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FINNEGAN CHRYSLER-JEEP 401(K) PLAN AND TRUST 401k Plan overview

Plan NameFINNEGAN CHRYSLER-JEEP 401(K) PLAN AND TRUST
Plan identification number 001

FINNEGAN CHRYSLER-JEEP 401(K) PLAN AND TRUST Benefits

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

401k Sponsoring company profile

FINNEGAN AUTO, LP has sponsored the creation of one or more 401k plans.

Company Name:FINNEGAN AUTO, LP
Employer identification number (EIN):450534859
NAIC Classification:441110
NAIC Description:New Car Dealers

Additional information about FINNEGAN AUTO, LP

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2008-01-23
Company Identification Number: 0800927203
Legal Registered Office Address: 26529 SOUTHWEST FWY

ROSENBERG
United States of America (USA)
77471

More information about FINNEGAN AUTO, LP

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FINNEGAN CHRYSLER-JEEP 401(K) PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01GARY FINNEGAN
0012016-01-01GARY FINNEGAN
0012015-01-01GARY FINNEGAN2016-10-17
0012015-01-01GARY FINNEGAN
0012014-01-01GARY FINNEGAN
0012014-01-01GARY FINNEGAN2015-10-14
0012013-01-01GARY FINNEGAN
0012012-01-01GARY FINNEGAN2013-10-15
0012012-01-01GARY FINNEGAN2018-01-31
0012011-01-01GARY FINNEGAN2012-10-15
0012010-01-01GARY FINNEGAN2011-07-27

Plan Statistics for FINNEGAN CHRYSLER-JEEP 401(K) PLAN AND TRUST

401k plan membership statisitcs for FINNEGAN CHRYSLER-JEEP 401(K) PLAN AND TRUST

Measure Date Value
2022: FINNEGAN CHRYSLER-JEEP 401(K) PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-01121
Total number of active participants reported on line 7a of the Form 55002022-01-01108
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-017
Total of all active and inactive participants2022-01-01115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01115
Number of participants with account balances2022-01-0125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: FINNEGAN CHRYSLER-JEEP 401(K) PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-01135
Total number of active participants reported on line 7a of the Form 55002021-01-01121
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-015
Total of all active and inactive participants2021-01-01126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01126
Number of participants with account balances2021-01-0125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: FINNEGAN CHRYSLER-JEEP 401(K) PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-01136
Total number of active participants reported on line 7a of the Form 55002020-01-01127
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-017
Total of all active and inactive participants2020-01-01134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01134
Number of participants with account balances2020-01-0127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: FINNEGAN CHRYSLER-JEEP 401(K) PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-01141
Total number of active participants reported on line 7a of the Form 55002019-01-01117
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0113
Total of all active and inactive participants2019-01-01130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01130
Number of participants with account balances2019-01-0133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: FINNEGAN CHRYSLER-JEEP 401(K) PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-01147
Total number of active participants reported on line 7a of the Form 55002018-01-01126
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0112
Total of all active and inactive participants2018-01-01138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01138
Number of participants with account balances2018-01-0135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: FINNEGAN CHRYSLER-JEEP 401(K) PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-01144
Total number of active participants reported on line 7a of the Form 55002017-01-01121
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0110
Total of all active and inactive participants2017-01-01131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01131
Number of participants with account balances2017-01-0134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: FINNEGAN CHRYSLER-JEEP 401(K) PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-01130
Total number of active participants reported on line 7a of the Form 55002016-01-01121
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0110
Total of all active and inactive participants2016-01-01131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01131
Number of participants with account balances2016-01-0132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: FINNEGAN CHRYSLER-JEEP 401(K) PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-01114
Total number of active participants reported on line 7a of the Form 55002015-01-01117
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0110
Total of all active and inactive participants2015-01-01127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01127
Number of participants with account balances2015-01-0129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: FINNEGAN CHRYSLER-JEEP 401(K) PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-01104
Total number of active participants reported on line 7a of the Form 55002014-01-0197
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0110
Total of all active and inactive participants2014-01-01107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01107
Number of participants with account balances2014-01-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: FINNEGAN CHRYSLER-JEEP 401(K) PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-01133
Total number of active participants reported on line 7a of the Form 55002013-01-01101
Number of other retired or separated participants entitled to future benefits2013-01-018
Total of all active and inactive participants2013-01-01109
Total participants2013-01-01109
Number of participants with account balances2013-01-0118

Financial Data on FINNEGAN CHRYSLER-JEEP 401(K) PLAN AND TRUST

Measure Date Value
2022 : FINNEGAN CHRYSLER-JEEP 401(K) PLAN AND TRUST 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-59,534
Total of all expenses incurred2022-12-31$39,738
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$21,583
Expenses. Certain deemed distributions of participant loans2022-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$84,969
Value of total assets at end of year2022-12-31$798,140
Value of total assets at beginning of year2022-12-31$897,412
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$18,155
Total interest from all sources2022-12-31$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 year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$2,494
Administrative expenses professional fees incurred2022-12-31$7,500
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$84,851
Participant contributions at end of year2022-12-31$7,218
Participant contributions at beginning of year2022-12-31$11,405
Participant contributions at end of year2022-12-31$3,535
Participant contributions at beginning of year2022-12-31$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 year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-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)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$3,956
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$177,041
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$196,786
Value of interest in pooled separate accounts at end of year2022-12-31$111,838
Value of interest in pooled separate accounts at beginning of year2022-12-31$124,059
Interest on participant loans2022-12-31$698
Interest earned on other investments2022-12-31$21
Value of interest in common/collective trusts at end of year2022-12-31$497,237
Value of interest in common/collective trusts at beginning of year2022-12-31$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 year2022-12-31$1,271
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$886
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-30,887
Net investment gain/loss from pooled separate accounts2022-12-31$-24,262
Net investment gain or loss from common/collective trusts2022-12-31$-92,567
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$0
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$21,583
Contract administrator fees2022-12-31$6,699
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31PAUL J. FITZGERALD, P.C.
Accountancy firm EIN2022-12-31742969628
2021 : FINNEGAN CHRYSLER-JEEP 401(K) PLAN AND TRUST 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$251,718
Total of all expenses incurred2021-12-31$144,732
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$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 year2021-12-31$897,412
Value of total assets at beginning of year2021-12-31$790,426
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$19,120
Total interest from all sources2021-12-31$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 year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,884
Administrative expenses professional fees incurred2021-12-31$7,500
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$58,242
Participant contributions at end of year2021-12-31$11,405
Participant contributions at beginning of year2021-12-31$17,162
Participant contributions at end of year2021-12-31$2,368
Participant contributions at beginning of year2021-12-31$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 year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$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)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$4,260
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$196,786
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$155,468
Value of interest in pooled separate accounts at end of year2021-12-31$124,059
Value of interest in pooled separate accounts at beginning of year2021-12-31$92,544
Interest on participant loans2021-12-31$800
Interest earned on other investments2021-12-31$10
Value of interest in common/collective trusts at end of year2021-12-31$561,908
Value of interest in common/collective trusts at beginning of year2021-12-31$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 year2021-12-31$886
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,267
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$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 accounts2021-12-31$27,116
Net investment gain or loss from common/collective trusts2021-12-31$70,987
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$0
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$125,612
Contract administrator fees2021-12-31$7,360
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31PAUL J. FITZGERALD, P.C.
Accountancy firm EIN2021-12-31742969628
2020 : FINNEGAN CHRYSLER-JEEP 401(K) PLAN AND TRUST 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$151,608
Total of all expenses incurred2020-12-31$40,124
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$31,542
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$48,781
Value of total assets at end of year2020-12-31$790,426
Value of total assets at beginning of year2020-12-31$678,942
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$8,582
Total interest from all sources2020-12-31$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 year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,699
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$48,781
Participant contributions at end of year2020-12-31$17,162
Participant contributions at beginning of year2020-12-31$20,808
Participant contributions at end of year2020-12-31$1,540
Participant contributions at beginning of year2020-12-31$3,714
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$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)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$2,617
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$155,468
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$120,258
Value of interest in pooled separate accounts at end of year2020-12-31$92,544
Value of interest in pooled separate accounts at beginning of year2020-12-31$73,704
Interest on participant loans2020-12-31$1,388
Interest earned on other investments2020-12-31$10
Value of interest in common/collective trusts at end of year2020-12-31$522,445
Value of interest in common/collective trusts at beginning of year2020-12-31$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 year2020-12-31$1,267
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$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 accounts2020-12-31$14,352
Net investment gain or loss from common/collective trusts2020-12-31$62,966
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$0
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$31,542
Contract administrator fees2020-12-31$5,965
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31PAUL J. FITZGERALD, P.C.
Accountancy firm EIN2020-12-31742969628
2019 : FINNEGAN CHRYSLER-JEEP 401(K) PLAN AND TRUST 2019 401k financial data
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 incurred2019-12-31$20,655
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$14,649
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$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 year2019-12-31$678,942
Value of total assets at end of year2019-12-31$678,942
Value of total assets at beginning of year2019-12-31$544,723
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$6,006
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$6,006
Total interest from all sources2019-12-31$1,053
Total interest from all sources2019-12-31$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 year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
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 bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$25,000
Value of fidelity bond cover2019-12-31$25,000
If this is an individual account plan, was there a blackout period2019-12-31Yes
If this is an individual account plan, was there a blackout period2019-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$48,080
Contributions received from participants2019-12-31$48,080
Participant contributions at end of year2019-12-31$20,808
Participant contributions at end of year2019-12-31$20,808
Participant contributions at beginning of year2019-12-31$8,487
Participant contributions at beginning of year2019-12-31$8,487
Participant contributions at end of year2019-12-31$3,714
Participant contributions at end of year2019-12-31$3,714
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$134,219
Value of net income/loss2019-12-31$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)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$120,258
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$120,258
Value of interest in pooled separate accounts at end of year2019-12-31$73,704
Value of interest in pooled separate accounts at end of year2019-12-31$73,704
Value of interest in pooled separate accounts at beginning of year2019-12-31$518,102
Value of interest in pooled separate accounts at beginning of year2019-12-31$518,102
Interest on participant loans2019-12-31$1,164
Interest on participant loans2019-12-31$1,164
Interest earned on other investments2019-12-31$-111
Interest earned on other investments2019-12-31$-111
Value of interest in common/collective trusts at end of year2019-12-31$460,458
Value of interest in common/collective trusts at end of year2019-12-31$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 year2019-12-31$18,134
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$18,134
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$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$101,424
Net investment gain/loss from pooled separate accounts2019-12-31$-196
Net investment gain/loss from pooled separate accounts2019-12-31$-196
Net investment gain or loss from common/collective trusts2019-12-31$4,513
Net investment gain or loss from common/collective trusts2019-12-31$4,513
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$0
Contributions received in cash from employer2019-12-31$0
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at end of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$14,649
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$14,649
Contract administrator fees2019-12-31$6,006
Contract administrator fees2019-12-31$6,006
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31PAUL J. FITZGERALD, P.C.
Accountancy firm name2019-12-31PAUL J. FITZGERALD, P.C.
Accountancy firm EIN2019-12-31742969628
Accountancy firm EIN2019-12-31742969628
2018 : FINNEGAN CHRYSLER-JEEP 401(K) PLAN AND TRUST 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$-19,896
Total of all expenses incurred2018-12-31$9,156
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$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 year2018-12-31$544,723
Value of total assets at beginning of year2018-12-31$573,775
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$411
Total interest from all sources2018-12-31$682
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$25,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$48,569
Participant contributions at end of year2018-12-31$8,487
Participant contributions at beginning of year2018-12-31$5,872
Participant contributions at beginning of year2018-12-31$1,468
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-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)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in pooled separate accounts at end of year2018-12-31$518,102
Value of interest in pooled separate accounts at beginning of year2018-12-31$549,804
Interest on participant loans2018-12-31$414
Interest earned on other investments2018-12-31$268
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$18,134
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$16,631
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-69,147
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$8,745
Contract administrator fees2018-12-31$411
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31PAUL J. FITZGERALD, P.C.
Accountancy firm EIN2018-12-31742969628
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 incurred2017-12-31$2,737
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$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 year2017-12-31$573,775
Value of total assets at beginning of year2017-12-31$452,740
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$228
Total interest from all sources2017-12-31$579
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$25,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$48,043
Participant contributions at end of year2017-12-31$5,872
Participant contributions at beginning of year2017-12-31$7,500
Participant contributions at end of year2017-12-31$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 appraiser2017-12-31No
Value of net income/loss2017-12-31$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)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$549,804
Value of interest in pooled separate accounts at beginning of year2017-12-31$416,515
Interest on participant loans2017-12-31$289
Interest earned on other investments2017-12-31$290
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$16,631
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$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 assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,509
Contract administrator fees2017-12-31$228
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31PAUL J. FITZGERALD, P.C.
Accountancy firm EIN2017-12-31742969628
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 incurred2016-12-31$10,211
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$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 year2016-12-31$452,740
Value of total assets at beginning of year2016-12-31$393,171
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$549
Total interest from all sources2016-12-31$640
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$25,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$41,375
Participant contributions at end of year2016-12-31$7,500
Participant contributions at beginning of year2016-12-31$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 appraiser2016-12-31No
Value of net income/loss2016-12-31$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)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$416,515
Value of interest in pooled separate accounts at beginning of year2016-12-31$338,712
Interest on participant loans2016-12-31$14
Interest earned on other investments2016-12-31$626
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$28,725
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$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 assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$9,662
Contract administrator fees2016-12-31$549
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31PAUL J. FITZGERALD, P.C.
Accountancy firm EIN2016-12-31742969628
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 incurred2015-12-31$39,460
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$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 year2015-12-31$393,171
Value of total assets at beginning of year2015-12-31$397,122
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$237
Total interest from all sources2015-12-31$877
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$250,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$36,614
Participant contributions at end of year2015-12-31$1,158
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-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)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$338,712
Value of interest in pooled separate accounts at beginning of year2015-12-31$361,089
Interest on participant loans2015-12-31$8
Interest earned on other investments2015-12-31$869
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$53,301
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$36,033
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,982
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$39,223
Contract administrator fees2015-12-31$237
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31PAUL J. FITZGERALD, P.C.
Accountancy firm EIN2015-12-31742969628
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 incurred2014-12-31$1,860
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$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 year2014-12-31$397,122
Value of total assets at beginning of year2014-12-31$364,397
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$112
Total interest from all sources2014-12-31$508
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$250,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$29,996
Participant contributions at beginning of year2014-12-31$1,560
Participant contributions at beginning of year2014-12-31$596
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$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)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$362,241
Value of interest in pooled separate accounts at end of year2014-12-31$361,089
Interest on participant loans2014-12-31$60
Interest earned on other investments2014-12-31$448
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$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 assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,748
Contract administrator fees2014-12-31$112
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31PAUL J. FITZGERALD, P.C.
Accountancy firm EIN2014-12-31742969628
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 incurred2013-12-31$9,921
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$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 year2013-12-31$364,397
Value of total assets at beginning of year2013-12-31$292,099
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$2,582
Total interest from all sources2013-12-31$126
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$2,582
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$250,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$26,431
Participant contributions at end of year2013-12-31$1,560
Participant contributions at beginning of year2013-12-31$7,674
Participant contributions at end of year2013-12-31$596
Participant contributions at beginning of year2013-12-31$443
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$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)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$362,241
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$283,982
Interest on participant loans2013-12-31$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 assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$7,339
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31PAUL J. FITZGERALD, P.C.
Accountancy firm EIN2013-12-31742969628

Form 5500 Responses for FINNEGAN CHRYSLER-JEEP 401(K) PLAN AND TRUST

2022: FINNEGAN CHRYSLER-JEEP 401(K) PLAN AND TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: FINNEGAN CHRYSLER-JEEP 401(K) PLAN AND TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: FINNEGAN CHRYSLER-JEEP 401(K) PLAN AND TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: FINNEGAN CHRYSLER-JEEP 401(K) PLAN AND TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: FINNEGAN CHRYSLER-JEEP 401(K) PLAN AND TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: FINNEGAN CHRYSLER-JEEP 401(K) PLAN AND TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: FINNEGAN CHRYSLER-JEEP 401(K) PLAN AND TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: FINNEGAN CHRYSLER-JEEP 401(K) PLAN AND TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedYes
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: FINNEGAN CHRYSLER-JEEP 401(K) PLAN AND TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: FINNEGAN CHRYSLER-JEEP 401(K) PLAN AND TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number467968
Policy instance 2
Insurance contract or identification number467968
Number of Individuals Covered28
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees1
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?5
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number723728
Policy instance 1
Insurance contract or identification number723728
Number of Individuals Covered28
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $55
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees55
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?5
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number467968
Policy instance 2
Insurance contract or identification number467968
Insurance policy start date2021-12-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?5
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number723728
Policy instance 1
Insurance contract or identification number723728
Number of Individuals Covered26
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $52
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees52
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?5
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number467968
Policy instance 2
Insurance contract or identification number467968
Number of Individuals Covered28
Insurance policy start date2020-12-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?5
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number723728
Policy instance 1
Insurance contract or identification number723728
Number of Individuals Covered28
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,286
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees1286
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?5
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number467968
Policy instance 3
Insurance contract or identification number467968
Number of Individuals Covered34
Insurance policy start date2019-12-01
Insurance policy end date2019-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number723728
Policy instance 2
Insurance contract or identification number723728
Number of Individuals Covered34
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-834319
Policy instance 1
Insurance contract or identification numberGA-834319
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $1,235
Total amount of fees paid to insurance companyUSD $296
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,235
Amount paid for insurance broker fees0
Insurance broker organization code?3
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-834319
Policy instance 1
Insurance contract or identification numberGA-834319
Number of Individuals Covered35
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $1,544
Total amount of fees paid to insurance companyUSD $222
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,544
Insurance broker organization code?3
Amount paid for insurance broker fees222
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-834319
Policy instance 1
Insurance contract or identification numberGA-834319
Number of Individuals Covered34
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $1,587
Total amount of fees paid to insurance companyUSD $309
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,587
Insurance broker organization code?3
Amount paid for insurance broker fees309
Insurance broker nameAMERICA'S 401K, INC.

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