WATSON QUALITY FORD has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan WATSON QUALITY FORD 401(K) PLAN
Measure | Date | Value |
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2019 : WATSON QUALITY FORD 401(K) PLAN 2019 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-06-25 | $0 |
2018 : WATSON QUALITY FORD 401(K) PLAN 2018 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $46,602 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $219,802 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $179,878 |
Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $0 |
Value of total corrective distributions | 2018-12-31 | $38,641 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $218,658 |
Value of total assets at end of year | 2018-12-31 | $2,815,918 |
Value of total assets at beginning of year | 2018-12-31 | $2,989,118 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $1,283 |
Total interest from all sources | 2018-12-31 | $4,546 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Administrative expenses professional fees incurred | 2018-12-31 | $0 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $202,141 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $0 |
Other income not declared elsewhere | 2018-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-173,200 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $2,815,918 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $2,989,118 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2018-12-31 | $2,521,295 |
Value of interest in pooled separate accounts at beginning of year | 2018-12-31 | $2,599,041 |
Interest on participant loans | 2018-12-31 | $0 |
Interest earned on other investments | 2018-12-31 | $4,546 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $294,623 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $390,077 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2018-12-31 | $0 |
Net investment gain/loss from pooled separate accounts | 2018-12-31 | $-176,602 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $16,517 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $179,878 |
Contract administrator fees | 2018-12-31 | $1,283 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | WILLIAMS, WEISS, HESTER & CO., PLLC |
Accountancy firm EIN | 2018-12-31 | 640317418 |
2017 : WATSON QUALITY FORD 401(K) PLAN 2017 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $560,997 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $132,133 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $129,208 |
Value of total corrective distributions | 2017-12-31 | $1,837 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $212,985 |
Value of total assets at end of year | 2017-12-31 | $2,989,117 |
Value of total assets at beginning of year | 2017-12-31 | $2,560,253 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $1,088 |
Total interest from all sources | 2017-12-31 | $5,692 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $196,230 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $428,864 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $2,989,117 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $2,560,253 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2017-12-31 | $2,599,041 |
Value of interest in pooled separate accounts at beginning of year | 2017-12-31 | $2,188,032 |
Interest earned on other investments | 2017-12-31 | $5,692 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $390,076 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $372,221 |
Net investment gain/loss from pooled separate accounts | 2017-12-31 | $342,320 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $16,755 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $129,208 |
Contract administrator fees | 2017-12-31 | $1,088 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | WILLIAMS, WEISS, HESTER & CO., PLLC |
Accountancy firm EIN | 2017-12-31 | 640317418 |
2016 : WATSON QUALITY FORD 401(K) PLAN 2016 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $351,411 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $58,671 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $50,867 |
Value of total corrective distributions | 2016-12-31 | $7,249 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $189,265 |
Value of total assets at end of year | 2016-12-31 | $2,560,253 |
Value of total assets at beginning of year | 2016-12-31 | $2,267,513 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $555 |
Total interest from all sources | 2016-12-31 | $5,428 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $170,530 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $292,740 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $2,560,253 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $2,267,513 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2016-12-31 | $2,188,032 |
Value of interest in pooled separate accounts at beginning of year | 2016-12-31 | $1,905,490 |
Interest earned on other investments | 2016-12-31 | $5,428 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $372,221 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $362,023 |
Net investment gain/loss from pooled separate accounts | 2016-12-31 | $156,718 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $18,735 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $50,867 |
Contract administrator fees | 2016-12-31 | $555 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | WILLIAMS, WEISS, HESTER & CO., PLLC |
Accountancy firm EIN | 2016-12-31 | 640317418 |
2015 : WATSON QUALITY FORD 401(K) PLAN 2015 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $174,058 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $31,805 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $30,415 |
Value of total corrective distributions | 2015-12-31 | $665 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $189,678 |
Value of total assets at end of year | 2015-12-31 | $2,267,513 |
Value of total assets at beginning of year | 2015-12-31 | $2,125,260 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $725 |
Total interest from all sources | 2015-12-31 | $4,166 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $172,939 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $142,253 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $2,267,513 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $2,125,260 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2015-12-31 | $1,905,490 |
Value of interest in pooled separate accounts at beginning of year | 2015-12-31 | $1,924,829 |
Interest earned on other investments | 2015-12-31 | $4,166 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $362,023 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-12-31 | $200,431 |
Net investment gain/loss from pooled separate accounts | 2015-12-31 | $-19,786 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $16,739 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $30,415 |
Contract administrator fees | 2015-12-31 | $725 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | WILLIAMS, WEISS, HESTER & CO., PLLC |
Accountancy firm EIN | 2015-12-31 | 640317418 |
2014 : WATSON QUALITY FORD 401(K) PLAN 2014 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $295,590 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $86,842 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $75,359 |
Value of total corrective distributions | 2014-12-31 | $5,863 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $178,809 |
Value of total assets at end of year | 2014-12-31 | $2,125,260 |
Value of total assets at beginning of year | 2014-12-31 | $1,916,512 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $5,620 |
Total interest from all sources | 2014-12-31 | $5,033 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $160,971 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $208,748 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $2,125,260 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,916,512 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2014-12-31 | $1,924,829 |
Value of interest in pooled separate accounts at beginning of year | 2014-12-31 | $1,728,732 |
Interest earned on other investments | 2014-12-31 | $5,033 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-12-31 | $200,431 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-12-31 | $187,780 |
Net investment gain/loss from pooled separate accounts | 2014-12-31 | $111,748 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $17,838 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $75,359 |
Contract administrator fees | 2014-12-31 | $5,620 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | WILLIAMS, WEISS, HESTER & CO., PLLC |
Accountancy firm EIN | 2014-12-31 | 640317418 |
2013 : WATSON QUALITY FORD 401(K) PLAN 2013 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $466,298 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $185,515 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $181,542 |
Value of total corrective distributions | 2013-12-31 | $3,199 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $194,934 |
Value of total assets at end of year | 2013-12-31 | $1,916,512 |
Value of total assets at beginning of year | 2013-12-31 | $1,635,729 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $774 |
Total interest from all sources | 2013-12-31 | $3,033 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $250,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $173,932 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $1,738 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $280,783 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $1,916,512 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,635,729 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2013-12-31 | $1,728,732 |
Value of interest in pooled separate accounts at beginning of year | 2013-12-31 | $1,462,492 |
Interest earned on other investments | 2013-12-31 | $3,033 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-12-31 | $187,780 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $173,237 |
Net investment gain/loss from pooled separate accounts | 2013-12-31 | $268,331 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $19,264 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $181,542 |
Contract administrator fees | 2013-12-31 | $774 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2013-12-31 | No |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | WILLIAMS, WEISS, HESTER & CO., PLLC |
Accountancy firm EIN | 2013-12-31 | 640317418 |
2012 : WATSON QUALITY FORD 401(K) PLAN 2012 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $368,932 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $113,620 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $102,276 |
Value of total corrective distributions | 2012-12-31 | $8,768 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $209,311 |
Value of total assets at end of year | 2012-12-31 | $1,635,729 |
Value of total assets at beginning of year | 2012-12-31 | $1,380,417 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $2,576 |
Total interest from all sources | 2012-12-31 | $3,323 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $250,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $183,181 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $2,669 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $255,312 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $1,635,729 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,380,417 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2012-12-31 | $1,462,492 |
Value of interest in pooled separate accounts at beginning of year | 2012-12-31 | $1,222,810 |
Interest earned on other investments | 2012-12-31 | $3,323 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $173,237 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $157,607 |
Net investment gain/loss from pooled separate accounts | 2012-12-31 | $156,298 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $23,461 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $102,276 |
Contract administrator fees | 2012-12-31 | $2,576 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2012-12-31 | No |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | WILLIAMS, WEISS, HESTER & CO., PLLC |
Accountancy firm EIN | 2012-12-31 | 640317418 |
2011 : WATSON QUALITY FORD 401(K) PLAN 2011 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $251,892 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $237,402 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $234,694 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $247,699 |
Value of total assets at end of year | 2011-12-31 | $1,380,417 |
Value of total assets at beginning of year | 2011-12-31 | $1,365,927 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $2,708 |
Total interest from all sources | 2011-12-31 | $4,550 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $110,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $225,067 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $14,490 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $1,380,417 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,365,927 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2011-12-31 | $1,222,810 |
Value of interest in pooled separate accounts at beginning of year | 2011-12-31 | $1,167,611 |
Interest earned on other investments | 2011-12-31 | $4,550 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $157,607 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $198,316 |
Net investment gain/loss from pooled separate accounts | 2011-12-31 | $-357 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $22,632 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $234,694 |
Contract administrator fees | 2011-12-31 | $2,708 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2011-12-31 | No |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | WILLIAM, WEISS, HESTER & CO. |
Accountancy firm EIN | 2011-12-31 | 640317418 |
2010 : WATSON QUALITY FORD 401(K) PLAN 2010 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $316,581 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $21,408 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $21,408 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $175,542 |
Value of total assets at end of year | 2010-12-31 | $1,365,927 |
Value of total assets at beginning of year | 2010-12-31 | $1,070,754 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $0 |
Total interest from all sources | 2010-12-31 | $1,691 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $110,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $154,718 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $196 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $295,173 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $1,365,927 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,070,754 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2010-12-31 | $1,167,611 |
Value of interest in pooled separate accounts at beginning of year | 2010-12-31 | $965,068 |
Interest earned on other investments | 2010-12-31 | $1,691 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $198,316 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $105,686 |
Net investment gain/loss from pooled separate accounts | 2010-12-31 | $139,348 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $20,628 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $21,408 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2010-12-31 | Yes |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | WILLIAM, WEISS, HESTER & CO. |
Accountancy firm EIN | 2010-12-31 | 640317418 |
2009 : WATSON QUALITY FORD 401(K) PLAN 2009 401k financial data |
---|
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |