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AUTOTEC 401(K) 401k Plan overview

Plan NameAUTOTEC 401(K)
Plan identification number 001

AUTOTEC 401(K) 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.
  • 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

WOODCREST SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name:WOODCREST SERVICES, INC.
Employer identification number (EIN):631086962
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AUTOTEC 401(K)

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-05-01
0012021-05-01
0012020-05-01
0012019-05-01
0012018-05-01
0012017-05-01RICHARD ADAMS
0012017-05-01
0012016-05-01RICHARD ADAMS
0012015-05-01RICHARD ADAMS
0012014-05-01RICHARD ADAMS
0012013-05-01RICHARD ADAMS
0012012-05-01RICHARD ADAMS
0012011-05-01RICHARD ADAMS
0012009-05-01RICHARD ADAMS

Plan Statistics for AUTOTEC 401(K)

401k plan membership statisitcs for AUTOTEC 401(K)

Measure Date Value
2022: AUTOTEC 401(K) 2022 401k membership
Total participants, beginning-of-year2022-05-01156
Total number of active participants reported on line 7a of the Form 55002022-05-01117
Number of retired or separated participants receiving benefits2022-05-010
Number of other retired or separated participants entitled to future benefits2022-05-0135
Total of all active and inactive participants2022-05-01152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-05-010
Total participants2022-05-01152
Number of participants with account balances2022-05-01131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-05-011
2021: AUTOTEC 401(K) 2021 401k membership
Total participants, beginning-of-year2021-05-01142
Total number of active participants reported on line 7a of the Form 55002021-05-01117
Number of retired or separated participants receiving benefits2021-05-010
Number of other retired or separated participants entitled to future benefits2021-05-0129
Total of all active and inactive participants2021-05-01146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-05-010
Total participants2021-05-01146
Number of participants with account balances2021-05-01123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-05-012
2020: AUTOTEC 401(K) 2020 401k membership
Total participants, beginning-of-year2020-05-01130
Total number of active participants reported on line 7a of the Form 55002020-05-01126
Number of retired or separated participants receiving benefits2020-05-010
Number of other retired or separated participants entitled to future benefits2020-05-0116
Total of all active and inactive participants2020-05-01142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-05-010
Total participants2020-05-01142
Number of participants with account balances2020-05-01122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-05-011
2019: AUTOTEC 401(K) 2019 401k membership
Total participants, beginning-of-year2019-05-01129
Total number of active participants reported on line 7a of the Form 55002019-05-0198
Number of retired or separated participants receiving benefits2019-05-010
Number of other retired or separated participants entitled to future benefits2019-05-0117
Total of all active and inactive participants2019-05-01115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-05-010
Total participants2019-05-01115
Number of participants with account balances2019-05-01108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-05-013
2018: AUTOTEC 401(K) 2018 401k membership
Total participants, beginning-of-year2018-05-01145
Total number of active participants reported on line 7a of the Form 55002018-05-01115
Number of retired or separated participants receiving benefits2018-05-010
Number of other retired or separated participants entitled to future benefits2018-05-0130
Total of all active and inactive participants2018-05-01145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-05-010
Total participants2018-05-01145
Number of participants with account balances2018-05-01145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-05-016
2017: AUTOTEC 401(K) 2017 401k membership
Total participants, beginning-of-year2017-05-01133
Total number of active participants reported on line 7a of the Form 55002017-05-01100
Number of retired or separated participants receiving benefits2017-05-010
Number of other retired or separated participants entitled to future benefits2017-05-0142
Total of all active and inactive participants2017-05-01142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-05-010
Total participants2017-05-01142
Number of participants with account balances2017-05-01136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-05-015
2016: AUTOTEC 401(K) 2016 401k membership
Total participants, beginning-of-year2016-05-01135
Total number of active participants reported on line 7a of the Form 55002016-05-0198
Number of retired or separated participants receiving benefits2016-05-011
Number of other retired or separated participants entitled to future benefits2016-05-0129
Total of all active and inactive participants2016-05-01128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-05-010
Total participants2016-05-01128
Number of participants with account balances2016-05-01128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-05-012
2015: AUTOTEC 401(K) 2015 401k membership
Total participants, beginning-of-year2015-05-01142
Total number of active participants reported on line 7a of the Form 55002015-05-0197
Number of retired or separated participants receiving benefits2015-05-010
Number of other retired or separated participants entitled to future benefits2015-05-0134
Total of all active and inactive participants2015-05-01131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-05-010
Total participants2015-05-01131
Number of participants with account balances2015-05-01129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-05-015
2014: AUTOTEC 401(K) 2014 401k membership
Total participants, beginning-of-year2014-05-01138
Total number of active participants reported on line 7a of the Form 55002014-05-01107
Number of retired or separated participants receiving benefits2014-05-011
Number of other retired or separated participants entitled to future benefits2014-05-0131
Total of all active and inactive participants2014-05-01139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-05-010
Total participants2014-05-01139
Number of participants with account balances2014-05-01137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-05-012
2013: AUTOTEC 401(K) 2013 401k membership
Total participants, beginning-of-year2013-05-01133
Total number of active participants reported on line 7a of the Form 55002013-05-01107
Number of retired or separated participants receiving benefits2013-05-010
Number of other retired or separated participants entitled to future benefits2013-05-0127
Total of all active and inactive participants2013-05-01134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-05-010
Total participants2013-05-01134
Number of participants with account balances2013-05-01132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-05-010
2012: AUTOTEC 401(K) 2012 401k membership
Total participants, beginning-of-year2012-05-01140
Total number of active participants reported on line 7a of the Form 55002012-05-0195
Number of retired or separated participants receiving benefits2012-05-010
Number of other retired or separated participants entitled to future benefits2012-05-0130
Total of all active and inactive participants2012-05-01125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-05-010
Total participants2012-05-01125
Number of participants with account balances2012-05-01122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-05-012
2011: AUTOTEC 401(K) 2011 401k membership
Total participants, beginning-of-year2011-05-01163
Total number of active participants reported on line 7a of the Form 55002011-05-0194
Number of retired or separated participants receiving benefits2011-05-012
Number of other retired or separated participants entitled to future benefits2011-05-0141
Total of all active and inactive participants2011-05-01137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-05-011
Total participants2011-05-01138
Number of participants with account balances2011-05-01136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-05-015
2009: AUTOTEC 401(K) 2009 401k membership
Total participants, beginning-of-year2009-05-01168
Total number of active participants reported on line 7a of the Form 55002009-05-01144
Number of retired or separated participants receiving benefits2009-05-010
Number of other retired or separated participants entitled to future benefits2009-05-0130
Total of all active and inactive participants2009-05-01174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-05-010
Total participants2009-05-01174
Number of participants with account balances2009-05-01167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-05-010

Financial Data on AUTOTEC 401(K)

Measure Date Value
2023 : AUTOTEC 401(K) 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-04-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-04-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-04-30$0
Total income from all sources (including contributions)2023-04-30$1,260,207
Total loss/gain on sale of assets2023-04-30$0
Total of all expenses incurred2023-04-30$474,471
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-04-30$432,735
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-04-30$925,189
Value of total assets at end of year2023-04-30$19,813,335
Value of total assets at beginning of year2023-04-30$19,027,599
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-04-30$41,736
Total interest from all sources2023-04-30$25,768
Total dividends received (eg from common stock, registered investment company shares)2023-04-30$336,588
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2023-04-30$336,588
Administrative expenses professional fees incurred2023-04-30$3,539
Was this plan covered by a fidelity bond2023-04-30Yes
Value of fidelity bond cover2023-04-30$500,000
If this is an individual account plan, was there a blackout period2023-04-30No
Were there any nonexempt tranactions with any party-in-interest2023-04-30No
Contributions received from participants2023-04-30$486,124
Participant contributions at end of year2023-04-30$21,809
Participant contributions at beginning of year2023-04-30$18,649
Other income not declared elsewhere2023-04-30$3,498
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-04-30No
Value of net income/loss2023-04-30$785,736
Value of net assets at end of year (total assets less liabilities)2023-04-30$19,813,335
Value of net assets at beginning of year (total assets less liabilities)2023-04-30$19,027,599
