?>
Plan Name | RON CARTER AUTOLAND 401(K) SAVINGS PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | RON CARTER AUTOWORLD, LLC DBA RON CARTER AUTOLAND |
Employer identification number (EIN): | 813267664 |
NAIC Classification: | 441110 |
NAIC Description: | New Car Dealers |
Additional information about RON CARTER AUTOWORLD, LLC DBA RON CARTER AUTOLAND
Jurisdiction of Incorporation: | Texas Secretary of State |
Incorporation Date: | 2016-06-03 |
Company Identification Number: | 0802471559 |
Legal Registered Office Address: |
535 W 24TH ST FL 6 NEW YORK United States of America (USA) 10011 |
More information about RON CARTER AUTOWORLD, LLC DBA RON CARTER AUTOLAND
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2019-01-01 | ||||
001 | 2019-01-01 | ||||
001 | 2018-01-01 | ||||
001 | 2017-01-01 | DONNA CANALES | |||
001 | 2016-01-01 | DONNA CANALES-SCHAFFNER |
Measure | Date | Value |
---|---|---|
2019: RON CARTER AUTOLAND 401(K) SAVINGS PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 103 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 0 |
Total of all active and inactive participants | 2019-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 0 |
Number of participants with account balances | 2019-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: RON CARTER AUTOLAND 401(K) SAVINGS PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 124 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 86 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 17 |
Total of all active and inactive participants | 2018-01-01 | 103 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 103 |
Number of participants with account balances | 2018-01-01 | 75 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 6 |
2017: RON CARTER AUTOLAND 401(K) SAVINGS PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 129 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 95 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 15 |
Total of all active and inactive participants | 2017-01-01 | 110 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 110 |
Number of participants with account balances | 2017-01-01 | 85 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 13 |
2016: RON CARTER AUTOLAND 401(K) SAVINGS PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 129 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 94 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 20 |
Total of all active and inactive participants | 2016-01-01 | 114 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 114 |
Number of participants with account balances | 2016-01-01 | 96 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 14 |
Measure | Date | Value |
---|---|---|
2019 : RON CARTER AUTOLAND 401(K) SAVINGS PLAN 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-06-17 | $0 |
Total unrealized appreciation/depreciation of assets | 2019-06-17 | $0 |
Total transfer of assets from this plan | 2019-06-17 | $3,493,327 |
Total transfer of assets from this plan | 2019-06-17 | $3,493,327 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-06-17 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-06-17 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-06-17 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-06-17 | $0 |
Total income from all sources (including contributions) | 2019-06-17 | $640,102 |
Total income from all sources (including contributions) | 2019-06-17 | $640,102 |
Total loss/gain on sale of assets | 2019-06-17 | $0 |
Total loss/gain on sale of assets | 2019-06-17 | $0 |
Total of all expenses incurred | 2019-06-17 | $1,719,557 |
Total of all expenses incurred | 2019-06-17 | $1,719,557 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-06-17 | $1,695,430 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-06-17 | $1,695,430 |
Expenses. Certain deemed distributions of participant loans | 2019-06-17 | $20,603 |
Expenses. Certain deemed distributions of participant loans | 2019-06-17 | $20,603 |
Value of total corrective distributions | 2019-06-17 | $1,950 |
Value of total corrective distributions | 2019-06-17 | $1,950 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-06-17 | $138,335 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-06-17 | $138,335 |
Value of total assets at end of year | 2019-06-17 | $0 |
Value of total assets at end of year | 2019-06-17 | $0 |
Value of total assets at beginning of year | 2019-06-17 | $4,572,782 |
Value of total assets at beginning of year | 2019-06-17 | $4,572,782 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-06-17 | $1,574 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-06-17 | $1,574 |
Total interest from all sources | 2019-06-17 | $6,004 |
Total interest from all sources | 2019-06-17 | $6,004 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-06-17 | $10,456 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-06-17 | $10,456 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-06-17 | Yes |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-06-17 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2019-06-17 | $0 |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2019-06-17 | $0 |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-06-17 | $10,456 |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-06-17 | $10,456 |
Was this plan covered by a fidelity bond | 2019-06-17 | Yes |
Was this plan covered by a fidelity bond | 2019-06-17 | Yes |
Value of fidelity bond cover | 2019-06-17 | $3,000,000 |
Value of fidelity bond cover | 2019-06-17 | $3,000,000 |
If this is an individual account plan, was there a blackout period | 2019-06-17 | No |
If this is an individual account plan, was there a blackout period | 2019-06-17 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-06-17 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-06-17 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-06-17 | No |
Contributions received from participants | 2019-06-17 | $119,243 |
Contributions received from participants | 2019-06-17 | $119,243 |
Participant contributions at end of year | 2019-06-17 | $0 |
Participant contributions at end of year | 2019-06-17 | $0 |
Participant contributions at beginning of year | 2019-06-17 | $120,479 |
Participant contributions at beginning of year | 2019-06-17 | $120,479 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-06-17 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-06-17 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-06-17 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-06-17 | No |
Value of net income/loss | 2019-06-17 | $-1,079,455 |
Value of net income/loss | 2019-06-17 | $-1,079,455 |
Value of net assets at end of year (total assets less liabilities) | 2019-06-17 | $0 |
Value of net assets at end of year (total assets less liabilities) | 2019-06-17 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-06-17 | $4,572,782 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-06-17 | $4,572,782 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-06-17 | No |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-06-17 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-06-17 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-06-17 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-06-17 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-06-17 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-06-17 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-06-17 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-06-17 | $3,838,062 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-06-17 | $3,838,062 |
Interest on participant loans | 2019-06-17 | $1,923 |
Interest on participant loans | 2019-06-17 | $1,923 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-06-17 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-06-17 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-06-17 | $614,241 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-06-17 | $614,241 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-06-17 | $614,241 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-06-17 | $614,241 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-06-17 | $4,081 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-06-17 | $4,081 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-06-17 | $485,307 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-06-17 | $485,307 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-06-17 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-06-17 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-06-17 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-06-17 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-06-17 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-06-17 | No |
Contributions received in cash from employer | 2019-06-17 | $19,092 |
Contributions received in cash from employer | 2019-06-17 | $19,092 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-06-17 | $1,695,430 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-06-17 | $1,695,430 |
Contract administrator fees | 2019-06-17 | $1,574 |
Contract administrator fees | 2019-06-17 | $1,574 |
Did the plan have assets held for investment | 2019-06-17 | No |
Did the plan have assets held for investment | 2019-06-17 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-06-17 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-06-17 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-06-17 | Yes |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-06-17 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-06-17 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-06-17 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-06-17 | Disclaimer |
Opinion of an independent qualified public accountant for this plan | 2019-06-17 | Disclaimer |
Accountancy firm name | 2019-06-17 | LEE SHAFER P.C. |
Accountancy firm name | 2019-06-17 | LEE SHAFER P.C. |
Accountancy firm EIN | 2019-06-17 | 760206308 |
Accountancy firm EIN | 2019-06-17 | 760206308 |
2018 : RON CARTER AUTOLAND 401(K) SAVINGS 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 | $862 |
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 | $330,921 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $628,077 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $617,237 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $594,400 |
Value of total assets at end of year | 2018-12-31 | $4,572,782 |
Value of total assets at beginning of year | 2018-12-31 | $4,869,076 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $10,840 |
Total interest from all sources | 2018-12-31 | $12,016 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $42,264 |
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 | $42,264 |
Administrative expenses professional fees incurred | 2018-12-31 | $5,000 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $3,000,000 |
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 | $400,278 |
Participant contributions at end of year | 2018-12-31 | $120,479 |
Participant contributions at beginning of year | 2018-12-31 | $136,810 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $121,061 |
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 | $-297,156 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $4,572,782 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $4,869,076 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $3,838,062 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $3,914,860 |
Interest on participant loans | 2018-12-31 | $6,566 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $614,241 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $817,406 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $817,406 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $5,450 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-317,759 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $73,061 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $617,237 |
Contract administrator fees | 2018-12-31 | $5,840 |
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 | LEE E SCHAFER, P.C. |
Accountancy firm EIN | 2018-12-31 | 760206308 |
2017 : RON CARTER AUTOLAND 401(K) SAVINGS PLAN 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total transfer of assets from this plan | 2017-12-31 | $88,245 |
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 | $1,159,888 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $630,225 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $624,865 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $542,015 |
Value of total assets at end of year | 2017-12-31 | $4,869,076 |
Value of total assets at beginning of year | 2017-12-31 | $4,427,658 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $5,360 |
Total interest from all sources | 2017-12-31 | $6,831 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $35,858 |
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 | $35,858 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $442,918 |
Participant contributions at end of year | 2017-12-31 | $136,810 |
Participant contributions at beginning of year | 2017-12-31 | $184,465 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $12,270 |
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 | $529,663 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $4,869,076 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $4,427,658 |
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 | $3,914,860 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $2,945,020 |
Interest on participant loans | 2017-12-31 | $6,831 |
Income. Interest from loans (other than to participants) | 2017-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $817,406 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $1,298,173 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $1,298,173 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $575,184 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $86,827 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $624,865 |
Contract administrator fees | 2017-12-31 | $5,360 |
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 | LEE E SCHAFER, P.C. |
Accountancy firm EIN | 2017-12-31 | 760206308 |
2016 : RON CARTER AUTOLAND 401(K) SAVINGS 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 | $52,413 |
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 | $827,138 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $380,913 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $376,650 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $617,975 |
Value of total assets at end of year | 2016-12-31 | $4,427,658 |
Value of total assets at beginning of year | 2016-12-31 | $3,929,020 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $4,263 |
Total interest from all sources | 2016-12-31 | $7,686 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $32,828 |
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 | $32,828 |
Administrative expenses professional fees incurred | 2016-12-31 | $1,000 |
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 | $468,121 |
Participant contributions at end of year | 2016-12-31 | $184,465 |
Participant contributions at beginning of year | 2016-12-31 | $177,210 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $50,523 |
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 | $446,225 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $4,427,658 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $3,929,020 |
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 | $2,945,020 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $2,942,326 |
Interest on participant loans | 2016-12-31 | $7,686 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $1,298,173 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $809,484 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $809,484 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $168,649 |
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 | $99,331 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $376,650 |
Contract administrator fees | 2016-12-31 | $3,263 |
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 | LEE E SCHAFER, P.C. |
Accountancy firm EIN | 2016-12-31 | 760206308 |
2019: RON CARTER AUTOLAND 401(K) SAVINGS PLAN 2019 form 5500 responses | ||
---|---|---|
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | Yes |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: RON CARTER AUTOLAND 401(K) SAVINGS PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: RON CARTER AUTOLAND 401(K) SAVINGS PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: RON CARTER AUTOLAND 401(K) SAVINGS PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |