JERRYS AUTOMOTIVE GROUP has sponsored the creation of one or more 401k plans.
Measure | Date | Value |
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2022 : JERRY'S AUTOGROUP 401(K) 2022 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total transfer of assets to this plan | 2022-12-31 | $0 |
Total transfer of assets from this plan | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $-312,788 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $394,259 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $380,392 |
Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $8,507 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $747,579 |
Value of total assets at end of year | 2022-12-31 | $4,547,049 |
Value of total assets at beginning of year | 2022-12-31 | $5,254,096 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $5,360 |
Total interest from all sources | 2022-12-31 | $5,588 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $291,206 |
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 | $291,206 |
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 | $747,579 |
Participant contributions at end of year | 2022-12-31 | $79,960 |
Participant contributions at beginning of year | 2022-12-31 | $83,277 |
Participant contributions at beginning of year | 2022-12-31 | $117 |
Other income not declared elsewhere | 2022-12-31 | $2,219 |
Administrative expenses (other) incurred | 2022-12-31 | $5,360 |
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 | $-707,047 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $4,547,049 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $5,254,096 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $4,303,789 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $4,961,089 |
Interest on participant loans | 2022-12-31 | $5,588 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $163,300 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $209,613 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-1,330,363 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $-29,017 |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $380,392 |
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 | BOYER&RITTER |
Accountancy firm EIN | 2022-12-31 | 231311005 |
2021 : JERRY'S AUTOGROUP 401(K) 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total transfer of assets to this plan | 2021-12-31 | $0 |
Total transfer of assets from this plan | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $1,264,627 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $446,490 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $404,393 |
Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $36,914 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $685,392 |
Value of total assets at end of year | 2021-12-31 | $5,254,096 |
Value of total assets at beginning of year | 2021-12-31 | $4,435,959 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $5,183 |
Total interest from all sources | 2021-12-31 | $8,388 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $494,573 |
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 | $494,573 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $444,000 |
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 | $603,482 |
Participant contributions at end of year | 2021-12-31 | $83,277 |
Participant contributions at beginning of year | 2021-12-31 | $144,791 |
Participant contributions at end of year | 2021-12-31 | $117 |
Participant contributions at beginning of year | 2021-12-31 | $143 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $81,910 |
Other income not declared elsewhere | 2021-12-31 | $219 |
Administrative expenses (other) incurred | 2021-12-31 | $5,183 |
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 | $818,137 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $5,254,096 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $4,435,959 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $4,961,089 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $4,047,676 |
Interest on participant loans | 2021-12-31 | $8,388 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $209,613 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $243,349 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $30,210 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $45,845 |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $404,393 |
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 | BOYER&RITTER |
Accountancy firm EIN | 2021-12-31 | 231311005 |
2020 : JERRY'S AUTOGROUP 401(K) 2020 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total transfer of assets to this plan | 2020-12-31 | $0 |
Total transfer of assets from this plan | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $1,120,928 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $1,704,787 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $1,663,822 |
Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $10,325 |
Value of total corrective distributions | 2020-12-31 | $12,342 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $484,645 |
Value of total assets at end of year | 2020-12-31 | $4,435,959 |
Value of total assets at beginning of year | 2020-12-31 | $5,019,818 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $18,298 |
Total interest from all sources | 2020-12-31 | $9,864 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $177,441 |
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 | $177,441 |
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 | $484,645 |
Participant contributions at end of year | 2020-12-31 | $144,791 |
Participant contributions at beginning of year | 2020-12-31 | $160,010 |
Participant contributions at end of year | 2020-12-31 | $143 |
Participant contributions at beginning of year | 2020-12-31 | $29 |
Other income not declared elsewhere | 2020-12-31 | $2,576 |
Administrative expenses (other) incurred | 2020-12-31 | $18,298 |
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 | $-583,859 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $4,435,959 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $5,019,818 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $4,047,676 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $4,657,399 |
Interest on participant loans | 2020-12-31 | $9,864 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $243,349 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $202,380 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $416,997 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $29,405 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $1,663,822 |
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 | BOYER&RITTER |
Accountancy firm EIN | 2020-12-31 | 231311005 |
2019 : JERRY'S AUTOGROUP 401(K) 2019 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total transfer of assets to this plan | 2019-12-31 | $0 |
Total transfer of assets from this plan | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $1,486,297 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $1,103,214 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $1,053,444 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $3,869 |
Value of total corrective distributions | 2019-12-31 | $37,137 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $537,512 |
Value of total assets at end of year | 2019-12-31 | $5,019,818 |
Value of total assets at beginning of year | 2019-12-31 | $4,636,735 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $8,764 |
Total interest from all sources | 2019-12-31 | $8,205 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $236,288 |
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 | $236,288 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $464,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $537,512 |
Participant contributions at end of year | 2019-12-31 | $160,010 |
Participant contributions at beginning of year | 2019-12-31 | $152,851 |
Participant contributions at end of year | 2019-12-31 | $29 |
Other income not declared elsewhere | 2019-12-31 | $13,175 |
Administrative expenses (other) incurred | 2019-12-31 | $8,764 |
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 | $383,083 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $5,019,818 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $4,636,735 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $4,657,399 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $4,285,612 |
Interest on participant loans | 2019-12-31 | $8,205 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $202,380 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $198,272 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $651,837 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $39,280 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $1,053,444 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | BOYER&RITTER |
Accountancy firm EIN | 2019-12-31 | 231311005 |
2018 : JERRY'S AUTOGROUP 401(K) 2018 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total transfer of assets to this plan | 2018-12-31 | $0 |
Total transfer of assets from this plan | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $285,823 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $283,617 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $197,078 |
Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $5,369 |
Value of total corrective distributions | 2018-12-31 | $77,340 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $605,871 |
Value of total assets at end of year | 2018-12-31 | $4,636,735 |
Value of total assets at beginning of year | 2018-12-31 | $4,634,529 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $3,830 |
Total interest from all sources | 2018-12-31 | $7,159 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $336,161 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $336,161 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $464,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $491,828 |
Participant contributions at end of year | 2018-12-31 | $152,851 |
Participant contributions at beginning of year | 2018-12-31 | $114,224 |
Participant contributions at beginning of year | 2018-12-31 | $27 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $114,043 |
Other income not declared elsewhere | 2018-12-31 | $7 |
Administrative expenses (other) incurred | 2018-12-31 | $3,830 |
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 | $2,206 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $4,636,735 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $4,634,529 |
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 registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $4,285,612 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $4,301,284 |
Interest on participant loans | 2018-12-31 | $7,159 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $198,272 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $218,994 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-658,248 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $-5,127 |
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 | $197,078 |
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 | BOYER&RITTER |
Accountancy firm EIN | 2018-12-31 | 231311005 |
2017 : JERRY'S AUTOGROUP 401(K) 2017 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total transfer of assets to this plan | 2017-12-31 | $0 |
Total transfer of assets from this plan | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $1,152,088 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $1,022,115 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $891,774 |
Expenses. Certain deemed distributions of participant loans | 2017-12-31 | $54,755 |
Value of total corrective distributions | 2017-12-31 | $71,911 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $472,541 |
Value of total assets at end of year | 2017-12-31 | $4,634,529 |
Value of total assets at beginning of year | 2017-12-31 | $4,504,556 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $3,675 |
Total interest from all sources | 2017-12-31 | $9,108 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $243,461 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $243,461 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $451,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $455,187 |
Participant contributions at end of year | 2017-12-31 | $114,224 |
Participant contributions at beginning of year | 2017-12-31 | $228,950 |
Participant contributions at end of year | 2017-12-31 | $27 |
Participant contributions at beginning of year | 2017-12-31 | $9 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $17,354 |
Other income not declared elsewhere | 2017-12-31 | $596 |
Administrative expenses (other) incurred | 2017-12-31 | $3,675 |
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 | $129,973 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $4,634,529 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $4,504,556 |
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 registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $4,301,284 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $3,899,252 |
Interest on participant loans | 2017-12-31 | $9,108 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $218,994 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $376,345 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $397,529 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $28,853 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $891,774 |
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 | BOYER&RITTER |
Accountancy firm EIN | 2017-12-31 | 231311005 |
2016 : JERRY'S AUTOGROUP 401(K) 2016 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total transfer of assets from this plan | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $596,422 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $813,069 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $780,275 |
Expenses. Certain deemed distributions of participant loans | 2016-12-31 | $30,014 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $379,203 |
Value of total assets at end of year | 2016-12-31 | $4,504,556 |
Value of total assets at beginning of year | 2016-12-31 | $4,721,203 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $2,780 |
Total interest from all sources | 2016-12-31 | $8,497 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $90,993 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $90,993 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $473,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $379,203 |
Participant contributions at end of year | 2016-12-31 | $228,950 |
Participant contributions at beginning of year | 2016-12-31 | $242,878 |
Participant contributions at end of year | 2016-12-31 | $9 |
Administrative expenses (other) incurred | 2016-12-31 | $2,780 |
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 | $-216,647 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $4,504,556 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $4,721,203 |
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 registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $3,899,252 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $4,155,113 |
Interest on participant loans | 2016-12-31 | $8,497 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $376,345 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $323,212 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $109,117 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $8,612 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $780,275 |
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 | 2016-12-31 | Yes |
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 | BOYER&RITTER |
Accountancy firm EIN | 2016-12-31 | 231311005 |
2015 : JERRY'S AUTOGROUP 401(K) 2015 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $302,410 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $604,275 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $563,974 |
Value of total corrective distributions | 2015-12-31 | $34,816 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $375,228 |
Value of total assets at end of year | 2015-12-31 | $4,721,203 |
Value of total assets at beginning of year | 2015-12-31 | $5,023,068 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $5,485 |
Total interest from all sources | 2015-12-31 | $8,953 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $56,384 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $56,384 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $375,228 |
Participant contributions at end of year | 2015-12-31 | $242,878 |
Participant contributions at beginning of year | 2015-12-31 | $229,092 |
Participant contributions at end of year | 2015-12-31 | $0 |
Participant contributions at beginning of year | 2015-12-31 | $47 |
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 | $-301,865 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $4,721,203 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $5,023,068 |
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 registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $4,155,113 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $4,483,943 |
Interest on participant loans | 2015-12-31 | $8,953 |
Income. Interest from loans (other than to participants) | 2015-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $323,212 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $309,986 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-142,755 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $4,600 |
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 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $563,974 |
Contract administrator fees | 2015-12-31 | $5,485 |
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 | BOYER&RITTER |
Accountancy firm EIN | 2015-12-31 | 231311005 |
2014 : JERRY'S AUTOGROUP 401(K) 2014 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $568,189 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $468,923 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $409,200 |
Value of total corrective distributions | 2014-12-31 | $55,609 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $353,866 |
Value of total assets at end of year | 2014-12-31 | $5,023,068 |
Value of total assets at beginning of year | 2014-12-31 | $4,923,802 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $4,114 |
Total interest from all sources | 2014-12-31 | $11,609 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $82,737 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $82,737 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $353,866 |
Participant contributions at end of year | 2014-12-31 | $229,092 |
Participant contributions at beginning of year | 2014-12-31 | $251,858 |
Participant contributions at end of year | 2014-12-31 | $47 |
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 | $99,266 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $5,023,068 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $4,923,802 |
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 end of year | 2014-12-31 | $4,483,943 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $4,446,188 |
Interest on participant loans | 2014-12-31 | $11,609 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $309,986 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $225,756 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $116,161 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $3,816 |
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 | Yes |
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 | $409,200 |
Contract administrator fees | 2014-12-31 | $4,114 |
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 | BOYER&RITTER |
Accountancy firm EIN | 2014-12-31 | 231311005 |
2013 : JERRY'S AUTOGROUP 401(K) 2013 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $954,928 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $144,618 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $138,856 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $316,804 |
Value of total assets at end of year | 2013-12-31 | $4,923,802 |
Value of total assets at beginning of year | 2013-12-31 | $4,113,492 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $5,762 |
Total interest from all sources | 2013-12-31 | $7,159 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $66,842 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $66,842 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $316,804 |
Participant contributions at end of year | 2013-12-31 | $251,858 |
Participant contributions at beginning of year | 2013-12-31 | $221,864 |
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 | $810,310 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $4,923,802 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $4,113,492 |
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 | $4,446,188 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $3,665,718 |
Interest on participant loans | 2013-12-31 | $7,159 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $225,756 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $225,910 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $561,720 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $2,403 |
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 | Yes |
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 | $138,856 |
Contract administrator fees | 2013-12-31 | $5,762 |
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 | BOYER&RITTER |
Accountancy firm EIN | 2013-12-31 | 231311005 |
2012 : JERRY'S AUTOGROUP 401(K) 2012 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $680,282 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $404,397 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $395,927 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $236,131 |
Value of total assets at end of year | 2012-12-31 | $4,113,492 |
Value of total assets at beginning of year | 2012-12-31 | $3,837,607 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $8,470 |
Total interest from all sources | 2012-12-31 | $5,535 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $73,520 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $73,520 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $400,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $236,131 |
Participant contributions at end of year | 2012-12-31 | $221,864 |
Participant contributions at beginning of year | 2012-12-31 | $133,391 |
Participant contributions at beginning of year | 2012-12-31 | $5 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $275,885 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $4,113,492 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $3,837,607 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $3,665,718 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $3,412,945 |
Interest on participant loans | 2012-12-31 | $5,535 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $225,910 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $291,240 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $26 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $26 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $363,642 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $1,454 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $395,927 |
Contract administrator fees | 2012-12-31 | $8,470 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | BOYER & RITTER |
Accountancy firm EIN | 2012-12-31 | 231311005 |
2011 : JERRY'S AUTOGROUP 401(K) 2011 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $199,088 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $385,282 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $382,422 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $249,158 |
Value of total assets at end of year | 2011-12-31 | $3,837,607 |
Value of total assets at beginning of year | 2011-12-31 | $4,023,801 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $2,860 |
Total interest from all sources | 2011-12-31 | $6,469 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $81,177 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $81,177 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $400,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $249,158 |
Participant contributions at end of year | 2011-12-31 | $133,391 |
Participant contributions at beginning of year | 2011-12-31 | $153,891 |
Participant contributions at end of year | 2011-12-31 | $5 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $-186,194 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $3,837,607 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $4,023,801 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $3,412,945 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $3,655,988 |
Interest on participant loans | 2011-12-31 | $6,469 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $291,240 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $213,896 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $26 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $26 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $26 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-140,963 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $3,247 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $382,422 |
Contract administrator fees | 2011-12-31 | $2,860 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | BOYER AND RITTER |
Accountancy firm EIN | 2011-12-31 | 231311005 |
2010 : JERRY'S AUTOGROUP 401(K) 2010 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $652,266 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $571,228 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $566,228 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $224,876 |
Value of total assets at end of year | 2010-12-31 | $4,024,037 |
Value of total assets at beginning of year | 2010-12-31 | $3,942,999 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $5,000 |
Total interest from all sources | 2010-12-31 | $2,105 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $47,330 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $47,330 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $223,390 |
Participant contributions at end of year | 2010-12-31 | $154,127 |
Participant contributions at beginning of year | 2010-12-31 | $199,051 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $81,038 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $4,024,037 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $3,942,999 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $3,655,988 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $136,965 |
Interest on participant loans | 2010-12-31 | $2,079 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $213,896 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $3,606,983 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $26 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $26 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $377,343 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $612 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $1,486 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $566,228 |
Contract administrator fees | 2010-12-31 | $5,000 |
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 | 2010-12-31 | Yes |
Did the plan have assets held for investment | 2010-12-31 | 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 | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | ARONSON AND COMPANY |
Accountancy firm EIN | 2010-12-31 | 520987391 |
2009 : JERRY'S AUTOGROUP 401(K) 2009 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2009-12-31 | $0 |
Minimum employer required contribution for this plan year | 2009-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2009-12-31 | $0 |