?>
Logo

DEALERTRACK TECHNOLOGIES, INC. 401 (K) PLAN 401k Plan overview

Plan NameDEALERTRACK TECHNOLOGIES, INC. 401 (K) PLAN
Plan identification number 001

DEALERTRACK TECHNOLOGIES, INC. 401 (K) PLAN Benefits

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

401k Sponsoring company profile

DEALERTRACK TECHNOLOGIES, INC. has sponsored the creation of one or more 401k plans.

Company Name:DEALERTRACK TECHNOLOGIES, INC.
Employer identification number (EIN):522336218
NAIC Classification:519100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DEALERTRACK TECHNOLOGIES, INC. 401 (K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012015-01-01ARI ENGBERG ARI ENGBERG2016-10-10
0012014-01-01ARI ENGBERG ARI ENGBERG2015-10-12
0012013-01-01ERIC JACOBS ERIC JACOBS2014-10-15
0012012-01-01JACOBS ERIC JACOBS ERIC2013-10-14
0012011-01-01ERIC JACOBS ERIC JACOBS2012-10-12
0012010-01-01ERIC JACOBS ERIC JACOBS2011-10-13
0012009-01-01ERIC JACOBS ERIC JACOBS2010-10-01

Plan Statistics for DEALERTRACK TECHNOLOGIES, INC. 401 (K) PLAN

401k plan membership statisitcs for DEALERTRACK TECHNOLOGIES, INC. 401 (K) PLAN

Measure Date Value
2015: DEALERTRACK TECHNOLOGIES, INC. 401 (K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-013,930
Total number of active participants reported on line 7a of the Form 55002015-01-013,771
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01511
Total of all active and inactive participants2015-01-014,282
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-016
Total participants2015-01-014,288
Number of participants with account balances2015-01-014,101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-01331
2014: DEALERTRACK TECHNOLOGIES, INC. 401 (K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012,508
Total number of active participants reported on line 7a of the Form 55002014-01-012,710
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01184
Total of all active and inactive participants2014-01-012,894
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-012,894
Number of participants with account balances2014-01-012,735
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-01307
2013: DEALERTRACK TECHNOLOGIES, INC. 401 (K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012,040
Total number of active participants reported on line 7a of the Form 55002013-01-012,216
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01189
Total of all active and inactive participants2013-01-012,405
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-012,405
Number of participants with account balances2013-01-012,270
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-01242
2012: DEALERTRACK TECHNOLOGIES, INC. 401 (K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,887
Total number of active participants reported on line 7a of the Form 55002012-01-011,853
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01127
Total of all active and inactive participants2012-01-011,980
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-011,980
Number of participants with account balances2012-01-011,840
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-01235
2011: DEALERTRACK TECHNOLOGIES, INC. 401 (K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,247
Total number of active participants reported on line 7a of the Form 55002011-01-011,735
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01115
Total of all active and inactive participants2011-01-011,850
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-011,851
Number of participants with account balances2011-01-011,667
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0159
2010: DEALERTRACK TECHNOLOGIES, INC. 401 (K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-011,163
Total number of active participants reported on line 7a of the Form 55002010-01-011,113
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01105
Total of all active and inactive participants2010-01-011,218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-011,218
Number of participants with account balances2010-01-011,195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0187
2009: DEALERTRACK TECHNOLOGIES, INC. 401 (K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,160
Total number of active participants reported on line 7a of the Form 55002009-01-011,036
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01238
Total of all active and inactive participants2009-01-011,274
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-011,274
Number of participants with account balances2009-01-01957
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-01175

