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EVERGLADES BOATS RETIREMENT PLAN 401k Plan overview

Plan NameEVERGLADES BOATS RETIREMENT PLAN
Plan identification number 001

EVERGLADES BOATS RETIREMENT 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.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

R.J. DOUGHERTY ASSOCIATES, LLC has sponsored the creation of one or more 401k plans.

Company Name:R.J. DOUGHERTY ASSOCIATES, LLC
Employer identification number (EIN):593092773
NAIC Classification:336610

Additional information about R.J. DOUGHERTY ASSOCIATES, LLC

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 2015-10-23
Company Identification Number: L15000181238
Legal Registered Office Address: 1201 HAYS STREET

TALLAHASSEE

32301

More information about R.J. DOUGHERTY ASSOCIATES, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EVERGLADES BOATS RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012019-01-01
0012018-01-01BRIAN BOHUNICKY
0012018-01-01
0012017-01-01BRIAN BOHUNICKY
0012016-01-01BRIAN BOHUNICKY
0012015-01-01BRIAN BOHUNICKY

Plan Statistics for EVERGLADES BOATS RETIREMENT PLAN

401k plan membership statisitcs for EVERGLADES BOATS RETIREMENT PLAN

Measure Date Value
2019: EVERGLADES BOATS RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01338
Total number of active participants reported on line 7a of the Form 55002019-01-010
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-010
Number of participants with account balances2019-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: EVERGLADES BOATS RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01311
Total number of active participants reported on line 7a of the Form 55002018-01-01217
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01118
Total of all active and inactive participants2018-01-01335
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01335
Number of participants with account balances2018-01-01309
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: EVERGLADES BOATS RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01293
Total number of active participants reported on line 7a of the Form 55002017-01-01207
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0198
Total of all active and inactive participants2017-01-01305
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01305
Number of participants with account balances2017-01-01275
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: EVERGLADES BOATS RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01219
Total number of active participants reported on line 7a of the Form 55002016-01-01202
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0169
Total of all active and inactive participants2016-01-01271
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01272
Number of participants with account balances2016-01-01248
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: EVERGLADES BOATS RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01175
Total number of active participants reported on line 7a of the Form 55002015-01-01167
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0136
Total of all active and inactive participants2015-01-01203
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01203
Number of participants with account balances2015-01-01170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010

Financial Data on EVERGLADES BOATS RETIREMENT PLAN

Measure Date Value
2019 : EVERGLADES BOATS RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total transfer of assets to this plan2019-06-30$0
Total transfer of assets from this plan2019-06-30$1,760,943
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total income from all sources (including contributions)2019-06-30$571,573
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$130,426
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$127,052
Expenses. Certain deemed distributions of participant loans2019-06-30$47
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$376,144
Value of total assets at end of year2019-06-30$0
Value of total assets at beginning of year2019-06-30$1,319,796
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$3,327
Total interest from all sources2019-06-30$1,638
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$244
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-06-30$244
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$132,000
If this is an individual account plan, was there a blackout period2019-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$304,012
Participant contributions at beginning of year2019-06-30$48,430
Other income not declared elsewhere2019-06-30$3,327
Administrative expenses (other) incurred2019-06-30$3,327
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$441,147
Value of net assets at end of year (total assets less liabilities)2019-06-30$0
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$1,319,796
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$1,254,064
Interest on participant loans2019-06-30$1,638
Value of interest in common/collective trusts at beginning of year2019-06-30$17,302
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$187,692
Net investment gain or loss from common/collective trusts2019-06-30$2,528
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$72,132
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$127,052
Did the plan have assets held for investment2019-06-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30VESTAL & WILER CPAS
Accountancy firm EIN2019-06-30593198021
2018 : EVERGLADES BOATS RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$0
Total transfer of assets from this plan2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$538,223
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$248,814
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$241,295
Expenses. Certain deemed distributions of participant loans2018-12-31$1,502
Value of total corrective distributions2018-12-31$462
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$626,697
Value of total assets at end of year2018-12-31$1,319,796
Value of total assets at beginning of year2018-12-31$1,030,387
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$5,555
Total interest from all sources2018-12-31$2,032
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$92,956
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$92,956
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$104,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$495,819
Participant contributions at end of year2018-12-31$48,430
Participant contributions at beginning of year2018-12-31$36,682
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$6,064
Other income not declared elsewhere2018-12-31$5,555
Administrative expenses (other) incurred2018-12-31$5,555
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$289,409
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,319,796
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,030,387
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$1,254,064
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$981,393
Interest on participant loans2018-12-31$2,032
Value of interest in common/collective trusts at end of year2018-12-31$17,302
Value of interest in common/collective trusts at beginning of year2018-12-31$12,312
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-187,520
Net investment gain or loss from common/collective trusts2018-12-31$-1,497
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$124,814
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$241,295
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31Yes
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31VESTAL & WILER CPAS
Accountancy firm EIN2018-12-31593198021
2017 : EVERGLADES BOATS RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$0
Total transfer of assets from this plan2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$634,274
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$183,711
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$176,336
Expenses. Certain deemed distributions of participant loans2017-12-31$654
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$502,631
Value of total assets at end of year2017-12-31$1,030,387
Value of total assets at beginning of year2017-12-31$579,824
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$6,721
Total interest from all sources2017-12-31$783
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$33,573
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$33,573
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$58,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$394,596
Participant contributions at end of year2017-12-31$36,682
Participant contributions at beginning of year2017-12-31$9,332
Other income not declared elsewhere2017-12-31$1,512
Administrative expenses (other) incurred2017-12-31$6,721
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$450,563
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,030,387
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$579,824
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$981,393
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$564,148
Interest on participant loans2017-12-31$783
Value of interest in common/collective trusts at end of year2017-12-31$12,312
Value of interest in common/collective trusts at beginning of year2017-12-31$6,344
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$94,660
Net investment gain or loss from common/collective trusts2017-12-31$1,115
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$108,035
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$176,336
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31VESTAL & WILER CPAS
Accountancy firm EIN2017-12-31593198021
2016 : EVERGLADES BOATS RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$0
Total transfer of assets from this plan2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$383,226
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$36,019
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$33,494
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$353,681
Value of total assets at end of year2016-12-31$579,824
Value of total assets at beginning of year2016-12-31$232,617
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$2,525
Total interest from all sources2016-12-31$82
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$18,998
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$18,998
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$24,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$283,286
Participant contributions at end of year2016-12-31$9,332
Participant contributions at beginning of year2016-12-31$1,616
Administrative expenses (other) incurred2016-12-31$2,525
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$347,207
Value of net assets at end of year (total assets less liabilities)2016-12-31$579,824
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$232,617
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$564,148
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$228,988
Interest on participant loans2016-12-31$82
Value of interest in common/collective trusts at end of year2016-12-31$6,344
Value of interest in common/collective trusts at beginning of year2016-12-31$2,013
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$9,950
Net investment gain or loss from common/collective trusts2016-12-31$515
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$70,395
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$33,494
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31VESTAL & WILER CPAS
Accountancy firm EIN2016-12-31593198021
2015 : EVERGLADES BOATS RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$0
Total transfer of assets from this plan2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$261,487
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$28,870
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$26,351
Value of total corrective distributions2015-12-31$903
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$266,875
Value of total assets at end of year2015-12-31$232,617
Value of total assets at beginning of year2015-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,616
Total interest from all sources2015-12-31$4
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$9,584
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$9,584
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000
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
Contributions received from participants2015-12-31$266,875
Participant contributions at end of year2015-12-31$1,616
Administrative expenses (other) incurred2015-12-31$1,616
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$232,617
Value of net assets at end of year (total assets less liabilities)2015-12-31$232,617
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$228,988
Interest on participant loans2015-12-31$4
Value of interest in common/collective trusts at end of year2015-12-31$2,013
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-14,933
Net investment gain or loss from common/collective trusts2015-12-31$-43
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$26,351
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31VESTAL & WILER CPAS
Accountancy firm EIN2015-12-31593198021

Form 5500 Responses for EVERGLADES BOATS RETIREMENT PLAN

2019: EVERGLADES BOATS RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingYes
2019-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: EVERGLADES BOATS RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: EVERGLADES BOATS RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: EVERGLADES BOATS RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: EVERGLADES BOATS RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01First time form 5500 has been submittedYes
2015-01-01Submission has been amendedNo
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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes

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