TONY GULLO MOTORS, I, LP has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan GULLO COMPANIES 401(K) SAVINGS PLAN
Measure | Date | Value |
---|
2022 : GULLO COMPANIES 401(K) SAVINGS PLAN 2022 401k financial data |
---|
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 | $-2,078,559 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $2,833,052 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $2,639,375 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $3,553,403 |
Value of total assets at end of year | 2022-12-31 | $29,600,832 |
Value of total assets at beginning of year | 2022-12-31 | $34,512,443 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $193,677 |
Total interest from all sources | 2022-12-31 | $34,202 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $373,791 |
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 | $373,791 |
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 | $2,799,146 |
Participant contributions at end of year | 2022-12-31 | $755,524 |
Participant contributions at beginning of year | 2022-12-31 | $591,555 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $129,536 |
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 | $-4,911,611 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $29,600,832 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $34,512,443 |
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 |
Investment advisory and management fees | 2022-12-31 | $16,050 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $25,706,192 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $31,980,531 |
Value of interest in pooled separate accounts at end of year | 2022-12-31 | $3,139,116 |
Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $1,940,357 |
Interest on participant loans | 2022-12-31 | $34,202 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-6,108,337 |
Net investment gain/loss from pooled separate accounts | 2022-12-31 | $68,382 |
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 | $624,721 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $2,639,375 |
Contract administrator fees | 2022-12-31 | $177,627 |
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 | CALVETTI FERGUSON LLC |
Accountancy firm EIN | 2022-12-31 | 134255527 |
2021 : GULLO COMPANIES 401(K) SAVINGS PLAN 2021 401k financial data |
---|
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 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $8,109,898 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $2,055,084 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $1,853,333 |
Value of total corrective distributions | 2021-12-31 | $7,397 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $3,008,039 |
Value of total assets at end of year | 2021-12-31 | $34,512,443 |
Value of total assets at beginning of year | 2021-12-31 | $28,457,629 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $194,354 |
Total interest from all sources | 2021-12-31 | $35,736 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $333,977 |
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 | $333,977 |
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 | $2,454,124 |
Participant contributions at end of year | 2021-12-31 | $591,555 |
Participant contributions at beginning of year | 2021-12-31 | $727,672 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $71,085 |
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 | $6,054,814 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $34,512,443 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $28,457,629 |
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 |
Investment advisory and management fees | 2021-12-31 | $114,866 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $31,980,531 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $24,618,752 |
Value of interest in pooled separate accounts at end of year | 2021-12-31 | $1,940,357 |
Value of interest in pooled separate accounts at beginning of year | 2021-12-31 | $3,111,205 |
Interest on participant loans | 2021-12-31 | $35,736 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $4,701,535 |
Net investment gain/loss from pooled separate accounts | 2021-12-31 | $30,611 |
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 | $482,830 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $1,853,333 |
Contract administrator fees | 2021-12-31 | $79,488 |
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 | CALVETTI FERGUSON LLC |
Accountancy firm EIN | 2021-12-31 | 134255527 |
2020 : GULLO COMPANIES 401(K) SAVINGS PLAN 2020 401k financial data |
---|
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 | $0 |
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 | $6,306,188 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $2,740,606 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $2,585,223 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $2,547,137 |
Value of total assets at end of year | 2020-12-31 | $28,457,629 |
Value of total assets at beginning of year | 2020-12-31 | $24,892,047 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $155,383 |
Total interest from all sources | 2020-12-31 | $45,055 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $303,382 |
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 | $303,382 |
Administrative expenses professional fees incurred | 2020-12-31 | $14,980 |
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 | $1,952,064 |
Participant contributions at end of year | 2020-12-31 | $727,672 |
Participant contributions at beginning of year | 2020-12-31 | $655,157 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $77,834 |
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 | $3,565,582 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $28,457,629 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $24,892,047 |
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 |
Investment advisory and management fees | 2020-12-31 | $76,587 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $24,618,752 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $23,000,170 |
Value of interest in pooled separate accounts at end of year | 2020-12-31 | $3,111,205 |
Value of interest in pooled separate accounts at beginning of year | 2020-12-31 | $1,236,720 |
Interest on participant loans | 2020-12-31 | $45,055 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $3,378,067 |
Net investment gain/loss from pooled separate accounts | 2020-12-31 | $32,547 |
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 | $517,239 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $2,585,223 |
Contract administrator fees | 2020-12-31 | $63,816 |
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 | CALVETTI FERGUSON LLC |
Accountancy firm EIN | 2020-12-31 | 134255527 |
2019 : GULLO COMPANIES 401(K) SAVINGS PLAN 2019 401k financial data |
---|
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 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 | $6,992,904 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $1,052,797 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $904,682 |
Value of total corrective distributions | 2019-12-31 | $7,025 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $2,343,617 |
Value of total assets at end of year | 2019-12-31 | $24,892,047 |
Value of total assets at beginning of year | 2019-12-31 | $18,951,940 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $141,090 |
Total interest from all sources | 2019-12-31 | $39,662 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $354,978 |
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 | $354,978 |
Administrative expenses professional fees incurred | 2019-12-31 | $14,160 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
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 |
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 | $1,826,093 |
Participant contributions at end of year | 2019-12-31 | $655,157 |
Participant contributions at beginning of year | 2019-12-31 | $594,791 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $3,923 |
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 | $5,940,107 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $24,892,047 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $18,951,940 |
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 |
Investment advisory and management fees | 2019-12-31 | $69,457 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $23,000,170 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $17,318,186 |
Value of interest in pooled separate accounts at end of year | 2019-12-31 | $1,236,720 |
Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $1,038,963 |
Interest on participant loans | 2019-12-31 | $39,662 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $4,233,273 |
Net investment gain/loss from pooled separate accounts | 2019-12-31 | $21,374 |
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 |
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 | $513,601 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $904,682 |
Contract administrator fees | 2019-12-31 | $57,473 |
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 | CALVETTI FERGUSON |
Accountancy firm EIN | 2019-12-31 | 134255527 |
2018 : GULLO COMPANIES 401(K) SAVINGS PLAN 2018 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $1,013,742 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $1,732,565 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $1,526,127 |
Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $4,123 |
Value of total corrective distributions | 2018-12-31 | $70,011 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $1,987,632 |
Value of total assets at end of year | 2018-12-31 | $18,951,940 |
Value of total assets at beginning of year | 2018-12-31 | $19,670,763 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $132,304 |
Total interest from all sources | 2018-12-31 | $25,730 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $305,811 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $305,811 |
Administrative expenses professional fees incurred | 2018-12-31 | $16,447 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $1,540,156 |
Participant contributions at end of year | 2018-12-31 | $594,791 |
Participant contributions at beginning of year | 2018-12-31 | $491,351 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $7,076 |
Other income not declared elsewhere | 2018-12-31 | $41,280 |
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 | $-718,823 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $18,951,940 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $19,670,763 |
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 | $63,162 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $17,318,186 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $17,225,352 |
Value of interest in pooled separate accounts at end of year | 2018-12-31 | $1,038,963 |
Value of interest in pooled separate accounts at beginning of year | 2018-12-31 | $1,954,060 |
Interest on participant loans | 2018-12-31 | $25,730 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-1,365,571 |
Net investment gain/loss from pooled separate accounts | 2018-12-31 | $18,860 |
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 | $440,400 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $1,526,127 |
Contract administrator fees | 2018-12-31 | $52,695 |
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 | CALVETTI FERGUSON |
Accountancy firm EIN | 2018-12-31 | 134255527 |
2017 : GULLO COMPANIES 401(K) SAVINGS 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 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $4,435,698 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $1,191,472 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $1,099,652 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $1,803,331 |
Value of total assets at end of year | 2017-12-31 | $19,670,763 |
Value of total assets at beginning of year | 2017-12-31 | $16,426,537 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $91,820 |
Total interest from all sources | 2017-12-31 | $26,262 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $242,590 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $242,590 |
Administrative expenses professional fees incurred | 2017-12-31 | $12,480 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $1,384,001 |
Participant contributions at end of year | 2017-12-31 | $491,351 |
Participant contributions at beginning of year | 2017-12-31 | $520,016 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $61,447 |
Other income not declared elsewhere | 2017-12-31 | $10,918 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $3,244,226 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $19,670,763 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $16,426,537 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $17,225,352 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $13,751,356 |
Value of interest in pooled separate accounts at end of year | 2017-12-31 | $1,954,060 |
Value of interest in pooled separate accounts at beginning of year | 2017-12-31 | $2,155,165 |
Interest on participant loans | 2017-12-31 | $26,262 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $2,327,060 |
Net investment gain/loss from pooled separate accounts | 2017-12-31 | $25,537 |
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 | $357,883 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $1,099,652 |
Contract administrator fees | 2017-12-31 | $79,340 |
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 | 2017-12-31 | Yes |
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 | CALVETTI FERGUSON |
Accountancy firm EIN | 2017-12-31 | 134255527 |
2016 : GULLO COMPANIES 401(K) SAVINGS PLAN 2016 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $3,081,236 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $642,205 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $616,034 |
Value of total corrective distributions | 2016-12-31 | $10,451 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $1,706,440 |
Value of total assets at end of year | 2016-12-31 | $16,426,537 |
Value of total assets at beginning of year | 2016-12-31 | $13,987,506 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $15,720 |
Total interest from all sources | 2016-12-31 | $17,533 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $636,346 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $636,346 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $1,333,338 |
Participant contributions at end of year | 2016-12-31 | $520,016 |
Participant contributions at beginning of year | 2016-12-31 | $425,513 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $19,557 |
Administrative expenses (other) incurred | 2016-12-31 | $15,720 |
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 | $2,439,031 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $16,426,537 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $13,987,506 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $13,751,356 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $12,741,706 |
Value of interest in pooled separate accounts at end of year | 2016-12-31 | $2,155,165 |
Value of interest in pooled separate accounts at beginning of year | 2016-12-31 | $820,287 |
Interest on participant loans | 2016-12-31 | $17,533 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $707,178 |
Net investment gain/loss from pooled separate accounts | 2016-12-31 | $13,739 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $353,545 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $616,034 |
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 | CALVETTI FERGUSON |
Accountancy firm EIN | 2016-12-31 | 134255527 |
2015 : GULLO COMPANIES 401(K) SAVINGS 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 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $1,643,519 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $753,228 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $739,542 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $1,640,573 |
Value of total assets at end of year | 2015-12-31 | $13,987,506 |
Value of total assets at beginning of year | 2015-12-31 | $13,097,215 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $13,686 |
Total interest from all sources | 2015-12-31 | $18,574 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $902,644 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $902,644 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $1,306,844 |
Participant contributions at end of year | 2015-12-31 | $425,513 |
Participant contributions at beginning of year | 2015-12-31 | $408,700 |
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 | $890,291 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $13,987,506 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $13,097,215 |
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 | $13,686 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $12,741,706 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $11,990,998 |
Value of interest in pooled separate accounts at end of year | 2015-12-31 | $820,287 |
Value of interest in pooled separate accounts at beginning of year | 2015-12-31 | $697,517 |
Interest on participant loans | 2015-12-31 | $18,574 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-926,766 |
Net investment gain/loss from pooled separate accounts | 2015-12-31 | $8,494 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $333,729 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $739,542 |
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 | CALVETTI FERGUSON |
Accountancy firm EIN | 2015-12-31 | 134255527 |
2014 : GULLO COMPANIES 401(K) SAVINGS PLAN 2014 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $2,328,779 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $626,988 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $622,281 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $1,481,490 |
Value of total assets at end of year | 2014-12-31 | $13,097,215 |
Value of total assets at beginning of year | 2014-12-31 | $11,395,424 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $4,707 |
Total interest from all sources | 2014-12-31 | $18,569 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $813,318 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $813,318 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $1,098,929 |
Participant contributions at end of year | 2014-12-31 | $408,700 |
Participant contributions at beginning of year | 2014-12-31 | $406,952 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $112,353 |
Administrative expenses (other) incurred | 2014-12-31 | $4,707 |
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 | $1,701,791 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $13,097,215 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $11,395,424 |
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 | $11,990,998 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $10,338,457 |
Value of interest in pooled separate accounts at end of year | 2014-12-31 | $697,517 |
Value of interest in pooled separate accounts at beginning of year | 2014-12-31 | $650,015 |
Interest on participant loans | 2014-12-31 | $18,569 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $6,584 |
Net investment gain/loss from pooled separate accounts | 2014-12-31 | $8,818 |
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 | $270,208 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $622,281 |
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 | CALVETTI FERGUSON |
Accountancy firm EIN | 2014-12-31 | 134255527 |
2013 : GULLO COMPANIES 401(K) SAVINGS 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 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $3,080,254 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $797,275 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $795,967 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $1,094,266 |
Value of total assets at end of year | 2013-12-31 | $11,395,424 |
Value of total assets at beginning of year | 2013-12-31 | $9,112,445 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $1,308 |
Total interest from all sources | 2013-12-31 | $17,831 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $393,413 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $393,413 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
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 | $922,143 |
Participant contributions at end of year | 2013-12-31 | $406,952 |
Participant contributions at beginning of year | 2013-12-31 | $380,480 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $9,482 |
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 | $2,282,979 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $11,395,424 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $9,112,445 |
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 | $1,308 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $10,338,457 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $0 |
Value of interest in pooled separate accounts at end of year | 2013-12-31 | $650,015 |
Value of interest in pooled separate accounts at beginning of year | 2013-12-31 | $8,730,146 |
Interest on participant loans | 2013-12-31 | $17,831 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $1,819 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $1,819 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $1,572,809 |
Net investment gain/loss from pooled separate accounts | 2013-12-31 | $1,935 |
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 | $162,641 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $795,967 |
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 | CALVETTI FERGUSON |
Accountancy firm EIN | 2013-12-31 | 134255527 |
2012 : GULLO COMPANIES 401(K) SAVINGS PLAN 2012 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $1,730,270 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $343,851 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $317,408 |
Value of total corrective distributions | 2012-12-31 | $24,634 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $804,204 |
Value of total assets at end of year | 2012-12-31 | $9,112,445 |
Value of total assets at beginning of year | 2012-12-31 | $7,726,026 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $1,809 |
Total interest from all sources | 2012-12-31 | $13,919 |
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 | $500,000 |
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 | $730,607 |
Participant contributions at end of year | 2012-12-31 | $380,480 |
Participant contributions at beginning of year | 2012-12-31 | $301,017 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $6,534 |
Administrative expenses (other) incurred | 2012-12-31 | $1,809 |
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 | $1,386,419 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $9,112,445 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $7,726,026 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2012-12-31 | $8,730,146 |
Value of interest in pooled separate accounts at beginning of year | 2012-12-31 | $7,424,562 |
Interest on participant loans | 2012-12-31 | $13,919 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $1,819 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $447 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $447 |
Net investment gain/loss from pooled separate accounts | 2012-12-31 | $912,147 |
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 | $67,063 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $317,408 |
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 | CALVETTI, FERGUSON,& WAGNER, P.C. |
Accountancy firm EIN | 2012-12-31 | 134255527 |
2011 : GULLO COMPANIES 401(K) SAVINGS PLAN 2011 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $730,310 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $572,453 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $547,623 |
Value of total corrective distributions | 2011-12-31 | $12,828 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $775,577 |
Value of total assets at end of year | 2011-12-31 | $7,726,026 |
Value of total assets at beginning of year | 2011-12-31 | $7,568,169 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $12,002 |
Total interest from all sources | 2011-12-31 | $14,758 |
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 | $500,000 |
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 | $706,388 |
Participant contributions at end of year | 2011-12-31 | $301,017 |
Participant contributions at beginning of year | 2011-12-31 | $324,713 |
Administrative expenses (other) incurred | 2011-12-31 | $12,002 |
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 | $157,857 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $7,726,026 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $7,568,169 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2011-12-31 | $7,424,562 |
Value of interest in pooled separate accounts at beginning of year | 2011-12-31 | $7,238,901 |
Interest on participant loans | 2011-12-31 | $14,758 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $447 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $4,555 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $4,555 |
Net investment gain/loss from pooled separate accounts | 2011-12-31 | $-60,025 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $69,189 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $547,623 |
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 | HERFORD, LYNCH, SELLARS & KIRKHAM |
Accountancy firm EIN | 2011-12-31 | 760286393 |
2010 : GULLO COMPANIES 401(K) SAVINGS PLAN 2010 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $1,475,223 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $330,731 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $292,763 |
Value of total corrective distributions | 2010-12-31 | $23,171 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $707,564 |
Value of total assets at end of year | 2010-12-31 | $7,568,169 |
Value of total assets at beginning of year | 2010-12-31 | $6,423,677 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $14,797 |
Total interest from all sources | 2010-12-31 | $16,390 |
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 | $400,000 |
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 | $642,899 |
Participant contributions at end of year | 2010-12-31 | $324,713 |
Participant contributions at beginning of year | 2010-12-31 | $299,737 |
Administrative expenses (other) incurred | 2010-12-31 | $14,797 |
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 | $1,144,492 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $7,568,169 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $6,423,677 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2010-12-31 | $7,238,901 |
Value of interest in pooled separate accounts at beginning of year | 2010-12-31 | $6,116,764 |
Interest on participant loans | 2010-12-31 | $16,390 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $4,555 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $7,176 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $7,176 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $735,795 |
Net investment gain/loss from pooled separate accounts | 2010-12-31 | $15,474 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $64,665 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $292,763 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2010-12-31 | No |
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 | HERFORD, LYNCH, SELLARS & KIRKHAM |
Accountancy firm EIN | 2010-12-31 | 760286393 |
2009 : GULLO COMPANIES 401(K) SAVINGS 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 |