Financial Data on DEALERTRACK TECHNOLOGIES, INC. 401 (K) PLAN

Measure Date Value
2015 : DEALERTRACK TECHNOLOGIES, INC. 401 (K) PLAN 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$0
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$25,351,979
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$30,609,400
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$14,061,718
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$13,859,512
Expenses. Certain deemed distributions of participant loans2015-12-31$0
Value of total corrective distributions2015-12-31$122,583
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$32,050,708
Value of total assets at end of year2015-12-31$136,174,099
Value of total assets at beginning of year2015-12-31$94,274,438
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$79,623
Total income from rents2015-12-31$0
Total interest from all sources2015-12-31$97,105
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$723,285
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$723,285
Administrative expenses professional fees incurred2015-12-31$0
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$15,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Amount of non-exempt transactions with any party-in-interest2015-12-31$0
Contributions received from participants2015-12-31$20,593,464
Participant contributions at end of year2015-12-31$2,483,827
Participant contributions at beginning of year2015-12-31$1,817,707
Participant contributions at end of year2015-12-31$2,344
Participant contributions at beginning of year2015-12-31$811
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$4,590,427
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$7,165
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$0
Other income not declared elsewhere2015-12-31$367,262
Administrative expenses (other) incurred2015-12-31$0
Liabilities. Value of operating payables at beginning of year2015-12-31$0
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$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$16,547,682
Value of net assets at end of year (total assets less liabilities)2015-12-31$136,174,099
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$94,274,438
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2015-12-31$0
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2015-12-31$0
Investment advisory and management fees2015-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$40,224,373
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$8,907,947
Value of interest in pooled separate accounts at end of year2015-12-31$25,063,465
Value of interest in pooled separate accounts at beginning of year2015-12-31$82,996,785
Interest on participant loans2015-12-31$97,105
Income. Interest from loans (other than to participants)2015-12-31$0
Interest earned on other investments2015-12-31$0
Income. Interest from US Government securities2015-12-31$0
Income. Interest from corporate debt instruments2015-12-31$0
Value of interest in common/collective trusts at end of year2015-12-31$68,397,776
Value of interest in common/collective trusts at beginning of year2015-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$28,356
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,458,015
Net investment gain/loss from pooled separate accounts2015-12-31$-427,407
Net investment gain or loss from common/collective trusts2015-12-31$-743,538
Net gain/loss from 103.12 investment entities2015-12-31$0
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 contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$6,866,817
Employer contributions (assets) at end of year2015-12-31$2,314
Employer contributions (assets) at beginning of year2015-12-31$551,188
Income. Dividends from preferred stock2015-12-31$0
Income. Dividends from common stock2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$13,823,991
Contract administrator fees2015-12-31$79,623
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$0
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
Aggregate proceeds on sale of assets2015-12-31$0
Aggregate carrying amount (costs) on sale of assets2015-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2015-12-31$0
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 name2015-12-31PERELSON WEINER LLP
Accountancy firm EIN2015-12-31133791592
2014 : DEALERTRACK TECHNOLOGIES, INC. 401 (K) PLAN 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets2014-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$0
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$832,137
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$24,492,422
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$7,133,341
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$6,950,613
Expenses. Certain deemed distributions of participant loans2014-12-31$2,606
Value of total corrective distributions2014-12-31$117,834
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$19,673,468
Value of total assets at end of year2014-12-31$94,274,438
Value of total assets at beginning of year2014-12-31$76,083,220
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$62,288
Total income from rents2014-12-31$0
Total interest from all sources2014-12-31$67,981
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$50,155
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$50,155
Administrative expenses professional fees incurred2014-12-31$0
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$10,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Amount of non-exempt transactions with any party-in-interest2014-12-31$0
Contributions received from participants2014-12-31$12,703,228
Participant contributions at end of year2014-12-31$1,817,707
Participant contributions at beginning of year2014-12-31$1,450,635
Participant contributions at end of year2014-12-31$811
Participant contributions at beginning of year2014-12-31$215
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$2,898,831
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$13,601
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Other income not declared elsewhere2014-12-31$2,519
Administrative expenses (other) incurred2014-12-31$15
Liabilities. Value of operating payables at beginning of year2014-12-31$0
Total non interest bearing cash at end of year2014-12-31$0
Total non interest bearing cash at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$17,359,081
Value of net assets at end of year (total assets less liabilities)2014-12-31$94,274,438
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$76,083,220
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2014-12-31$0
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2014-12-31$0
Investment advisory and management fees2014-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$8,907,947
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$8,369,649
Value of interest in pooled separate accounts at end of year2014-12-31$82,996,785
Value of interest in pooled separate accounts at beginning of year2014-12-31$65,416,424
Interest on participant loans2014-12-31$67,981
Income. Interest from loans (other than to participants)2014-12-31$0
Interest earned on other investments2014-12-31$0
Income. Interest from US Government securities2014-12-31$0
Income. Interest from corporate debt instruments2014-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-276,340
Net investment gain/loss from pooled separate accounts2014-12-31$4,974,639
Net investment gain or loss from common/collective trusts2014-12-31$0
Net gain/loss from 103.12 investment entities2014-12-31$0
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 contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$4,071,409
Employer contributions (assets) at end of year2014-12-31$551,188
Employer contributions (assets) at beginning of year2014-12-31$846,297
Income. Dividends from preferred stock2014-12-31$0
Income. Dividends from common stock2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$6,937,012
Contract administrator fees2014-12-31$62,273
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$0
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
Aggregate proceeds on sale of assets2014-12-31$0
Aggregate carrying amount (costs) on sale of assets2014-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2014-12-31$0
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 name2014-12-31PERELSON WEINER LLP
Accountancy firm EIN2014-12-31133791592
2013 : DEALERTRACK TECHNOLOGIES, INC. 401 (K) PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$0
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$155,329
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$27,377,210
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$4,075,853
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$3,911,701
Expenses. Certain deemed distributions of participant loans2013-12-31$0
Value of total corrective distributions2013-12-31$125,187
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$15,650,861
Value of total assets at end of year2013-12-31$76,083,220
Value of total assets at beginning of year2013-12-31$52,626,534
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$38,965
Total income from rents2013-12-31$0
Total interest from all sources2013-12-31$48,732
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$61,046
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$61,046
Administrative expenses professional fees incurred2013-12-31$0
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$10,000,000
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
Amount of non-exempt transactions with any party-in-interest2013-12-31$0
Contributions received from participants2013-12-31$9,496,707
Participant contributions at end of year2013-12-31$1,450,635
Participant contributions at beginning of year2013-12-31$953,785
Participant contributions at end of year2013-12-31$215
Participant contributions at beginning of year2013-12-31$21,475
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$2,976,414
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$15,114
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Other income not declared elsewhere2013-12-31$91
Administrative expenses (other) incurred2013-12-31$0
Liabilities. Value of operating payables at beginning of year2013-12-31$0
Total non interest bearing cash at end of year2013-12-31$0
Total non interest bearing cash at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$23,301,357
Value of net assets at end of year (total assets less liabilities)2013-12-31$76,083,220
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$52,626,534
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2013-12-31$0
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2013-12-31$0
Investment advisory and management fees2013-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$8,369,649
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$6,066,015
Value of interest in pooled separate accounts at end of year2013-12-31$65,416,424
Value of interest in pooled separate accounts at beginning of year2013-12-31$44,900,095
Interest on participant loans2013-12-31$48,732
Income. Interest from loans (other than to participants)2013-12-31$0
Interest earned on other investments2013-12-31$0
Income. Interest from US Government securities2013-12-31$0
Income. Interest from corporate debt instruments2013-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,413,055
Net investment gain/loss from pooled separate accounts2013-12-31$10,203,425
Net investment gain or loss from common/collective trusts2013-12-31$0
Net gain/loss from 103.12 investment entities2013-12-31$0
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 contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$3,177,740
Employer contributions (assets) at end of year2013-12-31$846,297
Employer contributions (assets) at beginning of year2013-12-31$685,164
Income. Dividends from preferred stock2013-12-31$0
Income. Dividends from common stock2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$3,896,587
Contract administrator fees2013-12-31$38,965
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$0
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
Aggregate proceeds on sale of assets2013-12-31$0
Aggregate carrying amount (costs) on sale of assets2013-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2013-12-31$0
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 name2013-12-31PERELSON WEINER LLP
Accountancy firm EIN2013-12-31133791592
2012 : DEALERTRACK TECHNOLOGIES, INC. 401 (K) PLAN 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets2012-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$0
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$0
Total transfer of assets from this plan2012-12-31$3,684,227
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$16,640,875
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$3,271,199
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$3,255,081
Expenses. Certain deemed distributions of participant loans2012-12-31$0
Value of total corrective distributions2012-12-31$98
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$10,776,042
Value of total assets at end of year2012-12-31$52,626,534
Value of total assets at beginning of year2012-12-31$42,941,085
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$16,020
Total income from rents2012-12-31$0
Total interest from all sources2012-12-31$33,402
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$81,103
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$81,103
Administrative expenses professional fees incurred2012-12-31$0
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$10,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Amount of non-exempt transactions with any party-in-interest2012-12-31$0
Contributions received from participants2012-12-31$7,135,865
Participant contributions at end of year2012-12-31$953,785
Participant contributions at beginning of year2012-12-31$848,322
Participant contributions at end of year2012-12-31$21,475
Participant contributions at beginning of year2012-12-31$196,949
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$1,420,632
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$14,868
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$0
Other income not declared elsewhere2012-12-31$2,687
Administrative expenses (other) incurred2012-12-31$102
Liabilities. Value of operating payables at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$13,369,676
Value of net assets at end of year (total assets less liabilities)2012-12-31$52,626,534
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$42,941,085
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2012-12-31$0
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2012-12-31$0
Investment advisory and management fees2012-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$6,066,015
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$2,993,854
Value of interest in pooled separate accounts at end of year2012-12-31$44,900,095
Value of interest in pooled separate accounts at beginning of year2012-12-31$37,664,439
Interest on participant loans2012-12-31$33,402
Income. Interest from loans (other than to participants)2012-12-31$0
Interest earned on other investments2012-12-31$0
Income. Interest from US Government securities2012-12-31$0
Income. Interest from corporate debt instruments2012-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$635,266
Net investment gain/loss from pooled separate accounts2012-12-31$5,112,375
Net investment gain or loss from common/collective trusts2012-12-31$0
Net gain/loss from 103.12 investment entities2012-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$2,219,545
Employer contributions (assets) at end of year2012-12-31$685,164
Employer contributions (assets) at beginning of year2012-12-31$1,237,521
Income. Dividends from preferred stock2012-12-31$0
Income. Dividends from common stock2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$3,240,213
Contract administrator fees2012-12-31$15,918
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$0
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$0
Aggregate carrying amount (costs) on sale of assets2012-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2012-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31PERELSON WEINER LLP
Accountancy firm EIN2012-12-31133791592
2011 : DEALERTRACK TECHNOLOGIES, INC. 401 (K) PLAN 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$0
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$293,535
Total transfer of assets from this plan2011-12-31$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$13,020,843
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$5,108,127
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$4,931,047
Expenses. Certain deemed distributions of participant loans2011-12-31$0
Value of total corrective distributions2011-12-31$127,096
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$14,201,749
Value of total assets at end of year2011-12-31$42,941,085
Value of total assets at beginning of year2011-12-31$34,734,834
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$49,984
Total income from rents2011-12-31$0
Total interest from all sources2011-12-31$34,341
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$25,725
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$25,725
Administrative expenses professional fees incurred2011-12-31$0
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Amount of non-exempt transactions with any party-in-interest2011-12-31$0
Contributions received from participants2011-12-31$6,052,496
Participant contributions at end of year2011-12-31$848,322
Participant contributions at beginning of year2011-12-31$587,923
Participant contributions at end of year2011-12-31$196,949
Participant contributions at beginning of year2011-12-31$206,458
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$5,997,174
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$228
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$0
Other income not declared elsewhere2011-12-31$6,570
Administrative expenses (other) incurred2011-12-31$35
Liabilities. Value of operating payables at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$7,912,716
Value of net assets at end of year (total assets less liabilities)2011-12-31$42,941,085
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$34,734,834
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2011-12-31$0
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2011-12-31$0
Investment advisory and management fees2011-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$2,993,854
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$913,878
Value of interest in pooled separate accounts at end of year2011-12-31$37,664,439
Value of interest in pooled separate accounts at beginning of year2011-12-31$32,458,468
Interest on participant loans2011-12-31$34,341
Income. Interest from loans (other than to participants)2011-12-31$0
Interest earned on other investments2011-12-31$0
Income. Interest from US Government securities2011-12-31$0
Income. Interest from corporate debt instruments2011-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-98,725
Net investment gain/loss from pooled separate accounts2011-12-31$-1,148,817
Net investment gain or loss from common/collective trusts2011-12-31$0
Net gain/loss from 103.12 investment entities2011-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$2,152,079
Employer contributions (assets) at end of year2011-12-31$1,237,521
Employer contributions (assets) at beginning of year2011-12-31$568,107
Income. Dividends from preferred stock2011-12-31$0
Income. Dividends from common stock2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$4,930,819
Contract administrator fees2011-12-31$49,949
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$0
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$0
Aggregate carrying amount (costs) on sale of assets2011-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2011-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31PERELSON WEINER LLP
Accountancy firm EIN2011-12-31133791592
2010 : DEALERTRACK TECHNOLOGIES, INC. 401 (K) PLAN 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets2010-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$0
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$0
Total transfer of assets from this plan2010-12-31$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$10,349,017
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$2,028,271
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,962,822
Expenses. Certain deemed distributions of participant loans2010-12-31$0
Value of total corrective distributions2010-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$6,216,958
Value of total assets at end of year2010-12-31$34,734,834
Value of total assets at beginning of year2010-12-31$26,414,088
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$65,449
Total income from rents2010-12-31$0
Total interest from all sources2010-12-31$25,218
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$16,355
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$16,355
Administrative expenses professional fees incurred2010-12-31$0
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Amount of non-exempt transactions with any party-in-interest2010-12-31$0
Contributions received from participants2010-12-31$4,707,517
Participant contributions at end of year2010-12-31$587,923
Participant contributions at beginning of year2010-12-31$407,620
Participant contributions at end of year2010-12-31$206,458
Participant contributions at beginning of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$277,198
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$0
Other income not declared elsewhere2010-12-31$0
Administrative expenses (other) incurred2010-12-31$0
Liabilities. Value of operating payables at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$8,320,746
Value of net assets at end of year (total assets less liabilities)2010-12-31$34,734,834
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$26,414,088
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2010-12-31$0
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2010-12-31$0
Investment advisory and management fees2010-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$913,878
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$460,942
Value of interest in pooled separate accounts at end of year2010-12-31$32,458,468
Value of interest in pooled separate accounts at beginning of year2010-12-31$24,835,708
Interest on participant loans2010-12-31$25,218
Income. Interest from loans (other than to participants)2010-12-31$0
Interest earned on other investments2010-12-31$0
Income. Interest from US Government securities2010-12-31$0
Income. Interest from corporate debt instruments2010-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$36,032
Net investment gain/loss from pooled separate accounts2010-12-31$4,054,454
Net investment gain or loss from common/collective trusts2010-12-31$0
Net gain/loss from 103.12 investment entities2010-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,232,243
Employer contributions (assets) at end of year2010-12-31$568,107
Employer contributions (assets) at beginning of year2010-12-31$709,818
Income. Dividends from preferred stock2010-12-31$0
Income. Dividends from common stock2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,962,822
Contract administrator fees2010-12-31$65,449
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$0
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$0
Aggregate carrying amount (costs) on sale of assets2010-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2010-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31PERELSON WEINER LLP
Accountancy firm EIN2010-12-31133791592
2009 : DEALERTRACK TECHNOLOGIES, INC. 401 (K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for DEALERTRACK TECHNOLOGIES, INC. 401 (K) PLAN

2015: DEALERTRACK TECHNOLOGIES, INC. 401 (K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: DEALERTRACK TECHNOLOGIES, INC. 401 (K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: DEALERTRACK TECHNOLOGIES, INC. 401 (K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: DEALERTRACK TECHNOLOGIES, INC. 401 (K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: DEALERTRACK TECHNOLOGIES, INC. 401 (K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: DEALERTRACK TECHNOLOGIES, INC. 401 (K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: DEALERTRACK TECHNOLOGIES, INC. 401 (K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number448179
Policy instance 1
Insurance contract or identification number448179
Number of Individuals Covered4288
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $24,236
Total amount of fees paid to insurance companyUSD $6,055
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $24,236
Amount paid for insurance broker fees6055
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameCETERA ADVISOR NETWORKS LLC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number448179
Policy instance 1
Insurance contract or identification number448179
Number of Individuals Covered2894
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $85,901
Total amount of fees paid to insurance companyUSD $5,001
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $85,901
Amount paid for insurance broker fees5001
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameCETERA ADVISOR NETWORKS LLC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number448179
Policy instance 1
Insurance contract or identification number448179
Number of Individuals Covered2405
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $68,014
Total amount of fees paid to insurance companyUSD $4,554
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $49,278
Amount paid for insurance broker fees4554
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameCETERA ADVISOR NETWORKS LLC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number448179
Policy instance 1
Insurance contract or identification number448179
Number of Individuals Covered1980
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $41,789
Total amount of fees paid to insurance companyUSD $24,435
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $41,789
Amount paid for insurance broker fees24435
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE AND PRORATED INCENTIVE, NOT DEDUCTED FROM PLAN
Insurance broker organization code?3
Insurance broker nameTOWER SQUARE SECURITIES INC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number448179
Policy instance 1
Insurance contract or identification number448179
Number of Individuals Covered1851
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $57,172
Total amount of fees paid to insurance companyUSD $19,777
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
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 number448179
Policy instance 1
Insurance contract or identification number448179
Number of Individuals Covered1218
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $59,031
Total amount of fees paid to insurance companyUSD $4,247
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $59,031
Amount paid for insurance broker fees4247
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE AND PRORATED INCENTIVE, NOT DEDUCTED FROM PLAN
Insurance broker organization code?3
Insurance broker nameTOWER SQUARE SECURITIES INC

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3