DEALERPOLICY, INC. has sponsored the creation of one or more 401k plans.
| Measure | Date | Value |
|---|
| 2022 : POLLY 401(K) 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 | $25,267 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $1,751 |
| Total income from all sources (including contributions) | 2022-12-31 | $2,204,129 |
| Total loss/gain on sale of assets | 2022-12-31 | $0 |
| Total of all expenses incurred | 2022-12-31 | $503,625 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $430,388 |
| Value of total corrective distributions | 2022-12-31 | $27,550 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $3,186,115 |
| Value of total assets at end of year | 2022-12-31 | $7,226,623 |
| Value of total assets at beginning of year | 2022-12-31 | $5,502,603 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $45,687 |
| Total interest from all sources | 2022-12-31 | $1,117 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $224,759 |
| 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 | $224,759 |
| Administrative expenses professional fees incurred | 2022-12-31 | $615 |
| 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 | Yes |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Contributions received from participants | 2022-12-31 | $2,007,009 |
| Participant contributions at end of year | 2022-12-31 | $31,560 |
| Participant contributions at beginning of year | 2022-12-31 | $23,547 |
| Participant contributions at end of year | 2022-12-31 | $3,570 |
| Participant contributions at beginning of year | 2022-12-31 | $1,654 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $534,651 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-12-31 | $25,267 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-12-31 | $1,751 |
| Total non interest bearing cash at end of year | 2022-12-31 | $0 |
| Total non interest bearing cash at beginning of year | 2022-12-31 | $36,122 |
| 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 | $1,700,504 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $7,201,356 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $5,500,852 |
| 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 | $19,077 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $7,074,857 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $0 |
| Value of interest in pooled separate accounts at end of year | 2022-12-31 | $0 |
| Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $5,440,557 |
| Interest on participant loans | 2022-12-31 | $1,117 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $114,922 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-1,207,862 |
| 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 | $644,455 |
| Employer contributions (assets) at end of year | 2022-12-31 | $1,714 |
| Employer contributions (assets) at beginning of year | 2022-12-31 | $723 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $430,388 |
| Contract administrator fees | 2022-12-31 | $25,995 |
| 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 | 2022-12-31 | Yes |
| 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 | UHY LLP |
| Accountancy firm EIN | 2022-12-31 | 200694403 |
| 2021 : POLLY 401(K) PLAN 2021 401k financial data |
|---|
| Unrealized appreciation/depreciation of real estate assets | 2021-12-31 | $0 |
| Unrealized appreciation/depreciation of other (non real estate) assets | 2021-12-31 | $0 |
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
| Total transfer of assets to this plan | 2021-12-31 | $0 |
| Total transfer of assets from this plan | 2021-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $1,751 |
| Expenses. Interest paid | 2021-12-31 | $0 |
| Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2021-12-31 | $0 |
| Total income from all sources (including contributions) | 2021-12-31 | $3,314,197 |
| Total loss/gain on sale of assets | 2021-12-31 | $0 |
| Total of all expenses incurred | 2021-12-31 | $333,035 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $280,973 |
| Value of total corrective distributions | 2021-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $2,700,054 |
| Value of total assets at end of year | 2021-12-31 | $5,502,603 |
| Value of total assets at beginning of year | 2021-12-31 | $2,519,690 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $52,062 |
| Total income from rents | 2021-12-31 | $0 |
| Total interest from all sources | 2021-12-31 | $122 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $0 |
| Administrative expenses professional fees incurred | 2021-12-31 | $0 |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $265,000 |
| If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Contributions received from participants | 2021-12-31 | $1,136,656 |
| Participant contributions at end of year | 2021-12-31 | $23,547 |
| Participant contributions at beginning of year | 2021-12-31 | $853 |
| Participant contributions at end of year | 2021-12-31 | $1,654 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $1,123,452 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2021-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-12-31 | $1,751 |
| Other income not declared elsewhere | 2021-12-31 | $0 |
| Administrative expenses (other) incurred | 2021-12-31 | $0 |
| Total non interest bearing cash at end of year | 2021-12-31 | $36,122 |
| Total non interest bearing cash at beginning of year | 2021-12-31 | $11,849 |
| 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 |
| Income. Non cash contributions | 2021-12-31 | $0 |
| Value of net income/loss | 2021-12-31 | $2,981,162 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $5,500,852 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $2,519,690 |
| 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 | $22,984 |
| Value of interest in pooled separate accounts at end of year | 2021-12-31 | $5,440,557 |
| Value of interest in pooled separate accounts at beginning of year | 2021-12-31 | $2,506,988 |
| Interest on participant loans | 2021-12-31 | $0 |
| Income. Interest from loans (other than to participants) | 2021-12-31 | $122 |
| Interest earned on other investments | 2021-12-31 | $0 |
| Income. Interest from US Government securities | 2021-12-31 | $0 |
| Income. Interest from corporate debt instruments | 2021-12-31 | $0 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $0 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2021-12-31 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $0 |
| Net investment gain/loss from pooled separate accounts | 2021-12-31 | $614,021 |
| Net investment gain or loss from common/collective trusts | 2021-12-31 | $0 |
| Net gain/loss from 103.12 investment entities | 2021-12-31 | $0 |
| 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 | $439,946 |
| Employer contributions (assets) at end of year | 2021-12-31 | $723 |
| Income. Dividends from preferred stock | 2021-12-31 | $0 |
| Income. Dividends from common stock | 2021-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $280,973 |
| Contract administrator fees | 2021-12-31 | $29,078 |
| 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 |
| Aggregate proceeds on sale of assets | 2021-12-31 | $0 |
| Aggregate carrying amount (costs) on sale of assets | 2021-12-31 | $0 |
| Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
| Accountancy firm name | 2021-12-31 | UHY LLP |
| Accountancy firm EIN | 2021-12-31 | 200694403 |
| 2020 : POLLY 401(K) PLAN 2020 401k financial data |
|---|
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $65 |
| Total income from all sources (including contributions) | 2020-12-31 | $1,634,843 |
| Total of all expenses incurred | 2020-12-31 | $130,952 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $105,452 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $1,280,868 |
| Value of total assets at end of year | 2020-12-31 | $2,519,690 |
| Value of total assets at beginning of year | 2020-12-31 | $1,015,864 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $25,500 |
| Total interest from all sources | 2020-12-31 | $154 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $265,000 |
| If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Contributions received from participants | 2020-12-31 | $682,758 |
| Participant contributions at end of year | 2020-12-31 | $853 |
| Participant contributions at beginning of year | 2020-12-31 | $3,214 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $333,571 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $65 |
| Total non interest bearing cash at end of year | 2020-12-31 | $11,849 |
| Total non interest bearing cash at beginning of year | 2020-12-31 | $1,361 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Value of net income/loss | 2020-12-31 | $1,503,891 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $2,519,690 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,015,799 |
| 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 | $9,130 |
| Value of interest in pooled separate accounts at end of year | 2020-12-31 | $2,506,988 |
| Value of interest in pooled separate accounts at beginning of year | 2020-12-31 | $1,011,289 |
| Interest on participant loans | 2020-12-31 | $154 |
| Net investment gain/loss from pooled separate accounts | 2020-12-31 | $353,821 |
| 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 | $264,539 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $105,452 |
| Contract administrator fees | 2020-12-31 | $16,370 |
| 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 | Disclaimer |
| Accountancy firm name | 2020-12-31 | UHY LLP |
| Accountancy firm EIN | 2020-12-31 | 200694403 |
