LP has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan FINNEGAN CHRYSLER-JEEP 401(K) PLAN AND TRUST
Measure | Date | Value |
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2022 : FINNEGAN CHRYSLER-JEEP 401(K) PLAN AND TRUST 2022 401k financial data |
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Total income from all sources (including contributions) | 2022-12-31 | $-59,534 |
Total of all expenses incurred | 2022-12-31 | $39,738 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $21,583 |
Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $84,969 |
Value of total assets at end of year | 2022-12-31 | $798,140 |
Value of total assets at beginning of year | 2022-12-31 | $897,412 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $18,155 |
Total interest from all sources | 2022-12-31 | $719 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $2,494 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $2,494 |
Administrative expenses professional fees incurred | 2022-12-31 | $7,500 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $84,851 |
Participant contributions at end of year | 2022-12-31 | $7,218 |
Participant contributions at beginning of year | 2022-12-31 | $11,405 |
Participant contributions at end of year | 2022-12-31 | $3,535 |
Participant contributions at beginning of year | 2022-12-31 | $2,368 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $118 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-99,272 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $798,140 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $897,412 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Investment advisory and management fees | 2022-12-31 | $3,956 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $177,041 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $196,786 |
Value of interest in pooled separate accounts at end of year | 2022-12-31 | $111,838 |
Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $124,059 |
Interest on participant loans | 2022-12-31 | $698 |
Interest earned on other investments | 2022-12-31 | $21 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $497,237 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $561,908 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $1,271 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $886 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2022-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-30,887 |
Net investment gain/loss from pooled separate accounts | 2022-12-31 | $-24,262 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $-92,567 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $0 |
Employer contributions (assets) at end of year | 2022-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $21,583 |
Contract administrator fees | 2022-12-31 | $6,699 |
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 | PAUL J. FITZGERALD, P.C. |
Accountancy firm EIN | 2022-12-31 | 742969628 |
2021 : FINNEGAN CHRYSLER-JEEP 401(K) PLAN AND TRUST 2021 401k financial data |
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Total income from all sources (including contributions) | 2021-12-31 | $251,718 |
Total of all expenses incurred | 2021-12-31 | $144,732 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $125,612 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $127,365 |
Value of total assets at end of year | 2021-12-31 | $897,412 |
Value of total assets at beginning of year | 2021-12-31 | $790,426 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $19,120 |
Total interest from all sources | 2021-12-31 | $810 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $1,884 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $1,884 |
Administrative expenses professional fees incurred | 2021-12-31 | $7,500 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $58,242 |
Participant contributions at end of year | 2021-12-31 | $11,405 |
Participant contributions at beginning of year | 2021-12-31 | $17,162 |
Participant contributions at end of year | 2021-12-31 | $2,368 |
Participant contributions at beginning of year | 2021-12-31 | $1,540 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $69,123 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $106,986 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $897,412 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $790,426 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Investment advisory and management fees | 2021-12-31 | $4,260 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $196,786 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $155,468 |
Value of interest in pooled separate accounts at end of year | 2021-12-31 | $124,059 |
Value of interest in pooled separate accounts at beginning of year | 2021-12-31 | $92,544 |
Interest on participant loans | 2021-12-31 | $800 |
Interest earned on other investments | 2021-12-31 | $10 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $561,908 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $522,445 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $886 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $1,267 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2021-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $23,556 |
Net investment gain/loss from pooled separate accounts | 2021-12-31 | $27,116 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $70,987 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $0 |
Employer contributions (assets) at end of year | 2021-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $125,612 |
Contract administrator fees | 2021-12-31 | $7,360 |
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 | PAUL J. FITZGERALD, P.C. |
Accountancy firm EIN | 2021-12-31 | 742969628 |
2020 : FINNEGAN CHRYSLER-JEEP 401(K) PLAN AND TRUST 2020 401k financial data |
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Total income from all sources (including contributions) | 2020-12-31 | $151,608 |
Total of all expenses incurred | 2020-12-31 | $40,124 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $31,542 |
Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $48,781 |
Value of total assets at end of year | 2020-12-31 | $790,426 |
Value of total assets at beginning of year | 2020-12-31 | $678,942 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $8,582 |
Total interest from all sources | 2020-12-31 | $1,398 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $1,699 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $1,699 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $48,781 |
Participant contributions at end of year | 2020-12-31 | $17,162 |
Participant contributions at beginning of year | 2020-12-31 | $20,808 |
Participant contributions at end of year | 2020-12-31 | $1,540 |
Participant contributions at beginning of year | 2020-12-31 | $3,714 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $111,484 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $790,426 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $678,942 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Investment advisory and management fees | 2020-12-31 | $2,617 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $155,468 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $120,258 |
Value of interest in pooled separate accounts at end of year | 2020-12-31 | $92,544 |
Value of interest in pooled separate accounts at beginning of year | 2020-12-31 | $73,704 |
Interest on participant loans | 2020-12-31 | $1,388 |
Interest earned on other investments | 2020-12-31 | $10 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $522,445 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $460,458 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $1,267 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2020-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $22,412 |
Net investment gain/loss from pooled separate accounts | 2020-12-31 | $14,352 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $62,966 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $0 |
Employer contributions (assets) at end of year | 2020-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $31,542 |
Contract administrator fees | 2020-12-31 | $5,965 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | PAUL J. FITZGERALD, P.C. |
Accountancy firm EIN | 2020-12-31 | 742969628 |
2019 : FINNEGAN CHRYSLER-JEEP 401(K) PLAN AND TRUST 2019 401k financial data |
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Total income from all sources (including contributions) | 2019-12-31 | $154,874 |
Total income from all sources (including contributions) | 2019-12-31 | $154,874 |
Total of all expenses incurred | 2019-12-31 | $20,655 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $14,649 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $14,649 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $48,080 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $48,080 |
Value of total assets at end of year | 2019-12-31 | $678,942 |
Value of total assets at end of year | 2019-12-31 | $678,942 |
Value of total assets at beginning of year | 2019-12-31 | $544,723 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $6,006 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $6,006 |
Total interest from all sources | 2019-12-31 | $1,053 |
Total interest from all sources | 2019-12-31 | $1,053 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
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 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $0 |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $0 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $25,000 |
Value of fidelity bond cover | 2019-12-31 | $25,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | Yes |
If this is an individual account plan, was there a blackout period | 2019-12-31 | Yes |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $48,080 |
Contributions received from participants | 2019-12-31 | $48,080 |
Participant contributions at end of year | 2019-12-31 | $20,808 |
Participant contributions at end of year | 2019-12-31 | $20,808 |
Participant contributions at beginning of year | 2019-12-31 | $8,487 |
Participant contributions at beginning of year | 2019-12-31 | $8,487 |
Participant contributions at end of year | 2019-12-31 | $3,714 |
Participant contributions at end of year | 2019-12-31 | $3,714 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
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 | $134,219 |
Value of net income/loss | 2019-12-31 | $134,219 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $678,942 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $678,942 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $544,723 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $544,723 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
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 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 |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $120,258 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $120,258 |
Value of interest in pooled separate accounts at end of year | 2019-12-31 | $73,704 |
Value of interest in pooled separate accounts at end of year | 2019-12-31 | $73,704 |
Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $518,102 |
Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $518,102 |
Interest on participant loans | 2019-12-31 | $1,164 |
Interest on participant loans | 2019-12-31 | $1,164 |
Interest earned on other investments | 2019-12-31 | $-111 |
Interest earned on other investments | 2019-12-31 | $-111 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $460,458 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $460,458 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $18,134 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $18,134 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2019-12-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2019-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $101,424 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $101,424 |
Net investment gain/loss from pooled separate accounts | 2019-12-31 | $-196 |
Net investment gain/loss from pooled separate accounts | 2019-12-31 | $-196 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $4,513 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $4,513 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
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 | $0 |
Contributions received in cash from employer | 2019-12-31 | $0 |
Employer contributions (assets) at end of year | 2019-12-31 | $0 |
Employer contributions (assets) at end of year | 2019-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $14,649 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $14,649 |
Contract administrator fees | 2019-12-31 | $6,006 |
Contract administrator fees | 2019-12-31 | $6,006 |
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 | 2019-12-31 | Yes |
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 | 2019-12-31 | Yes |
Did the plan have assets held for investment | 2019-12-31 | Yes |
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 |
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 |
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 |
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 |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | PAUL J. FITZGERALD, P.C. |
Accountancy firm name | 2019-12-31 | PAUL J. FITZGERALD, P.C. |
Accountancy firm EIN | 2019-12-31 | 742969628 |
Accountancy firm EIN | 2019-12-31 | 742969628 |
2018 : FINNEGAN CHRYSLER-JEEP 401(K) PLAN AND TRUST 2018 401k financial data |
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Total income from all sources (including contributions) | 2018-12-31 | $-19,896 |
Total of all expenses incurred | 2018-12-31 | $9,156 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $8,745 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $48,569 |
Value of total assets at end of year | 2018-12-31 | $544,723 |
Value of total assets at beginning of year | 2018-12-31 | $573,775 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $411 |
Total interest from all sources | 2018-12-31 | $682 |
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 | $25,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $48,569 |
Participant contributions at end of year | 2018-12-31 | $8,487 |
Participant contributions at beginning of year | 2018-12-31 | $5,872 |
Participant contributions at beginning of year | 2018-12-31 | $1,468 |
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 | $-29,052 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $544,723 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $573,775 |
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 | $518,102 |
Value of interest in pooled separate accounts at beginning of year | 2018-12-31 | $549,804 |
Interest on participant loans | 2018-12-31 | $414 |
Interest earned on other investments | 2018-12-31 | $268 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $18,134 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $16,631 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-69,147 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $8,745 |
Contract administrator fees | 2018-12-31 | $411 |
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 | PAUL J. FITZGERALD, P.C. |
Accountancy firm EIN | 2018-12-31 | 742969628 |
2017 : FINNEGAN CHRYSLER-JEEP 401(K) PLAN AND TRUST 2017 401k financial data |
---|
Total income from all sources (including contributions) | 2017-12-31 | $123,772 |
Total of all expenses incurred | 2017-12-31 | $2,737 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $2,509 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $48,043 |
Value of total assets at end of year | 2017-12-31 | $573,775 |
Value of total assets at beginning of year | 2017-12-31 | $452,740 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $228 |
Total interest from all sources | 2017-12-31 | $579 |
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 | $25,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $48,043 |
Participant contributions at end of year | 2017-12-31 | $5,872 |
Participant contributions at beginning of year | 2017-12-31 | $7,500 |
Participant contributions at end of year | 2017-12-31 | $1,468 |
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 | $121,035 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $573,775 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $452,740 |
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 | $549,804 |
Value of interest in pooled separate accounts at beginning of year | 2017-12-31 | $416,515 |
Interest on participant loans | 2017-12-31 | $289 |
Interest earned on other investments | 2017-12-31 | $290 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $16,631 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $28,725 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $75,150 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $2,509 |
Contract administrator fees | 2017-12-31 | $228 |
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 | PAUL J. FITZGERALD, P.C. |
Accountancy firm EIN | 2017-12-31 | 742969628 |
2016 : FINNEGAN CHRYSLER-JEEP 401(K) PLAN AND TRUST 2016 401k financial data |
---|
Total income from all sources (including contributions) | 2016-12-31 | $69,780 |
Total of all expenses incurred | 2016-12-31 | $10,211 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $9,662 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $41,375 |
Value of total assets at end of year | 2016-12-31 | $452,740 |
Value of total assets at beginning of year | 2016-12-31 | $393,171 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $549 |
Total interest from all sources | 2016-12-31 | $640 |
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 | $25,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $41,375 |
Participant contributions at end of year | 2016-12-31 | $7,500 |
Participant contributions at beginning of year | 2016-12-31 | $1,158 |
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 | $59,569 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $452,740 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $393,171 |
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 | $416,515 |
Value of interest in pooled separate accounts at beginning of year | 2016-12-31 | $338,712 |
Interest on participant loans | 2016-12-31 | $14 |
Interest earned on other investments | 2016-12-31 | $626 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $28,725 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $53,301 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $27,765 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $9,662 |
Contract administrator fees | 2016-12-31 | $549 |
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 | PAUL J. FITZGERALD, P.C. |
Accountancy firm EIN | 2016-12-31 | 742969628 |
2015 : FINNEGAN CHRYSLER-JEEP 401(K) PLAN AND TRUST 2015 401k financial data |
---|
Total income from all sources (including contributions) | 2015-12-31 | $35,509 |
Total of all expenses incurred | 2015-12-31 | $39,460 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $39,223 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $36,614 |
Value of total assets at end of year | 2015-12-31 | $393,171 |
Value of total assets at beginning of year | 2015-12-31 | $397,122 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $237 |
Total interest from all sources | 2015-12-31 | $877 |
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 | $250,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $36,614 |
Participant contributions at end of year | 2015-12-31 | $1,158 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $-3,951 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $393,171 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $397,122 |
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 | $338,712 |
Value of interest in pooled separate accounts at beginning of year | 2015-12-31 | $361,089 |
Interest on participant loans | 2015-12-31 | $8 |
Interest earned on other investments | 2015-12-31 | $869 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $53,301 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-12-31 | $36,033 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-1,982 |
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 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $39,223 |
Contract administrator fees | 2015-12-31 | $237 |
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 | PAUL J. FITZGERALD, P.C. |
Accountancy firm EIN | 2015-12-31 | 742969628 |
2014 : FINNEGAN CHRYSLER-JEEP 401(K) PLAN AND TRUST 2014 401k financial data |
---|
Total income from all sources (including contributions) | 2014-12-31 | $34,585 |
Total of all expenses incurred | 2014-12-31 | $1,860 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $1,748 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $29,996 |
Value of total assets at end of year | 2014-12-31 | $397,122 |
Value of total assets at beginning of year | 2014-12-31 | $364,397 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $112 |
Total interest from all sources | 2014-12-31 | $508 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $250,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $29,996 |
Participant contributions at beginning of year | 2014-12-31 | $1,560 |
Participant contributions at beginning of year | 2014-12-31 | $596 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $32,725 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $397,122 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $364,397 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $362,241 |
Value of interest in pooled separate accounts at end of year | 2014-12-31 | $361,089 |
Interest on participant loans | 2014-12-31 | $60 |
Interest earned on other investments | 2014-12-31 | $448 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-12-31 | $36,033 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $4,081 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $1,748 |
Contract administrator fees | 2014-12-31 | $112 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | PAUL J. FITZGERALD, P.C. |
Accountancy firm EIN | 2014-12-31 | 742969628 |
2013 : FINNEGAN CHRYSLER-JEEP 401(K) PLAN AND TRUST 2013 401k financial data |
---|
Total income from all sources (including contributions) | 2013-12-31 | $82,219 |
Total of all expenses incurred | 2013-12-31 | $9,921 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $7,339 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $26,431 |
Value of total assets at end of year | 2013-12-31 | $364,397 |
Value of total assets at beginning of year | 2013-12-31 | $292,099 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $2,582 |
Total interest from all sources | 2013-12-31 | $126 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Administrative expenses professional fees incurred | 2013-12-31 | $2,582 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $250,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $26,431 |
Participant contributions at end of year | 2013-12-31 | $1,560 |
Participant contributions at beginning of year | 2013-12-31 | $7,674 |
Participant contributions at end of year | 2013-12-31 | $596 |
Participant contributions at beginning of year | 2013-12-31 | $443 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $72,298 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $364,397 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $292,099 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $362,241 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $283,982 |
Interest on participant loans | 2013-12-31 | $126 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $55,662 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $7,339 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | PAUL J. FITZGERALD, P.C. |
Accountancy firm EIN | 2013-12-31 | 742969628 |