TOM PEACOCK NISSAN/CADILLAC,INC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan TOM PEACOCK NISSAN/CADILLAC, INC. 401(K) PROFIT SHARING PLAN
401k plan membership statisitcs for TOM PEACOCK NISSAN/CADILLAC, INC. 401(K) PROFIT SHARING PLAN
Measure | Date | Value |
---|
2022 : TOM PEACOCK NISSAN/CADILLAC, INC. 401(K) PROFIT SHARING PLAN 2022 401k financial data |
---|
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $8,664 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $8,664 |
Total income from all sources (including contributions) | 2022-12-31 | $128,406 |
Total of all expenses incurred | 2022-12-31 | $112,028 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $82,584 |
Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $4,087 |
Value of total corrective distributions | 2022-12-31 | $22,276 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $987,703 |
Value of total assets at end of year | 2022-12-31 | $5,889,443 |
Value of total assets at beginning of year | 2022-12-31 | $5,873,065 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $3,081 |
Total interest from all sources | 2022-12-31 | $10,980 |
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 |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $0 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $1,000,000 |
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 | $692,193 |
Participant contributions at end of year | 2022-12-31 | $62,496 |
Participant contributions at beginning of year | 2022-12-31 | $63,084 |
Participant contributions at end of year | 2022-12-31 | $0 |
Participant contributions at beginning of year | 2022-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $186,732 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-12-31 | $8,664 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-12-31 | $8,664 |
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 | $16,378 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $5,880,779 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $5,864,401 |
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 | $698,453 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $340,284 |
Value of interest in pooled separate accounts at end of year | 2022-12-31 | $5,128,494 |
Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $5,469,697 |
Interest on participant loans | 2022-12-31 | $3,619 |
Interest earned on other investments | 2022-12-31 | $7,361 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2022-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-870,277 |
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 | Yes |
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 | $108,778 |
Employer contributions (assets) at end of year | 2022-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $82,584 |
Contract administrator fees | 2022-12-31 | $3,081 |
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 | SVADLENAK, SEE & COMPANY |
Accountancy firm EIN | 2022-12-31 | 760033286 |
2021 : TOM PEACOCK NISSAN/CADILLAC, INC. 401(K) PROFIT SHARING PLAN 2021 401k financial data |
---|
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $8,664 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $8,664 |
Total income from all sources (including contributions) | 2021-12-31 | $1,405,360 |
Total of all expenses incurred | 2021-12-31 | $397,758 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $374,333 |
Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $10,741 |
Value of total corrective distributions | 2021-12-31 | $10,447 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $710,352 |
Value of total assets at end of year | 2021-12-31 | $5,873,065 |
Value of total assets at beginning of year | 2021-12-31 | $4,865,463 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $2,237 |
Total interest from all sources | 2021-12-31 | $4,580 |
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 |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $0 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $1,000,000 |
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 | $574,530 |
Participant contributions at end of year | 2021-12-31 | $63,084 |
Participant contributions at beginning of year | 2021-12-31 | $54,483 |
Participant contributions at end of year | 2021-12-31 | $0 |
Participant contributions at beginning of year | 2021-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $34,171 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-12-31 | $8,664 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-12-31 | $8,664 |
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 | $1,007,602 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $5,864,401 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $4,856,799 |
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 | $340,284 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $333,766 |
Value of interest in pooled separate accounts at end of year | 2021-12-31 | $5,469,697 |
Value of interest in pooled separate accounts at beginning of year | 2021-12-31 | $4,477,214 |
Interest on participant loans | 2021-12-31 | $4,580 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2021-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $690,428 |
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 | Yes |
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 | $101,651 |
Employer contributions (assets) at end of year | 2021-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $374,333 |
Contract administrator fees | 2021-12-31 | $2,237 |
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 | 2021-12-31 | No |
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 | SVADLENAK, SEE & COMPANY |
Accountancy firm EIN | 2021-12-31 | 760033286 |
2020 : TOM PEACOCK NISSAN/CADILLAC, INC. 401(K) PROFIT SHARING PLAN 2020 401k financial data |
---|
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $8,664 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $10,900 |
Total income from all sources (including contributions) | 2020-12-31 | $1,107,462 |
Total of all expenses incurred | 2020-12-31 | $435,181 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $361,971 |
Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $45,646 |
Value of total corrective distributions | 2020-12-31 | $25,640 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $619,109 |
Value of total assets at end of year | 2020-12-31 | $4,865,463 |
Value of total assets at beginning of year | 2020-12-31 | $4,195,418 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $1,924 |
Total interest from all sources | 2020-12-31 | $4,037 |
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 |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $0 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $385,000 |
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 | $526,739 |
Participant contributions at end of year | 2020-12-31 | $54,483 |
Participant contributions at beginning of year | 2020-12-31 | $129,016 |
Participant contributions at end of year | 2020-12-31 | $0 |
Participant contributions at beginning of year | 2020-12-31 | $2,021 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-12-31 | $8,664 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $10,900 |
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 | $672,281 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $4,856,799 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $4,184,518 |
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 | $333,766 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $319,086 |
Value of interest in pooled separate accounts at end of year | 2020-12-31 | $4,477,214 |
Value of interest in pooled separate accounts at beginning of year | 2020-12-31 | $3,744,827 |
Interest on participant loans | 2020-12-31 | $4,037 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2020-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $484,316 |
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 | Yes |
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 | $92,370 |
Employer contributions (assets) at end of year | 2020-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $468 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $361,971 |
Contract administrator fees | 2020-12-31 | $1,924 |
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 | SVADLENAK, SEE & COMPANY |
Accountancy firm EIN | 2020-12-31 | 760033286 |
2019 : TOM PEACOCK NISSAN/CADILLAC, INC. 401(K) PROFIT SHARING PLAN 2019 401k financial data |
---|
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $10,900 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $8,946 |
Total income from all sources (including contributions) | 2019-12-31 | $1,264,816 |
Total of all expenses incurred | 2019-12-31 | $969,348 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $967,170 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $636,677 |
Value of total assets at end of year | 2019-12-31 | $4,195,418 |
Value of total assets at beginning of year | 2019-12-31 | $3,897,996 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $2,178 |
Total interest from all sources | 2019-12-31 | $5,630 |
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 |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $0 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $385,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $545,459 |
Participant contributions at end of year | 2019-12-31 | $129,016 |
Participant contributions at beginning of year | 2019-12-31 | $131,521 |
Participant contributions at end of year | 2019-12-31 | $2,021 |
Participant contributions at beginning of year | 2019-12-31 | $2,051 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $10,900 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $8,946 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $20,156 |
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 | $295,468 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $4,184,518 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $3,889,050 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $319,086 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $3,744,061 |
Value of interest in pooled separate accounts at end of year | 2019-12-31 | $3,744,827 |
Interest on participant loans | 2019-12-31 | $5,630 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2019-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $622,509 |
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 | Yes |
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 | $91,218 |
Employer contributions (assets) at end of year | 2019-12-31 | $468 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $207 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $967,170 |
Contract administrator fees | 2019-12-31 | $2,178 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | SVADLENAK, SEE & COMPANY |
Accountancy firm EIN | 2019-12-31 | 760033286 |
2018 : TOM PEACOCK NISSAN/CADILLAC, INC. 401(K) PROFIT SHARING PLAN 2018 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total transfer of assets to this plan | 2018-12-31 | $0 |
Total transfer of assets from this plan | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $8,946 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $9,196 |
Total income from all sources (including contributions) | 2018-12-31 | $674,714 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $578,635 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $575,441 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $861,083 |
Value of total assets at end of year | 2018-12-31 | $3,897,996 |
Value of total assets at beginning of year | 2018-12-31 | $3,802,167 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $3,194 |
Total interest from all sources | 2018-12-31 | $192,039 |
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 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $217,939 |
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 | $499,833 |
Participant contributions at end of year | 2018-12-31 | $131,521 |
Participant contributions at beginning of year | 2018-12-31 | $60,818 |
Participant contributions at end of year | 2018-12-31 | $2,051 |
Participant contributions at beginning of year | 2018-12-31 | $8,497 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $280,672 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-12-31 | $8,946 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-12-31 | $9,196 |
Other income not declared elsewhere | 2018-12-31 | $93,169 |
Total non interest bearing cash at end of year | 2018-12-31 | $20,156 |
Total non interest bearing cash at beginning of year | 2018-12-31 | $11,363 |
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 | $96,079 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $3,889,050 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $3,792,971 |
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 |
Investment advisory and management fees | 2018-12-31 | $3,194 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $3,744,061 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $3,719,989 |
Income. Interest from loans (other than to participants) | 2018-12-31 | $5,147 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $186,892 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-471,577 |
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 | Yes |
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 | $80,578 |
Employer contributions (assets) at end of year | 2018-12-31 | $207 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $1,500 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $575,441 |
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 | SVADLENAK, SEE & COMPANY |
Accountancy firm EIN | 2018-12-31 | 760033286 |
2017 : TOM PEACOCK NISSAN/CADILLAC, INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data |
---|
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 | $9,196 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $9,196 |
Total income from all sources (including contributions) | 2017-12-31 | $879,653 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $243,816 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $242,132 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $483,079 |
Value of total assets at end of year | 2017-12-31 | $3,802,167 |
Value of total assets at beginning of year | 2017-12-31 | $3,166,330 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $1,684 |
Total interest from all sources | 2017-12-31 | $169,801 |
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 | $217,939 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $408,201 |
Participant contributions at end of year | 2017-12-31 | $60,818 |
Participant contributions at beginning of year | 2017-12-31 | $96,324 |
Participant contributions at end of year | 2017-12-31 | $8,497 |
Participant contributions at beginning of year | 2017-12-31 | $1,396 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $2,083 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-12-31 | $9,196 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-12-31 | $9,196 |
Other income not declared elsewhere | 2017-12-31 | $5,065 |
Total non interest bearing cash at end of year | 2017-12-31 | $11,363 |
Total non interest bearing cash at beginning of year | 2017-12-31 | $5,951 |
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 |
Income. Non cash contributions | 2017-12-31 | $0 |
Value of net income/loss | 2017-12-31 | $635,837 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $3,792,971 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $3,157,134 |
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 |
Investment advisory and management fees | 2017-12-31 | $1,684 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $3,719,989 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $3,062,510 |
Income. Interest from loans (other than to participants) | 2017-12-31 | $4,792 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $165,009 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $221,708 |
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 | Yes |
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 | $72,795 |
Employer contributions (assets) at end of year | 2017-12-31 | $1,500 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $149 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $242,132 |
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 | SVADLENAK, SEE & COMPANY |
Accountancy firm EIN | 2017-12-31 | 760033286 |
2016 : TOM PEACOCK NISSAN/CADILLAC, INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total transfer of assets to this plan | 2016-12-31 | $0 |
Total transfer of assets from this plan | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $9,196 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $9,561 |
Total income from all sources (including contributions) | 2016-12-31 | $712,288 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $164,408 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $163,887 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $478,592 |
Value of total assets at end of year | 2016-12-31 | $3,166,330 |
Value of total assets at beginning of year | 2016-12-31 | $2,618,815 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $521 |
Total interest from all sources | 2016-12-31 | $96,616 |
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 | $217,000 |
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 | $348,194 |
Participant contributions at end of year | 2016-12-31 | $96,324 |
Participant contributions at beginning of year | 2016-12-31 | $102,739 |
Participant contributions at end of year | 2016-12-31 | $149 |
Participant contributions at beginning of year | 2016-12-31 | $15,710 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $67,406 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-12-31 | $9,196 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-12-31 | $9,561 |
Other income not declared elsewhere | 2016-12-31 | $6,852 |
Total non interest bearing cash at end of year | 2016-12-31 | $5,951 |
Total non interest bearing cash at beginning of year | 2016-12-31 | $4,880 |
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 | $547,880 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $3,157,134 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $2,609,254 |
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 |
Investment advisory and management fees | 2016-12-31 | $521 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $3,062,510 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $2,491,719 |
Income. Interest from loans (other than to participants) | 2016-12-31 | $6,428 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-12-31 | $90,188 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $130,228 |
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 | Yes |
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 | $62,992 |
Employer contributions (assets) at end of year | 2016-12-31 | $1,396 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $3,767 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $163,887 |
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 | SVADLENAK, SEE & COMPANY |
Accountancy firm EIN | 2016-12-31 | 760033286 |
2015 : TOM PEACOCK NISSAN/CADILLAC, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data |
---|
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 | $9,561 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $11,588 |
Total income from all sources (including contributions) | 2015-12-31 | $417,607 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $360,057 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $359,663 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $396,383 |
Value of total assets at end of year | 2015-12-31 | $2,618,815 |
Value of total assets at beginning of year | 2015-12-31 | $2,563,292 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $394 |
Total interest from all sources | 2015-12-31 | $90,874 |
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 | $217,000 |
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 | $325,124 |
Participant contributions at end of year | 2015-12-31 | $102,739 |
Participant contributions at beginning of year | 2015-12-31 | $110,574 |
Participant contributions at end of year | 2015-12-31 | $15,710 |
Participant contributions at beginning of year | 2015-12-31 | $552 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $2,844 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-12-31 | $9,561 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-12-31 | $11,588 |
Other income not declared elsewhere | 2015-12-31 | $1,215 |
Total non interest bearing cash at end of year | 2015-12-31 | $4,880 |
Total non interest bearing cash at beginning of year | 2015-12-31 | $3,899 |
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 | $57,550 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $2,609,254 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $2,551,704 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Investment advisory and management fees | 2015-12-31 | $394 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $2,491,719 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $2,367,905 |
Income. Interest from loans (other than to participants) | 2015-12-31 | $7,167 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $83,707 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-12-31 | $80,198 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-70,865 |
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 | Yes |
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 | $68,415 |
Employer contributions (assets) at end of year | 2015-12-31 | $3,767 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $164 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $359,663 |
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 | SVADLENAK, SEE & COMPANY |
Accountancy firm EIN | 2015-12-31 | 760033286 |
2014 : TOM PEACOCK NISSAN/CADILLAC, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total transfer of assets to this plan | 2014-12-31 | $0 |
Total transfer of assets from this plan | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $11,588 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $11,238 |
Total income from all sources (including contributions) | 2014-12-31 | $315,902 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $196,965 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $196,617 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $214,071 |
Value of total assets at end of year | 2014-12-31 | $2,563,292 |
Value of total assets at beginning of year | 2014-12-31 | $2,444,005 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $348 |
Total interest from all sources | 2014-12-31 | $8,380 |
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 | $100,000 |
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 | $200,684 |
Participant contributions at end of year | 2014-12-31 | $110,574 |
Participant contributions at beginning of year | 2014-12-31 | $93,286 |
Participant contributions at end of year | 2014-12-31 | $552 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-12-31 | $11,588 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-12-31 | $11,238 |
Other income not declared elsewhere | 2014-12-31 | $594 |
Total non interest bearing cash at end of year | 2014-12-31 | $3,899 |
Total non interest bearing cash at beginning of year | 2014-12-31 | $5,084 |
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 | $118,937 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $2,551,704 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $2,432,767 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $2,367,905 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $2,267,955 |
Interest on participant loans | 2014-12-31 | $5,712 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-12-31 | $2,668 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-12-31 | $80,198 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-12-31 | $77,680 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $92,857 |
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 | $13,387 |
Employer contributions (assets) at end of year | 2014-12-31 | $164 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $196,617 |
Contract administrator fees | 2014-12-31 | $348 |
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 | SVADLENAK, SEE & CO., P.C. |
Accountancy firm EIN | 2014-12-31 | 760033286 |
2013 : TOM PEACOCK NISSAN/CADILLAC, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $11,238 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $13,142 |
Total income from all sources (including contributions) | 2013-12-31 | $640,152 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $269,907 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $269,521 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $237,033 |
Value of total assets at end of year | 2013-12-31 | $2,444,005 |
Value of total assets at beginning of year | 2013-12-31 | $2,075,664 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $386 |
Total interest from all sources | 2013-12-31 | $7,035 |
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 | $100,000 |
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 | $173,021 |
Participant contributions at end of year | 2013-12-31 | $93,286 |
Participant contributions at beginning of year | 2013-12-31 | $86,802 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $48,747 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-12-31 | $11,238 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-12-31 | $13,142 |
Other income not declared elsewhere | 2013-12-31 | $1,905 |
Total non interest bearing cash at end of year | 2013-12-31 | $5,084 |
Total non interest bearing cash at beginning of year | 2013-12-31 | $4,637 |
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 | $370,245 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $2,432,767 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $2,062,522 |
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 |
Investment advisory and management fees | 2013-12-31 | $386 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $2,267,955 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $1,911,592 |
Interest on participant loans | 2013-12-31 | $4,451 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $2,584 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-12-31 | $77,680 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $72,633 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $394,179 |
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 | $15,265 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $269,521 |
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 | SVADLENAK, SEE & CO., P.C. |
Accountancy firm EIN | 2013-12-31 | 760033286 |
2012 : TOM PEACOCK NISSAN/CADILLAC, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total transfer of assets to this plan | 2012-12-31 | $0 |
Total transfer of assets from this plan | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $13,142 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $14,222 |
Total income from all sources (including contributions) | 2012-12-31 | $361,875 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $146,330 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $144,581 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $151,381 |
Value of total assets at end of year | 2012-12-31 | $2,075,664 |
Value of total assets at beginning of year | 2012-12-31 | $1,861,199 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $1,749 |
Total interest from all sources | 2012-12-31 | $8,011 |
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 | $100,000 |
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 | $136,664 |
Participant contributions at end of year | 2012-12-31 | $86,802 |
Participant contributions at beginning of year | 2012-12-31 | $124,812 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-12-31 | $13,142 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-12-31 | $14,222 |
Other income not declared elsewhere | 2012-12-31 | $1,557 |
Total non interest bearing cash at end of year | 2012-12-31 | $4,637 |
Total non interest bearing cash at beginning of year | 2012-12-31 | $3,709 |
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 | $215,545 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $2,062,522 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,846,977 |
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 |
Investment advisory and management fees | 2012-12-31 | $1,749 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $1,911,592 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $1,646,998 |
Income. Interest from loans (other than to participants) | 2012-12-31 | $5,448 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $2,563 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $72,633 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $85,680 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $200,926 |
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 | $14,717 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $144,581 |
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 | SVADLENAK, SEE & COMPANY |
Accountancy firm EIN | 2012-12-31 | 760033286 |
2011 : TOM PEACOCK NISSAN/CADILLAC, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total transfer of assets to this plan | 2011-12-31 | $0 |
Total transfer of assets from this plan | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $14,222 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $208 |
Total income from all sources (including contributions) | 2011-12-31 | $124,683 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $751,956 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $742,282 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $163,501 |
Value of total assets at end of year | 2011-12-31 | $1,861,199 |
Value of total assets at beginning of year | 2011-12-31 | $2,474,458 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $9,674 |
Total interest from all sources | 2011-12-31 | $10,708 |
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 | $100,000 |
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 | $163,501 |
Participant contributions at end of year | 2011-12-31 | $124,812 |
Participant contributions at beginning of year | 2011-12-31 | $154,890 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-12-31 | $14,222 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-12-31 | $208 |
Other income not declared elsewhere | 2011-12-31 | $763 |
Total non interest bearing cash at end of year | 2011-12-31 | $3,709 |
Total non interest bearing cash at beginning of year | 2011-12-31 | $8,386 |
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 | $-627,273 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $1,846,977 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $2,474,250 |
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 |
Investment advisory and management fees | 2011-12-31 | $9,674 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $1,646,998 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $2,234,664 |
Interest on participant loans | 2011-12-31 | $7,998 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $2,710 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $85,680 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $76,518 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-50,289 |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $742,282 |
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 | SVADLENAK, SEE & COMPANY |
Accountancy firm EIN | 2011-12-31 | 760033286 |
2010 : TOM PEACOCK NISSAN/CADILLAC, INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total transfer of assets to this plan | 2010-12-31 | $0 |
Total transfer of assets from this plan | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $208 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $208 |
Total income from all sources (including contributions) | 2010-12-31 | $512,138 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $237,770 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $228,154 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $292,835 |
Value of total assets at end of year | 2010-12-31 | $2,474,458 |
Value of total assets at beginning of year | 2010-12-31 | $2,200,090 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $9,616 |
Total interest from all sources | 2010-12-31 | $12,630 |
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 | $100,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $189,634 |
Participant contributions at end of year | 2010-12-31 | $154,890 |
Participant contributions at beginning of year | 2010-12-31 | $191,404 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $103,201 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2010-12-31 | $208 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2010-12-31 | $208 |
Total non interest bearing cash at end of year | 2010-12-31 | $8,386 |
Total non interest bearing cash at beginning of year | 2010-12-31 | $7,859 |
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 | $274,368 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $2,474,250 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,199,882 |
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 |
Investment advisory and management fees | 2010-12-31 | $9,616 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $2,234,664 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $1,935,402 |
Interest on participant loans | 2010-12-31 | $10,146 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $2,484 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $76,518 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $65,425 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $206,673 |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $228,154 |
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 | SVADLENAK, SEE & COMPANY |
Accountancy firm EIN | 2010-12-31 | 760033286 |
2009 : TOM PEACOCK NISSAN/CADILLAC, INC. 401(K) PROFIT SHARING 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 |