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2023-04-30No
Were any leases to which the plan was party in default or uncollectible2023-04-30No
Investment advisory and management fees2023-04-30$20,214
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-04-30$17,715,979
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-04-30$16,980,415
Interest earned on other investments2023-04-30$25,768
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-04-30$1,636,482
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-04-30$1,591,185
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-04-30$-30,836
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-04-30No
Was there a failure to transmit to the plan any participant contributions2023-04-30No
Has the plan failed to provide any benefit when due under the plan2023-04-30No
Contributions received in cash from employer2023-04-30$439,065
Employer contributions (assets) at end of year2023-04-30$439,065
Employer contributions (assets) at beginning of year2023-04-30$437,350
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-04-30$432,735
Contract administrator fees2023-04-30$17,983
Did the plan have assets held for investment2023-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-04-30No
Opinion of an independent qualified public accountant for this plan2023-04-30Unqualified
Accountancy firm name2023-04-30DENT MOSES LLP
Accountancy firm EIN2023-04-30630352192
2022 : AUTOTEC 401(K) 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-04-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-04-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-04-30$0
Total income from all sources (including contributions)2022-04-30$-470,410
Total loss/gain on sale of assets2022-04-30$0
Total of all expenses incurred2022-04-30$695,660
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-04-30$633,236
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-04-30$925,917
Value of total assets at end of year2022-04-30$19,027,599
Value of total assets at beginning of year2022-04-30$20,193,669
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-04-30$62,424
Total interest from all sources2022-04-30$25,176
Total dividends received (eg from common stock, registered investment company shares)2022-04-30$297,918
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-04-30$297,918
Administrative expenses professional fees incurred2022-04-30$20,515
Was this plan covered by a fidelity bond2022-04-30Yes
Value of fidelity bond cover2022-04-30$500,000
If this is an individual account plan, was there a blackout period2022-04-30No
Were there any nonexempt tranactions with any party-in-interest2022-04-30No
Contributions received from participants2022-04-30$488,567
Participant contributions at end of year2022-04-30$18,649
Participant contributions at beginning of year2022-04-30$19,166
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-04-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-04-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-04-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-04-30$0
Other income not declared elsewhere2022-04-30$38
Liabilities. Value of operating payables at end of year2022-04-30$0
Liabilities. Value of operating payables at beginning of year2022-04-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-04-30No
Value of net income/loss2022-04-30$-1,166,070
Value of net assets at end of year (total assets less liabilities)2022-04-30$19,027,599
Value of net assets at beginning of year (total assets less liabilities)2022-04-30$20,193,669
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-04-30No
Were any leases to which the plan was party in default or uncollectible2022-04-30No
Investment advisory and management fees2022-04-30$20,516
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-04-30$16,980,415
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-04-30$18,242,559
Interest earned on other investments2022-04-30$25,176
Value of interest in common/collective trusts at end of year2022-04-30$0
Value of interest in common/collective trusts at beginning of year2022-04-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-04-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-04-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-04-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-04-30$1,591,185
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-04-30$1,487,323
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-04-30$-1,719,459
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-04-30No
Was there a failure to transmit to the plan any participant contributions2022-04-30No
Has the plan failed to provide any benefit when due under the plan2022-04-30No
Contributions received in cash from employer2022-04-30$437,350
Employer contributions (assets) at end of year2022-04-30$437,350
Employer contributions (assets) at beginning of year2022-04-30$444,621
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-04-30$633,236
Contract administrator fees2022-04-30$21,393
Liabilities. Value of benefit claims payable at end of year2022-04-30$0
Liabilities. Value of benefit claims payable at beginning of year2022-04-30$0
Did the plan have assets held for investment2022-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-04-30No
Liabilities. Value of acquisition indebtedness at end of year2022-04-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2022-04-30$0
Opinion of an independent qualified public accountant for this plan2022-04-30Unqualified
Accountancy firm name2022-04-30DENT MOSES LLP
Accountancy firm EIN2022-04-30630352192
2021 : AUTOTEC 401(K) 2021 401k financial data
Unrealized appreciation/depreciation of real estate assets2021-04-30$0
Total unrealized appreciation/depreciation of assets2021-04-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-04-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-04-30$0
Total income from all sources (including contributions)2021-04-30$6,947,499
Total loss/gain on sale of assets2021-04-30$0
Total of all expenses incurred2021-04-30$1,768,011
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-04-30$1,715,686
Value of total corrective distributions2021-04-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-04-30$1,129,142
Value of total assets at end of year2021-04-30$20,193,669
Value of total assets at beginning of year2021-04-30$15,014,181
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-04-30$52,325
Total income from rents2021-04-30$0
Total interest from all sources2021-04-30$24,776
Total dividends received (eg from common stock, registered investment company shares)2021-04-30$258,681
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-04-30$258,681
Administrative expenses professional fees incurred2021-04-30$17,497
Was this plan covered by a fidelity bond2021-04-30Yes
Value of fidelity bond cover2021-04-30$500,000
If this is an individual account plan, was there a blackout period2021-04-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-04-30$0
Were there any nonexempt tranactions with any party-in-interest2021-04-30No
Contributions received from participants2021-04-30$460,609
Participant contributions at end of year2021-04-30$19,166
Participant contributions at beginning of year2021-04-30$17,342
Income. Received or receivable in cash from other sources (including rollovers)2021-04-30$223,912
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-04-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-04-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-04-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-04-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-04-30$0
Administrative expenses (other) incurred2021-04-30$0
Liabilities. Value of operating payables at end of year2021-04-30$0
Liabilities. Value of operating payables at beginning of year2021-04-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-04-30No
Value of net income/loss2021-04-30$5,179,488
Value of net assets at end of year (total assets less liabilities)2021-04-30$20,193,669
Value of net assets at beginning of year (total assets less liabilities)2021-04-30$15,014,181
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-04-30No
Were any leases to which the plan was party in default or uncollectible2021-04-30No
Investment advisory and management fees2021-04-30$17,497
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-04-30$18,242,559
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-04-30$13,104,939
Interest on participant loans2021-04-30$0
Income. Interest from loans (other than to participants)2021-04-30$0
Interest earned on other investments2021-04-30$24,776
Income. Interest from US Government securities2021-04-30$0
Income. Interest from corporate debt instruments2021-04-30$0
Value of interest in common/collective trusts at end of year2021-04-30$0
Value of interest in common/collective trusts at beginning of year2021-04-30$75,864
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-04-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-04-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-04-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-04-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-04-30$1,487,323
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-04-30$1,396,249
Expenses. Payments to insurance carriers foe the provision of benefits2021-04-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-04-30$5,535,719
Net investment gain/loss from pooled separate accounts2021-04-30$0
Net investment gain or loss from common/collective trusts2021-04-30$-819
Net gain/loss from 103.12 investment entities2021-04-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-04-30No
Was there a failure to transmit to the plan any participant contributions2021-04-30No
Has the plan failed to provide any benefit when due under the plan2021-04-30No
Contributions received in cash from employer2021-04-30$444,621
Employer contributions (assets) at end of year2021-04-30$444,621
Employer contributions (assets) at beginning of year2021-04-30$419,787
Income. Dividends from preferred stock2021-04-30$0
Income. Dividends from common stock2021-04-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-04-30$1,715,686
Contract administrator fees2021-04-30$17,331
Liabilities. Value of benefit claims payable at end of year2021-04-30$0
Liabilities. Value of benefit claims payable at beginning of year2021-04-30$0
Did the plan have assets held for investment2021-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-04-30No
Aggregate proceeds on sale of assets2021-04-30$0
Aggregate carrying amount (costs) on sale of assets2021-04-30$0
Liabilities. Value of acquisition indebtedness at end of year2021-04-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2021-04-30$0
Opinion of an independent qualified public accountant for this plan2021-04-30Disclaimer
Accountancy firm name2021-04-30DENT MOSES LLP
Accountancy firm EIN2021-04-30630352192
2020 : AUTOTEC 401(K) 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-04-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-04-30$0
Total unrealized appreciation/depreciation of assets2020-04-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-04-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-04-30$0
Expenses. Interest paid2020-04-30$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-04-30$0
Total income from all sources (including contributions)2020-04-30$1,165,463
Total loss/gain on sale of assets2020-04-30$0
Total of all expenses incurred2020-04-30$1,180,539
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-04-30$1,131,665
Value of total corrective distributions2020-04-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-04-30$1,352,643
Value of total assets at end of year2020-04-30$15,014,181
Value of total assets at beginning of year2020-04-30$15,029,257
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-04-30$48,874
Total income from rents2020-04-30$0
Total interest from all sources2020-04-30$0
Total dividends received (eg from common stock, registered investment company shares)2020-04-30$562,071
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-04-30$562,071
Was this plan covered by a fidelity bond2020-04-30Yes
Value of fidelity bond cover2020-04-30$500,000
If this is an individual account plan, was there a blackout period2020-04-30No
Were there any nonexempt tranactions with any party-in-interest2020-04-30No
Contributions received from participants2020-04-30$450,035
Participant contributions at end of year2020-04-30$17,342
Participant contributions at beginning of year2020-04-30$0
Income. Received or receivable in cash from other sources (including rollovers)2020-04-30$61,968
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-04-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-04-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-04-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-04-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-04-30$0
Other income not declared elsewhere2020-04-30$842
Liabilities. Value of operating payables at end of year2020-04-30$0
Liabilities. Value of operating payables at beginning of year2020-04-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-04-30No
Income. Non cash contributions2020-04-30$0
Value of net income/loss2020-04-30$-15,076
Value of net assets at end of year (total assets less liabilities)2020-04-30$15,014,181
Value of net assets at beginning of year (total assets less liabilities)2020-04-30$15,029,257
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-04-30No
Were any leases to which the plan was party in default or uncollectible2020-04-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-04-30$13,104,939
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-04-30$14,813,453
Income. Interest from loans (other than to participants)2020-04-30$0
Income. Interest from US Government securities2020-04-30$0
Income. Interest from corporate debt instruments2020-04-30$0
Value of interest in common/collective trusts at end of year2020-04-30$75,864
Value of interest in common/collective trusts at beginning of year2020-04-30$168,011
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-04-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-04-30$47,793
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-04-30$47,793
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-04-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-04-30$1,396,249
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-04-30$0
Expenses. Payments to insurance carriers foe the provision of benefits2020-04-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-04-30$-750,093
Net investment gain/loss from pooled separate accounts2020-04-30$0
Net gain/loss from 103.12 investment entities2020-04-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-04-30No
Was there a failure to transmit to the plan any participant contributions2020-04-30No
Has the plan failed to provide any benefit when due under the plan2020-04-30No
Contributions received in cash from employer2020-04-30$840,640
Employer contributions (assets) at end of year2020-04-30$419,787
Employer contributions (assets) at beginning of year2020-04-30$0
Income. Dividends from preferred stock2020-04-30$0
Income. Dividends from common stock2020-04-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-04-30$1,131,665
Contract administrator fees2020-04-30$48,874
Liabilities. Value of benefit claims payable at end of year2020-04-30$0
Liabilities. Value of benefit claims payable at beginning of year2020-04-30$0
Did the plan have assets held for investment2020-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-04-30No
Aggregate proceeds on sale of assets2020-04-30$0
Aggregate carrying amount (costs) on sale of assets2020-04-30$0
Liabilities. Value of acquisition indebtedness at end of year2020-04-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-04-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-04-30Yes
Opinion of an independent qualified public accountant for this plan2020-04-30Disclaimer
Accountancy firm name2020-04-30DENT MOSES LLP
Accountancy firm EIN2020-04-30630352192
2019 : AUTOTEC 401(K) 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-04-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-04-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-04-30$0
Total income from all sources (including contributions)2019-04-30$1,972,569
Total loss/gain on sale of assets2019-04-30$0
Total of all expenses incurred2019-04-30$707,690
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-04-30$669,827
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-04-30$858,116
Value of total assets at end of year2019-04-30$15,029,257
Value of total assets at beginning of year2019-04-30$13,764,378
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-04-30$37,863
Total interest from all sources2019-04-30$3,294
Total dividends received (eg from common stock, registered investment company shares)2019-04-30$864,578
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-04-30$864,578
Was this plan covered by a fidelity bond2019-04-30Yes
Value of fidelity bond cover2019-04-30$1,000,000
If this is an individual account plan, was there a blackout period2019-04-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-04-30$0
Were there any nonexempt tranactions with any party-in-interest2019-04-30No
Contributions received from participants2019-04-30$441,403
Total non interest bearing cash at beginning of year2019-04-30$389,265
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-04-30No
Value of net income/loss2019-04-30$1,264,879
Value of net assets at end of year (total assets less liabilities)2019-04-30$15,029,257
Value of net assets at beginning of year (total assets less liabilities)2019-04-30$13,764,378
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-04-30No
Were any leases to which the plan was party in default or uncollectible2019-04-30No
Investment advisory and management fees2019-04-30$23,942
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-04-30$14,813,453
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-04-30$13,112,229
Value of interest in common/collective trusts at end of year2019-04-30$168,011
Value of interest in common/collective trusts at beginning of year2019-04-30$227,985
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-04-30$47,793
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-04-30$34,899
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-04-30$34,899
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-04-30$3,294
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-04-30$242,447
Net investment gain or loss from common/collective trusts2019-04-30$4,134
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-04-30No
Was there a failure to transmit to the plan any participant contributions2019-04-30No
Has the plan failed to provide any benefit when due under the plan2019-04-30No
Contributions received in cash from employer2019-04-30$416,713
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-04-30$669,827
Contract administrator fees2019-04-30$13,921
Did the plan have assets held for investment2019-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-04-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-04-30Yes
Opinion of an independent qualified public accountant for this plan2019-04-30Disclaimer
Accountancy firm name2019-04-30DENT MOSES, LLP
Accountancy firm EIN2019-04-30630352192
2018 : AUTOTEC 401(K) 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-04-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-04-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-04-30$0
Total income from all sources (including contributions)2018-04-30$2,226,081
Total loss/gain on sale of assets2018-04-30$0
Total of all expenses incurred2018-04-30$956,075
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-04-30$936,748
Value of total corrective distributions2018-04-30$1,053
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-04-30$799,971
Value of total assets at end of year2018-04-30$13,764,378
Value of total assets at beginning of year2018-04-30$12,494,372
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-04-30$18,274
Total interest from all sources2018-04-30$11,731
Total dividends received (eg from common stock, registered investment company shares)2018-04-30$635,883
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-04-30$635,883
Was this plan covered by a fidelity bond2018-04-30Yes
Value of fidelity bond cover2018-04-30$1,000,000
If this is an individual account plan, was there a blackout period2018-04-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-04-30$0
Were there any nonexempt tranactions with any party-in-interest2018-04-30No
Contributions received from participants2018-04-30$418,906
Administrative expenses (other) incurred2018-04-30$18,274
Total non interest bearing cash at end of year2018-04-30$389,265
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-04-30No
Value of net income/loss2018-04-30$1,270,006
Value of net assets at end of year (total assets less liabilities)2018-04-30$13,764,378
Value of net assets at beginning of year (total assets less liabilities)2018-04-30$12,494,372
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-04-30No
Were any leases to which the plan was party in default or uncollectible2018-04-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-04-30$13,112,229
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-04-30$12,494,372
Value of interest in common/collective trusts at end of year2018-04-30$227,985
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-04-30$34,899
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-04-30$11,731
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-04-30$776,924
Net investment gain or loss from common/collective trusts2018-04-30$1,572
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-04-30No
Was there a failure to transmit to the plan any participant contributions2018-04-30No
Has the plan failed to provide any benefit when due under the plan2018-04-30No
Contributions received in cash from employer2018-04-30$381,065
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-04-30$936,748
Did the plan have assets held for investment2018-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-04-30No
Aggregate proceeds on sale of assets2018-04-30$67,562
Aggregate carrying amount (costs) on sale of assets2018-04-30$67,562
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-04-30Yes
Opinion of an independent qualified public accountant for this plan2018-04-30Disclaimer
Accountancy firm name2018-04-30DENT MOSES, LLP
Accountancy firm EIN2018-04-30630352192
2017 : AUTOTEC 401(K) 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-04-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-04-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-04-30$0
Total income from all sources (including contributions)2017-04-30$2,369,621
Total loss/gain on sale of assets2017-04-30$83,035
Total of all expenses incurred2017-04-30$1,033,281
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-04-30$1,033,281
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-04-30$881,448
Value of total assets at end of year2017-04-30$12,494,372
Value of total assets at beginning of year2017-04-30$11,158,032
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-04-30$0
Total interest from all sources2017-04-30$0
Total dividends received (eg from common stock, registered investment company shares)2017-04-30$415,435
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-04-30$415,435
Assets. Real estate other than employer real property at end of year2017-04-30$0
Assets. Real estate other than employer real property at beginning of year2017-04-30$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2017-04-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2017-04-30$0
Was this plan covered by a fidelity bond2017-04-30Yes
Value of fidelity bond cover2017-04-30$1,000,000
If this is an individual account plan, was there a blackout period2017-04-30No
Were there any nonexempt tranactions with any party-in-interest2017-04-30No
Contributions received from participants2017-04-30$427,599
Participant contributions at end of year2017-04-30$0
Participant contributions at beginning of year2017-04-30$0
Participant contributions at end of year2017-04-30$0
Participant contributions at beginning of year2017-04-30$0
Assets. Other investments not covered elsewhere at end of year2017-04-30$0
Assets. Other investments not covered elsewhere at beginning of year2017-04-30$0
Income. Received or receivable in cash from other sources (including rollovers)2017-04-30$32,628
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-04-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-04-30$0
Assets. Loans (other than to participants) at end of year2017-04-30$0
Assets. Loans (other than to participants) at beginning of year2017-04-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-04-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-04-30$0
Liabilities. Value of operating payables at end of year2017-04-30$0
Liabilities. Value of operating payables at beginning of year2017-04-30$0
Total non interest bearing cash at end of year2017-04-30$0
Total non interest bearing cash at beginning of year2017-04-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-04-30No
Value of net income/loss2017-04-30$1,336,340
Value of net assets at end of year (total assets less liabilities)2017-04-30$12,494,372
Value of net assets at beginning of year (total assets less liabilities)2017-04-30$11,158,032
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-04-30No
Were any leases to which the plan was party in default or uncollectible2017-04-30No
Assets. partnership/joint venture interests at end of year2017-04-30$0
Assets. partnership/joint venture interests at beginning of year2017-04-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-04-30$12,494,372
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-04-30$11,158,032
Value of interest in master investment trust accounts at end of year2017-04-30$0
Value of interest in master investment trust accounts at beginning of year2017-04-30$0
Value of interest in common/collective trusts at end of year2017-04-30$0
Value of interest in common/collective trusts at beginning of year2017-04-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-04-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-04-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-04-30$0
Assets. Value of investments in 103.12 investment entities at end of year2017-04-30$0
Assets. Value of investments in 103.12 investment entities at beginning of year2017-04-30$0
Asset value of US Government securities at end of year2017-04-30$0
Asset value of US Government securities at beginning of year2017-04-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-04-30$989,703
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-04-30No
Was there a failure to transmit to the plan any participant contributions2017-04-30No
Has the plan failed to provide any benefit when due under the plan2017-04-30No
Assets. Invements in employer securities at end of year2017-04-30$0
Assets. Invements in employer securities at beginning of year2017-04-30$0
Assets. Value of employer real property at end of year2017-04-30$0
Assets. Value of employer real property at beginning of year2017-04-30$0
Contributions received in cash from employer2017-04-30$421,221
Employer contributions (assets) at end of year2017-04-30$0
Employer contributions (assets) at beginning of year2017-04-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-04-30$1,033,281
Asset. Corporate debt instrument preferred debt at end of year2017-04-30$0
Asset. Corporate debt instrument preferred debt at beginning of year2017-04-30$0
Asset. Corporate debt instrument debt (other) at end of year2017-04-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2017-04-30$0
Assets. Corporate common stocks other than exployer securities at end of year2017-04-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2017-04-30$0
Liabilities. Value of benefit claims payable at end of year2017-04-30$0
Liabilities. Value of benefit claims payable at beginning of year2017-04-30$0
Assets. Value of buildings and other operty used in plan operation at end of year2017-04-30$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-04-30$0
Did the plan have assets held for investment2017-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-04-30No
Aggregate proceeds on sale of assets2017-04-30$1,927,165
Aggregate carrying amount (costs) on sale of assets2017-04-30$1,844,130
Liabilities. Value of acquisition indebtedness at end of year2017-04-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2017-04-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-04-30Yes
Opinion of an independent qualified public accountant for this plan2017-04-30Disclaimer
Accountancy firm name2017-04-30DENT MOSES, LLP
Accountancy firm EIN2017-04-30630352192
2016 : AUTOTEC 401(K) 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-04-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-04-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-04-30$0
Total income from all sources (including contributions)2016-04-30$809,165
Total loss/gain on sale of assets2016-04-30$-136,446
Total of all expenses incurred2016-04-30$606,884
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-04-30$605,904
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-04-30$877,960
Value of total assets at end of year2016-04-30$11,158,032
Value of total assets at beginning of year2016-04-30$10,955,751
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-04-30$980
Total interest from all sources2016-04-30$0
Total dividends received (eg from common stock, registered investment company shares)2016-04-30$827,070
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-04-30$827,070
Assets. Real estate other than employer real property at end of year2016-04-30$0
Assets. Real estate other than employer real property at beginning of year2016-04-30$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2016-04-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2016-04-30$0
Was this plan covered by a fidelity bond2016-04-30Yes
Value of fidelity bond cover2016-04-30$1,000,000
If this is an individual account plan, was there a blackout period2016-04-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-04-30$0
Were there any nonexempt tranactions with any party-in-interest2016-04-30No
Contributions received from participants2016-04-30$439,201
Participant contributions at end of year2016-04-30$0
Participant contributions at beginning of year2016-04-30$0
Participant contributions at end of year2016-04-30$0
Participant contributions at beginning of year2016-04-30$0
Assets. Other investments not covered elsewhere at end of year2016-04-30$0
Assets. Other investments not covered elsewhere at beginning of year2016-04-30$0
Income. Received or receivable in cash from other sources (including rollovers)2016-04-30$8,424
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-04-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-04-30$0
Assets. Loans (other than to participants) at end of year2016-04-30$0
Assets. Loans (other than to participants) at beginning of year2016-04-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-04-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-04-30$0
Liabilities. Value of operating payables at end of year2016-04-30$0
Liabilities. Value of operating payables at beginning of year2016-04-30$0
Total non interest bearing cash at end of year2016-04-30$0
Total non interest bearing cash at beginning of year2016-04-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-04-30No
Value of net income/loss2016-04-30$202,281
Value of net assets at end of year (total assets less liabilities)2016-04-30$11,158,032
Value of net assets at beginning of year (total assets less liabilities)2016-04-30$10,955,751
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-04-30No
Were any leases to which the plan was party in default or uncollectible2016-04-30No
Assets. partnership/joint venture interests at end of year2016-04-30$0
Assets. partnership/joint venture interests at beginning of year2016-04-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-04-30$11,158,032
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-04-30$10,955,751
Value of interest in master investment trust accounts at end of year2016-04-30$0
Value of interest in master investment trust accounts at beginning of year2016-04-30$0
Value of interest in common/collective trusts at end of year2016-04-30$0
Value of interest in common/collective trusts at beginning of year2016-04-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-04-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-04-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-04-30$0
Assets. Value of investments in 103.12 investment entities at end of year2016-04-30$0
Assets. Value of investments in 103.12 investment entities at beginning of year2016-04-30$0
Asset value of US Government securities at end of year2016-04-30$0
Asset value of US Government securities at beginning of year2016-04-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-04-30$-759,419
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-04-30No
Was there a failure to transmit to the plan any participant contributions2016-04-30No
Has the plan failed to provide any benefit when due under the plan2016-04-30No
Assets. Invements in employer securities at end of year2016-04-30$0
Assets. Invements in employer securities at beginning of year2016-04-30$0
Assets. Value of employer real property at end of year2016-04-30$0
Assets. Value of employer real property at beginning of year2016-04-30$0
Contributions received in cash from employer2016-04-30$430,335
Employer contributions (assets) at end of year2016-04-30$0
Employer contributions (assets) at beginning of year2016-04-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-04-30$605,904
Asset. Corporate debt instrument preferred debt at end of year2016-04-30$0
Asset. Corporate debt instrument preferred debt at beginning of year2016-04-30$0
Asset. Corporate debt instrument debt (other) at end of year2016-04-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2016-04-30$0
Contract administrator fees2016-04-30$980
Assets. Corporate common stocks other than exployer securities at end of year2016-04-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2016-04-30$0
Liabilities. Value of benefit claims payable at end of year2016-04-30$0
Liabilities. Value of benefit claims payable at beginning of year2016-04-30$0
Assets. Value of buildings and other operty used in plan operation at end of year2016-04-30$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-04-30$0
Did the plan have assets held for investment2016-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-04-30No
Aggregate proceeds on sale of assets2016-04-30$4,342,197
Aggregate carrying amount (costs) on sale of assets2016-04-30$4,478,643
Liabilities. Value of acquisition indebtedness at end of year2016-04-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2016-04-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-04-30Yes
Opinion of an independent qualified public accountant for this plan2016-04-30Disclaimer
Accountancy firm name2016-04-30DENT MOSES, LLP
Accountancy firm EIN2016-04-30630352192
2015 : AUTOTEC 401(K) 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-04-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-04-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-04-30$0
Total income from all sources (including contributions)2015-04-30$1,334,038
Total loss/gain on sale of assets2015-04-30$-1,277
Total of all expenses incurred2015-04-30$199,040
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-04-30$197,933
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-04-30$496,437
Value of total assets at end of year2015-04-30$10,955,751
Value of total assets at beginning of year2015-04-30$9,820,753
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-04-30$1,107
Total interest from all sources2015-04-30$0
Total dividends received (eg from common stock, registered investment company shares)2015-04-30$789,229
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-04-30$789,229
Assets. Real estate other than employer real property at end of year2015-04-30$0
Assets. Real estate other than employer real property at beginning of year2015-04-30$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2015-04-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2015-04-30$0
Was this plan covered by a fidelity bond2015-04-30Yes
Value of fidelity bond cover2015-04-30$1,000,000
If this is an individual account plan, was there a blackout period2015-04-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-04-30$0
Were there any nonexempt tranactions with any party-in-interest2015-04-30No
Contributions received from participants2015-04-30$455,986
Participant contributions at end of year2015-04-30$0
Participant contributions at beginning of year2015-04-30$0
Participant contributions at end of year2015-04-30$0
Participant contributions at beginning of year2015-04-30$0
Assets. Other investments not covered elsewhere at end of year2015-04-30$0
Assets. Other investments not covered elsewhere at beginning of year2015-04-30$0
Income. Received or receivable in cash from other sources (including rollovers)2015-04-30$40,451
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-04-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-04-30$0
Assets. Loans (other than to participants) at end of year2015-04-30$0
Assets. Loans (other than to participants) at beginning of year2015-04-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-04-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-04-30$0
Liabilities. Value of operating payables at end of year2015-04-30$0
Liabilities. Value of operating payables at beginning of year2015-04-30$0
Total non interest bearing cash at end of year2015-04-30$0
Total non interest bearing cash at beginning of year2015-04-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-04-30No
Value of net income/loss2015-04-30$1,134,998
Value of net assets at end of year (total assets less liabilities)2015-04-30$10,955,751
Value of net assets at beginning of year (total assets less liabilities)2015-04-30$9,820,753
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-04-30No
Were any leases to which the plan was party in default or uncollectible2015-04-30No
Assets. partnership/joint venture interests at end of year2015-04-30$0
Assets. partnership/joint venture interests at beginning of year2015-04-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-04-30$10,955,751
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-04-30$9,407,684
Value of interest in master investment trust accounts at end of year2015-04-30$0
Value of interest in master investment trust accounts at beginning of year2015-04-30$0
Value of interest in common/collective trusts at end of year2015-04-30$0
Value of interest in common/collective trusts at beginning of year2015-04-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-04-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-04-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-04-30$0
Assets. Value of investments in 103.12 investment entities at end of year2015-04-30$0
Assets. Value of investments in 103.12 investment entities at beginning of year2015-04-30$0
Asset value of US Government securities at end of year2015-04-30$0
Asset value of US Government securities at beginning of year2015-04-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-04-30$49,649
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-04-30No
Was there a failure to transmit to the plan any participant contributions2015-04-30No
Has the plan failed to provide any benefit when due under the plan2015-04-30No
Assets. Invements in employer securities at end of year2015-04-30$0
Assets. Invements in employer securities at beginning of year2015-04-30$0
Assets. Value of employer real property at end of year2015-04-30$0
Assets. Value of employer real property at beginning of year2015-04-30$0
Employer contributions (assets) at end of year2015-04-30$0
Employer contributions (assets) at beginning of year2015-04-30$413,069
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-04-30$197,933
Asset. Corporate debt instrument preferred debt at end of year2015-04-30$0
Asset. Corporate debt instrument preferred debt at beginning of year2015-04-30$0
Asset. Corporate debt instrument debt (other) at end of year2015-04-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2015-04-30$0
Contract administrator fees2015-04-30$1,107
Assets. Corporate common stocks other than exployer securities at end of year2015-04-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2015-04-30$0
Liabilities. Value of benefit claims payable at end of year2015-04-30$0
Liabilities. Value of benefit claims payable at beginning of year2015-04-30$0
Assets. Value of buildings and other operty used in plan operation at end of year2015-04-30$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-04-30$0
Did the plan have assets held for investment2015-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-04-30No
Aggregate proceeds on sale of assets2015-04-30$945,521
Aggregate carrying amount (costs) on sale of assets2015-04-30$946,798
Liabilities. Value of acquisition indebtedness at end of year2015-04-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2015-04-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-04-30Yes
Opinion of an independent qualified public accountant for this plan2015-04-30Disclaimer
Accountancy firm name2015-04-30DENT, MOSES, LLP
Accountancy firm EIN2015-04-30630352192
2014 : AUTOTEC 401(K) 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-04-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-04-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-04-30$0
Total income from all sources (including contributions)2014-04-30$1,818,959
Total loss/gain on sale of assets2014-04-30$35,570
Total of all expenses incurred2014-04-30$302,803
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-04-30$299,294
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-04-30$842,497
Value of total assets at end of year2014-04-30$9,820,753
Value of total assets at beginning of year2014-04-30$8,304,597
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-04-30$3,509
Total interest from all sources2014-04-30$0
Total dividends received (eg from common stock, registered investment company shares)2014-04-30$369,396
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-04-30$369,396
Assets. Real estate other than employer real property at end of year2014-04-30$0
Assets. Real estate other than employer real property at beginning of year2014-04-30$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2014-04-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2014-04-30$0
Was this plan covered by a fidelity bond2014-04-30Yes
Value of fidelity bond cover2014-04-30$1,000,000
If this is an individual account plan, was there a blackout period2014-04-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-04-30$0
Were there any nonexempt tranactions with any party-in-interest2014-04-30No
Contributions received from participants2014-04-30$429,025
Participant contributions at end of year2014-04-30$0
Participant contributions at beginning of year2014-04-30$0
Participant contributions at end of year2014-04-30$0
Participant contributions at beginning of year2014-04-30$0
Assets. Other investments not covered elsewhere at end of year2014-04-30$0
Assets. Other investments not covered elsewhere at beginning of year2014-04-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-04-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-04-30$0
Assets. Loans (other than to participants) at end of year2014-04-30$0
Assets. Loans (other than to participants) at beginning of year2014-04-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-04-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-04-30$0
Liabilities. Value of operating payables at end of year2014-04-30$0
Liabilities. Value of operating payables at beginning of year2014-04-30$0
Total non interest bearing cash at end of year2014-04-30$0
Total non interest bearing cash at beginning of year2014-04-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-04-30No
Value of net income/loss2014-04-30$1,516,156
Value of net assets at end of year (total assets less liabilities)2014-04-30$9,820,753
Value of net assets at beginning of year (total assets less liabilities)2014-04-30$8,304,597
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-04-30No
Were any leases to which the plan was party in default or uncollectible2014-04-30No
Assets. partnership/joint venture interests at end of year2014-04-30$0
Assets. partnership/joint venture interests at beginning of year2014-04-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-04-30$9,407,684
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-04-30$7,958,127
Value of interest in master investment trust accounts at end of year2014-04-30$0
Value of interest in master investment trust accounts at beginning of year2014-04-30$0
Value of interest in common/collective trusts at end of year2014-04-30$0
Value of interest in common/collective trusts at beginning of year2014-04-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-04-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-04-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-04-30$0
Assets. Value of investments in 103.12 investment entities at end of year2014-04-30$0
Assets. Value of investments in 103.12 investment entities at beginning of year2014-04-30$0
Asset value of US Government securities at end of year2014-04-30$0
Asset value of US Government securities at beginning of year2014-04-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-04-30$571,496
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-04-30No
Was there a failure to transmit to the plan any participant contributions2014-04-30No
Has the plan failed to provide any benefit when due under the plan2014-04-30No
Assets. Invements in employer securities at end of year2014-04-30$0
Assets. Invements in employer securities at beginning of year2014-04-30$0
Assets. Value of employer real property at end of year2014-04-30$0
Assets. Value of employer real property at beginning of year2014-04-30$0
Contributions received in cash from employer2014-04-30$413,472
Employer contributions (assets) at end of year2014-04-30$413,069
Employer contributions (assets) at beginning of year2014-04-30$346,470
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-04-30$299,294
Asset. Corporate debt instrument preferred debt at end of year2014-04-30$0
Asset. Corporate debt instrument preferred debt at beginning of year2014-04-30$0
Asset. Corporate debt instrument debt (other) at end of year2014-04-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2014-04-30$0
Contract administrator fees2014-04-30$3,509
Assets. Corporate common stocks other than exployer securities at end of year2014-04-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2014-04-30$0
Liabilities. Value of benefit claims payable at end of year2014-04-30$0
Liabilities. Value of benefit claims payable at beginning of year2014-04-30$0
Assets. Value of buildings and other operty used in plan operation at end of year2014-04-30$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-04-30$0
Did the plan have assets held for investment2014-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-04-30No
Aggregate proceeds on sale of assets2014-04-30$1,088,328
Aggregate carrying amount (costs) on sale of assets2014-04-30$1,052,758
Liabilities. Value of acquisition indebtedness at end of year2014-04-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2014-04-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-04-30Yes
Opinion of an independent qualified public accountant for this plan2014-04-30Disclaimer
Accountancy firm name2014-04-30DENT, BAKER & COMPANY, LLP
Accountancy firm EIN2014-04-30630352192
2013 : AUTOTEC 401(K) 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-04-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-04-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-04-30$0
Total income from all sources (including contributions)2013-04-30$1,699,830
Total loss/gain on sale of assets2013-04-30$135,577
Total of all expenses incurred2013-04-30$3,020,839
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-04-30$3,017,883
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-04-30$724,607
Value of total assets at end of year2013-04-30$8,304,597
Value of total assets at beginning of year2013-04-30$9,625,606
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-04-30$2,956
Total interest from all sources2013-04-30$0
Total dividends received (eg from common stock, registered investment company shares)2013-04-30$211,333
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-04-30$211,333
Assets. Real estate other than employer real property at end of year2013-04-30$0
Assets. Real estate other than employer real property at beginning of year2013-04-30$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2013-04-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2013-04-30$0
Was this plan covered by a fidelity bond2013-04-30Yes
Value of fidelity bond cover2013-04-30$1,000,000
If this is an individual account plan, was there a blackout period2013-04-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-04-30$0
Were there any nonexempt tranactions with any party-in-interest2013-04-30No
Contributions received from participants2013-04-30$377,458
Participant contributions at end of year2013-04-30$0
Participant contributions at beginning of year2013-04-30$0
Participant contributions at end of year2013-04-30$0
Participant contributions at beginning of year2013-04-30$0
Assets. Other investments not covered elsewhere at end of year2013-04-30$0
Assets. Other investments not covered elsewhere at beginning of year2013-04-30$0
Income. Received or receivable in cash from other sources (including rollovers)2013-04-30$679
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-04-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-04-30$0
Assets. Loans (other than to participants) at end of year2013-04-30$0
Assets. Loans (other than to participants) at beginning of year2013-04-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-04-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-04-30$0
Liabilities. Value of operating payables at end of year2013-04-30$0
Liabilities. Value of operating payables at beginning of year2013-04-30$0
Total non interest bearing cash at end of year2013-04-30$0
Total non interest bearing cash at beginning of year2013-04-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-04-30No
Value of net income/loss2013-04-30$-1,321,009
Value of net assets at end of year (total assets less liabilities)2013-04-30$8,304,597
Value of net assets at beginning of year (total assets less liabilities)2013-04-30$9,625,606
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-04-30No
Were any leases to which the plan was party in default or uncollectible2013-04-30No
Assets. partnership/joint venture interests at end of year2013-04-30$0
Assets. partnership/joint venture interests at beginning of year2013-04-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-04-30$7,958,127
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-04-30$9,219,267
Value of interest in master investment trust accounts at end of year2013-04-30$0
Value of interest in master investment trust accounts at beginning of year2013-04-30$0
Value of interest in common/collective trusts at end of year2013-04-30$0
Value of interest in common/collective trusts at beginning of year2013-04-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-04-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-04-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-04-30$0
Assets. Value of investments in 103.12 investment entities at end of year2013-04-30$0
Assets. Value of investments in 103.12 investment entities at beginning of year2013-04-30$0
Asset value of US Government securities at end of year2013-04-30$0
Asset value of US Government securities at beginning of year2013-04-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-04-30$628,313
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-04-30No
Was there a failure to transmit to the plan any participant contributions2013-04-30No
Has the plan failed to provide any benefit when due under the plan2013-04-30No
Assets. Invements in employer securities at end of year2013-04-30$0
Assets. Invements in employer securities at beginning of year2013-04-30$0
Assets. Value of employer real property at end of year2013-04-30$0
Assets. Value of employer real property at beginning of year2013-04-30$0
Contributions received in cash from employer2013-04-30$346,470
Employer contributions (assets) at end of year2013-04-30$346,470
Employer contributions (assets) at beginning of year2013-04-30$406,339
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-04-30$3,017,883
Asset. Corporate debt instrument preferred debt at end of year2013-04-30$0
Asset. Corporate debt instrument preferred debt at beginning of year2013-04-30$0
Asset. Corporate debt instrument debt (other) at end of year2013-04-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2013-04-30$0
Contract administrator fees2013-04-30$2,956
Assets. Corporate common stocks other than exployer securities at end of year2013-04-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2013-04-30$0
Liabilities. Value of benefit claims payable at end of year2013-04-30$0
Liabilities. Value of benefit claims payable at beginning of year2013-04-30$0
Assets. Value of buildings and other operty used in plan operation at end of year2013-04-30$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-04-30$0
Did the plan have assets held for investment2013-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-04-30No
Aggregate proceeds on sale of assets2013-04-30$3,909,268
Aggregate carrying amount (costs) on sale of assets2013-04-30$3,773,691
Liabilities. Value of acquisition indebtedness at end of year2013-04-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2013-04-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-04-30Yes
Opinion of an independent qualified public accountant for this plan2013-04-30Disclaimer
Accountancy firm name2013-04-30SELLERS, RICHARDSON, HOLMAN & WEST
Accountancy firm EIN2013-04-30262732617
2012 : AUTOTEC 401(K) 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-04-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-04-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-04-30$0
Total income from all sources (including contributions)2012-04-30$647,412
Total loss/gain on sale of assets2012-04-30$-277,481
Total of all expenses incurred2012-04-30$2,483,811
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-04-30$2,483,811
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-04-30$842,752
Value of total assets at end of year2012-04-30$9,625,606
Value of total assets at beginning of year2012-04-30$11,462,005
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-04-30$0
Total interest from all sources2012-04-30$0
Total dividends received (eg from common stock, registered investment company shares)2012-04-30$191,395
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-04-30$191,395
Assets. Real estate other than employer real property at end of year2012-04-30$0
Assets. Real estate other than employer real property at beginning of year2012-04-30$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2012-04-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2012-04-30$0
Was this plan covered by a fidelity bond2012-04-30Yes
Value of fidelity bond cover2012-04-30$1,000,000
If this is an individual account plan, was there a blackout period2012-04-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-04-30$0
Were there any nonexempt tranactions with any party-in-interest2012-04-30No
Contributions received from participants2012-04-30$381,493
Participant contributions at end of year2012-04-30$0
Participant contributions at beginning of year2012-04-30$0
Participant contributions at end of year2012-04-30$0
Participant contributions at beginning of year2012-04-30$0
Assets. Other investments not covered elsewhere at end of year2012-04-30$0
Assets. Other investments not covered elsewhere at beginning of year2012-04-30$0
Income. Received or receivable in cash from other sources (including rollovers)2012-04-30$54,920
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-04-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-04-30$0
Assets. Loans (other than to participants) at end of year2012-04-30$0
Assets. Loans (other than to participants) at beginning of year2012-04-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-04-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-04-30$0
Liabilities. Value of operating payables at end of year2012-04-30$0
Liabilities. Value of operating payables at beginning of year2012-04-30$0
Total non interest bearing cash at end of year2012-04-30$0
Total non interest bearing cash at beginning of year2012-04-30$21,324
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-04-30No
Value of net income/loss2012-04-30$-1,836,399
Value of net assets at end of year (total assets less liabilities)2012-04-30$9,625,606
Value of net assets at beginning of year (total assets less liabilities)2012-04-30$11,462,005
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-04-30No
Were any leases to which the plan was party in default or uncollectible2012-04-30No
Assets. partnership/joint venture interests at end of year2012-04-30$0
Assets. partnership/joint venture interests at beginning of year2012-04-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-04-30$9,219,267
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-04-30$10,909,315
Value of interest in master investment trust accounts at end of year2012-04-30$0
Value of interest in master investment trust accounts at beginning of year2012-04-30$0
Value of interest in common/collective trusts at end of year2012-04-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-04-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-04-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-04-30$0
Assets. Value of investments in 103.12 investment entities at end of year2012-04-30$0
Assets. Value of investments in 103.12 investment entities at beginning of year2012-04-30$0
Asset value of US Government securities at end of year2012-04-30$0
Asset value of US Government securities at beginning of year2012-04-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-04-30$-109,254
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-04-30No
Was there a failure to transmit to the plan any participant contributions2012-04-30No
Has the plan failed to provide any benefit when due under the plan2012-04-30No
Assets. Invements in employer securities at end of year2012-04-30$0
Assets. Invements in employer securities at beginning of year2012-04-30$0
Assets. Value of employer real property at end of year2012-04-30$0
Assets. Value of employer real property at beginning of year2012-04-30$0
Contributions received in cash from employer2012-04-30$406,339
Employer contributions (assets) at end of year2012-04-30$406,339
Employer contributions (assets) at beginning of year2012-04-30$531,366
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-04-30$2,483,811
Asset. Corporate debt instrument preferred debt at end of year2012-04-30$0
Asset. Corporate debt instrument preferred debt at beginning of year2012-04-30$0
Asset. Corporate debt instrument debt (other) at end of year2012-04-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2012-04-30$0
Assets. Corporate common stocks other than exployer securities at end of year2012-04-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2012-04-30$0
Liabilities. Value of benefit claims payable at end of year2012-04-30$0
Liabilities. Value of benefit claims payable at beginning of year2012-04-30$0
Assets. Value of buildings and other operty used in plan operation at end of year2012-04-30$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-04-30$0
Did the plan have assets held for investment2012-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-04-30No
Aggregate proceeds on sale of assets2012-04-30$3,425,873
Aggregate carrying amount (costs) on sale of assets2012-04-30$3,703,354
Liabilities. Value of acquisition indebtedness at end of year2012-04-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2012-04-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-04-30Yes
Opinion of an independent qualified public accountant for this plan2012-04-30Disclaimer
Accountancy firm name2012-04-30SELLERS, RICHARDSON, HOLMAN & WEST
Accountancy firm EIN2012-04-30262732617
2011 : AUTOTEC 401(K) 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-04-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-04-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-04-30$0
Total income from all sources (including contributions)2011-04-30$3,004,062
Total loss/gain on sale of assets2011-04-30$393,998
Total of all expenses incurred2011-04-30$5,291,938
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-04-30$5,291,926
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-04-30$1,095,916
Value of total assets at end of year2011-04-30$11,462,005
Value of total assets at beginning of year2011-04-30$13,749,881
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-04-30$12
Total interest from all sources2011-04-30$3
Total dividends received (eg from common stock, registered investment company shares)2011-04-30$244,378
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-04-30$244,378
Assets. Real estate other than employer real property at end of year2011-04-30$0
Assets. Real estate other than employer real property at beginning of year2011-04-30$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2011-04-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2011-04-30$0
Was this plan covered by a fidelity bond2011-04-30Yes
Value of fidelity bond cover2011-04-30$1,000,000
If this is an individual account plan, was there a blackout period2011-04-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-04-30$0
Were there any nonexempt tranactions with any party-in-interest2011-04-30No
Contributions received from participants2011-04-30$469,445
Participant contributions at end of year2011-04-30$0
Participant contributions at beginning of year2011-04-30$0
Participant contributions at end of year2011-04-30$0
Participant contributions at beginning of year2011-04-30$18,753
Assets. Other investments not covered elsewhere at end of year2011-04-30$0
Assets. Other investments not covered elsewhere at beginning of year2011-04-30$0
Income. Received or receivable in cash from other sources (including rollovers)2011-04-30$95,105
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-04-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-04-30$0
Assets. Loans (other than to participants) at end of year2011-04-30$0
Assets. Loans (other than to participants) at beginning of year2011-04-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-04-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-04-30$0
Liabilities. Value of operating payables at end of year2011-04-30$0
Liabilities. Value of operating payables at beginning of year2011-04-30$0
Total non interest bearing cash at end of year2011-04-30$21,324
Total non interest bearing cash at beginning of year2011-04-30$13,242,769
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-04-30No
Value of net income/loss2011-04-30$-2,287,876
Value of net assets at end of year (total assets less liabilities)2011-04-30$11,462,005
Value of net assets at beginning of year (total assets less liabilities)2011-04-30$13,749,881
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-04-30No
Were any leases to which the plan was party in default or uncollectible2011-04-30No
Assets. partnership/joint venture interests at end of year2011-04-30$0
Assets. partnership/joint venture interests at beginning of year2011-04-30$0
Investment advisory and management fees2011-04-30$12
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-04-30$10,909,315
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-04-30$0
Interest earned on other investments2011-04-30$3
Value of interest in master investment trust accounts at end of year2011-04-30$0
Value of interest in master investment trust accounts at beginning of year2011-04-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-04-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-04-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-04-30$0
Assets. Value of investments in 103.12 investment entities at end of year2011-04-30$0
Assets. Value of investments in 103.12 investment entities at beginning of year2011-04-30$0
Asset value of US Government securities at end of year2011-04-30$0
Asset value of US Government securities at beginning of year2011-04-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-04-30$1,269,767
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-04-30No
Was there a failure to transmit to the plan any participant contributions2011-04-30No
Has the plan failed to provide any benefit when due under the plan2011-04-30No
Assets. Invements in employer securities at end of year2011-04-30$0
Assets. Invements in employer securities at beginning of year2011-04-30$0
Assets. Value of employer real property at end of year2011-04-30$0
Assets. Value of employer real property at beginning of year2011-04-30$0
Contributions received in cash from employer2011-04-30$531,366
Employer contributions (assets) at end of year2011-04-30$531,366
Employer contributions (assets) at beginning of year2011-04-30$488,359
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-04-30$5,291,926
Asset. Corporate debt instrument preferred debt at end of year2011-04-30$0
Asset. Corporate debt instrument preferred debt at beginning of year2011-04-30$0
Asset. Corporate debt instrument debt (other) at end of year2011-04-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2011-04-30$0
Assets. Corporate common stocks other than exployer securities at end of year2011-04-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2011-04-30$0
Liabilities. Value of benefit claims payable at end of year2011-04-30$0
Liabilities. Value of benefit claims payable at beginning of year2011-04-30$0
Assets. Value of buildings and other operty used in plan operation at end of year2011-04-30$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-04-30$0
Did the plan have assets held for investment2011-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-04-30No
Aggregate proceeds on sale of assets2011-04-30$7,356,942
Aggregate carrying amount (costs) on sale of assets2011-04-30$6,962,944
Liabilities. Value of acquisition indebtedness at end of year2011-04-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2011-04-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-04-30Yes
Opinion of an independent qualified public accountant for this plan2011-04-30Disclaimer
Accountancy firm name2011-04-30SELLERS, RICHARDSON, HOLMAN & WEST
Accountancy firm EIN2011-04-30262732617
2010 : AUTOTEC 401(K) 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-04-30$0

Form 5500 Responses for AUTOTEC 401(K)

2022: AUTOTEC 401(K) 2022 form 5500 responses
2022-05-01Type of plan entitySingle employer plan
2022-05-01Submission has been amendedNo
2022-05-01This submission is the final filingNo
2022-05-01This return/report is a short plan year return/report (less than 12 months)No
2022-05-01Plan is a collectively bargained planNo
2022-05-01Plan funding arrangement – InsuranceYes
2022-05-01Plan funding arrangement – TrustYes
2022-05-01Plan benefit arrangement – InsuranceYes
2022-05-01Plan benefit arrangement - TrustYes
2021: AUTOTEC 401(K) 2021 form 5500 responses
2021-05-01Type of plan entitySingle employer plan
2021-05-01Submission has been amendedNo
2021-05-01This submission is the final filingNo
2021-05-01This return/report is a short plan year return/report (less than 12 months)No
2021-05-01Plan is a collectively bargained planNo
2021-05-01Plan funding arrangement – InsuranceYes
2021-05-01Plan funding arrangement – TrustYes
2021-05-01Plan benefit arrangement – InsuranceYes
2021-05-01Plan benefit arrangement - TrustYes
2020: AUTOTEC 401(K) 2020 form 5500 responses
2020-05-01Type of plan entitySingle employer plan
2020-05-01Submission has been amendedNo
2020-05-01This submission is the final filingNo
2020-05-01This return/report is a short plan year return/report (less than 12 months)No
2020-05-01Plan is a collectively bargained planNo
2020-05-01Plan funding arrangement – InsuranceYes
2020-05-01Plan funding arrangement – TrustYes
2020-05-01Plan benefit arrangement – InsuranceYes
2020-05-01Plan benefit arrangement - TrustYes
2019: AUTOTEC 401(K) 2019 form 5500 responses
2019-05-01Type of plan entitySingle employer plan
2019-05-01Submission has been amendedNo
2019-05-01This submission is the final filingNo
2019-05-01This return/report is a short plan year return/report (less than 12 months)No
2019-05-01Plan is a collectively bargained planNo
2019-05-01Plan funding arrangement – InsuranceYes
2019-05-01Plan funding arrangement – TrustYes
2019-05-01Plan benefit arrangement – InsuranceYes
2019-05-01Plan benefit arrangement - TrustYes
2018: AUTOTEC 401(K) 2018 form 5500 responses
2018-05-01Type of plan entitySingle employer plan
2018-05-01Submission has been amendedNo
2018-05-01This submission is the final filingNo
2018-05-01This return/report is a short plan year return/report (less than 12 months)No
2018-05-01Plan is a collectively bargained planNo
2018-05-01Plan funding arrangement – TrustYes
2018-05-01Plan benefit arrangement - TrustYes
2017: AUTOTEC 401(K) 2017 form 5500 responses
2017-05-01Type of plan entitySingle employer plan
2017-05-01Submission has been amendedYes
2017-05-01This submission is the final filingNo
2017-05-01This return/report is a short plan year return/report (less than 12 months)No
2017-05-01Plan is a collectively bargained planNo
2017-05-01Plan funding arrangement – TrustYes
2017-05-01Plan benefit arrangement - TrustYes
2016: AUTOTEC 401(K) 2016 form 5500 responses
2016-05-01Type of plan entitySingle employer plan
2016-05-01Submission has been amendedNo
2016-05-01This submission is the final filingNo
2016-05-01This return/report is a short plan year return/report (less than 12 months)No
2016-05-01Plan is a collectively bargained planNo
2016-05-01Plan funding arrangement – TrustYes
2016-05-01Plan benefit arrangement - TrustYes
2015: AUTOTEC 401(K) 2015 form 5500 responses
2015-05-01Type of plan entitySingle employer plan
2015-05-01Submission has been amendedNo
2015-05-01This submission is the final filingNo
2015-05-01This return/report is a short plan year return/report (less than 12 months)No
2015-05-01Plan is a collectively bargained planNo
2015-05-01Plan funding arrangement – TrustYes
2015-05-01Plan benefit arrangement - TrustYes
2014: AUTOTEC 401(K) 2014 form 5500 responses
2014-05-01Type of plan entitySingle employer plan
2014-05-01Submission has been amendedNo
2014-05-01This submission is the final filingNo
2014-05-01This return/report is a short plan year return/report (less than 12 months)No
2014-05-01Plan is a collectively bargained planNo
2014-05-01Plan funding arrangement – TrustYes
2014-05-01Plan benefit arrangement - TrustYes
2013: AUTOTEC 401(K) 2013 form 5500 responses
2013-05-01Type of plan entitySingle employer plan
2013-05-01Submission has been amendedNo
2013-05-01This submission is the final filingNo
2013-05-01This return/report is a short plan year return/report (less than 12 months)No
2013-05-01Plan is a collectively bargained planNo
2013-05-01Plan funding arrangement – TrustYes
2013-05-01Plan benefit arrangement - TrustYes
2012: AUTOTEC 401(K) 2012 form 5500 responses
2012-05-01Type of plan entitySingle employer plan
2012-05-01Submission has been amendedNo
2012-05-01This submission is the final filingNo
2012-05-01This return/report is a short plan year return/report (less than 12 months)No
2012-05-01Plan is a collectively bargained planNo
2012-05-01Plan funding arrangement – TrustYes
2012-05-01Plan benefit arrangement - TrustYes
2011: AUTOTEC 401(K) 2011 form 5500 responses
2011-05-01Type of plan entitySingle employer plan
2011-05-01Submission has been amendedNo
2011-05-01This submission is the final filingNo
2011-05-01This return/report is a short plan year return/report (less than 12 months)No
2011-05-01Plan is a collectively bargained planNo
2011-05-01Plan funding arrangement – TrustYes
2011-05-01Plan benefit arrangement - TrustYes
2009: AUTOTEC 401(K) 2009 form 5500 responses
2009-05-01Type of plan entitySingle employer plan
2009-05-01Submission has been amendedNo
2009-05-01This submission is the final filingNo
2009-05-01This return/report is a short plan year return/report (less than 12 months)No
2009-05-01Plan is a collectively bargained planNo
2009-05-01Plan funding arrangement – TrustYes
2009-05-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered152
Insurance policy start date2022-05-01
Insurance policy end date2023-04-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $783
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees783
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered146
Insurance policy start date2021-05-01
Insurance policy end date2022-04-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $823
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees823
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered142
Insurance policy start date2020-05-01
Insurance policy end date2021-04-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $717
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees717
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number723300
Policy instance 2
Insurance contract or identification number723300
Number of Individuals Covered142
Insurance policy start date2020-05-01
Insurance policy end date2021-04-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number497968
Policy instance 1
Insurance contract or identification number497968
Number of Individuals Covered115
Insurance policy start date2019-09-01
Insurance policy end date2020-04-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $412
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees412
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number723300
Policy instance 2
Insurance contract or identification number723300
Number of Individuals Covered115
Insurance policy start date2019-09-01
Insurance policy end date2020-04-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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