ROSS DOWNING CHEVROLET INC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ROSS DOWNING CHEVROLET INC 401K PLAN
Measure | Date | Value |
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2022 : ROSS DOWNING CHEVROLET INC 401K PLAN 2022 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $239,120 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $716,685 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $699,559 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $1,277,743 |
Value of total assets at end of year | 2022-12-31 | $6,113,852 |
Value of total assets at beginning of year | 2022-12-31 | $6,591,417 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $17,126 |
Total interest from all sources | 2022-12-31 | $12,256 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $1,055,882 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $2,103 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-477,565 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $6,113,852 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $6,591,417 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $5,204,799 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $5,761,120 |
Interest earned on other investments | 2022-12-31 | $12,256 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $869,053 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $790,297 |
Net investment gain/loss from pooled separate accounts | 2022-12-31 | $-1,050,879 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $219,758 |
Employer contributions (assets) at end of year | 2022-12-31 | $40,000 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $40,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $699,559 |
Contract administrator fees | 2022-12-31 | $17,126 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | HENDERSON HUTCHERSON & MCCULLOUGH |
Accountancy firm EIN | 2022-12-31 | 621114363 |
2021 : ROSS DOWNING CHEVROLET INC 401K PLAN 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $3,360 |
Total income from all sources (including contributions) | 2021-12-31 | $1,881,178 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $321,302 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $308,487 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $1,063,387 |
Value of total assets at end of year | 2021-12-31 | $6,591,417 |
Value of total assets at beginning of year | 2021-12-31 | $5,034,901 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $12,815 |
Total interest from all sources | 2021-12-31 | $10,108 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $869,185 |
Participant contributions at beginning of year | 2021-12-31 | $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 | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $1,559,876 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $6,591,417 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $5,031,541 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $5,761,120 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $4,484,791 |
Interest earned on other investments | 2021-12-31 | $10,108 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $790,297 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $525,110 |
Net investment gain/loss from pooled separate accounts | 2021-12-31 | $807,683 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $194,202 |
Employer contributions (assets) at end of year | 2021-12-31 | $40,000 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $25,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $308,487 |
Contract administrator fees | 2021-12-31 | $12,815 |
Liabilities. Value of benefit claims payable at beginning of year | 2021-12-31 | $3,360 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | HENDERSON HUTCHERSON & MCCULLOUGH |
Accountancy firm EIN | 2021-12-31 | 621114363 |
2020 : ROSS DOWNING CHEVROLET INC 401K PLAN 2020 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $3,360 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $1,385,641 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $240,971 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $226,526 |
Value of total corrective distributions | 2020-12-31 | $3,360 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $807,812 |
Value of total assets at end of year | 2020-12-31 | $5,034,901 |
Value of total assets at beginning of year | 2020-12-31 | $3,886,871 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $11,085 |
Total interest from all sources | 2020-12-31 | $7,471 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $659,626 |
Participant contributions at end of year | 2020-12-31 | $0 |
Participant contributions at beginning of year | 2020-12-31 | $7,485 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $1,144,670 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $5,031,541 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $3,886,871 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $4,484,791 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $3,459,326 |
Interest on participant loans | 2020-12-31 | $103 |
Interest earned on other investments | 2020-12-31 | $7,368 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $525,110 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $405,060 |
Net investment gain/loss from pooled separate accounts | 2020-12-31 | $570,358 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $148,186 |
Employer contributions (assets) at end of year | 2020-12-31 | $25,000 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $15,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $226,526 |
Contract administrator fees | 2020-12-31 | $11,085 |
Liabilities. Value of benefit claims payable at end of year | 2020-12-31 | $3,360 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | HENDERSON HUTCHERSON & MCCULLOUGH |
Accountancy firm EIN | 2020-12-31 | 621114363 |
2019 : ROSS DOWNING CHEVROLET INC 401K PLAN 2019 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $1,416,595 |
Total income from all sources (including contributions) | 2019-12-31 | $1,416,595 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $350,271 |
Total of all expenses incurred | 2019-12-31 | $350,271 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $341,221 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $341,221 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $791,203 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $791,203 |
Value of total assets at end of year | 2019-12-31 | $3,886,871 |
Value of total assets at end of year | 2019-12-31 | $3,886,871 |
Value of total assets at beginning of year | 2019-12-31 | $2,820,547 |
Value of total assets at beginning of year | 2019-12-31 | $2,820,547 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $9,050 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $9,050 |
Total interest from all sources | 2019-12-31 | $6,735 |
Total interest from all sources | 2019-12-31 | $6,735 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $497,842 |
Contributions received from participants | 2019-12-31 | $497,842 |
Participant contributions at end of year | 2019-12-31 | $7,485 |
Participant contributions at end of year | 2019-12-31 | $7,485 |
Participant contributions at beginning of year | 2019-12-31 | $0 |
Participant contributions at beginning of year | 2019-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $161,570 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $161,570 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $1,066,324 |
Value of net income/loss | 2019-12-31 | $1,066,324 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $3,886,871 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $3,886,871 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $2,820,547 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $2,820,547 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $3,459,326 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $3,459,326 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $2,569,323 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $2,569,323 |
Interest on participant loans | 2019-12-31 | $480 |
Interest on participant loans | 2019-12-31 | $480 |
Interest earned on other investments | 2019-12-31 | $6,255 |
Interest earned on other investments | 2019-12-31 | $6,255 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $405,060 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $405,060 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $251,224 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $251,224 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $618,657 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $618,657 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $131,791 |
Contributions received in cash from employer | 2019-12-31 | $131,791 |
Employer contributions (assets) at end of year | 2019-12-31 | $15,000 |
Employer contributions (assets) at end of year | 2019-12-31 | $15,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $341,221 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $341,221 |
Contract administrator fees | 2019-12-31 | $9,050 |
Contract administrator fees | 2019-12-31 | $9,050 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | VAWTER, GAMMON, NORRIS & CO., P.C. |
Accountancy firm name | 2019-12-31 | VAWTER, GAMMON, NORRIS & CO., P.C. |
Accountancy firm EIN | 2019-12-31 | 620898119 |
Accountancy firm EIN | 2019-12-31 | 620898119 |