A BETTERWAY RENT A CAR INC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan A BETTERWAY RENT-A-CAR GROUP 401K PLAN
Measure | Date | Value |
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2022 : A BETTERWAY RENT-A-CAR GROUP 401K PLAN 2022 401k financial data |
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Unrealized appreciation/depreciation of real estate assets | 2022-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2022-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total transfer of assets to this plan | 2022-12-31 | $3,047,857 |
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 |
Expenses. Interest paid | 2022-12-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $-1,687,050 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $342,591 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $301,611 |
Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $0 |
Value of total corrective distributions | 2022-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $850,094 |
Value of total assets at end of year | 2022-12-31 | $13,774,659 |
Value of total assets at beginning of year | 2022-12-31 | $12,756,443 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $40,980 |
Total income from rents | 2022-12-31 | $0 |
Total interest from all sources | 2022-12-31 | $3,595 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $535,789 |
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 | $535,789 |
Assets. Real estate other than employer real property at end of year | 2022-12-31 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2022-12-31 | $0 |
Administrative expenses professional fees incurred | 2022-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2022-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2022-12-31 | $0 |
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 | Yes |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $723,863 |
Participant contributions at end of year | 2022-12-31 | $15,468 |
Participant contributions at beginning of year | 2022-12-31 | $2,590 |
Participant contributions at end of year | 2022-12-31 | $0 |
Participant contributions at beginning of year | 2022-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2022-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2022-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $0 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2022-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $0 |
Assets. Loans (other than to participants) at end of year | 2022-12-31 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2022-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-12-31 | $0 |
Other income not declared elsewhere | 2022-12-31 | $-3,608 |
Administrative expenses (other) incurred | 2022-12-31 | $40,906 |
Liabilities. Value of operating payables at end of year | 2022-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2022-12-31 | $0 |
Total non interest bearing cash at end of year | 2022-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2022-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Income. Non cash contributions | 2022-12-31 | $0 |
Value of net income/loss | 2022-12-31 | $-2,029,641 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $13,774,659 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $12,756,443 |
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 |
Assets. partnership/joint venture interests at end of year | 2022-12-31 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2022-12-31 | $0 |
Investment advisory and management fees | 2022-12-31 | $74 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $13,536,992 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $12,753,853 |
Value of interest in pooled separate accounts at end of year | 2022-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $0 |
Interest on participant loans | 2022-12-31 | $296 |
Income. Interest from loans (other than to participants) | 2022-12-31 | $0 |
Interest earned on other investments | 2022-12-31 | $0 |
Income. Interest from US Government securities | 2022-12-31 | $0 |
Income. Interest from corporate debt instruments | 2022-12-31 | $0 |
Value of interest in master investment trust accounts at end of year | 2022-12-31 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2022-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $222,199 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $3,299 |
Assets. Value of investments in 103.12 investment entities at end of year | 2022-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2022-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2022-12-31 | $0 |
Asset value of US Government securities at end of year | 2022-12-31 | $0 |
Asset value of US Government securities at beginning of year | 2022-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-3,072,920 |
Net investment gain/loss from pooled separate accounts | 2022-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $0 |
Net gain/loss from 103.12 investment entities | 2022-12-31 | $0 |
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 |
Assets. Invements in employer securities at end of year | 2022-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2022-12-31 | $0 |
Assets. Value of employer real property at end of year | 2022-12-31 | $0 |
Assets. Value of employer real property at beginning of year | 2022-12-31 | $0 |
Contributions received in cash from employer | 2022-12-31 | $126,231 |
Employer contributions (assets) at end of year | 2022-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $0 |
Income. Dividends from preferred stock | 2022-12-31 | $0 |
Income. Dividends from common stock | 2022-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $301,611 |
Asset. Corporate debt instrument preferred debt at end of year | 2022-12-31 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2022-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2022-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2022-12-31 | $0 |
Contract administrator fees | 2022-12-31 | $0 |
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 | 2022-12-31 | Yes |
Assets. Corporate common stocks other than exployer securities at end of year | 2022-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2022-12-31 | $0 |
Liabilities. Value of benefit claims payable at end of year | 2022-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2022-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2022-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2022-12-31 | $0 |
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 |
Aggregate proceeds on sale of assets | 2022-12-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2022-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at end of year | 2022-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2022-12-31 | $0 |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | HLB GROSS COLLINS, P.C. |
Accountancy firm EIN | 2022-12-31 | 581367012 |
2021 : A BETTERWAY RENT-A-CAR GROUP 401K PLAN 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $2,631,976 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $475,908 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $350,207 |
Value of total corrective distributions | 2021-12-31 | $67,440 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $557,787 |
Value of total assets at end of year | 2021-12-31 | $12,756,443 |
Value of total assets at beginning of year | 2021-12-31 | $10,600,375 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $58,261 |
Total interest from all sources | 2021-12-31 | $275 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $646,345 |
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 | $646,345 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $470,714 |
Participant contributions at end of year | 2021-12-31 | $2,590 |
Participant contributions at beginning of year | 2021-12-31 | $10,108 |
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 | $2,156,068 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $12,756,443 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $10,600,375 |
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 | $12,753,853 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $10,590,267 |
Interest on participant loans | 2021-12-31 | $275 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $1,427,569 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $87,073 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $350,207 |
Contract administrator fees | 2021-12-31 | $58,261 |
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 | HLB GROSS COLLINS, P.C. |
Accountancy firm EIN | 2021-12-31 | 581367012 |
2020 : A BETTERWAY RENT-A-CAR GROUP 401K PLAN 2020 401k financial data |
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Total unrealized appreciation/depreciation of assets | 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 | $2,004,837 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $537,360 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $447,161 |
Value of total corrective distributions | 2020-12-31 | $38,962 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $521,271 |
Value of total assets at end of year | 2020-12-31 | $10,600,375 |
Value of total assets at beginning of year | 2020-12-31 | $9,132,898 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $51,237 |
Total interest from all sources | 2020-12-31 | $472 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $342,764 |
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 | $342,764 |
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 | $443,909 |
Participant contributions at end of year | 2020-12-31 | $10,108 |
Participant contributions at beginning of year | 2020-12-31 | $12,506 |
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 | $1,467,477 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $10,600,375 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $9,132,898 |
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 | $10,590,267 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $9,120,392 |
Interest on participant loans | 2020-12-31 | $472 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $1,140,330 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $77,362 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $447,161 |
Contract administrator fees | 2020-12-31 | $51,237 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | HLB GROSS COLLINS, P.C. |
Accountancy firm EIN | 2020-12-31 | 581367012 |
2019 : A BETTERWAY RENT-A-CAR GROUP 401K PLAN 2019 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $2,364,257 |
Total loss/gain on sale of assets | 2019-12-31 | $110,834 |
Total of all expenses incurred | 2019-12-31 | $759,013 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $660,598 |
Value of total corrective distributions | 2019-12-31 | $43,999 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $419,139 |
Value of total assets at end of year | 2019-12-31 | $9,132,898 |
Value of total assets at beginning of year | 2019-12-31 | $7,527,654 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $54,416 |
Total interest from all sources | 2019-12-31 | $687 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $366,925 |
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 | $366,925 |
Administrative expenses professional fees incurred | 2019-12-31 | $54,416 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $550,000 |
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 | $365,533 |
Participant contributions at end of year | 2019-12-31 | $12,506 |
Participant contributions at beginning of year | 2019-12-31 | $17,568 |
Other income not declared elsewhere | 2019-12-31 | $14 |
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 | $1,605,244 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $9,132,898 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $7,527,654 |
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 | $9,120,392 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $7,510,086 |
Interest on participant loans | 2019-12-31 | $687 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $1,466,658 |
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 |
Contributions received in cash from employer | 2019-12-31 | $53,606 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $660,598 |
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 |
Aggregate proceeds on sale of assets | 2019-12-31 | $1,022,874 |
Aggregate carrying amount (costs) on sale of assets | 2019-12-31 | $912,040 |
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 | HLB GROSS COLLINS PC |
Accountancy firm EIN | 2019-12-31 | 581367012 |
2018 : A BETTERWAY RENT-A-CAR GROUP 401K PLAN 2018 401k financial data |
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Total transfer of assets to this plan | 2018-12-31 | $108,898 |
Total income from all sources (including contributions) | 2018-12-31 | $-107,992 |
Total loss/gain on sale of assets | 2018-12-31 | $14,866 |
Total of all expenses incurred | 2018-12-31 | $278,981 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $179,269 |
Value of total corrective distributions | 2018-12-31 | $47,752 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $360,872 |
Value of total assets at end of year | 2018-12-31 | $7,527,654 |
Value of total assets at beginning of year | 2018-12-31 | $7,805,729 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $51,960 |
Total interest from all sources | 2018-12-31 | $654 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $422,048 |
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 | $422,048 |
Administrative expenses professional fees incurred | 2018-12-31 | $51,960 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $550,000 |
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 | $311,685 |
Participant contributions at end of year | 2018-12-31 | $17,568 |
Participant contributions at beginning of year | 2018-12-31 | $25,207 |
Other income not declared elsewhere | 2018-12-31 | $2 |
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 | $-386,973 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $7,527,654 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $7,805,729 |
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 | $7,510,086 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $7,780,522 |
Interest on participant loans | 2018-12-31 | $654 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-906,434 |
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 |
Contributions received in cash from employer | 2018-12-31 | $49,187 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $179,269 |
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 |
Aggregate proceeds on sale of assets | 2018-12-31 | $671,062 |
Aggregate carrying amount (costs) on sale of assets | 2018-12-31 | $656,196 |
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 | HLB GROSS COLLINS PC |
Accountancy firm EIN | 2018-12-31 | 581367012 |
2017 : A BETTERWAY RENT-A-CAR GROUP 401K PLAN 2017 401k financial data |
---|
Total income from all sources (including contributions) | 2017-12-31 | $1,596,130 |
Total loss/gain on sale of assets | 2017-12-31 | $701,387 |
Total of all expenses incurred | 2017-12-31 | $464,909 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $405,421 |
Value of total corrective distributions | 2017-12-31 | $37,663 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $375,836 |
Value of total assets at end of year | 2017-12-31 | $7,805,729 |
Value of total assets at beginning of year | 2017-12-31 | $6,674,508 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $21,825 |
Total interest from all sources | 2017-12-31 | $1,209 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $370,427 |
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 | $370,427 |
Administrative expenses professional fees incurred | 2017-12-31 | $21,825 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
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 | $326,607 |
Participant contributions at end of year | 2017-12-31 | $25,207 |
Participant contributions at beginning of year | 2017-12-31 | $44,630 |
Other income not declared elsewhere | 2017-12-31 | $-20 |
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 | $1,131,221 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $7,805,729 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $6,674,508 |
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 | $7,780,522 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $6,629,878 |
Interest on participant loans | 2017-12-31 | $1,209 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $147,291 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $49,229 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $405,421 |
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 |
Aggregate proceeds on sale of assets | 2017-12-31 | $7,096,727 |
Aggregate carrying amount (costs) on sale of assets | 2017-12-31 | $6,395,340 |
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 | HLB GROSS COLLINS PC |
Accountancy firm EIN | 2017-12-31 | 581367012 |
2016 : A BETTERWAY RENT-A-CAR GROUP 401K PLAN 2016 401k financial data |
---|
Total income from all sources (including contributions) | 2016-12-31 | $988,648 |
Total loss/gain on sale of assets | 2016-12-31 | $105,617 |
Total of all expenses incurred | 2016-12-31 | $307,181 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $271,316 |
Value of total corrective distributions | 2016-12-31 | $16,222 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $391,564 |
Value of total assets at end of year | 2016-12-31 | $6,674,508 |
Value of total assets at beginning of year | 2016-12-31 | $5,993,041 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $19,643 |
Total interest from all sources | 2016-12-31 | $1,249 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $224,969 |
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 | $224,969 |
Administrative expenses professional fees incurred | 2016-12-31 | $19,643 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $340,134 |
Participant contributions at end of year | 2016-12-31 | $44,630 |
Participant contributions at beginning of year | 2016-12-31 | $40,304 |
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 | $681,467 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $6,674,508 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $5,993,041 |
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 | $6,629,878 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $5,952,737 |
Interest on participant loans | 2016-12-31 | $1,249 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $265,249 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $51,430 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $271,316 |
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 |
Aggregate proceeds on sale of assets | 2016-12-31 | $1,413,241 |
Aggregate carrying amount (costs) on sale of assets | 2016-12-31 | $1,307,624 |
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 | HLB GROSS COLLINS PC |
Accountancy firm EIN | 2016-12-31 | 581367012 |
2015 : A BETTERWAY RENT-A-CAR GROUP 401K PLAN 2015 401k financial data |
---|
Total income from all sources (including contributions) | 2015-12-31 | $415,919 |
Total loss/gain on sale of assets | 2015-12-31 | $57,659 |
Total of all expenses incurred | 2015-12-31 | $590,663 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $544,122 |
Value of total corrective distributions | 2015-12-31 | $26,502 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $407,056 |
Value of total assets at end of year | 2015-12-31 | $5,993,041 |
Value of total assets at beginning of year | 2015-12-31 | $6,167,785 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $20,039 |
Total interest from all sources | 2015-12-31 | $1,484 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $276,464 |
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 | $276,464 |
Administrative expenses professional fees incurred | 2015-12-31 | $19,800 |
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 | $350,306 |
Participant contributions at end of year | 2015-12-31 | $40,304 |
Participant contributions at beginning of year | 2015-12-31 | $53,625 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $837 |
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 | $-174,744 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $5,993,041 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $6,167,785 |
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 |
Investment advisory and management fees | 2015-12-31 | $239 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $5,952,737 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $6,114,160 |
Interest on participant loans | 2015-12-31 | $1,484 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-326,744 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $55,913 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $544,122 |
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 |
Aggregate proceeds on sale of assets | 2015-12-31 | $1,795,762 |
Aggregate carrying amount (costs) on sale of assets | 2015-12-31 | $1,738,103 |
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 | HLB GROSS COLLINS PC |
Accountancy firm EIN | 2015-12-31 | 581367012 |
2014 : A BETTERWAY RENT-A-CAR GROUP 401K PLAN 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 | $874,193 |
Total loss/gain on sale of assets | 2014-12-31 | $15,180 |
Total of all expenses incurred | 2014-12-31 | $379,908 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $336,208 |
Value of total corrective distributions | 2014-12-31 | $24,362 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $414,310 |
Value of total assets at end of year | 2014-12-31 | $6,167,785 |
Value of total assets at beginning of year | 2014-12-31 | $5,673,500 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $19,338 |
Total interest from all sources | 2014-12-31 | $1,701 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $310,853 |
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 | $310,853 |
Administrative expenses professional fees incurred | 2014-12-31 | $19,338 |
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 | $358,366 |
Participant contributions at end of year | 2014-12-31 | $53,625 |
Participant contributions at beginning of year | 2014-12-31 | $61,026 |
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 | $494,285 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $6,167,785 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $5,673,500 |
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 | $6,114,160 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $5,612,474 |
Interest on participant loans | 2014-12-31 | $1,701 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $132,149 |
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 |
Contributions received in cash from employer | 2014-12-31 | $55,944 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $336,208 |
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 |
Aggregate proceeds on sale of assets | 2014-12-31 | $813,955 |
Aggregate carrying amount (costs) on sale of assets | 2014-12-31 | $798,775 |
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 | HLB GROSS COLLINS PC |
Accountancy firm EIN | 2014-12-31 | 581367012 |
2013 : A BETTERWAY RENT-A-CAR GROUP 401K PLAN 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 | $1,484,354 |
Total loss/gain on sale of assets | 2013-12-31 | $75,182 |
Total of all expenses incurred | 2013-12-31 | $166,446 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $136,608 |
Value of total corrective distributions | 2013-12-31 | $12,758 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $423,282 |
Value of total assets at end of year | 2013-12-31 | $5,673,500 |
Value of total assets at beginning of year | 2013-12-31 | $4,355,592 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $17,080 |
Total interest from all sources | 2013-12-31 | $1,542 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $189,806 |
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 | $189,806 |
Administrative expenses professional fees incurred | 2013-12-31 | $17,080 |
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 | $363,420 |
Participant contributions at end of year | 2013-12-31 | $61,026 |
Participant contributions at beginning of year | 2013-12-31 | $51,002 |
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 | $1,317,908 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $5,673,500 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $4,355,592 |
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 | $5,612,474 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $4,304,590 |
Interest on participant loans | 2013-12-31 | $1,542 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $794,542 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $59,862 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $136,608 |
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 |
Aggregate proceeds on sale of assets | 2013-12-31 | $1,154,917 |
Aggregate carrying amount (costs) on sale of assets | 2013-12-31 | $1,079,735 |
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 | HLB GROSS COLLINS PC |
Accountancy firm EIN | 2013-12-31 | 581367012 |
2012 : A BETTERWAY RENT-A-CAR GROUP 401K PLAN 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 | $936,488 |
Total loss/gain on sale of assets | 2012-12-31 | $26,835 |
Total of all expenses incurred | 2012-12-31 | $397,264 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $362,769 |
Value of total corrective distributions | 2012-12-31 | $20,569 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $382,807 |
Value of total assets at end of year | 2012-12-31 | $4,355,592 |
Value of total assets at beginning of year | 2012-12-31 | $3,816,368 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $13,926 |
Total interest from all sources | 2012-12-31 | $1,475 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $143,643 |
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 | $143,643 |
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 | $326,821 |
Participant contributions at end of year | 2012-12-31 | $51,002 |
Participant contributions at beginning of year | 2012-12-31 | $50,163 |
Administrative expenses (other) incurred | 2012-12-31 | $13,926 |
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 | $539,224 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $4,355,592 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $3,816,368 |
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 | $4,304,590 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $3,766,205 |
Interest on participant loans | 2012-12-31 | $1,475 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $381,728 |
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 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $55,986 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $362,769 |
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 |
Aggregate proceeds on sale of assets | 2012-12-31 | $574,164 |
Aggregate carrying amount (costs) on sale of assets | 2012-12-31 | $547,329 |
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 | HLB GROSS COLLINS PC |
Accountancy firm EIN | 2012-12-31 | 581367012 |
2011 : A BETTERWAY RENT-A-CAR GROUP 401K PLAN 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 | $370,656 |
Total loss/gain on sale of assets | 2011-12-31 | $1,341 |
Total of all expenses incurred | 2011-12-31 | $107,834 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $92,948 |
Value of total corrective distributions | 2011-12-31 | $14,273 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $380,560 |
Value of total assets at end of year | 2011-12-31 | $3,816,368 |
Value of total assets at beginning of year | 2011-12-31 | $3,553,546 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $613 |
Total interest from all sources | 2011-12-31 | $15,350 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $42,106 |
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 | $42,106 |
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 | Yes |
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 | $327,859 |
Participant contributions at end of year | 2011-12-31 | $50,163 |
Participant contributions at beginning of year | 2011-12-31 | $52,465 |
Participant contributions at beginning of year | 2011-12-31 | $0 |
Administrative expenses (other) incurred | 2011-12-31 | $613 |
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 | $262,822 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $3,816,368 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $3,553,546 |
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 | $3,766,205 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $2,988,482 |
Interest on participant loans | 2011-12-31 | $15,350 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $512,599 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-68,701 |
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 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $52,701 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $92,948 |
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 | 2011-12-31 | Yes |
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 |
Aggregate proceeds on sale of assets | 2011-12-31 | $275,664 |
Aggregate carrying amount (costs) on sale of assets | 2011-12-31 | $274,323 |
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 | HLB GROSS COLLINS PC |
Accountancy firm EIN | 2011-12-31 | 581367012 |
2010 : A BETTERWAY RENT-A-CAR GROUP 401K PLAN 2010 401k financial data |
---|
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 | $708,399 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $271,894 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $256,987 |
Value of total corrective distributions | 2010-12-31 | $14,727 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $348,654 |
Value of total assets at end of year | 2010-12-31 | $3,553,546 |
Value of total assets at beginning of year | 2010-12-31 | $3,117,041 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $180 |
Total interest from all sources | 2010-12-31 | $21,921 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $400,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
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 | $291,353 |
Participant contributions at end of year | 2010-12-31 | $52,465 |
Participant contributions at beginning of year | 2010-12-31 | $34,733 |
Participant contributions at end of year | 2010-12-31 | $0 |
Participant contributions at beginning of year | 2010-12-31 | $5,137 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $7,774 |
Administrative expenses (other) incurred | 2010-12-31 | $180 |
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 | $436,505 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $3,553,546 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $3,117,041 |
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 | $2,988,482 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $2,600,197 |
Interest on participant loans | 2010-12-31 | $1,635 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $20,286 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $512,599 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $476,109 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $337,824 |
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 | $49,527 |
Employer contributions (assets) at end of year | 2010-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $865 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $256,987 |
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 | HLB GROSS COLLINS PC |
Accountancy firm EIN | 2010-12-31 | 581367012 |
2009 : A BETTERWAY RENT-A-CAR GROUP 401K PLAN 2009 401k financial data |
---|
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |