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MERLES AUTOMOTIVE SUPPLY, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameMERLES AUTOMOTIVE SUPPLY, INC. 401(K) PROFIT SHARING PLAN
Plan identification number 001

MERLES AUTOMOTIVE SUPPLY, INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

MERLES AUTOMOTIVE SUPPLY INC has sponsored the creation of one or more 401k plans.

Company Name:MERLES AUTOMOTIVE SUPPLY INC
Employer identification number (EIN):860631451
NAIC Classification:441300
NAIC Description: Automotive Parts, Accessories, and Tire Stores

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MERLES AUTOMOTIVE SUPPLY, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012017-01-01STEPHEN SATTINGER
0012017-01-01STEPHEN SATTINGER
0012016-01-01MICHELLE DEETS
0012015-01-01MICHELLE DEETS
0012014-01-01MICHELLE DEETS
0012013-01-01MICHELLE DEETS
0012012-01-01MICHELLE DEETS
0012011-01-01MICHELLE DEETS
0012009-01-01MICHELLE DEETS

Plan Statistics for MERLES AUTOMOTIVE SUPPLY, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for MERLES AUTOMOTIVE SUPPLY, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2017: MERLES AUTOMOTIVE SUPPLY, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01170
Total number of active participants reported on line 7a of the Form 55002017-01-010
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-010
Number of participants with account balances2017-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: MERLES AUTOMOTIVE SUPPLY, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01170
Total number of active participants reported on line 7a of the Form 55002016-01-01163
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-014
Total of all active and inactive participants2016-01-01167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01167
Number of participants with account balances2016-01-01119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0110
2015: MERLES AUTOMOTIVE SUPPLY, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01176
Total number of active participants reported on line 7a of the Form 55002015-01-01165
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-017
Total of all active and inactive participants2015-01-01172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01172
Number of participants with account balances2015-01-01127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-019
2014: MERLES AUTOMOTIVE SUPPLY, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01156
Total number of active participants reported on line 7a of the Form 55002014-01-01168
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-013
Total of all active and inactive participants2014-01-01171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01171
Number of participants with account balances2014-01-01128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-015
2013: MERLES AUTOMOTIVE SUPPLY, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01157
Total number of active participants reported on line 7a of the Form 55002013-01-01154
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-016
Total of all active and inactive participants2013-01-01160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01160
Number of participants with account balances2013-01-01126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-013
2012: MERLES AUTOMOTIVE SUPPLY, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01149
Total number of active participants reported on line 7a of the Form 55002012-01-01151
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-014
Total of all active and inactive participants2012-01-01155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01155
Number of participants with account balances2012-01-01126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-016
2011: MERLES AUTOMOTIVE SUPPLY, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01196
Total number of active participants reported on line 7a of the Form 55002011-01-01148
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-014
Total of all active and inactive participants2011-01-01152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01153
Number of participants with account balances2011-01-01130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-013
2009: MERLES AUTOMOTIVE SUPPLY, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01169
Total number of active participants reported on line 7a of the Form 55002009-01-01147
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-017
Total of all active and inactive participants2009-01-01154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01155
Number of participants with account balances2009-01-01133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-013

Financial Data on MERLES AUTOMOTIVE SUPPLY, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2017 : MERLES AUTOMOTIVE SUPPLY, INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-08-31$0
Total income from all sources (including contributions)2017-08-31$708,365
Total loss/gain on sale of assets2017-08-31$0
Total of all expenses incurred2017-08-31$7,329,087
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-08-31$7,320,643
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-08-31$182,699
Value of total assets at end of year2017-08-31$0
Value of total assets at beginning of year2017-08-31$6,620,722
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-08-31$8,444
Total interest from all sources2017-08-31$3,969
Total dividends received (eg from common stock, registered investment company shares)2017-08-31$17,319
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-08-31$17,319
Was this plan covered by a fidelity bond2017-08-31Yes
Value of fidelity bond cover2017-08-31$700,000
If this is an individual account plan, was there a blackout period2017-08-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-08-31$0
Were there any nonexempt tranactions with any party-in-interest2017-08-31No
Contributions received from participants2017-08-31$131,064
Participant contributions at end of year2017-08-31$0
Participant contributions at beginning of year2017-08-31$191,873
Administrative expenses (other) incurred2017-08-31$8,444
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-08-31No
Value of net income/loss2017-08-31$-6,620,722
Value of net assets at end of year (total assets less liabilities)2017-08-31$0
Value of net assets at beginning of year (total assets less liabilities)2017-08-31$6,620,722
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-08-31No
Were any leases to which the plan was party in default or uncollectible2017-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-08-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-08-31$5,873,987
Income. Interest from loans (other than to participants)2017-08-31$3,969
Value of interest in common/collective trusts at end of year2017-08-31$0
Value of interest in common/collective trusts at beginning of year2017-08-31$554,862
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-08-31$502,255
Net investment gain or loss from common/collective trusts2017-08-31$2,123
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-08-31No
Was there a failure to transmit to the plan any participant contributions2017-08-31No
Has the plan failed to provide any benefit when due under the plan2017-08-31No
Contributions received in cash from employer2017-08-31$51,635
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-08-31$7,320,643
Did the plan have assets held for investment2017-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-08-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-08-31Yes
Opinion of an independent qualified public accountant for this plan2017-08-31Disclaimer
Accountancy firm name2017-08-31BEACH FLEISCHMAN & CO PC
Accountancy firm EIN2017-08-31860683059
2016 : MERLES AUTOMOTIVE SUPPLY, INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$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$974,487
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$440,866
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$428,127
Value of total corrective distributions2016-12-31$455
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$504,979
Value of total assets at end of year2016-12-31$6,620,722
Value of total assets at beginning of year2016-12-31$6,087,101
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$12,284
Total interest from all sources2016-12-31$7,593
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$213,847
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$213,847
Administrative expenses professional fees incurred2016-12-31$9,042
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$700,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$367,581
Participant contributions at end of year2016-12-31$191,873
Participant contributions at beginning of year2016-12-31$124,303
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$533,621
Value of net assets at end of year (total assets less liabilities)2016-12-31$6,620,722
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$6,087,101
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$5,873,987
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$5,408,520
Income. Interest from loans (other than to participants)2016-12-31$7,593
Value of interest in common/collective trusts at end of year2016-12-31$554,862
Value of interest in common/collective trusts at beginning of year2016-12-31$554,278
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$243,033
Net investment gain or loss from common/collective trusts2016-12-31$5,035
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$137,398
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$428,127
Contract administrator fees2016-12-31$3,242
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BEACH FLEISCHMAN & CO PC
Accountancy firm EIN2016-12-31860683059
2015 : MERLES AUTOMOTIVE SUPPLY, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$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$525,215
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$414,769
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$407,987
Expenses. Certain deemed distributions of participant loans2015-12-31$489
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$551,943
Value of total assets at end of year2015-12-31$6,087,101
Value of total assets at beginning of year2015-12-31$5,976,655
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$6,293
Total interest from all sources2015-12-31$6,527
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$320,210
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$320,210
Administrative expenses professional fees incurred2015-12-31$2,173
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$700,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$373,143
Participant contributions at end of year2015-12-31$124,303
Participant contributions at beginning of year2015-12-31$158,084
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$33,629
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$110,446
Value of net assets at end of year (total assets less liabilities)2015-12-31$6,087,101
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$5,976,655
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$4,120
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$5,408,520
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$5,440,582
Interest on participant loans2015-12-31$6,527
Value of interest in common/collective trusts at end of year2015-12-31$554,278
Value of interest in common/collective trusts at beginning of year2015-12-31$377,989
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-356,819
Net investment gain or loss from common/collective trusts2015-12-31$3,354
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$145,171
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$407,987
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BEACH FLEISCHMAN & CO.PC
Accountancy firm EIN2015-12-31860683059
2014 : MERLES AUTOMOTIVE SUPPLY, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$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$817,702
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$375,187
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$368,393
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$488,880
Value of total assets at end of year2014-12-31$5,976,655
Value of total assets at beginning of year2014-12-31$5,534,140
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$6,794
Total interest from all sources2014-12-31$6,189
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$323,354
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$323,354
Administrative expenses professional fees incurred2014-12-31$2,850
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$600,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$337,183
Participant contributions at end of year2014-12-31$158,084
Participant contributions at beginning of year2014-12-31$133,250
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$12,023
Other income not declared elsewhere2014-12-31$469
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$442,515
Value of net assets at end of year (total assets less liabilities)2014-12-31$5,976,655
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$5,534,140
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$5,440,582
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$5,032,309
Interest on participant loans2014-12-31$6,189
Value of interest in common/collective trusts at end of year2014-12-31$377,989
Value of interest in common/collective trusts at beginning of year2014-12-31$368,581
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-2,281
Net investment gain or loss from common/collective trusts2014-12-31$1,091
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$139,674
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$368,393
Contract administrator fees2014-12-31$3,944
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BEACH FLEISCHMAN & CO PC
Accountancy firm EIN2014-12-31860683059
2013 : MERLES AUTOMOTIVE SUPPLY, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$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$1,409,743
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$137,994
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$134,991
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$497,010
Value of total assets at end of year2013-12-31$5,534,140
Value of total assets at beginning of year2013-12-31$4,262,391
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$3,003
Total interest from all sources2013-12-31$5,568
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$117,193
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$117,193
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$327,845
Participant contributions at end of year2013-12-31$133,250
Participant contributions at beginning of year2013-12-31$121,498
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$41,949
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,271,749
Value of net assets at end of year (total assets less liabilities)2013-12-31$5,534,140
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$4,262,391
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$5,032,309
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$3,793,577
Interest on participant loans2013-12-31$5,568
Value of interest in common/collective trusts at end of year2013-12-31$368,581
Value of interest in common/collective trusts at beginning of year2013-12-31$347,316
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$789,474
Net investment gain or loss from common/collective trusts2013-12-31$498
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$127,216
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$134,991
Contract administrator fees2013-12-31$3,003
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BEACH FLEISCHMAN & CO P.C. TUCSON
Accountancy firm EIN2013-12-31860683059
2012 : MERLES AUTOMOTIVE SUPPLY, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$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$926,396
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$182,703
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$180,703
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$427,015
Value of total assets at end of year2012-12-31$4,262,391
Value of total assets at beginning of year2012-12-31$3,518,698
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$2,000
Total interest from all sources2012-12-31$5,557
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$59,711
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$59,711
Administrative expenses professional fees incurred2012-12-31$2,000
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$450,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$305,057
Participant contributions at end of year2012-12-31$121,498
Participant contributions at beginning of year2012-12-31$118,272
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$743,693
Value of net assets at end of year (total assets less liabilities)2012-12-31$4,262,391
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,518,698
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$3,793,577
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$3,020,395
Interest on participant loans2012-12-31$5,557
Value of interest in common/collective trusts at end of year2012-12-31$347,316
Value of interest in common/collective trusts at beginning of year2012-12-31$380,031
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$433,234
Net investment gain or loss from common/collective trusts2012-12-31$879
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$121,958
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$180,703
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BEACH FLEISCHMAN & CO P.C. TUCSON
Accountancy firm EIN2012-12-31860683059
2011 : MERLES AUTOMOTIVE SUPPLY, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$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$410,377
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$81,923
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$79,740
Value of total corrective distributions2011-12-31$58
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$472,888
Value of total assets at end of year2011-12-31$3,518,698
Value of total assets at beginning of year2011-12-31$3,190,244
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$2,125
Total interest from all sources2011-12-31$5,427
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$45,966
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$45,966
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$400,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$307,191
Participant contributions at end of year2011-12-31$118,272
Participant contributions at beginning of year2011-12-31$109,584
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$42,798
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$328,454
Value of net assets at end of year (total assets less liabilities)2011-12-31$3,518,698
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$3,190,244
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$3,020,395
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,733,394
Interest on participant loans2011-12-31$5,427
Value of interest in common/collective trusts at end of year2011-12-31$380,031
Value of interest in common/collective trusts at beginning of year2011-12-31$347,266
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-114,348
Net investment gain or loss from common/collective trusts2011-12-31$444
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$122,899
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$79,740
Contract administrator fees2011-12-31$2,125
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BEACH FLEISCHMAN & CO P.C. TUCSON
Accountancy firm EIN2011-12-31860683059
2010 : MERLES AUTOMOTIVE SUPPLY, INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$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$667,231
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$479,869
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$478,056
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$326,279
Value of total assets at end of year2010-12-31$3,190,244
Value of total assets at beginning of year2010-12-31$3,002,882
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,813
Total interest from all sources2010-12-31$6,331
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$38,565
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$38,565
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$400,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$247,493
Participant contributions at end of year2010-12-31$109,584
Participant contributions at beginning of year2010-12-31$114,594
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$78,786
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$187,362
Value of net assets at end of year (total assets less liabilities)2010-12-31$3,190,244
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$3,002,882
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$2,733,394
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$2,470,859
Interest on participant loans2010-12-31$6,331
Value of interest in common/collective trusts at end of year2010-12-31$347,266
Value of interest in common/collective trusts at beginning of year2010-12-31$417,429
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$295,147
Net investment gain or loss from common/collective trusts2010-12-31$909
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$478,056
Contract administrator fees2010-12-31$1,813
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31BEACH FLEISCHMAN & CO P.C. TUCSON
Accountancy firm EIN2010-12-31860683059

Form 5500 Responses for MERLES AUTOMOTIVE SUPPLY, INC. 401(K) PROFIT SHARING PLAN

2017: MERLES AUTOMOTIVE SUPPLY, INC. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingYes
2017-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MERLES AUTOMOTIVE SUPPLY, INC. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MERLES AUTOMOTIVE SUPPLY, INC. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MERLES AUTOMOTIVE SUPPLY, INC. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MERLES AUTOMOTIVE SUPPLY, INC. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MERLES AUTOMOTIVE SUPPLY, INC. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MERLES AUTOMOTIVE SUPPLY, INC. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: MERLES AUTOMOTIVE SUPPLY, INC. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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